Hire the Best Insurance Consultants
in the Philippines

Overwhelmed with customer messages, follow-ups, and daily admin tasks? I help businesses stay organized, responsive, and focused on growth—without letting leads or customers slip through the cracks. I specialize in customer support and virtual assistance, handling chat, email, and client communication with speed, professionalism, and attention to detail. My goal is simple: keep your customers happy and your operations running smoothly. I also support sales and outreach efforts—from lead generation to follow-ups and appointment setting—helping you turn inquiries into actual opportunities. 💡 What I can take off your plate: ✔ Customer Support (Chat, Email, Basic Calls) ✔ Virtual Assistance & Admin Support ✔ Lead Generation & Prospecting ✔ Appointment Setting & Follow-Ups ✔ CRM Management & Data Entry ✔ Social Media & Livestream Engagement 🚀 What you can expect working with me: ✔ Fast and clear communication ✔ Reliable and consistent support ✔ Attention to detail (no missed messages or tasks) ✔ A proactive mindset—I don’t wait to be told what to do I understand how important customer experience and response time are in growing a business. When you work with me, you’re getting someone who treats your business like their own. Let’s connect and see how I can support your team.

I am a Cold Caller and Appointment Setter with hands-on experience in cold calling, lead follow-up, and CRM management. I support founders, real estate professionals, and service-based businesses who need reliable sales and operations support. Here’s how I can help you: • Appointment setting and calendar management • Cold calling and outbound follow-ups • CRM management (HubSpot and GHL similar systems) • Email and inbox management • Lead tracking and KPI reporting • Customer support and client communication I have worked in fast-paced environments where performance matters — tracking call volume, conversion rates, and booked meetings. I understand that my role is not just to “assist” but to help increase revenue and keep operations running smoothly. Tools I’ve worked with: Google Workspace HubSpot Aircall Meta Business Suite Canva Spreadsheets for reporting and tracking What you can expect from me: Clear communication Strong follow-through Professional phone presence Ownership of tasks from start to finish If you’re looking for a dependable Executive Assistant who understands sales, client psychology, and operational structure — I’d be happy to support your team. Send me a message and let’s discuss how I can help your business grow.

Insurance operations consultant with extensive experience supporting independent agencies, insurtech startups, and business owners across commercial and personal lines. I specialize in improving policy servicing workflows, back-office efficiency, and insurance system processes—particularly within Applied Epic. Whether you're an agency needing reliable virtual support or a business looking to better understand your insurance needs, I provide practical, accurate, and timely assistance. Services include: Applied Epic workflows and account servicing COIs (ACORD), endorsements, cancellations, and renewals Mortgagee clause updates and lender requirements (e.g., Planet Home Lending) Loss control tracking (initial, follow-up, closure) Business insurance consulting (coverage structure, risk review) Support for insurtech platforms (process mapping, user flow, compliance insight) I bring an operational mindset with a strong grasp of agency needs, systems, and client expectations. Let’s streamline your insurance processes and free up your team to focus on growth.

High-volume, results-driven professional specializing in driving revenue through expert pre-qualification and seamless sales support across Life, Health, Auto, Home, and Medicare Supplemental insurance lines. With over 7 years of proven success in dynamic sales environments—including hands-on experience supporting a U.S.-based Allstate agency—I have mastered high-volume phone strategies ranging from cold calling and telemarketing to strategic lead generation. What I deliver: 1. 7 Years of Insurance Sales & Service Expertise The Value: Longevity and stability. Seven years in this industry means I have navigated various market cycles and understand the long-term lifecycle of a policyholder. 2. Bilingual Mastery (English & Spanish) The Value: Market expansion. I provide native-level fluency that builds immediate trust with the Hispanic community—one of the fastest-growing demographics in the insurance sector. 3. Property and Casualty (P&C) Experience The Value: Asset protection. I am well-versed in the nuances of protecting tangible assets, from homeowners and auto to commercial liability. Application: I can identify "under-insured" risks in a client’s portfolio and suggest the appropriate coverage to protect their physical investments. 4. Life and Health Insurance Experience The Value: Relationship-based selling. Unlike P&C, Life and Health requires a high degree of empathy and "need-based" consultation. 5. Telemarketing, Cold Calling, & Lead Generation The Value: Pipeline fuel. I have the "grit" required for outbound prospecting. I am not afraid of the phone and understand the math behind conversion ratios. 6. Dental Healthcare Experience The Value: Technical specialization. Dental insurance has its own language of networks, procedure codes, and waiting periods.

🏆Top Rated Since 2015🏆 ⭐Top 10% of talent on Upwork⭐ ✅ 20 years of experience in Sales, Telemarketing, Business Development and more ✅ High-Level English Communication Skills ✅ Proven Track record in increasing clients’ sales revenue ✅ Sales, Telemarketing, and B2B Development Manager since 2006 🏆MAIN SERVICES OFFERED🏆 ✅B2B Sales Closing Specializing in DIGITAL MARKETING & SAAS ✅Real Estate Inside Sales ✅Business Development ✅Real Estate Appointment Setting and Lead Generation ✅ Telemarketing and Outbound Sales ✅B2B and B2C Cold Calling ✅Sales Acquisitions ✅Project Management ✅ Negotiating and Closing Deals ✅Administrative Work ✅General Virtual Assistance 🏆Work Expertise 🏆 ✅B2B Cold calling and Appointment Setting ✅B2B Sales Development ✅B2B Lead Generation ✅Generating Leads and Data Scraping ✅B2B and B2C Project Management ✅B2B Sales and Closing ✅Scriptwriting, Project Management, and Strategizing 🏆 Software Expertise 🏆 ✅Go High Level ✅Zapier ✅Hubspot ✅Zoho ✅Mojo Dialer ✅Propstream ✅FollowupBoss ✅Firepoint ✅Podio ✅GoDaddy Website Builder ✅Meta Business Ads 🏆Soft Skills🏆 ✅Video Editing ✅Canva ✅Social Media Management ✅Tiktok Account Management ✅Facebook Marketing ✅Content Creation 🏆Hard Skills 🏆 ✅ Sales Closing ✅ End fo End Sales ✅ Real Estate Inside Sales ✅B2B and B2C Sales ✅Project Management ✅Cold Calling and Outbound Sales ✅CRM Management, Automation, and Integration ✅Discovery Call and Meeting presentation ✅Closing and Negotiating Deals ✅Telemarketing Scriptwriting ✅Sales Process Management ⭐ Work Experiences ⭐ 1️⃣Upwork 2015 - Present ➡️Real Estate ISA - Assist Realtors and Real Estate Brokers by contacting and prequalifying homeowners for a buyer or listing appointment. ⭐Worked with companies like ⭐ ✅VentureX ✅ Smartly Digital Solutions ✅The SEO Room ✅The Perna Team at Keller Williams ( Novi, MI ) ✅Amanda Vang, KW ( San Jose, CA ) ✅Liza Dydishka, EXP Realty ( Nashville, TN ) ✅Hutch and Howard Team at KW ( Knoxville, TN ) ✅Christie’s International Real Estate ( Ramsey, NJ ) ⭐⭐SUMMARY ⭐⭐ ✅ 10years of Real Estate Cold VA, Cold Calling, Appointment Setting Experience ✅10years of Real Estate ISA experience ✅Expert in generating HIGHLY QUALIFIED listing and buyer appointments ✅Fully scripted and well-trained ✅Familiar with Mike Ferry, Haro Group, YES Masters, and other powerful scripts. ✅Real Estate Influence: Brandon Mulnerin, Jackie Kravitz, Kevin Ward, Deric Lipski and Colton Lindsay, and Brent Daniels (investor side) ✅Can handle lists like Expired, FSBO, Neighborhood Cold Calling, Absentee Owner, Just Sold, Just Listed, Pre-foreclosure, Auction, Old expireds and many others. ✅ 3:5 listing vs appointment ratio and have a great track record in setting quality appointments. ✅ Knows how to prequalify leads to make sure they are motivated and ready to sell or buy properties. ✅Attended coaching webinars like KW-MAPS Basecamp Coaching led by Anna Krueger of Haro Group and Sarah Jahn ✅Have experience calling for Real Estate Teams, offices, investors, and independent realtors. ✅Dialed for Metro Detroit Area in Michigan, South and East Bay Area in California, Beverly Hills CA, North Carolina, Kansas, Maryland, Georgia and Washington DC, New Jersey, New York, Las Vegas, Orange County CA, and Tennessee real estate market. ➡️B2B SALES DEVELOPMENT MANAGER ⭐⭐Handled industries like ⭐⭐ ✅ Digital Marketing ✅ SEO ✅ Web Design ✅Credit Repairs ✅Mortgage ✅Real Estate ✅ Insurance ✅Health Insurance ✅ Property Management ✅Telecommunications ✅Staffing and Recruiting ✅ Manufacturing and Retail ✅Hotel and Travel ✅Cleaning Services ✅Home Improvement ✅Health and Wellness ✅Software and Apps ✅IT Services ⭐⭐Tasks and Responsibilities ⭐⭐ ✅Cold Call Prospects and set appointments ✅Follow up via text or email, using the CRM ✅Meet clients via Zoom to provide information about our services/products ✅Build Relationships and create proposals ✅Nurture the leads until closing ✅Scriptwriting, CRM Management, App Integrations, Automation and Workflow ✅Training and development ✅Providing Consultation to improve the overall sales process ✅Team Management and Support 2️⃣Acquire Asia Pacific/ Dodo Australia ( 2008 - 2015 ) ⭐Sales Representative and Closer ( 2008 - 2009 )⭐ ✅Cold Call end users and offer telecommunication services ✅Handle a full sales cycle from opening to closing ✅Gather mode of payment and sign up customers ⭐Sales Team Manager ( 2009 - 2015 )⭐ ✅Handle a team of 8 to 10 telemarketers ✅Meet Daily KPIs without compromising the quality ✅Constant sales coaching and mentoring ✅Provide training to ensure telemarketers’ selling skills are honed 3️⃣Epixtar ( 2006 - 2008 ) ⭐Reed Business Information⭐ ✅Cold Call C-Suite Executives of Fortune 500 Companies to prequalify and offer our magazine subscription designed for their specific industry ⭐Discover Card⭐ ✅Cold Call merchants all over the US to offer partnerships and persuade them to accept Discover credit cards as a mode of payment in their store

Versatile professional with a robust history in customer service, administration, and technical support, adept at delivering exceptional service, optimizing processes, and ensuring customer satisfaction across diverse industries. Expertise in problem-solving, adaptability, and fostering professional relationships. Committed to streamlining operations and resolving challenges efficiently to enhance customer experience and drive organizational success. Always eager to grow, collaborate, and contribute to success—let’s connect! 🚀