Hire the Best SHE Software Assure Specialists

Hi, I’m Jeff, a Personal Lines Insurance VA with experience supporting US-based insurance agencies in servicing and quoting, working directly with agents or supporting account managers. I handle high-volume backend insurance operations with accuracy and efficiency, ensuring nothing gets missed. I don’t just complete tasks, I take ownership of the backend and become a reliable support system so your team can stay efficient and focused on clients. This allows agents to focus on growing their book of business while I keep operations running smoothly. I also bring over 6 years of experience in customer and technical support, which strengthens my ability to communicate clearly, handle client interactions, and perform well in fast-paced environments. Here’s how I can support your agency: SERVICING TASKS • I create and issue Evidence of Insurance (EOI) accurately and on time. • I download and send Auto ID cards, Declaration (Dec) pages, and other policy documents to requesters promptly. • I process endorsements and policy change requests by following the agency's processes with high accuracy to ensure all details are correct before submission. • I review endorsement downloads from carriers to check if what was processed is correct based on source documents, then update internal records following the format set by the agency to avoid discrepancies and maintain accurate records. • I prepare ACORD 35 forms for e-signature and process policy cancellations, ensuring proper documentation and workflow compliance. • I process real-time payments while maintaining PCI compliance and handle billing-related inquiries. • I take inbound and make outbound calls to coordinate directly with insureds, banks, mortgage companies, carriers, and underwriters to ensure timely resolution of requests. QUOTING TASKS • I review expiring policies, check renewal increases, and if there is a 30% increase in the premium, I flag it to account managers to review changes in risk or coverage for possible remarketing before sending options to the insured to help identify better and more competitive options. • I prepare preliminary information for new and existing business and export data from Applied Epic, then import it into PL Rater or enter it manually to generate accurate quote rates, ensuring complete and correct submissions. • For HO3, I gather information using CAD, Redfin, and Zillow, and obtain details directly from customers to build reliable and accurate quotes. Tools I Use AMS360 · Applied Epic · DocuSign · EZLynx · Gmail · MS Teams · Outlook · PDFfiller · RingCentral · Slack · Vertafore PL Rater · Zoiper · Zoom Thank you for your time. I look forward to the opportunity to connect.

🚀 Elevate Your Business with a Solution-Hungry Assistant! 🚀 If you're seeking a dedicated professional to catapult your business to new heights on Upwork, your search ends here! I am a dynamic individual with a proven track record in administrative support and data entry, poised to optimize your operations and amplify your success. 🔍 Work Experiences: Outwit - Settlement Specialist: Adept at handling payment transactions and ensuring seamless cash flow management. Sykes - CSR (Capital One Canada): Expert in assisting customers with credit card inquiries and transactions. Convergys - Fraud Analyst (Citibank US): Skilled in analyzing and investigating suspicious transactions. Quantrics - Technical Support (Bell Canada): Providing top-notch technical assistance to customers. Yasheng Group - Operations Officer: Master of live chat support and efficient transaction processing. Agents Only - CSR (Order Entry): Assisting with orders promptly and accurately. Keywords Studios Manila - Email Support: Handling customer queries for top-tier gaming companies like Kakaogames, Discord and Ubisoft Mobile. LG Home Comfort - Admin Support (HVAC Company) - Responsible for answering calls, scheduling jobs, supporting technicians, managing paperwork, and keeping daily office operations on track. 💼 Skills Snapshot: Proficient in MS Office Suite and Google Suite. Multitasking maestro with a keen eye for detail. Communication wizard, both written and verbal. Quick problem-solver with deadline-driven dedication. Familiarity with communication and project management tools like Slack, Zoom, Jira, and more. 🛠️ What I Can Do for You: Streamline administrative tasks and boost efficiency. Manage calendars and schedules seamlessly. Execute stellar email campaigns and efficient inbox management. Deliver top-notch customer service and nurture client relationships. Proficient in Zendesk, Helpshift, and Microsoft 365 for optimal support. 💡 Tools I Know: Salesforce, Amazon Connect, ServiceTitan, Zendesk, Microsoft Office Applications, Helpshift, Deel, SharePoint, Gmail, Google Calendar, Looker Studio, Live Chat, Cronos, Jira, Wise, When I Work, Facebook, Skype, Zoom, Okta, Discord, Lark, Instagram, WhatsApp, Microsoft Teams. Availability: 20-40hrs weekly

I, Lovely, am a Nursing graduate and a well-versed customer service expert with over 6 years of proven success with brands like T-Mobile and Comcast. Not only can I exceed companies' needs and metrics as a representative, but I am a thriving team leader with over 4 years of experience in the role. With my "Can-do" attitude, I have learned the ins and outs of many lines of support with the use of many different CRMs, Ticketing Systems and other necessary tools for the job. I am your one-stop-shop for customer support bundled into the most reliable, adaptable, detail-oriented and hardworking person you'll have on your team. Services Offered: 🔷Customer Service/Support 🔷Technical Support 🔷Administrative Support 🔷 Sales Specialist 🔷Phone (Inbound/Outbound), Chat, Email, Text, Social Media Support 🔷Quality Control/Quality Assurance 🔷Team Lead/Team Management/Project Management Areas of Expertise: 🔷Billing, Payments & Collections 🔷Telecommunications, Cellphone, Cable, Internet, Landline 🔷Order Processing & Order Management 🔷Prospect Outreach & Appointment Setting 🔷Data Reports & Data Analysis 🔷Web Research & Data Entry Competency in: 🔷CRM Tools 🔷Order Processing & Management Tools 🔷Soft Phone Tools & Live Chat Tools 🔷Google Suite & Microsoft Office

Hello and welcome to my profile! I’m a dedicated Customer Experience Representative (Multi‑Industry) with 10 years of experience helping customers and clients across a wide range of industries, from food delivery and property management to fintech platforms and SaaS solutions. My career began in the BPO industry in 2016, where I built a strong foundation in customer service, and since 2021 I’ve been working remotely, continuing to deliver reliable, high‑quality support. 🏆 Career Highlights: • UberEATS – CSR Food Delivery Support (Chat & Email): Assisted customers with orders, delivery issues, and app troubleshooting. • Great Jones Property Management – CSR Property Management (Email & Phone): Supported tenants with rental inquiries, maintenance requests, and leasing prospects. • BERules – CSR FinTech/Platform Support (Chat & Email, App Testing): Provided customer support, tested app features, and shared usability feedback. • SurveyMonkey – CSR SaaS Support (Email): Served as a Customer Experience Representative (CER) for over two years, then promoted to Senior CER, a role I held for more than a year. In addition to supporting customers via email, I also supported my teammates, answering their questions, guiding them through complex cases, and ensuring smooth operations whenever our project lead was unavailable. 💡 Strengths: • 10 years of expertise: A decade of consistent growth in customer support and experience roles. • Proactive problem‑solver: Skilled at resolving issues quickly and reducing unnecessary back‑and‑forth. • Adaptable & detail‑oriented: Comfortable learning new tools and processes while maintaining accuracy. • Professional & calm: Known for a solution‑oriented approach that builds trust with clients and customers. 🔧 Tools I’ve Used: • Adminosaurus • AdminTools • Bliss • Discord • Latchel • Property Meld • Rent Manager • Salesforce • Slack • Team Dot • TheLoops • Zendesk • Zopim Let’s connect! I’d be glad to learn more about your project and explore how my skills can help contribute to your success.

Need someone who can respond quickly, solve problems professionally, and keep your customers happy? With 5+ years of experience in Customer Support, Customer Success, and Account Management, I've helped SaaS companies, healthcare businesses, and growing startups improve customer satisfaction, increase retention, and deliver outstanding support. I currently work as a Customer Success Specialist at Idera, supporting customers worldwide by resolving licensing and technical issues, coordinating with engineering teams, and ensuring every customer receives a fast, professional resolution. Previously, I worked at Motive (formerly KeepTruckin), where I managed customer relationships, drove account growth, and consistently exceeded sales and customer success targets. What I Can Help You With ✔ Email Support ✔ Live Chat Support ✔ Customer Success & Onboarding ✔ Customer Retention & Renewals ✔ CRM Management ✔ Technical Support Coordination ✔ Ticket Management ✔ Appointment Scheduling ✔ Calendar & Administrative Support ✔ Customer Follow-ups ✔ Account Management Why Clients Hire Me ⭐ Professional and empathetic communication ⭐ Fast response times with a customer-first mindset ⭐ Excellent written and verbal English ⭐ Strong problem-solving and conflict resolution ⭐ Organized, reliable, and detail-oriented ⭐ Able to work independently with minimal supervision ⭐ Experienced working with global teams and customers Tools & Platforms • Salesforce • HubSpot • Pipedrive • Slack • Notion • Calendly • Google Workspace • Microsoft Office • Instantly • Zoom • CRM systems and ticketing platforms Industries I've Supported • SaaS & Software • Healthcare & Medical Practices • E-commerce • Logistics & Transportation • AI & Technology • Health & Wellness • Professional Services Whether you need someone to manage your customer inbox, provide live chat support, onboard new customers, coordinate with technical teams, or become an extension of your support department, I'm ready to help. Let's work together to provide an exceptional customer experience that keeps your customers coming back.

As a Virtual Assistant/Customer Service, I have developed expertise in: ✅ Quality Assurance (App Testing - Testflight) ✅ Chat and Email Support (Zendesk) ✅ Communication (Slack, Aircall) ✅ Microsoft Office and Google Workspace ✅ Web Research & Data Entry ✅ Project Management (JIRA, Confluence, Monday dot com) ✅ Basic Graphic Design and Newsletter Creation (Canva, Adobe Photoshop, Hootsuite) ✅ Social Media Management / Community Forum ✅ Shopify Support ✅ Python (basic automation and scripting) =-=-=-=-=-=-=-=-=-= I am a freelance bookkeeper trained in Xero and QuickBooks Online, providing accurate and dependable bookkeeping support for small businesses. I completed structured virtual bookkeeping training focused on bookkeeping fundamentals and real-world software workflows. ✅ Recording and categorizing transactions ✅ Bank and credit card reconciliation ✅ Accounts payable and receivable tracking ✅ Financial reports (Profit & Loss, Balance Sheet) ✅ Xero and QuickBooks setup and navigation Why Choose Me ✔ Detail-oriented and organized ✔ Trained in industry-standard tools ✔ Clear communication and on-time delivery Let’s discuss how I can support your bookkeeping needs.