Apple Tomara

Apple Tomara

Sales Administrative Assistant

Followers of Apple Tomara322 followers
location of Apple TomaraLeyte, Eastern Visayas, Philippines

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  • Timeline

  • About me

    Virtual Assistant | Digital Marketing Coordinator

  • Education

    • Mindanao State University

      -
      Bachelor of Science in Community Development
  • Experience

    • Nexus Insurance Brokers LLC

      Dec 2013 - Sept 2021
      Sales Administrative Assistant

      I provide full administrative support across different areas of the business, like managing calendars and handling communications. I set up a client database using Microsoft Access, which made it easier to manage and access data. I deal with incoming and outgoing messages, making sure they're directed to the right person. I also manage insurance applications, including new policies, claims, and reinstatements. I organize meetings, training, events, and travel arrangements, including visa processing. I keep clients updated on their policy status, help with claims, and answer any questions about our products—whether by phone, email, or in person. Show less

    • Outsourced

      Dec 2022 - Feb 2024
      Virtual Assistant

      I oversee payroll processing for employees, manage social media accounts and the website, and create and send monthly email newsletters. Additionally, I assist with light bookkeeping to maintain accurate financial records, manage the Go High Level CRM and its automations, and generate weekly and monthly performance reports.

  • Licenses & Certifications

    • Google Workspace

      Udemy
      Sept 2022
    • Office Management and Administration

      NADIA Training Institute
      Nov 2020
    • Office Management and Administrative Skills

      ILM
      May 2021
    • Customer Service in Insurance

      Chartered Insurance Institute
      Dec 2016
    • Executive Assistants: Manage Client's Google Calendar

      Udemy
      Sept 2022
    • Financial Planning

      Chartered Insurance Institute
      May 2017
    • Mastering Quickbooks Online

      Intuit QuickBooks Training by Real World Training
      Jan 2023
    • Certificate in Insurance and Financial Services

      Chartered Insurance Institute
      May 2018
    • General Virtual Assistant

      EzAcc Online Training Academy
      Sept 2022
    • General Insurance

      Chartered Insurance Institute
      Jun 2018