Requests
0
2Applied by 1
0
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Independence Insurance AgencyInsurance Virtual Assistant
Mar. 2023 - Nov. 2025Florida, United StatesI worked as an Insurance Virtual Assistant for Independence Insurance Agency (2022–2025), where I handled commission management, premium and commission reconciliation, and accounts payable/receivable. I prepared accurate insurance quotations, processed Accord forms and Certificates of Insurance, and ensured compliance and documentation accuracy. I also managed data entry, policy administration, and reporting using Momentum AMP and Momentum CRM. My role required strong analytical skills, high attention to detail, and effective communication with clients and team members to ensure smooth operations.
MomentumProCustomer Service Representative
Nov. 2021 - Nov. 2025Florida, United StatesAs a Customer Service Representative at MomentumPro, I am responsible for handling client inquiries, providing accurate information, and ensuring a high level of customer satisfaction. I assist customers with policy-related concerns, process requests, and resolve issues in a timely and professional manner. I also support administrative tasks such as data entry, documentation, and maintaining accurate records using systems like Momentum AMP and CRM. My role requires strong communication skills, attention to detail, and the ability to manage multiple tasks efficiently while delivering reliable and customer-focused support.
Bulldog InsuranceInsurance Virtual Assistant
Jun. 2021 - Mar. 2022Florida, United StatesI worked as an Insurance Virtual Assistant for Bulldog Insurance Agency (2021–2022) and Independence Insurance Agency (2022–2025), where I handled commission management, premium and commission reconciliation, and accounts payable/receivable. I prepared accurate insurance quotations, processed Accord forms and Certificates of Insurance, and ensured compliance and documentation accuracy. I also managed data entry, policy administration, and reporting using Momentum AMP and Momentum CRM. My role required strong analytical skills, high attention to detail, and effective communication with clients and team members to ensure smooth operations.
Akinto Marketing CorporationSystem Consultant
Mar. 2018 - Apr. 2026Florida, United States
AXASenior Financial Advisor
Jun. 2013Quezon CityAs a Senior Financial Advisor at AXA, I was responsible for providing clients with tailored financial and insurance solutions based on their needs and goals. I conducted in-depth financial assessments, recommended appropriate insurance and investment products, and guided clients in long-term financial planning. I managed client relationships by delivering consistent support, addressing inquiries, and ensuring a high level of customer satisfaction. I also handled policy applications, documentation, and follow-ups to ensure accuracy and timely processing. In this role, I developed strong communication, sales, and advisory skills, while maintaining a client-focused approach built on trust, integrity, and professionalism.
Intch is a Professional Networking App for the Future of WorkSee more people like Francisco on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
1791323 people
15
Chief HR Officer/Owner @ HRT People Solutions, Inc.
17
Owner
15
Maintenance admin / document controller
570964 people
15
Chief HR Officer/Owner @ HRT People Solutions, Inc.
15
Maintenance admin / document controller
18
Business Development @ Greaterscale