Julius Santos
Summary
Highly skilled virtual professional with solid foundation in administrative support and digital communication. Adept at managing schedules, handling correspondence, and coordinating projects to drive efficiency and outcomes. Strong focus on collaboration and adaptability, ensuring seamless team dynamics and responsiveness to evolving needs. Demonstrates excellence in multitasking, problem-solving, and utilizing technology to optimize workflow.
Overview
4
4
years of professional experience
Work History
Virtual Assistant
Farmers Insurance - Arizona, US
10.2023 - 07.2025
- Monitored emails, organized inbox, and prioritized messages for supervisor.
- Answered and screened calls to provide information, schedule appointments and take detailed messages.
- Managed CRM input, exports and clean up.
- Processed quotes, renewals, endorsements using carrier systems for Personal Lines (Auto, Home, Umbrella, etc.)
Virtual Assistant
HMS Insurance - Office Beacon
11.2022 - 10.2023
- Improved efficiency of administrative tasks by implementing organizational systems and automating processes.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Senior Customer Experience Representative
T-Mobile - Alorica
03.2021 - 09.2022
- Promoted upselling opportunities when appropriate, contributing to increased revenue generation through add-on sales or upgrades of existing products services.
- Developed strong relationships with clients, fostering a sense of trust and reliability in the company''s services.
- Elevated overall customer satisfaction ratings with a focus on providing prompt assistance and empathetic support during interactions.
Skills
- Providing quality customer service experience
- Proficient in Data entry
- Proficient in using Microsoft office
- CRM management
- Quotes (Auto, Home, Umbrella, Flood)
- Handles policy renewals/endorsements
Timeline
Virtual Assistant
Farmers Insurance - Arizona, US
10.2023 - 07.2025
Virtual Assistant
HMS Insurance - Office Beacon
11.2022 - 10.2023
Senior Customer Experience Representative
T-Mobile - Alorica
03.2021 - 09.2022