Jomelyn Tejor
Insurance Virtual Assistant | Appointment Setter | CRM & Lead Follow-up Specialist
Talent
Quezon CityMember since May 24, 2026
Appointment SettingLead Follow-upCRM Management
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Appointment SettingLead Follow-upCRM Management
About
Detail-oriented Insurance Virtual Assistant with hands-on experience in lead follow-up, appointment setting, CRM management, and client communication within the financial services industry. Skilled in handling Facebook leads, nurturing prospects, scheduling consultations, and supporting insurance sales workflows. Committed to helping insurance agencies improve response time, client engagement, and operational efficiency.
Experience
Insurance Virtual Assistant | CRM & Lead Follow-up Support
- Managed and followed up with 50+ insurance leads weekly through Facebook and CRM systems.
- Scheduled consultations and maintained appointment calendars for prospective insurance clients.
- Assisted clients with financial service inquiries
- Responded to Facebook inquiries and lead messages within business hours to improve client engagement.
- Supported lead generation and customer engagement
- Handled Facebook inquiries and follow-up messages
Skills
Insurance Virtual AssistantAppointment SetterCRM & Lead Follow-up Specialist
