Migs Arce

Build their workflow and workspace in monday.com. Onboarding and train team members for best practices. Automate tasks for efficiency and build dashboard for reporting and monitoring.

CRM Specialist - Insurance Virtual Assistant at Alex Nunez Agency (2024-05 – 2025-05)

• Build their workflow and workspace in monday.com.
• Onboarding and train team members for best practices.
• Automate tasks for efficiency and build dashboard for reporting and monitoring.
• Help operation implement KPI monitoring for coaching and transparency.
• Clean up main database and some asks undone like Date Entry tasks.
• Operation coordinator priority for efficiency and reduce delays or back and forth communications.
• Account Manager to oversee all workspaces are working well to avoid issues.
• Help them with admin tasks such as creating certificate of insurance, endorsements, additional documents, and custom verbiage/requirements.
• Call Underwriters for Requirements Follow-up and Compliance Completions
• Call and Text non-active clients for reinstatement or Cross-Marketing Opportunities
• Policy Change Requests, Policy Documents Processing, and Policy Renewal Request are also assigned to me sometimes.

Technical Customer Experience Advocate at Telus International (2022-11 – 2024-08)

• Answering daily customer inquiry through email, replying and maintaining SLA professionally.
• Answering multiple chat at once
• Escalate tickets tier 2 and 3 that needs debugging.
• Host team onboarding for new hires
• Team consultant to share knowledge of being tenure.
• Trained throughout the platform and uses the platform for productivity, monitoring performance (KPI), and team standing.
• Pioneering team in Manila to handle SaaS product.

IT/CRM Specialist (Internal) at Virtual Staff Labs

• Create automation across platform to synch tool for project management such as Podio, Zapier, monday.com and ActiveCampaign.
• Create reports from Airtable for the campaigns KPI and Wholesaling reports.
• ReadyMode Softphone report creation every week.
• Automation optimization tasks and troubleshooting.

BS in Psychology – University of Makati