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Reema Erese

Reema Erese

Insurance Assistant & Bookkeeping Assistant

Talent
Work from HomeMember since May 7, 2026
Applied EpicAMS360QQARC
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Applied EpicAMS360QQARC

About

To obtain a Virtual Assistant / Customer Service / Administrative position where I can utilize my experience in insurance operations, customer support, and data entry to provide accurate and efficient service.

Experience

Customer service - Iqor Ph

(2022-06 - 2023-04)

  • Handled inbound and outbound calls assisting customers with policy inquiries, service requests, and issue resolution
  • Provided professional and efficient customer support while maintaining high customer satisfaction
  • Documented customer interactions and updated client records accurately
  • Built strong client relationships through effective communication and problem-solving

Insurance agent and Accounting Specialist - Panorama Insurance Associate under SWAK BPO CORP.

(2023-06 - 2026-03)

Insurance Administration / Data Entry

  • Processed policy submissions, Broker of Record (BOR), renewals, reinstatements, and new business applications using Applied EPIC and ARC systems
  • Utilized QQ Catalyst and AMS360 for policy management and client data processing
  • Worked with multiple insurance carriers including Travelers, Guard, Safeco, Oregon Mutual, and other commercial and personal lines carriers
  • Performed triage for accounting commission concerns, ensuring proper routing and resolution
  • Reconciled policies and commissions using Comulate
  • Prepared, reviewed, and managed ACCORD forms ensuring compliance with documentation standards
  • Maintained accurate policy and client records while ensuring confidentiality and data integrity
  • Assisted in document tracking, reporting, and database updates

Education

BSED - English - Mabalacat City College (2021 - 2023)

Skills

Insurance Assistant & Bookkeeping Assistant

Reviews

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