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Life Insurance Agent & Client Services
Administrative assistant specializing in bilingual communication and executive workflow support.
United StatesLife Insurance Agent & Client Services at Boss Agency
Educated prospective and existing clients on life insurance policy options in English and Portuguese and managed client application workflows. Handled underwriting documentation, regulatory compliance, and record maintenance, and developed community outreach and promotional campaign strategies.
Life Insurance Policy GuidanceUnderwritingRegulatory ComplianceRecord Maintenance
Streamlined administrative workflows and file organization for a high-volume legal office managing 70+ active client cases, improving case processing efficiency by 40%. Managed attorney calendars and drafted/reviewed official legal documents while serving as a bilingual communication liaison (English/Portuguese).
File OrganizationCase ManagementLegal DraftingSubpoenasCorrespondenceBilingual CommunicationClient LiaisonProofreadingCompliance Coordination
Handled front-desk guest services, including registering guests, resolving inquiries, and processing reservations and payments. Coordinated cross-departmental communications between Housekeeping, Management, and PBX operators to maintain seamless guest operations.
Issue ResolutionReservations ManagementFront Desk OperationsCommunication Management
Managed daily social media channels, promotional digital content, and corporate website updates to increase audience engagement. Coordinated event logistics and vendor communications and worked with finance to manage event budgets, track expense reports, and reconcile revenues.
Social Media ManagementEvent LogisticsBudgetingExpense ReportingRevenue Reconciliation
Produced, drafted, and proofread corporate communications including employee newsletters, company magazines, press releases, and executive PowerPoint presentations. Maintained digital content updates for internal corporate TV and intranet news feeds and supported planning/logistics for internal workshops, safety campaigns, and corporate events.
Corporate CommunicationsNewslettersCorporate MagazinesProofreadingExecutive PresentationCorporate Intranet News FeedsInternal Corporate TV ContentWorkshop SupportSafety Campaign Support
Directed front-desk operations, including lobby flow, PBX telephone lines, and general email communications, achieving a 93% client satisfaction rate. Organized office documentation and meeting schedules and provided real-time English/Portuguese translation during client interactions.
Front Desk OperationsCustomer ServiceEmail Communication
Earned a Bachelor’s degree in Communications & Advertising from FACHA University in Rio de Janeiro, Brazil.
Completed a Certificate in Business Management at MiraCosta College in Oceanside, California.
Completed Virtual Assistant professional training and internship through the 90DAY VA online certification program.
Obtained a Florida state license as a Financial and Life Agent via the Florida Department of Financial Services.