JOSEL V. LIM - VIRTUAL ASSISTANT | INSURANCE RATER |CUSTOMER SERVICE SUPPORT

About Me

Get to know the person behind the professional services

I'm Josel V. Lim, a reliable and detail-oriented Virtual Assistant with over 5 years of remote VA experience and 7 years in customer service, including hands-on support for home and auto insurance quoting. Skilled in providing comprehensive administrative support, client coordination, email and calendar management, scheduling, and professional customer communications. Experienced in managing CRM systems, maintaining accurate documentation, and ensuring timely follow-ups to support smooth business operations. Adept at working independently in remote environments while maintaining high levels of accuracy, confidentiality, and efficiency. Committed to delivering proactive, organized, and results-driven support that enhances productivity and strengthens client relationships.

Strategic Approach

I don't just execute tasks—I think strategically about how each piece fits into your bigger picture.

Seamless Integration

Bridging the gap between operations and marketing to create cohesive business systems.

Results-Driven

Every action is measured and optimized to deliver tangible business outcomes.

Client Focused

Building strong relationships and ensuring client satisfaction through excellent service.

Team Collaboration

Working effectively with diverse teams to achieve common goals and drive success.

Continuous Learning

Always seeking new knowledge and skills to stay current and add value.

Experience

A summary of my professional experiences, training, and mentoring roles.

Insurance Underwriter

Virtual Intelligence

February 2023 – January 2026

Generated and updated home and auto insurance quotes with a high level of accuracy and compliance.
Reviewed client applications, policy details, and supporting documentation to assess risk eligibility.
Processed endorsements, renewals, cancellations, and policy modifications in a timely manner.
Communicated with agents and clients to clarify coverage requirements and underwriting guidelines.
Assisted in preparing insurance documentation and ensuring regulatory compliance standards were met.
Conducted follow-ups with clients to obtain missing information and maintain policy accuracy.
Maintained organized digital records within internal systems and CRM platforms.
Collaborated with internal teams to streamline underwriting workflows and improve turnaround times.

Virtual Assistant / Social Media Manager

Maid in Pink Cleaning Company

August 2023 – December 2023

Provided comprehensive administrative support including calendar management, email correspondence, and client coordination.
Managed appointment scheduling and service confirmations to ensure operational efficiency.
Assisted in developing and scheduling social media content across digital platforms.
Responded to customer inquiries via email and social media in a professional and timely manner.
Monitored engagement metrics and supported basic content performance tracking.
Maintained client databases and updated service records accurately.
Coordinated with cleaning teams to ensure smooth daily operations.
Implemented workflow improvements to enhance productivity and service delivery.

Appointment Setter

The Movement

January 2022 – February 2023

Conducted outbound calls to restaurant and coffee shop owners to introduce services and schedule qualified appointments.
Identified and engaged decision-makers to ensure high-quality lead conversion.
Maintained accurate records of leads, call outcomes, and scheduled meetings in CRM systems.
Followed up with prospects to confirm appointments and nurture client relationships.
Met and exceeded daily and weekly appointment-setting targets.
Collaborated with the sales team to ensure seamless handoff of qualified prospects.
Utilized scripts strategically while adapting communication style to client needs.

Virtual Assistant / Social Media Manager

FECH Moving and Cleaning Company

April 2021 – March 2023

Coordinated moving and cleaning crews, ensuring optimal scheduling and route efficiency.
Managed appointment calendars and confirmed bookings with clients.
Handled customer inquiries via phone, email, and social media platforms.
Assisted in creating and scheduling social media content to enhance brand visibility.
Maintained accurate service records, invoices, and client databases.
Supported daily business operations, improving workflow organization and communication.
Monitored job completion status and ensured client satisfaction through follow-ups.
Assisted in lead generation and client outreach initiatives.

Customer Support – Billing & Sales

IBEX Global Solutions

December 2014 – March 2021

Managed billing inquiries, account updates, and service-related concerns with professionalism and accuracy.
Assisted customers with product upgrades, renewals, and service modifications.
Resolved complex customer issues while maintaining high customer satisfaction scores.
Achieved sales targets through consultative selling and needs-based recommendations.
Documented customer interactions thoroughly within internal systems.
Handled escalated concerns and provided timely resolutions.
Maintained compliance with company policies and quality assurance standards.
Consistently met performance metrics including AHT, CSAT, and productivity goals.

Hello, I'm Josel

About Me

Strategic Approach

Seamless Integration

Results-Driven

Client Focused

Team Collaboration

Continuous Learning

Experience

Insurance Underwriter

Virtual Intelligence

Virtual Assistant / Social Media Manager

Maid in Pink Cleaning Company

Appointment Setter

The Movement

Virtual Assistant / Social Media Manager

FECH Moving and Cleaning Company

Customer Support – Billing & Sales

IBEX Global Solutions

Skills and Qualifications

Technical Skills

Soft Skills

Tools I Use

Office & Communication

Operational Tools

Design & Content

Social & Email

Sample works

What Clients Say

Let's Work Together