Open to opportunities

Juliet Joledo

@julietjoledo

Message

Experienced virtual assistant specializing in U.S. life insurance support.

Nigeria

Message

What I'm looking for

I seek remote roles supporting U.S. insurance or financial teams where I can manage CRMs, improve client service, train staff, and streamline administrative operations while growing responsibilities.

I am a highly organized, results-driven virtual assistant with extensive experience supporting U.S.-based insurance agencies, financial firms, and administrative operations. I specialize in CRM management, policy servicing, client communication, appointment scheduling, and data entry, consistently improving client satisfaction and operational efficiency.

I have supported multiple employers and government contracting efforts, trained colleagues on CRM and dialing tools, and managed outreach and reporting for remote teams. I bring professionalism, attention to detail, empathy, and strong multitasking abilities to fast-paced remote environments.

Experience

Work history, roles, and key accomplishments

Current

Virtual Administrator

Current

Sada Global Financial

Jan 2023 - Present (2 years 10 months)

Managed client follow-up across carriers (F&G, Mutual of Omaha, Americo, NLG), ran insurance illustrations, maintained CRM updates, and improved client satisfaction and operational efficiency through streamlined reporting and scheduling.

CRM Management Policy Servicing Client Communication Scheduling Report Preparation Cold Outreach Data Entry

Cold Dialer

KAT The Course Builder

Jan 2024 - Dec 2024 (11 months)

Conducted cold and warm calling campaigns for U.S. clients, managed outreach sequences and follow-up tracking to generate leads and schedule appointments.

Cold Calling Lead Generation Scheduling

Virtual Assistant

LightsOn Resources

Jan 2023 - Dec 2024 (1 year 11 months)

Managed CRM and dialer systems (Power Dialer, Wavv, Speed Dialing), coordinated appointment bookings and lead imports/exports, delivered customer service, and trained staff on CRM tools and calling techniques.

Wavv CRM Management Lead Management Training Customer Service

Federal Government Contractor Specialist

Minzo

Jan 2023 - Dec 2024 (1 year 11 months)

Researched RFQs/RFPs on SAM.gov, sourced government solicitations, performed data entry and CSV processing, managed quote calls, and ensured accuracy of compliance documentation.

SAM.Gov Research RFQ Data Entry CSV Quote Calls Compliance Client Communication Administrative Support

Administrator

Goodly Heritage Kiddies Center

Jan 2019 - Dec 2024 (5 years 11 months)

Oversaw administrative operations, HR, and public relations; supported management with reporting, supervision, policy enforcement, and provided virtual French tutoring and parent communication support.