Open to opportunities

Lou Surtido

@lousurtido

Operations & Compliance Coordinator with 20+ years improving insurance workflows, compliance, and client support through proactive, detail-first delivery.

Philippines

Message

What I'm looking for

I’m looking for a role where I can own insurance operations, streamline workflows, and strengthen compliance—using clear communication and risk-focused process improvements to support clients and internal teams.

I’m an Operations & Compliance Coordinator with 20+ years of experience and a reputation for reliability, fast learning, and clear, professional communication. For the past 6 years, I’ve consistently ranked among top-performing service agents while processing high-volume insurance renewals daily with strong accuracy and compliance to policy guidelines.

I reduce delays and eliminate recurring errors by spotting bottlenecks and streamlining repetitive tasks—improving workflow efficiency by reducing follow-up delays by ~80%. I also bring strong client-operations discipline: coordinating with internal teams to resolve discrepancies, documenting cases accurately in CRM systems, and preventing risk through process awareness and proactive problem-solving.

Experience

Work history, roles, and key accomplishments

Freelance Virtual Assistant

Online Clients

Jan 2009 - Jan 2020 (11 years)

Provided remote support across customer service, virtual assistance, data entry, and basic content moderation, managing communications across time zones. Completed short- and long-term projects with minimal supervision and handled administrative tasks including email management, scheduling, order processing, and research.

Customer Service Virtual Assistance Data Entry Content Moderation Scheduling Order Processing Research Administrative Support