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Hi, I’m Liz. I’m transitioning from a long-running role in BPO and Insurance into Funnel Design and Virtual Assistance. I thrive on structure, checklists, and clear workflows that keep deadlines met and operations running smoothly. I’m tech-savvy, proactive, and assertive—passionate about turning creative ideas into flawless execution. I enjoy organizing funnels, back-end systems, and documentation, and I excel at coordinating high-volume accounts through careful inbox management, timely follow-ups, and clear client communication.…Hi, I’m Liz. I’m transitioning from a long-running role in BPO and Insurance into Funnel Design and Virtual Assistance. I thrive on structure, checklists, and clear workflows that keep deadlines met and operations running smoothly. I’m tech-savvy, proactive, and assertive—passionate about turning creative ideas into flawless execution. I enjoy organizing funnels, back-end systems, and documentation, and I excel at coordinating high-volume accounts through careful inbox management, timely follow-ups, and clear client communication.

Liz

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Hi, I’m Liz. I’m transitioning from a long-running role in BPO and Insurance into Funnel Design and Virtual Assistance. I thrive on structure, checklists, and clear workflows that keep deadlines met and operations running smoothly. I’m tech-savvy, proactive, and assertive—passionate about turning creative ideas into flawless execution. I enjoy organizing funnels, back-end systems, and documentation, and I excel at coordinating high-volume accounts through careful inbox management, timely follow-ups, and clear client communication.…Hi, I’m Liz. I’m transitioning from a long-running role in BPO and Insurance into Funnel Design and Virtual Assistance. I thrive on structure, checklists, and clear workflows that keep deadlines met and operations running smoothly. I’m tech-savvy, proactive, and assertive—passionate about turning creative ideas into flawless execution. I enjoy organizing funnels, back-end systems, and documentation, and I excel at coordinating high-volume accounts through careful inbox management, timely follow-ups, and clear client communication.

Available to hire

Hi, I’m Liz. I’m transitioning from a long-running role in BPO and Insurance into Funnel Design and Virtual Assistance. I thrive on structure, checklists, and clear workflows that keep deadlines met and operations running smoothly.

I’m tech-savvy, proactive, and assertive—passionate about turning creative ideas into flawless execution. I enjoy organizing funnels, back-end systems, and documentation, and I excel at coordinating high-volume accounts through careful inbox management, timely follow-ups, and clear client communication.

Skills

Experience Level

Intermediate

Intermediate

Intermediate

Intermediate

Intermediate

Beginner

Work Experience

Funnel Designer & Virtual Assistant at Liz Funnel Design

January 1, 2024 - Present

Provide funnel design and virtual assistance services. Set up and managed tools such as Systeme.io, Notion, Google Workspace, and Meta Business Suite. Organized digital files, workflows, and SOP-style checklists for accuracy and efficiency. Practiced inbox management, follow-ups, and client communication workflows. Supported basic automation, system testing, and data entry with strong attention to detail. Managed client records, applications, and policy documentation; tracked deadlines and requirements; ensured timely completion. Communicated with clients and internal teams to support smooth processes. Supported high-volume customer accounts via phone, email, and chat in fast-paced environments; handled multiple cases simultaneously while meeting SLAs and KPIs.

Insurance Advisor / Operations Support at Sun Life Philippines

January 1, 2021 - December 31, 2023

Advised clients on life insurance products and financial solutions; supported operations and client onboarding; helped build efficient processes, including documentation and compliance tasks.

Senior Customer Service Specialist at BPO Industry

January 1, 2014 - December 31, 2023

Built and organized conversion-focused processes, including backend funnels, page structure, and automation flow; managed inboxes, support tickets, and client communications; maintained accuracy in records and documentation; tracked deadlines and follow-ups to ensure timely completion; supported high-volume accounts and met SLAs.