Virtual Assistant / Customer Service Representative

Gelyn

ID Verified
1,400/mo
Roxas, Philippines
Looking for Full-time
8 hours/day
Availability: US / EU timezone

Profile Description

Customer service and accounting support professional with over 8 years of experience across fintech, e-commerce, insurance, and finance. Spent nearly five years at PayPal as a Customer Service Representative and Team Lead, then moved into remote support roles handling disputes, claims, returns, and replacements for US-based clients. Most recently worked as an Accounting Virtual Assistant for a US insurance company, managing bank reconciliations, receipts, invoices, and disbursements. Also has in...

Skills & Expertise

Customer Success

Technical SupportIntermediate
ZendeskIntermediate

Data & Analytics

E-commerce & Marketplace

ShopifyIntermediate
Amazon FBAIntermediate
DropshippingIntermediate
GorgiasIntermediate
Order FulfillmentIntermediate
Shopify PlusBeginner

Finance & Accounting

Virtual Assistance & Admin

Work Experience

Accounting Assistant

Granite Insurance Brokers

Nov 2023 - Nov 2026

Job Responsibilities:

Process and record vendor invoices, receipts, and payments accurately and on time Prepare and process disbursements, including payment requests and approvals Perform monthly bank reconciliations and resolve discrepancies Post journal entries and maintain accurate general ledger records Reconcile accounts payable and receivable and follow up on outstanding items Match source documents (invoices, re...

Live Chat SupportBookkeepingAccounts Payable/ReceivableFinancial ReportingData EntryExcel (Advanced)Google Sheets (Advanced)

Customer Service / Team Leader

ePerformax Contact Center

Jan 2019 - Oct 2023

Job Responsibilities:

Handle inbound calls, chats, and emails, resolving customer concerns accurately and within service targets Investigate and resolve account issues, disputes, claims, refunds, returns, and replacements Explain policies and procedures clearly and de-escalate upset or complex cases Document every interaction thoroughly in the ticketing or CRM system Meet or exceed KPIs such as quality scores, response...

Live Chat SupportPhone SupportTechnical SupportExcel (Advanced)Google Sheets (Advanced)Order FulfillmentOrder ProcessingEmail ManagementCalendar ManagementData Entry

Quick Stats

Age28 years
GenderFemale
English LevelFluent
ID VerificationVerified