Customer Service Specialist / Virtual AssistantCustomer Service Specialist / Virtual Assistant

Key Achievements:

Key Responsibilities: Handle inbound patient enquiries for U.S.-based healthcare practices and assist prospective patients through structured intake and qualification processes. Schedule appointments for qualified patients while following clinic-specific scripts, eligibility guidelines, and booking procedures. Manage patient communication professionally while identifying urgent/high-priority enquiries and escalating questions outside the scope of the intake process. Use GoHighLevel (GHL) and related CRM/calendar systems to document calls, update lead records, manage appointment information, and maintain accurate patient data. Work across multiple healthcare clients/clinics while adapting to different scripts, workflows, and appointment requirements. Maintain accurate call documentation and follow established procedures for patient follow-up and appointment coordination.

Key Achievements:

Providing executive, administrative, customer support, and operations assistance to multiple U.S.-based clients across the insurance and financial services industry. Key Responsibilities: Provide executive and administrative support to business owners, ensuring smooth day-to-day operations. Manage CRM platforms (GoHighLevel), maintaining client records, pipelines, workflows, and reports. Conduct outbound prospecting, appointment scheduling, lead follow-ups, and CRM updates for life insurance agencies. Create LinkedIn content and Canva graphics to strengthen brand visibility and client engagement. Coordinate team communications, meeting reminders, documentation, website updates and administrative follow-ups. Proactively identify workflow improvements while delivering reliable remote support across multiple client accounts.

Key Achievements:

Key Responsibilities: Contacted insurance providers to verify the status of aged, unpaid, underpaid, and incorrectly processed medical claims on behalf of physician clients. Conducted outbound calls to insurance representatives to investigate claim discrepancies and payment issues. Documented claim updates, payment information, and required follow-up actions while maintaining accurate records. Key Accomplishment: Contributed to efficient claims follow-up by maintaining accurate documentation and timely communication with insurance providers throughout the claims process.

Key Achievements:

Key Responsibilities: Managed applicant communications through phone, email, and chat, responding to recruitment inquiries and providing timely updates throughout the hiring process. Coordinated with Recruitment Consultants to facilitate applicant follow-ups, interview scheduling, and status updates. Maintained accurate candidate records, documentation, and database information while ensuring compliance with internal recruitment processes. Assisted with administrative tasks, document verification, and recruitment-related reporting to support daily operations.

Key Achievements:

Key Responsibilities: Provided technical support for athletic and school websites across the United States. Assisted clients with website updates, registrations, scheduling tools, and system troubleshooting. Guided users through platform navigation while resolving technical issues promptly. Escalated complex concerns to internal teams and documented resolutions. Maintained excellent customer service standards while supporting multiple clients daily. Key Accomplishment: Recognized as Top Performer (2022) and a Monthly Quota Achiever (2022–2023) for consistently delivering exceptional technical support and maintaining high customer satisfaction across U.S.-based school and athletic website accounts.

Key Achievements:

Key Responsibilities: Assisted applicants and clients with inquiries, follow-ups, and department coordination. Maintained accurate CRM records and database updates. Coordinated with team members and consultants on job inquiries and applicant follow ups. Delivered professional customer service while ensuring a positive candidate experience throughout the recruitment process.

Key Achievements:

Key Responsibilities: Delivered customer support to key client accounts through phone and email while meeting established service standards and response targets. Handled customer inquiries, order processing, complaints, and retention-related concerns with professionalism and attention to detail. Maintained accurate customer records and coordinated with internal teams to ensure timely resolution of client issues. Collaborated with the Customer Care Team to improve workflows and support continuous process improvements. Key Accomplishment: Customer Care Specialist of the Year (2016) and Top Performer of the Year (2017).