Virtual Executive AssistantVirtual Executive Assistant

Key Achievements:

Provided executive and administrative support to the CEO while serving as the primary liaison among partner companies, clients, healthcare providers, and internal teams. Managed executive calendars, meetings, client appointments, provider evaluations, correspondence, documentation, and follow-up activities across multiple priorities. Coordinated with physicians and healthcare providers regarding referrals, medical evaluations, scheduling, documentation requirements, and pending medical reports. Handled invoicing, payment tracking, outstanding balances, billing records, and financial follow-ups with partner companies and service providers. Maintained accurate CRM records, spreadsheets, operational trackers, client files, financial records, and reports to support efficient workflow management and informed decision-making. Managed high-volume email and client communications, prioritized urgent requests, coordinated with relevant stakeholders, and ensured unresolved concerns were followed through to completion. Organized and reviewed confidential medical, client, financial, and business documents while adhering to established privacy and confidentiality procedures. Proactively monitored pending tasks, maintained systematic follow-up processes, and supported workflow improvements to ensure smooth daily operations across multiple partner organizations in a fully remote environment.

Key Achievements:

Delivered end-to-end customer service and account support to members, patients, healthcare providers, and medical offices regarding medical and dental insurance benefits, claims, prior authorizations, billing, and account concerns. Took ownership of complex and escalated cases supporting Optum Global sites, conducting detailed research, coordinating with internal departments, communicating updates, and following through to resolution or an established next step. Verified insurance eligibility, coverage, deductibles, copayments, coinsurance, benefit limitations, and plan requirements to help customers make informed decisions and resolve coverage concerns. Investigated claim denials, payment discrepancies, reimbursement issues, and explanations of benefits, while supporting prior authorizations, appeals, and reconsiderations. Proactively identified missing documentation, followed up on pending requests, and coordinated with relevant teams to minimize avoidable delays and improve the customer experience. De-escalated sensitive billing and coverage disputes through empathetic communication, clear explanations, and solution-focused problem-solving. Maintained accurate case notes and account records while safeguarding Protected Health Information (PHI) and adhering to HIPAA privacy and security requirements.

Key Achievements:

Managed domestic and international flight reservations, itinerary changes, rebookings, ticket exchanges, cancellations, refunds, and post-booking support. Assisted travelers affected by flight cancellations, delays, schedule changes, and missed connections by identifying practical alternative travel arrangements and providing timely updates. Reviewed flight schedules, routing options, fares, ticket conditions, baggage policies, change fees, and cancellation rules, clearly explaining available options to help customers make informed decisions. Coordinated with airlines and internal support teams to resolve booking, ticketing, refund, and itinerary-related issues while taking ownership of customer concerns and ensuring appropriate follow-up. Maintained accurate customer profiles, reservation details, and travel itineraries to support efficient booking management and deliver a smooth, reliable customer experience.

Key Achievements:

Managed medical and dental insurance billing, including eligibility and benefits verification, claim preparation, submission, follow-up, and account documentation. Verified insurance coverage, deductibles, copayments, coinsurance, and plan-specific benefits. Monitored pending, rejected, denied, unpaid, and underpaid claims, coordinating corrections, resubmissions, reconsiderations, and appeals. Communicated with insurance carriers, healthcare providers, dental offices, and patients to resolve billing, coverage, payment, and claim-related concerns. Assisted with patient scheduling and rescheduling, processed payments, and maintained accurate patient demographics, insurance information, billing records, and account notes while handling protected health information (PHI) in accordance with confidentiality and privacy requirements.