HERE ARE MY PAST EXPERIENCES AND RESPONSIBILITIES:
Virtual Assistant for Solar Company:
-I monitor ----------- and email daily to keep project milestones up to date.
-I maintain clear and consistent communication with my team to support workflow efficiency.
-I upload sales agreements and required utility bills to lender portals such as Skylight, Mosaic, GoodLeap, and EnFin.
-I confirm and communicate installation dates to customers every Wednesday.
-I track and report the progress of the projects with the use of Google Sheet and Excel
Customer Care Specialist / Intake Specialist:
-I conduct comprehensive patient intake assessments, gathering essential information, verifying patient eligibility, and ensuring all necessary documentation is complete.
-Reviewing documents for accuracy -I call patient and provider's office for follow-up.
-I help our team manage emails and send SMS.
-I send referrals to the providers and contact patient’s insurance to follow-up on the status of authorization
TOOLS I USED:
•Brightree
•8x8
•Microsoft 365
•Quillbot
Customer Care Representative:
-5 years of doing outbound calls, performing data entry, managing email for an Energy retailer company in Australia.
-I have also performed Ad hoc duties and some admin tasks.
-Appointing customers for a meter read and ensuring that the reading date are set up at convenient times for both customer and distributor.
TOOLS I USED:
•Salesforce
•HubCx
•GSuite
•Excel
Virtual Assistant:
-Cold Calling potential clients to offer insurance.
-Assessing clients’ background information and financial status.
-I negotiate and provide the specific terms of insurance policies with brokers or policyholders.
-I create quote using underwriting software
TOOLS I USED:
•Ring Central
•Slack
•Underwriters
•EZLYNX
•APPLIED EPIC
Customer Service Representative:
-4 years of experience doing inbound for healthcare (HIPAA trained) and Amazon accounts in the BPO industry
-Receiving an average of 50-80 calls a day
-Handling customer complaints and provide resolution
-Processing refund and replacement
-Creating Prior Authorization
OTHER SKILLS:
-I edit my travel vlogs using CapCut and posting it on TikTok and Instagram
-I also create blog, portfolio and do some presentation using Canva
OTHER TOOLS THAT I AM FAMILIAR WITH:
•HubSpot
•Epic
WHY ME???
I was able to develop skills that have improved my capabilities. These include my proficiency in using the English language to communicate, my professionalism and adaptability, my ability to provide exceptional customer service, my interpersonal skills, my ability to manage my time effectively, and my ability to work with less supervision.
#ColdCalling #OutboundCalls #DataEntry #CustomerSupport #CustomerService #Salesforce #Slack #RingCentral #Quillbot
Please take time to check my portfolio! :)
