Appointment Setter | Customer Sales Specialist | Prospecting and Outreach Specialist
Staffing and Scheduling Coordinator | Staffing Coordinator | Virtual Insurance Assistant
Hello there, I'm Aireen Dale from the Philippines. I'm an Executive Virtual Assistant with over 3 years of experience providing insurance daily administrative and client service tasks, customer service, lead generation & prospect nurturing, and healthcare staffing coordination. I help busy business owners and teams stay organized, efficient, and focused on growing their business by handling tasks behind the scenes.
What I do to help businesses:
Manage emails, messages, and client communications
Handle customer service and live chat support
Answer phone calls, texts, and emails in English
Assist with follow-ups on insurance quotes, renewals
Help clients with policy questions
Schedule appointments and follow ups
Complete ACORD forms
Perform administrative tasks and data entry
Make outbound prospecting calls to marketing lists
Set up marketing and prospecting campaigns
Take customer payments and process them
Connect with potential clients
Prospect and engage clients via phone and email
Schedule appointments, shifts, and manage calendars
Prepare documents, forms, and reports
Lead generation and prospect research
Lead qualification & lead nurturing
Build targeted prospect lists
Monitor performance and adjust sequences
Ask qualifying questions and guide conversations naturally
Book qualified prospects onto scheduled calls
Insurance policy administration and renewals
Maintain organized records and databases
Proactively suggest improvements to processes
Scheduling and coordinating care services
Organize work schedules for employees
Manage communication, scheduling, documentation, and intake processes
Act as point of contact for clients (phone, email, chat)
Why businesses work with me:
Organized and process-driven
Strong customer service skills and professional communication
Detail-oriented and process-driven – accuracy matters
Strong communication and collaboration skills
Able to handle high-volume tasks efficiently
Quick learner and adaptable to different systems
Friendly, calm under pressure, and great on the phone
High confidence handling phone-based communication
Compassionate and professional approach to clients and staff
Focused on delivering results and supporting growth
Able to work under time pressures and manage multiple demands simultaneously
Experience in care coordination, healthcare administration, scheduling
With reliable internet connection, working computer, noise canceling headset, and quiet workspace
Tools I'm proficient at:
Monday, Apollo, Agency Management System (AMS), Workforce, Google Workspace (Gmail, Docs, Sheets, Forms, Drive), Microsoft Office (Word, Excel, PowerPoint, Outlook), Dropbox, OneDrive, Toggle, Clockify, Time Doctor, Docusign, ChatGPT, Gemini AI, NowCerts, Agency Management System (AMS), Canva, CapCut, Slack, Quo (OpenPhone), MS Teams, Zoom, Google Meet, Viber, WhatsApp
Invite me for an interview.
You're looking for an online assistant you can trust, someone who has the right experience to generate more qualified leads that you can convert into buying customers while ensuring your day-to-day operations is running smoothly -- that's me. Let's chat soon.
Data Entry, Virtual Assistant, Telemarketing, Cold Calling, Customer Service, Research, Lead Generation, Appointment Setting, English Speaking, English Proficiency, Outbound Calls, Outbound Sales, Listing Coordination, Google Workspace, Social Media Engagement, CRM, Prospecting, Warm Calling, Cold Calling, Communication, Sales Management, Market Research, Customer Relationship Management, Sales Support, Account Retention, Email Marketing, Apollo, Google Form, Calendar Management, Administrative Management, Microsoft Excel, Sales, Google Forms, Customer Service, Performance Marketing, Administrative Support, Operation Management, Office and Administration, Account Management, Customer Support Management
Verified
