I'm an insurance operations specialist who's comfortable on both sides of client support — live phone work and backend CRM accuracy. For nearly two years, I supported a health insurance agency in Pennsylvania, fielding inbound calls and placing outbound calls on RingCentral, running client intake, and booking clients directly onto their broker's calendar in GoHighLevel (GHL). On the backend side, I kept policy and client records accurate across EZLynx and GHL, and worked hands-on with ACA marketplace platforms including Pennie, GetCoveredNJ, GetCoveredIllinois, and HealthSherpa. I worked daily with protected health information in a HIPAA-compliant environment.
That comfort on the phone goes back further. I spent over two years at VXI Global Solutions on Avaya, supporting a largely elderly, US-based customer base — adapting pace and tone for callers who were often confused or frustrated, and coaching a floor of 15+ agents on call handling and CRM compliance. Before that, I kept HubSpot CRM documentation audit-ready across 20+ US accounts at TaskUs, processing 100+ billing adjustments weekly with zero shortcuts on accuracy.
I also bring a self-directed streak: I've run daily task trackers of 10–20 items with minimal oversight, drafted client-ready documents using AI tools without losing quality control, and built the filing systems that keep teams compliant and organized.
What I bring:
- GoHighLevel (GHL) — calendars, contacts, CRM records
- RingCentral & Avaya (VoIP, inbound/outbound, live client calls)
- EZLynx, Pennie, GetCoveredNJ, GetCoveredIllinois, HealthSherpa
- Salesforce & HubSpot (CRM documentation, account management)
- HIPAA-compliant documentation & audit-ready recordkeeping
- C2 Proficient English (EF SET 81/100)
- QuickBooks Online ProAdvisor Certified
- Independent execution — minimal supervision, meticulous follow-through
