I am a reliable and detail-oriented Virtual Assistant / Client Intake & Onboarding Specialist with extensive experience supporting healthcare services, small business insurance, retail, and e-commerce operations. I specialize in managing full-cycle client intake and onboarding while delivering professional, client-focused support. I have served as the primary point of contact for clients, handling communication via phone, email, text, and chat. My experience includes reviewing applications, verifying eligibility, collecting and organizing documentation, guiding clients through questionnaires, and ensuring all requirements are completed accurately before scheduling appointments or submitting claims. I am highly experienced in coordinating account setup, system access, and tools to ensure a smooth onboarding experience. I also scribe during client consultations, accurately documenting discussions, action items, and next steps in real time. I maintain organized and up-to-date records in CRM and internal systems while strictly following confidentiality and data protection standards. In addition, I support training initiatives by assisting with new hire onboarding, reinforcing company processes, and contributing to SOP creation. I am proactive in tracking onboarding progress, following up on incomplete tasks, and escalating issues when necessary to keep workflows moving efficiently. My background also includes assisting small businesses with employee enrollment in healthcare insurance plans such as medical, dental, vision, short-term and long-term disability, and critical illness coverage. I provide portal walkthroughs and billing education to ensure clients understand their accounts and processes. As a Virtual Assistant in retail and e-commerce, I have managed customer communications using Gorgias, processed returns and refunds through Returnly on Shopify, placed wholesale and influencer orders via Shopify and Apparel Magic, coordinated influencer collaborations, and followed up with shipping teams to track deliveries. I am organized, dependable, and committed to delivering high-quality support that improves client experience and operational efficiency.
