What Are Some Tasks That You Should NOT Hire A Virtual Assistant For?

New Business / Production – Data Entry, Docusign & Client Interaction
Mary Ann has managed customer records, form submissions, and CRM updates in roles like Admin Assistant and Productivity & Admin Assistant. She’s proficient in tools like Docusign, JotForm, Adobe Acrobat, Google Sheets, and AirTable, making her highly capable of handling application submissions and data collection via phone/Zoom.

Client Support – Emails, Texts, Calls, Policy Management
She has consistently handled client communications across various roles, including:
Calling/emailing customers to follow up on payments, documentation, and inquiries
Sending personalized messages (emails/texts) and ensuring timely responses
Working closely with platforms like RingCentral, WhatsApp, and Gorgias for customer touchpoints
Managing client records and responding to updates or document requests in less than 24–48 hours
This directly supports the requirement to manage Melissa Gomez’s client communication pipeline.

Tracking / Reporting – Transmittals, Spreadsheets, Case Notes
Mary Ann’s daily responsibilities have involved:
Maintaining and updating internal trackers and logs for service operations and customer interactions
Using tools like Google Sheets, Excel, Notion, Trello, and Asana for case progress tracking
Keeping detailed notes on tasks completed and case status—critical for insurance application tracking and client production logs
Her structured task documentation aligns well with the Production Log management and transmittal requirements of the role.

Scheduling and Follow-ups – Exams, Appointments, Documents
Her work in patient coordination and healthcare scheduling, as well as service booking and warranty coordination for an Australian plumbing business, shows her ability to:
Book exams and appointments
Follow up for missing requirements
Monitor deadlines and ensure follow-through without supervision

Tools & Certifications:
Systems & Tools:
Docusign, JotForm, Adobe Acrobat
Google Workspace, MS Office, Notion, Trello, Airtable
Communication: Slack, MS Teams, Zoom, Google Meet, WhatsApp
CRM & Admin Platforms: HubSpot, Kayako, Gorgias, LiveAgent
Finance/Back-office: QuickBooks, Xero

Certifications:
General Virtual Assistant (2023)
Bookkeeping & QuickBooks Online (2023)
SEO & Data Handling (2023)

Strengths & Soft Skills:
High attention to detail & task ownership
Proactive communicator – both written and verbal
Time management & prioritization under fast-paced conditions
Comfortable with multi-step client cases and multiple follow-ups

Summary:
Mary Ann Briones-Visco is exceptionally well-suited to this administrative and client-facing support role. Her experience in form submission, CRM management, client coordination, follow-ups, and documentation tracking aligns directly with the job’s core responsibilities. With advanced digital literacy and a proven background in service excellence, she would bring structure, responsiveness, and reliability to the client workflow from day one.



Predictive Index Behavioral Profile - Individualist


Strongest Behaviors
Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
Methodical, steady, and even-paced; loses productivity when interrupted.
 

Maria is a highly adaptable and detail-oriented professional with 5–6 years of combined experience in the BPO sector and as a remote administrative/virtual assistant, with particular strengths in healthcare, customer service, general admin, and e-commerce operations.

Maria's early career in the BPO industry was in the U.S.-based healthcare and insurance sector, where she rose from healthcare support roles to team leader for escalations. In 2022, she transitioned into remote and freelance roles where she held responsibilities as a Medical Virtual Assistant, Executive Assistant, and Operations Coordinator, supporting U.S. and Australian clients in healthcare, consumer electronics, and plumbing services.

Her experience includes managing complex communications, appointment scheduling, CRM data entry, basic bookkeeping, vendor coordination, and email/chat support. She is tech-savvy and familiar with CRM and support tools like HubSpot, Zendesk, Tradify, QuickBooks, WordPress, Trello, Asana, and various Microsoft and Google applications.

Maria completed formal training in general virtual assistance, bookkeeping, and SEO through ProVA, which she leveraged effectively in subsequent roles. She demonstrates strong initiative, having contributed to the end-to-end setup of systems and communications for a startup e-commerce client.

Work Experience Summary:

Virtual Assistant – E-commerce / Consumer Electronics (U.S.-based startup)

• Helped establish operational systems from scratch
• Handled CRM (HubSpot), Shopify, BestBuy Canada, Amazon listings
• Facilitated vendor coordination, client communications, and stakeholder meetings
• Managed email, calendar, and escalations on behalf of CEO

Admin Assistant – Plumbing & Relining Company (AU-based)

• Managed appointment scheduling via Tradify
• Performed invoicing, quoting, bookkeeping support
• Handled customer communication, blog content, and email support
• Used Canva, MS Teams, and Google Suite extensively

Medical Virtual Assistant – DME Provider (U.S.-based)

• Coordinated with doctors and providers on claims, billing, and prior authorizations
• Managed patient appointments and health documentation
• Utilized Epic, Braintree, Microsoft Office, and EMR tools

Team Lead – U.S. Healthcare BPO (Member Escalations)

• Led complex customer case resolutions for a U.S. insurance provider
• Delivered high-touch support and guided team handling sensitive health benefits issues

Key Strengths:

• Strong foundation in client coordination, escalation handling, and back-office support
• Experience with both startup operations and structured corporate healthcare accounts
• Proficiency in CRMs, scheduling tools, and basic accounting platforms
• Excellent communication skills across U.S. and AU clients
• Demonstrates high ownership, flexibility, and eagerness to contribute long term

She can start immediately and is amenable to full-time work arrangements.

Predictive Index Behavioral Profile - Individualist

Strongest Behavior

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and coworkers. Doesn’t easily change.

Behavioral Summary

Mary Ann is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risk, this individual is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

In expressing and acting on their ideas, this individual is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set they’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures

• Mary Ann is a versatile and highly capable virtual assistant with a strong background in healthcare support, administrative coordination, and executive assistance. With over five years of professional experience in both corporate and remote work environments, she has built a solid career foundation in roles involving medical VA tasks, customer service, appointment setting, basic bookkeeping, and content creation.
• In her most recent work, she handled daily bookings, customer communications, quote follow-ups, blog content writing, and admin process improvements for an Australian plumbing firm.
• The tools and platforms she was able to use are:
• Admin & Communication: Google Workspace, MS Office, Slack, Trello, Zoom, Outlook, MS Teams
• CRM and Helpdesk: Zendesk, RingCentral, Gorgias, Freshdesk, Kayako, HubSpot
• Healthcare Systems: EPIC, Elation, eClinicalWorks, Citrix, Parachute
• Bookkeeping & Invoicing: QuickBooks, Xero, Tradify
• Project & File Management: Dropbox, GDrive, AirTable, Docusign

Mary Ann is also QuickBooks Online Certified and has completed training in SEO, General VA, and Bookkeeping.

She is available for a full-time work and can start immediately.

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors

Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.

Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”

Behavior Summary

In expressing and acting on her ideas, Mary Ann is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set she will generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.

Monica is a seasoned administrative and executive assistant with nearly 10 years of professional experience, including 5 years as a virtual assistant. Her background spans various industries such as financial consulting, business registration services, and construction consulting, demonstrating her versatility and ability to adapt to diverse operational needs. Monica specializes in data entry, record management, payroll support, and administrative assistance with a particular focus on New Zealand-based clients and processes.

Key Highlights:

• Experience with Construction Industry: Provided administrative support for a New Zealand-based construction consulting firm, including managing permits, contracts, and compliance documents.
• Payroll Expertise: Skilled in using payroll systems like Xero and MYOB for subcontractor invoice management and data encoding.
• Email and Calendar Management: Efficiently handled client communications and managed executive schedules, including processing quotations, invoices, and project updates.
• Broader Skill Set: Knowledgeable in both general admin tasks and basic accounting functions, making her a well-rounded candidate for administrative roles.

Experience & Skills
Virtual Assistance (5+ Years)

• Supported New Zealand-based construction and consulting companies, overseeing operational tasks such as contracts, permits, and invoicing.
• Experienced in calendar and email management, coordinating directly with clients for scheduling and administrative needs.

Accounting & Payroll Administration

• Managed subcontractor invoices and payroll processing using tools like Xero and MYOB.
• Familiar with financial documentation, including bill processing, expense tracking, and data entry into accounting software.

Technology Proficiency

• Software Expertise: Xero, MYOB, Microsoft Office Suite, and CRMs.
• Intermediate Excel Skills: Rated 3/5, capable of handling formulas and data organization for operational use.

She can start immediately and is amenable to Part-time arrangements.

Predictive Index Behavioral Profile- Artisan

Strongest Behaviors

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Behavioral Summary

Monica is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Monica plans ahead, double checks, and follows up carefully on decisions and actions.

• Joan has gained more than 4 years of remote work experience with diverse background in executive assistance, remote administration and some project management.
• She has worked with Australian clients handling administrative tasks, including booking appointments, managing calendars, social media management, and customer support.
• She also reported directly to clients, ensuring customer queries were addressed and managed efficiently.
• Her project management experience include:
  • Experienced in providing executive support, handling email management, scheduling meetings, and note-taking.
  • Assisted with project management tasks using tools like Asana, Trello, Monday.com, and Jira.
  • Handled executive assistant responsibilities for HR, ensuring smooth workflow and task management.
• She gained experience on the following technologies:
  • Project Management Tools:
    • Jira, Confluence, Trello, Asana, Monday.com, Notion.
  • CRM Platforms:
    • GoHighLevel, HubSpot, Salesforce.
  • Administrative & Communication Tools:
    • Google Workspace (Docs, Sheets, Slides), Microsoft Office (Word, Excel, PowerPoint).
    • Familiar with creating reports, handling pivot tables, and complex formulas in Excel.
  • Social Media Management:
    • Managed social media accounts on LinkedIn, Facebook, Twitter, and Instagram using Sprout Social.
  • Other Tools:
    • Amazon Seller Central, Time Doctor, Hubstaff, and Teramine (for work monitoring).
• She is amenable to start immediately.

Kyra has a bachelor's degree in Biology. She has more than 3 years of experience working in the e-commerce and digital marketing industries where she mostly supported US-based clients. Her forte is Product researching for Amazon store-front where she researched for beauty, household, personal care, and tools products. She also did the following tasks:

• Social Media Management/Content creation (Facebook and Instagram)
• Manual sourcing
• Reverse search sourcing
• Amazon product listing
• Data Entry
• Lead generation
• Product profit/performance analysis

She is well-versed in using the following:

• Tactical Arbitrage
• Keepa
• Revseller
• SellerAmp
• Canva
• Google Sheet
• Microsoft Office Suite

She can start ASAP
She is amenable to working on any shift schedule for full-time or part-time roles

Predictive Index Behavioral Profile -Scholar 

Strongest Behaviors

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”

Behavioral Summary
Kyra is reserved and will generally express herself in a factual, direct, and succinct manner. A conscientious person, her approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, she’ll produce carefully thought-out work of high quality and precision. Whether doing work herself, or delegating to others, follow up is close to ensure high-quality results.
 

• Kim has a bachelors degree in Hotel and Restaturant Management and have been working for almost 12 years now handling and performing roles such as Admin Assistant, Fulfillment Lead, Customer Support, Customer Support Lead, Programs Assistant, Virtual Assistant Recruitment Officer and  Reconciliations Officer under the industries of Financial Services, Recruitment Agency, Outsourcing, Education and Merchandising. She has catered to US and Australian Clients. 
• Her greatest achievement with her 12 years of professional experience was being able to work remotely since 2015, working and being exposed to global clients, and working in several industries, all of which helped her career development.
• She was exposed to the following tasks:
  • Order Management
  • Shopify Management
  • Customer Support
  • Invoicing 
  • Email Support
  • Chat Support
  • SMS Support
  • Inventory and Fulfillment
  • Data Entry
  • Scheduling
  • Quality Assurance
  • Handled 4 team members
  • Recruitment 
  • Reconciliation
  • Product Research 
  • Administrative Tasks
• She is proficient in using tools such as CRMs, Zendesk, Salesforce, ReAmaze, ShopifyTrello, Asana, Google Apps and Microsoft Office.
• She currently have a part-time job, working on a flexible schedule. She prefers morning or late afternoon shift and open to any full-time or part-time roles.

Predictive Index Profile - Altruist

Strongest Behaviors

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, KIMJEN is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. KIMJEN gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Katlyn is a double degree of Bachelor of Science in Accountancy and Bachelor of Science in Accounting Technology 
• She has 4 years of total working experience and and transitioned to Digital Marketing last 2021 
• She has supported client from Denmark where she gained her experience in doing paid ads 
• Some of her notable tasks were
  • Setting up ad set in Google, Facebook, and Instagram 
  • Setting up proper target and demographics to align with the objective of the campaign
  • Preparing assets like videos and graphics before uploading the ads
  • Doing brainstorming regarding the strategy and plans for ads 
  • Suggesting budget for optimizations and for launch of ads 
  • Generating reports and monitoring ads performance  
• She has also experience with SEO, social management, and bookkeeping 
• She has handled maximum budget for the following 
  • Facebook 50 Danish Krone per day 
  • Google 100 Danish Kron per day 
• She has experience with tools like 
  • Google Ads 
  • Google Analytics 
  • Facebook Meta Business 
  • QuickBooks 
  • Canva 
  • CapCut 
  • SEMrush
  • AHrefs
• She can start as soon as possible 

Predictive Index Behavioral Profile- Altruist 
https://www.predictiveindex.com/reference-profile/altruist/

Strongest Behaviors 

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

Behavioral Summary 

• Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.
• A pleasant and extraverted person, Katlyn is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Katlyn gets along easily with a wide variety of people.

• Eldrin has been working for almost 10 years in the BPO industry and has 3 years of work experience as a Virtual Assistant and Customer Support in the Real Estate industry where he catered to clients based in the US and performed the following tasks:
  • Outbound and Inbound calls
  • Email management
  • Lead generation
• He also supported billing, customer handling, and HR services.
• He is proficient with Mojo, Netphone, Hootsuite, Canva, Asana, and HubSpot.
• Eldrin can start immediately and is amenable to working the day shift for any part-time or fulltime position.

Predictive Index Behavioral Profile- Collaborator

Strongest Behaviors

• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.

Behavioral Summary

Eldrin is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

• Janna has been working for almost 7 years as Customer Service Representative, Administrative Assistant, Executive Assistant, and Retention Specialist within BPO, telecommunication, and, Real Estate industries where she honed her skills in:
  • Customer Handling
  • Email Management
  • Administrative Assistant Support
  • Property Management
  • Social Media Management
  • Basic Bookkeeping
  • Lead Generation
• She is proficient with Zendesk, Avaya, Citrix, Slack, Google Suite, Zoom, Hubspot, WhatsApp, Camtasia, Canva, Discord, Airtable Zoho, Microsoft Excel and has basic knowledge with Gorgias.
• She can start as soon as possible for a full-time position at any time zone.

Predictive Index Behavioral Profile- Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Jan Alexis will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Siena has 8 years of relevant work experience. She has performed various roles in different  companies where she supported the following tasks:
  • Virtual Assistance
  • Lead Generation
  • Customer service
  • Data entry
  • Sales
• She has been working as a virtual/executive assistant for 2 years now and did: 
  • Email management
  • Calendar management 
  • Minutes of the Meeting
  • Inbound and Outbound Calls
  • Power Point Presentations
  • Research
  • Records keeping
  • Social media management
  • Database building
  • Travel arrangements
• She worked with, Canadian, and American client.
• Prior working as Virtual Assistant, she has also worked as Event coordinator where he managed the entirety of some events like weddings, and trade shows
• She is proficient in One Drive, air table, zapier, agile, Salesforce, and Microsoft
• She is available to start immediately. She is amenable to working the day shift for any part-time or full time position. tools.

Predictive Index Behavioral Profile - Strategist

Strongest Behaviors

• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
• Authoritative and direct, driven to accomplish personal goals; pushes through roadblocks assertively. Communication is direct, to the point, and sometimes brusque.

Behavioral Summary
Siena Maris is an intense, results-oriented, self-starter whose drive and sense of urgency are tempered and disciplined by a concern for the accuracy and quality of the work. Their approach to activities and responsibilities will be well-thought-out, based on thorough analysis and detailed knowledge of all pertinent facts.

• She has 12 years of work experience as a Virtual Assistant in Real the Estate, Non-Profits, and Advertising/Marketing industries.
• She has a degree in Bachelor of Science in Secondary Education
• She is proficient in performing the following task:
  • Calendar Management
  • Email Marketing
  • Lead Generation
  • Appointment Setting
  • File Management
  • Managing Rental Properties
  • Invoicing 
  • Telemarketing
• She has basic knowledge of SEO and processing Accounts Receivable and Payable 
• She is adept at using the t and applications like:
  • Trulia
  • Zillow
  • Slack
  • Microsoft Office 365
  • Google App
  • Adobe Acrobat
  • DocuSign
• As an Executive Assistant she has experience in doing the following tasks:
  • Overseeing email correspondence
  • Arranging significant meetings, whether virtual or face-to-face
  • Handling various appointments, both work-related and personal
  • Managing social media activities and communication
  • Compiling and maintaining digital files
  • Collecting information
  • Crafting presentations
  • Handling reservations and bookings of various types
  • Maintaining and refreshing contact databases
  • Coordinating and overseeing all scheduling and calendars, among other tasks.
•  She can start as soon as possible. For any full-time or part-time position

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary
Ailyn is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

With experience and/or training, Ailyn will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Ailyn is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• She has been in the BPO industry for 6 years and started working as a Virtual Assistant in 2020 catering to clients in the US within the medical services.
• and supported the following tasks:
  • Medical Insurance and claims verification
  • Invoices and claims
  • Inbound and Outbound call
  • Customer Handling
  • Email Management
  • other Admin tasks
• She is proficient with the EMR system, Microsoft Office (Excel, Word, and PowerPoint), and Google Apps.
• She can start as soon as possible for any full-time position preferably for a graveyard shift but can also consider the day shift.

Predictive Index Behavioral Profile-  Adapter


Strongest Behaviors

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary 

This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.

Edmy Maiden is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

• Ramielle has been working for 4 years. She has performed various medical roles in different companies where she supported the following tasks:
  • Virtual Assistance
  • Insurance verification
  • Billing
  • Patient Intake Appointment
  • Scheduling
  • Verification Fee Calculation
  • Customer Service
• She has catered to a client in the US.
• She is proficient with MS Word, MS Excel, and Athena. 
• She is available to start immediately. She is amenable to working the day shift for any part-time or fulltime position.

Predictive Index Behavioral Profile - Guardian

Strongest Behaviors:

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary:
A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Ramielle Anne will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.