The AU Entrepreneur’s Ultimate Guide to Hiring and Working With a Filipino Virtual Assistant

• Schedule employee for Medical and Physical Exam
• Contact Third-party clinics and Physical Therapists to schedule MPE
• Create layouts for various events (Canva)
• Prepare, organize and send exam result to clients
• Email and Calendar Management
• Prepare billing, invoices and payroll (MYOB & Case Manager)

• Executive Assistant to the CEO and Directors Manage Various Tools (CRM, Ninety, Toggl, etc)
• Create/Generate Deliverables for Client Meetings
• Support and Respond to Client Queries Onboard and Offboard Clients Assist, Train, Onboard, and Offboard Team Members
• Email and Calendar Management
• Organize, Upload, and Send documents in or from Dropbox, Box, Sharefile, etc. Project Management (Asana - Monitor, Assign, Create project timelines and deliverables)
• Manages client website via wix.com
• Create various company processes
• Create layouts via Canva, Adobe, Publisher, PPT, and WordArt
• Prepare, Organize, and Update documents and deliverables Logistics (Regus, UberEats, Doordash, Restaurants, Airlines, Amazon)
• Create Monthly Invoices
• Manage Personal Social Media Profiles (Facebook, LinkedIn) 

• Prepare Contracts for signing
• Email and Calendar Management
• Prepare billing and invoices (Xero)
• Manage CRM (Builder Trend)
• Send application to potential suppliers
• General Administrative Support

• Assistant to the General Manager Technical Staff to the Director for Technical Services Attends Meetings with Stakeholders
• Create layouts via Adobe Photoshop Billing, Collections, and Invoicing
• Calendar Management
• Email Management Logistics (Transportation, Restaurant reservation, Supplies, etc)
• Liquidate and Monitor Company Expenses Project Coordinator Proposal, Memos, Letter Drafting Draft Application for LLDA Certification

• Assistant to the Associate Director for Operations
• HR coordinator for Internal Operations
• Training Calendar Management
• Email Management Logistics (Transportation, Hotel & Restaurant reservation, Airline Booking, Meeting rooms, etc)
• Receive, Release and Monitor Supplies and Equipments
• Approve of Overtime, Official Businesses and Leave Request of Staff Production
• Monitoring Coordinate with Internal and External Stakeholders
• Liquidate and Monitor Training Expenses

• Assistant in Central Docketing Section (Records Department)
• Assistant in Procurement and Property Unit Assistant in Office of the Regional Director Technical Working Group MunTaParLas Field Office
• Receive and Route Documents
• Receive, Prepare, and Release Certifications
• Respond to Client Queries Data
• Encoding in various databases

• Executive Assistant to the Co-Founder CRM Management (Nethunt, Monday.com, Blumeg)
• Xero Invoicing, Quotations, Reconciling Payments
• Processing Reimbursements and Invoices for payments
• Calendar Management
• Email Management Act as coordinator for Philippine Team
• Manage and update internal documents Drafting Rental Agreements

• Answer incoming calls for the member needing help in availing their insurance
• Verify member's information and eligibility for insurance Inbound and Outbound calls, chats and emails
• Making sure that things are tracked and checked correctly on the database
• Coordinate with their designated Care Advisors Handle both member and caregivers
• Provide accurate information related to their benefit, insurance and eligibility
• Making sure we checked their healthcare, customer data and connect to the right departments
• Make sure that everything is documented by using our CRM and tools
• Uses Dash, Outlook, Teams, DialPad, Five9, Retool & Intake Forms

• Handle bookings for children/parents' request
• Do Admin Tasks and calendar management
• Organize things and make sure that everything is updated
• Monitor bookings and school holidays
• Email and Inbox Management
• Organising queries and complaints through ticketing system
• Provide reporting to the Customer Service & Billing Manager
• Control and sort inbound emails and query tickets for resolution of customer questions and complaints
• Placing bookings and making cancellations on our Child Care Management system
• Monitor Hubspot ticketing system
• Keep on track of all the failed debit payments and make sure to follow up on time
• Make sure to keep ISS updated
• Monitor invoices and making sure everything is updated
• Manage CRMs using Hubspot, PowerDiary & Xplor Spreadsheets
• Uses Gmail, Excel, Slack, Outlook, Microsoft Teams and
  Spreadsheets

• Handle executive calendar
• Do bookings for travels and meetings
• Create PowerPoint presentations
• Researching
• Handling executive emails and answering queries from the clients
• Attend meetings and take down MOM
• Uses of WordDocs, Excel & Microsoft Spreadsheet & NurrsingStaff tools
• Post JobAdd via Indeed and LinkedIn
• Social Media Management
• Uses project management tools
• Assist in sorting receipts
• Uses different tools and CRMs like: Hubspot, Calendly, Google
• Calendar, Outlook Calendar, Zoom and Indeed calendars, Trello,
• Asana, Google Workspace, Excel, Xero, WhatsApp, Google Chat,
• Ring Central
• Social Media Accounts like: LinkedIn, TikTok, Facebook Page and
• Instagram

• Lead Submit
• Got chosen to lead and do interviews and training for newly hire folks and pick the best ones
• Train the team and Lead
• Monitor team’s performance and team
• Do reports
• Do outbound call and cold emails
• Handle inbound and outbound emails
• Do sourcing and lead prospecting using different tools
• Uses multilogin, meltbelly, timedoctor, excel, spreadsheet, zoom,
• Indeed, Basecamp, Skype, Slack, LinkedIn Sales Navigator,
• LinkedIn, AnyLeads, Xpandi, Asana, GoHighLevel and Eliza

• Handle seller's Amazon account and monitor things on theirbehalf.
• Do invoices, product management and admin tasks by making sure everything is updated on a day-to-day basis.
• Product Listing
• End-to-end contact of client with everything on his business
• Supplier Tasks
• Invoicing
• Price Research etc.
• Making sure that all finances are accurate and items are align on pricing
• Knows how to use DropBox, Confluence, Jira, SellerBoard, Xero, Amazon Seller Central, Microsoft, Excel, Googe Workspace, WORK WhatsApp EXPERIENCE S

• Handle E-commerce account of sellers
• Assist the sellers/clients with their shop on the Online Shopping
• Platform Account
• Handles their statement of account, order management, sales and product inquiries
• Inbound and Outbound Calls, Emails and Chats
• Digital Cases and Scrubber
• Do callouts for escalated tickets
• Floor Support to the team
• Digital Cases and Scrubber
• Person in charge whenever Team Manager is not around
• Do reports and administrative tasks
• Attend meetings and do reporting
• Knows how to use Zendesk, Xspace, SalesForce, SnapEngege, XLite, UAD, Dingtalk, Googlesheets, Exel etc

The role involves significant administrative work, such as data entry, client communication, and project tracking. The ideal candidate should be highly organized, possess excellent written and verbal communication skills, and have the ability to work independently with minimal supervision.

Key Responsibilities:

• Data Entry: Manage data entry into event databases, primarily using Events Air and Smartsheet.
  • Set up event registration portals, micro-sites, and manage event data.
  • Input data such as event names, locations, and schedules.
  • Update spreadsheets and maintain accurate records of event details.
• Client Communication:
  • Draft, schedule, and send email communications to clients, exhibitors, sponsors and attendees using platforms like Mailchimp, Gmail, and Events Air.
  • Assist with correspondence management and customer enquiries.
  • Participating in the development of a range of client project documentation and undertaking activities to deliver on these projects.
• Ticketing and Social Media:
  • Create and manage event ticketing using platforms such as Events Air, Humanitix, and Eventbrite.
  • Collect items for social media and post to clients accounts are required.
• Administrative Support:
  • Assist with document management, including preparing and maintaining PowerPoint presentations, reports, and templates.
  • Create mail merge documents to produce event name tags for attendees and exhibitors.
  • Update and maintain spreadsheets related to event planning, invoicing, and logistics.
  • Help with general admin tasks like filing, research, and responding to enquiries.
  • Contribute to related documentation such as event manuals, registers and reports, contracts and contract tracking registers, travel and logistics for artists, collection of artist promotional material and performance material.
• Project Tracking:
  • Assist in tracking event project stages using tools like Teamwork or Smartsheet.
  • Report progress to the founder and manage timelines to ensure event readiness.

• Extensive research through cross-referencing various websites and entering data
• Product research and creating top shelf Amazon listings
• Analyze profit performance of products
• Evaluate profitability trends and pricing strategy

• Engaging with followers on both Facebook and Instagram
• Create a following, boost likes and followers for the clients' accounts
• Content Creation and Curation: Creating engaging and relevant content

• Product research & analyzing profit performance of products
• Admin tasks
• Amazon storefront tasks (Repricing)

• Managed customer inquiries via email, chat, and text.
• Escalation of report to marketplace integrity team.
• Handling account issues, refunds, reviews, and disputes.
• Provided technical support and fraud investigation for seamless user experience

• Google Suite (Sheets and Docs)
• Salesforce
• Trello
• Google Drive, Dropbox
• Upwork (time tracker) 
• Slack

• Managed Shopify operations—product listings, pricing, and inventory.
• Created and managed print on demand (POD) products via Gooten.
• Resolved Shopify issues, fixed product data and inventory discrepancies.
• Coordinated with suppliers and warehouses for fulfillment and shipping.
• Streamlined data entry and performed regular data cleanup.
• Managed product assets, large data sets processing, and data management via Google Drive and Dropbox.
• Updated listings and maintained consistent formatting.
• Researched fashion trends and wrote SEO-friendly titles and descriptions.
• Handled Zendesk email support, including refunds, returns, order tracking.
• Engaged followers on social media (Instagram), replied to comments, and built community.
• Monthly financial report data entry.

• Google Suite (Sheets and Docs)
• Shopify
• Zendesk
• Google Drive, Dropbox
• Gooten (POD) 
• Whiplash
• Harvest (time tracker)
• Slack

• Led customer support operations, overseeing escalations and team coaching.
• Streamlined email response, workflows, improving efficiency and resolution times. 
• Investigated and resolved Shopify, PayPal, and Amazon chargeback cases.
• Recommended, systemized, and streamlined playbook and FAQs.
• Administered quality assurance for tickets handled.
• Handled ReAmaze email support, including refunds, returns, order tracking.
• Shopify management, updated product listing and resolved discrepancy.
• Conducted fraud investigations related to order processing and fulfillment.

• Google Suite (Sheets and Docs)
• Shopify
• ReAmaze (CRM)
• Asana
• Google Drive, Droopbox
• CJ Dropshipping, HSKU, Zendrop
• Shopify, Amazon, PayPal (Chargeback)
• Time Doctor
• Slack

• Tasked with administrative duties.
• Client communication and email support.
• Scheduling management.
• Analyzed reports and processed data entry.

• Sourced, screened, evaluated, and processed applicants based on qualifications.
• Analyzed interview results and verified references.
• Recommended and coordinated interviews with hiring managers.
• Handled phone interviews, arranged candidates for face-to-face interview.
• Builds and maintains a client database
• Handles general data administration and paperwork

• Managed administrative tasks, performed research, data entry
• Contact management, inbox management.
• Scheduling management, booking, and planned travel.

• Reconciled all assets held on behalf of ANZ’s clients.
• Investigated and cleared variances/breaks from reconciliations.
• Ensured all breaks were resolved and cleared within a given timeframe.
• Cross-trained on mutual funds and equity processes for leave coverage.
• Stakeholder communications regarding outstanding balance.

• Managed Shopify product listings, including descriptions, SKU, pricing, and images.
• Resolved Shopify and Klarna chargeback disputes and improved customer dispute resolution.
• Provided Dutch email customer support via Strato, translated via DeepL.
• Handled supplier communication for missing, returned, or modified orders.
• Streamlined data entry processes, FAQs, and email templates.

• Google Suite (Sheets and Docs)
• Shopify
• Strato (CRM)
• Google Drive
• Notion
• RegWiio (Dropshipping tools)
• Klarna (Chargeback)
• Time Doctor (time tracker)

• As a Bookkeeper, I oversee daily transactions, manage accounts, assist in budgeting and tax prep, and adhere to accounting regulations. I use financial software and maintain data confidentiality.

• Responsible to develop and implement effective advertising campaigns for us.
• Set up campaigns through Google AdWords, Facebook Ads, and Instagram Ads.
• Analyze data and report on campaign performance to make recommendations for improvement.
• Collaborate on identifying best contents to fit the guidelines and goals of each campaigns 

• I handle customer banking transactions, address queries, promote bank products, document operations, and maintain confidentiality.

• Executed successful SEO and SMM campaigns for a variety of clients, resulting in increased website traffic, engagement rates, and conversion rates.
• Stayed up-to-date on the latest trends and best practices in the industry to ensure the success of each campaign.
• Specialized in local SEO and social media advertising to help clients achieve their unique goals.

• As part of my role, I monitor the daily sales of tenants in the mall and handle billing collection on the 28th of each month. Additionally, I receive and upload 2307 on the 15th of each month, reconcile individual tenant rentals, and prepare monthly and weekly sales reports. I also manage carpark entries and handle write off entries and clearing of interest using SAP. 

• Web Research
• Product Researcher
• Inventory Update \
• Emails Management \
• Customer Support (Livechat)
• Social Media Management (Page Creation, Customer Inquiry and response, posting/scheduling ads and flyer)
• Basic Graphic design and editing images
• Supplier Sourcing

• Process orders, Refunds, Replacement, Quote pricing, Order status, Delivery status,
• Assisting customers on how to process orders through online,
•  Email handling, 
• Outbound calls for follow up.
• Provide product and services information for other inquiries.
•  Respond promptly and professionally to customer inquiries through various channels such as phone, email.
• Provide accurate information about products, services, policies, and procedures to customers.
• Assist customers in troubleshooting and resolving issues they may encounter with products or services.
• Handle customer complaints and provide appropriate solutions, escalating complex issues to higher-level support or management when necessary.
• Maintain customer records by updating account information and documenting interactions in the customer service database.
•  Identify and escalate priority issues or trends to the appropriate department for further analysis and resolution.
• Collaborate with other departments, such as sales or technical support, to ensure a seamless customer experience.
• Follow up with customers to ensure their issues have been resolved to their satisfaction.
• Meet or exceed individual and team performance targets, including customer satisfaction metrics and response times.
•  Stay updated on product knowledge, company policies, and industry trends to provide accurate and up-to-date information to customers.

• Responding to Customer Emails: Receive and review customer emails, understand their concerns, and provide timely and accurate responses. Ensure that all emails are addressed within the specified turnaround time.
• Troubleshooting and Issue Resolution: Analyze customer issues and provide appropriate solutions or recommendations. This may involve gathering additional information from customers, collaborating with relevant teams or departments, or escalating complex issues to higher-level support or management. 
• Customer Service: Provide a professional and friendly tone in all email communications. Demonstrate empathy, patience, and active reading skills to understand customers' needs and offer suitable assistance. Strive to deliver a positive customer experience.
• Product Knowledge: Develop a deep understanding of the company's products or services to effectively address customer inquiries. Stay updated on product updates, changes, and troubleshooting procedures to provide accurate information.
•  Documentation and Reporting: Maintain accurate records of customer interactions, including emails, inquiries, and resolutions. Use appropriate software or systems to document customer cases. Generate reports on common customer issues or trends to help improve overall customer support processes.
• Quality Assurance: Ensure the quality and consistency of email responses by following established guidelines, templates, and best practices. Adhere to company policies, procedures, and standards to maintain a high level of customer service.
•  Continuous Improvement: Identify opportunities for process improvements or customer service enhancements. Provide feedback and suggestions to the team or management to streamline workflows, optimize response templates, or improve overall customer satisfaction.
• Collaboration: Collaborate with other team members, departments, or external stakeholders to resolve customer issues effectively. Communicate relevant information or updates to the appropriate parties to ensure a seamless customer experience.
•  Time Management: Manage and prioritize incoming emails to ensure timely responses. Handle multiple email threads simultaneously while maintaining accuracy and attention to detail.

• Customer Assistance: Providing prompt and professional assistance to customers, addressing their inquiries, concerns, and providing information about products or services.
• Order Processing: Managing the order fulfillment process, including order entry, order tracking, and ensuring on-time delivery. \
• Sales Support: Collaborating with the sales team to provide support in preparing quotes, proposals, and presentations for customers.
• Product Knowledge: Developing a comprehensive understanding of the company's products or services to effectively communicate their features, benefits, and value propositions to customers.
•  Issue Resolution: Resolving customer complaints, issues, or escalations in a timely and satisfactory manner, maintaining customer satisfaction.
• Upselling and Cross-selling: Identifying opportunities to upsell or cross-sell products or services to existing customers, maximizing sales potential.
• Relationship Building: Building and nurturing strong relationships with customers, understanding their needs, and proactively addressing their requirements. 
• Documentation and CRM Management: Maintaining accurate and up-to-date customer records in the customer relationship management (CRM) system, documenting interactions, and updating customer information.

• Product Research
• Supplier Sourcing
• Product Description
• Copy writing
• Set pricing
• Putting products to Shopify account.
• Oberlo,
• Create FAQ for the Store
• AliExpress product research
• Create/edit images for each blog post topic
• Customer Support for Social Media (comments response and messages)
• Social Media Management (Posting blogs, topics, images. promotions)
• Order Management include returns, refunds, reimbursement, dispute, replacement
• Email Management

• Administrative Support: Manage and organise virtual operations, including handling correspondence, maintaining files and records.
• Assist with the preparation of documents, and reports;
• Maintain inventory and place orders
• Handle incoming and outgoing mail, emails, and phone calls, directing them to the appropriate individuals.
• Customer Support: Provide friendly and professional assistance to customers via various channels, such as phone, email, and live chat.
• Answer inquiries, resolve complaints, and provide accurate and timely information about products, services, and company policies.
• Assist customers with order placement, tracking, and returns, ensuring a smooth and satisfactory experience.
• Maintain a high level of product knowledge to address customer queries effectively.
• Data Management: Update and maintain customer databases, ensuring accuracy and completeness of customer information.
•  Generate reports on customer interactions, sales activities, and other relevant metrics as required.
• Research Drop Shipping Hot Trends Product
• Email Management
• Order Management

• Supplier Identification: Research and identify potential suppliers or manufacturers who can meet the company's requirements in terms of quality, cost, quantity, and delivery time.
• Supplier Evaluation: Assess and evaluate suppliers based on their capabilities, reliability, , production capacity, quality control measures, and ethical practices.
• Negotiation: Negotiate favorable terms, prices, and contracts with suppliers to achieve the best value for the company. This involves discussing pricing, payment terms, delivery schedules, and any other relevant terms and conditions.
• Supplier Relationship Management: Develop and maintain strong relationships with suppliers to ensure a smooth and reliable supply chain. This includes regular communication, addressing any issues or concerns, and fostering collaboration and long-term partnerships.
• Cost Analysis: Conduct cost analysis and comparisons to determine the most cost-effective sourcing options while maintaining quality standards. This may involve analyzing supplier quotes, conducting market research, and identifying potential cost-saving opportunities.
• Quality Control: Work closely with suppliers to establish and maintain quality standards for products and services. Implement quality control processes, monitor product quality, and address any quality issues that may arise.
• Supply Chain Coordination: Collaborate with internal teams such as procurement, production, logistics, and inventory management to ensure seamless coordination and timely delivery of goods and services.
•  Risk Assessment: Identify and assess potential risks associated with sourcing decisions, such as supplier reliability, geopolitical factors, market fluctuations, or regulatory changes. Develop risk mitigation strategies to minimize potential disruptions to the supply chain.
• Market Research: Stay updated on market trends, industry developments, and new product offerings. Conduct market research to identify potential new suppliers, cost-saving opportunities, and emerging sourcing strategies.
• Data Analysis and Reporting: Collect and analyze data related to supplier performance, pricing, and other relevant metrics. Prepare reports and presentations to provide insights and recommendations to management for informed decision-making.

• Client Communication: Assist with client communication by answering phone calls, responding to emails, and managing calendars. Schedule property showings, open houses, and meetings with clients.
• Listing Management: Create and update property listings on various platforms such as the MLS (Multiple Listing Service), real estate websites, and social media. Ensure that listings are accurate and appealing with high-quality photos, detailed descriptions, and relevant information
• Personal Assistance: Assist real estate agents with personal tasks such as travel arrangements, scheduling appointments, and personal research.

• Client Communication: Assist with client communication by answering phone calls, responding to emails, and managing calendars. Schedule property showings, open houses, and meetings with clients.
• Listing Management: Create and update property listings on various platforms such as the MLS (Multiple Listing Service), real estate websites, and social media. Ensure that listings are accurate and appealing with high-quality photos, detailed descriptions, and relevant information.
• Market Research: Stay updated on market trends, property values, and real estate news in the local area. Provide reports and analysis to help agents and brokers make informed decisions.
• Database Management: Maintain client and lead databases, ensuring that all contact information is up to date and accurate. Use customer relationship management (CRM) software to track client interactions and manage follow-ups.
• Social Media and Online Marketing: Help manage social media accounts and online marketing campaigns to promote listings, attract potential clients, and engage with the audience. Create and schedule social media posts, write blog articles, and monitor online reviews.
• Administrative Support: Provide general administrative support to real estate agents including organizing files, preparing presentations, drafting correspondence, and managing expenses.
• Personal Assistance: Assist real estate agents with personal tasks such as travel arrangements, scheduling appointments,

• Process customers' orders and upsell products, account insurance, and warranties.
• Addressed customer service inquiries in a timely fashion.
• Achieved a customer satisfaction rating of 98%
• Served as an SME.
• Trains new customer service representatives

• Resolves an average of 400 inquiries weekly
• Review documents sent by clients
• Contact customers through email to resolve shift concerns Zendesk/Slack/Confluence/Insightful

• Email Management Client
• Onboarding
• Lead Generation
• Email and Phone Outreach
• Generating courses for the onboarding process Camtasia/Canva/Stripo/Zoom/Discord

• Administrative tasks
• Light bookkeeping
• Property Management
• Social Media Manangement

• Proactively call customers to review products and services
• Retain customers by resolving concerns and reviewing household needs Resolve customer's billing and technical concerns
• Upsell products and services Citrix/Avaya

•  As an Executive Virtual Assistant, I am tasked to perform various administrative tasks, including answering of emails, scheduling meetings, making travel arrangements, responding to emails, manage contact list, prepare customer spreadsheets and keep online records, conducting research, create presentations and address employees administrative queries.

• Help the client organize her Digital Space. I was also tasked to help her with some administrative jobs.

• Being a Virtual Assistant of Digitally De-cluttered, I help clients de-clutter digital spaces. I organize clients' files on Google Drive and One Drive and I help clients with some administrative tasks.

•  As an Executive Virtual Assistant, I am tasked to perform various administrative tasks, including answering of emails, scheduling meetings, making travel arrangements, responding to emails, manage contact list, prepare customer spreadsheets and keep online records, create presentations and address employees administrative queries.

• As a Retention Specialist, I implement customer retention strategies to increase loyalty and retain business. I analyze customer feedback, negotiate with customers, implement retention strategies and compile reports.

• As business development executive I am tasked with the job of helping business grow. My priority is to assist the company acquire new customers and sell additional products or services to existing ones; my role is crucial for any business with the ambition to expand or the necessity to diversify its clientele. Effective business development managers are in high demand in nearly every job sector there is, including business-to-business, business-to-customer, and even non-profit organizations.

• As Sales Associate I am responsible for all sales activities, from lead generation through close. The skills I acquired from this job are: deliver prepared sales scripts to persuade potential customers to purchase a product or service, respond to question, identify and overcome objections, take the customer through sales process, obtain customer information, follow up on initial contact, complete records of telephonic interaction, order and accounts.

• I do complete analysis of queries related to specific orders and contracts and these queries are communicated via email or phone. I update customers regularly and provide the progress of their queries followed by complete resolution within the agreed service level. If customers got more complex queries, I ensure proper escalation process to adhere and resolve their concerns.

• As Financial Specialist my job is to perform cost analyses and evaluate current accounting trends. Also, I recommend, design and monitor short-term and long-term investment strategies.

• Realeflow upload listings
• Social Networking Site Management
• Calls to Prospect Sellers / Buyers pre-qualifying

• Calendar management
• Email handling
• Customer support
• Transcription
• Lead mining
• Google drive

• Real Estate Posting
  • MLS Listing
  • Trulia
  • Zillow
  • Redfin
  • Postlets
  • Cartavi – Docusigning (electronic signing) 
• Setting up Appointment for Showing / Clients
• Lead Generation
• Can post, renew and repost ads
• Managing Rental Properties
• Managing Google calendar
• Follow-up on Prospect buyers and tenants
• Uploading files via dropbox.com
• Scheduling Home Inspection and Radon Test
• Creating Contracts –Lease Agreements, Listing Agreement, Offers, Commercial Listing etc.

• Checking affiliate emails & calendar
• Coordinate with affiliates for upcoming promotions
• Update external JV promo stats
• Update receipt stats
• Update stats from Incoming Promotions (For the first 3 days after they promote)
• Update affiliate Accounts Receivable information on Dashboard
• Check Stripe for disputes

• Setting up appointments
• Closing deals
• Verifying information

• Email management
• Scheduling meetings via Zoom or in person
• Managing appointments
• Social media management and communication
• Creating presentations
• Managing and updating contact lists
• Scheduling and managing all calendars.

• Our primary task was to answer calls from people who would want to book a hotel reservation and make it easier for them to find good hotels if they have nothing in mind yet.
• Each booked reservation is also considered a sale for us

•  I have been doing insurance verification, Our primary task was to answer patient calls claims and prior authorization inquiries for a who needed prescription refills.
• We refill their DME provider.
• We use portals and we also medications after checking thoroughly that call insurances regarding specific they are eligible for one. questions.
• I am also trained to use EMR tools.

•  Our primary task was to verify patients'
• Our primary task was to answer calls from benefits and eligibility for
• Durable Medical people who would want to book a hotel Equipments.
• We use portals and also make reservation and make it easier for them to find calls to insurances to verify the said benefits. good hotels if they have nothing in mind yet. We also call patients to get the updated
• Each booked reservation is also considered a insurance information if needed. sale for us.

•  Our primary task was to answer provider calls inquiring about patients' benefits, eligibility and claims information.
• These are patients  that suffer from mental health and substance  abuse.
• We locate the information needed by the providers for them to service these  patients. 

• Bills insurance companies for all visits based on physician bills; pursue collection of all claims until payment is made by insurance companies; and performs other work associated with the billing process
• Responsible for obtaining patient records and test results and coordinating daily administrative tasks

• Works with representatives to ensure client goals are met Develops strategies with the clients to keep good performance of the team
• Identify the skill needs of representatives and hone what they lack to make sure they are equipped
• Oversees the day-to-day operations within the contact center

• Sets appointments and attends to staffing needs in a Healthcare rehabilitation facility Calls residents and checks their well-being after being discharged from the facility