Hey I am Joanna

Helping High-Level Professionals Delegate with Confidence, Optimize Efficiency and Scale with Ease

πŸš€ Helping CEOs, Entrepreneurs, and High-Level Professionals Delegate with Confidence, Optimize Efficiency and Scale with Ease

I’m a Premium Executive Assistant and Business Support Specialist helping CEOs, entrepreneurs, and coaches stay organized, efficient, and focused on growth.

With 2+ years as a Medical Virtual Assistant and Financial Coordinator Assistant and 2 years as a Medical Billing and Collections Team Leader, I’ve developed strong organizational, administrative, and communication skillsβ€”essential for high-level executive support.

πŸ’‘ Here’s how I help busy professionals:
βœ… Inbox and Email Management – Keep your inbox organized and prioritize key messages πŸ“§
βœ… Calendar and Scheduling – Manage your appointments and keep your schedule running smoothly πŸ—“οΈ
βœ… Project and Task Management – Stay on track with clear deadlines and progress updates πŸ“Š
βœ… File and Document Organization – Organize, store, and retrieve important files πŸ“
βœ… Executive and Business Support – Smooth operations and structured workflow πŸ—‚οΈ
βœ… CRM and Client Data Management – Keep records accurate and up-to-date πŸ“‡
βœ… Expense and Financial Tracking – Track expenses and assist with financial reports πŸ’°
βœ… Event and Travel Coordination – Plan seamless events and executive travel ✈️
βœ… Medical Virtual Assistance – Support with billing, insurance, and healthcare admin πŸ₯

Beyond my medical VA experience, I completed an Executive Assistant Intensive Training and Internship, where I:
βœ” Led and managed a team of 8 interns
βœ” Gained hands-on experience in executive support tasks
βœ” Proficient in project management & admin tools (ClickUp, Trello) | Basic knowledge (Asana)

With my strong background in medical administration, financial coordination, team leadership, and executive support, I help busy professionals focus on what matters most by handling the details, improving efficiency, and keeping everything organized.

πŸ“© Let’s connect and elevate your business together!

Joanna Marie G. Polhen
General Trias, Philippines
Freelancer
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Core Skills and Expertise

Optimizing Productivity and Streamlining Operations
Inbox & Email Organization
Calendar & Scheduling
Task & Project Coordination
File & Document Organization
Executive Assistance & Admin Support
Data Entry & Accuracy
Customer & Business Records Management
CRM & Client Data Management
Expense Tracking & Financial Reports
Research & Data Compilation
Event Coordination
Executive Travel Planning
Medical Virtual Assistance
Medical Billing & Collections

Certificates

Professional Experience and Expertise

From Medical Administration to High-Level Executive Support
  • EXPERIENCE
  • EDUCATION
2010
Bachelor of Science in Nursing

San Juan de Dios Educational Foundation Inc. - College

2022 - N/A
Infertility Clinic (USA)
(Experienced Medical Virtual Assistant | Financial Coordinator Assistant)

βœ” Managed patient benefits verification & prior authorization requests, ensuring smooth billing and insurance approvals.
βœ” Organized and maintained patient records, uploaded critical documents, and ensured accurate data entry.
βœ” Liaised with internal teams to coordinate account updates, track financial records, and maintain workflow efficiency.
βœ” Prepared and processed self-pay treatment quotes, handling communication and documentation.

2020 - 2022
US-Based Healthcare Solutions Provider
(Medical Billing and Collection Team Leader)

βœ” Supervised a team, ensuring compliance with billing procedures and client expectations.
βœ” Built and maintained client relationships, addressing concerns and providing updates.
βœ” Provided administrative support, monitored team performance, and ensured documentation accuracy.

2015 - 2020
Multinational Service Provider
(Senior Administrative & Customer Support Specialist)

βœ” Provided email and data management support, ensuring accurate and organized customer records.
βœ” Handled scheduling for customer requests, optimizing service efficiency and response times.
βœ” Assisted in administrative tasks such as preparing reports, analyzing data trends, and maintaining documentation.
βœ” Served as a client liaison, ensuring seamless communication and resolution of inquiries.

How I Can Support Your Business

Elevating Productivity with Executive and Business Support
Project Coordination & Task Tracking

Keep projects on track with structured planning, monitoring, and follow-ups.

Business & Admin Support

Handle reports, documentation, and daily executive tasks with efficiency.

CRM & Client Database Management

Maintain and update customer databases for accurate record-keeping.

Expense Management & Reporting

Track expenses, process reimbursements, and maintain financial records.

Research & Data Compilation

Conduct research, gather insights, and provide data-driven reports.

Accurate Data Entry & Processing

Input, update, and maintain records with accuracy and efficiency.

Email Organization & Inbox Management

Declutter inboxes, prioritize emails, and manage communication seamlessly.

Executive Calendar Management

Efficient scheduling, time blocking, and meeting coordination across time zones.

File & Data Management

Organize, categorize, and retrieve documents effortlessly for streamlined workflows.


My Work and Impact

Showcasing the Value I Bring to Businesses

Let's work together !

I am available for freelance projects.
Hire Me

πŸš€ Let’s Optimize and Elevate Your Business Together
πŸ’‘ Discover how my expertise can help streamline your operations, improve productivity, and free up your time to focus on growth. Let’s connect!

Address :
General Trias,
Philippines


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