Vocational
CTU
As a highly skilled Executive Assistant with a proven track record of success spanning two years, I have honed my ability to efficiently manage daily operations and administrative tasks with exceptional organizational and time-management skills. My strategic thinking, coupled with my aptitude for anticipating the needs of executives, coordinating schedules, and streamlining workflows, has contributed significantly to the successful operations of various organizations. Furthermore, I possess a wealth of experience in creating and maintaining databases, preparing reports, and conducting research, making me a valuable asset to any team.
With a decade of experience as a Customer Service Representative, I have developed an unparalleled ability to provide excellent customer service to clients from diverse backgrounds. My success in resolving customer issues promptly and professionally, while maintaining a positive attitude, has been well-documented. My exceptional communication skills, coupled with my ability to actively listen to customers' concerns and provide effective solutions, has earned me a reputation as a reliable and empathetic customer service representative.
Additionally, I am an aspiring medical virtual assistant who has undergone extensive training in the medical field. I possess certification in HIPAA compliance and has gone through extensive training in the medical terminology. I am proficient in utilizing EHR tools such as Practice Fusion. My goal is to provide high-quality virtual assistance that streamlines healthcare processes and enhances patient care. I am dedicated to continuously learning and expanding my knowledge in order to provide the best service possible. Tasks include but are not limited to:
*answering incoming calls, greeting clients and directing them to the appropriate provider. This includes processing check-ins, verifying client information and updating their records as well as addressing any concerns
*processing various types of payments such as co-pays, report fees and past due balances. Also involve using payment processing system, verifying payment information and ensuring that all payments are properly recorded and accounted for
*managing the scheduling of appointments for clients with providers. Coordinating with provides to ensure that they are available to see clients and working with clients to schedule appointments at times that are convenient to them. This also includes rescheduling appointments as needed due to cancellations, providers availability or other factors
*managing the intake process for new clients including assisting clients with filling out intake forms, reviewing client documents for completeness and ensuring that all required documents are collected and properly filed
Tools
*Practice Fusion
*Therapy Notes
*InterMedia Unite
*Ring Central
*Zendesk
*Office Ally
*Slack
*Open Phone
*Notion
*Asana
*Authorize.Net
*CovermyMeds
*GoodRX
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CTU
- answering incoming calls, greeting clients, and directing them to the appropriate provider. This also includes processing check-ins, verifying the client's information and updating their records, and addressing any concerns.
- processing various types of payments, such as co-pays, report fees, and past due balances. This may involve using a payment processing system, verifying payment information, and ensuring that all payments are properly recorded and accounted for.
- managing the scheduling of appointments for clients with providers. Coordinating with providers to ensure that they are available to see clients and working with clients to schedule appointments at times that are convenient for them. This also involves rescheduling appointments as needed due to cancellations, provider availability, or other factors.
- managing the intake process for new clients, including assisting clients with filling out intake forms, reviewing client documents for completeness, and ensuring that all required documents are collected and properly filed
calling pharmacies to resolve prescription issues and communicating pharmacy issues with our doctors to have the resend prescriptions
answering Zendesk tickets (emails) in a timely manner and returning phone calls of patients & issuing refunds and canceling/rescheduling patients
helping patients solve simple tech issues (resetting password etc)
coordinating care and appointments, rebooking missed appointments etc & handling inbound pharmacy calls
Entering order over the phone, verifying customer information, triage customer and recommending other product that customer might need alongside customer's original order.
Working in Hubspot to address customer inquiries including but are not limited to orders, payments, returns and credits concerns.
Assisting with new account creation, payment processing and returns.
Doing Upsell, Cross-sell and offering current promotion that we have.
Sent 25-30 emails a day demonstrating a mastery of written communication and attention to detail
Coordinated with the team regarding outside events and do research.
Scheduled and coordinated virtual and in-person meetings, events, travel and appointments.
Organized and managed sensitive data input in over 10 excel spreadsheets, retrieving and delivering information weekly.
Created a more efficient workspace by proactively anticipating department needs
Managed CEO's calendar making sure that there is no overlapping appointment and sending reminders via email/chat.
Organized travel for team , sending itinerary via email
I use my exceptional organizational skills to coordinate with my boss's schedule and arrange appointments for him. I am able to work independently with little supervision and make decisions on behalf of my boss.
Fulfilling 500 orders daily, sending email to customer along with their product information and instruction for the installation.
Maintained inventory of more than 500 products.
Memorized more than 500 products for knowledge base in the purpose of assisting customers with general inquiries of products via phone, chat and email.
Updated prices of more than 20 products daily on website. Writing clear, concise and compelling product description.
Answered 150 average calls per day exceeding minimum calls handled per agent.
Assisting customers regarding their concerns with their services.
Provided prompt customer support with a professional, friendly and patient attitude.
Received a 5-start customer satisfaction rating through voice, chat and email communications .
Listened, diagnosed and resolved technical issues guiding users through step by step solutions.
Politely addressed any customers complaints, escalating to management when necessary.
Email management Calendar Management Research Reports Invoicing Event Planning Appointment setting
Inbound call handling Email Support Outbound call handling Chat Support
Intake Form Scheduling /Rescheduling Insurance Verification Calendar Management Transcription Prior Authorization
It was a pleasure to work with Sheila at Gunz Dental. I would have no hesitate in recommending Sheila as a hard working, punctual, dedicated and trustworthy person, competent and capable as an inbound and outbound telephone representative .