Admin Assistant / General VA / Onboarding Specialist / CSR
3 F Jaca St, Kinasang-an Pardo, ,Cebu City
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
9
9
years of professional experience
Work History
General Virtual Assistant/Onboarding Specialist
Three Kings Wealth Management Pty Ltd
04.2022 - Current
Managed CRM input, exports and clean up.
Conferred with customers by telephone, chat or email to provide information.
Researched topics and events to support supervisor's work agenda and projects.
Performed research to collect and record industry data.
Worked closely with new clients, answering questions and addressing various concerns during onboarding process.
Kept extensive contact list updated with new contacts and changes to existing contacts.
Monitored emails, organized inbox, and prioritized messages for supervisor.
Organized and managed team tasks using Trello.
Answered and screened calls to provide information, schedule appointments and take detailed messages.
Completed business correspondence, transcription, and data entry.
Uploaded files for team use on Google Suite, Trello and Xplan.
Assisted coworkers and staff members with special tasks on daily basis.
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Prepared PowerPoint presentations and ran slide shows remotely for virtual meetings.
Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
Patient Care Coordinator
Optum Global Solutions
03.2019 - 04.2022
Create order for medications to be sent to patients or doctors office as per prescription.
Answered constant flow of customer calls with minimal wait times.
Delivered excellent patient experiences and over the phone care.
Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
Applied administrative knowledge and courtesy to explain procedures and services to patients.
Delivered support to medical staff in completion of patient paperwork.
Processed payments using credit cards, maintaining accurate records of transactions.
Engaged with patients to provide critical information.
Offered simple, clear explanations to help patients in understanding medication prescribed by physician.
Verified patient insurance eligibility and entered patient information into system.
Resolved customer complaints using established follow-up procedures.
Provided excellent customer service to patients and medical staff.
Customer Service Representative
Telstra - Teletech Philippines
08.2016 - 09.2018
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Exhibited high energy and professionalism when dealing with clients and staff.
Met customer call guidelines for service levels, handle time and productivity.
Followed up with customers about resolved issues to maintain high standards of customer service.
Promptly responded to inquiries and requests from prospective customers.
Customer Service Representative
Convergys
07.2015 - 04.2016
Maintained up-to-date knowledge of product and service changes.
Enhanced productivity levels by anticipating needs and delivering outstanding support.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Education
Bachelor of Science - Accounting Technology
University of San Carlos
Cebu City, Philippines
05.2015
High School Diploma -
Holy Rosary School of Pardo
Cebu City, Philippines
03.2009
Skills
Meeting Scheduling
Spreadsheet Management
Calendar Management
Excellent Customer Support
File Organization
Online research
Document Preparation
Languages
English
Bilingual or Proficient (C2)
Filipino
Bilingual or Proficient (C2)
Korean
Elementary (A2)
Software
Google Suite
Microsoft Office
Xplan
Trello
Calendly
Adobe Acrobat
Slack
Timeline
General Virtual Assistant/Onboarding Specialist
Three Kings Wealth Management Pty Ltd
04.2022 - Current
Patient Care Coordinator
Optum Global Solutions
03.2019 - 04.2022
Customer Service Representative
Telstra - Teletech Philippines
08.2016 - 09.2018
Customer Service Representative
Convergys
07.2015 - 04.2016
Bachelor of Science - Accounting Technology
University of San Carlos
High School Diploma -
Holy Rosary School of Pardo
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