Team Leader/VA(Commercial, Personal and Healthcare Insurance

This is the main tool were using for Healthcare Insurance

Excel VLOOKUP, PIVOT, and many more are used by us when we need to gather data, such as loan documents from financial accounts, and we also use them to keep track of our customers' health insurance profile information.

I've been doing data entry work for Financial Accounts, which focuses on customer loan records, for about 4 years now. Verifying the validity of the customer's documentation and notifying the consumer through email. • Requesting valid information such as the Title of the car loan, Driver's License, Power of Attorney, Insurance of the car, Registration, etc. • Documenting all the information of the customer and saving all into One Drive under Citrix. • Using the Titan tools to view all the information and ensure that all the documents match the ones the customer submitted.

As a Virtual Assistant (Health Insurance), I support our clients in monitoring daily tasks such as: • Uploading Enrollment, Termination, and Waiver of client’s employee's Step 1 using the carrier’s portal or website. • Processing the Enrollment, Termination, and Waiver of client's employees Step 2 using portals and websites. • Enrolling and Terminating employees in TASC Cobra using the portal or website. • Requesting and downloading plan renewals to carriers e.g.(Anthem, Blue Shield, Aetna, Guardian, UHC, Guardian, Principal, Kaiser Permanente, Humana, Lincoln Financial). • Data Entry such as updating and or merging 2 or more censuses. • Quoting clients information. • Email/Reports/Late Notice • Creating a Brochure or Pamphlet (Clients Insurance Benefit Brochure). • Updating Spreadsheets and Portals websites. • Updating data in Salesforce e.g. address, SSN, phone number, etc. • Requesting Census and Invoice. • Requesting HMO or PPO (Medical, Dental, and Vision) ID cards. • Sending emails on behalf of a carrier when their payments are late • Merging the Client employee's information from the Ease website to Salesforce. • Tools : Salesforce, Ease, Excel , Outlook, Slack, Teams, One Drive, LastPass, Citrix, Carriers (Anthem, BlueShield, Kaiser etc.) Portals.

I put more of my attention into sending reports to our clients about quoting from the customers we serve.

I put more of my attention into sending reports to our clients about quoting from the customers we serve.

I put more of my attention into sending reports to our clients, including invoicing, enrollment, cancellation, and late notices from the customers we serve.

This is the tool were using when I was in my previous company.