Virtual Assistant|CSR|Sales B2B & B2C

Generate and qualify leads through strategic outbound prospecting and appointment-setting activities for Property & Casualty, Commercial, Life & Health, and Financial insurance products. Consistently convert prospects into qualified sales opportunities, driving new business growth and contributing to agency revenue goals.

Provided customer support across healthcare, insurance, specialty pharmacy. Handled healthcare-related inquiries, including insurance verification, medical billing, claims support, medication refills, and prior authorizations. Collaborated with providers and insurance companies to ensure efficient patient care while adhering to HIPAA and data privacy regulations.

Provided a clinical support to both front office and back office operations. Managed patient scheduling, appointment confirmations, and daily communications to ensure smooth clinic workflow and accurate patient records. Performed insurance verification and authorization support by coordinating with insurance providers and patients to confirm coverage, benefits, and requirements prior to appointments and procedures. Ensured accurate patient information and minimized claim and scheduling issues. Handled medical billing functions including charge posting for supplies and services, payment posting, and account updates to maintain accurate and up-to-date financial records. Supported billing accuracy and efficiency across daily operations.

Provided multi-channel customer support via phone, chat, and email for food delivery and restaurant service accounts. Assisted with order placements, delivery tracking, and issue resolution, including delayed, damaged, incomplete, or incorrect orders, while maintaining high customer satisfaction.