Virtual Assistant | Customer Support | CRM & Email Management | 5 Years Remote

As a Sales Representative, I am responsible for preparing detailed sales reports, conducting cold calls to prospective clients, and providing product education. I demonstrate key product features and help customers understand how these solutions meet their needs. I also manage client relationships by following up with leads, scheduling appointments, and presenting company offerings. My daily responsibilities include completing web forms, submitting lead applications, and managing lead information related to Security Bank finance loan products. Tools Used: Notion: CRM for lead management and sales activity tracking Power Dialer: For efficient calling and follow-ups Web Forms: For submitting loan-related lead applications

Member Specialist When a member is mid-treatment and something goes wrong, a delayed shipment, a billing issue, a prescription change the last thing they need is to feel lost in the system. I make sure that doesn't happen. I manage the full member journey from intake to completion, handling the details that quietly break down without the right person watching them. Orders, refills, pharmacy coordination, payment issues, escalations I resolve them quickly, document them properly, and communicate in a way that keeps members feeling supported instead of frustrated. Your members came for care. I make sure the process around that care never gets in the way. Provider Termination Specialist Finding an in-network provider sounds simple. For members in the middle of a health crisis, it rarely is. I step into that gap helping members quickly locate the right physicians, specialists, and facilities while resolving network eligibility issues before they cause delays in care. When coordination is needed between a member, their doctor, and a specialist, I facilitate the conversation, confirm the treatment plan, and make sure everyone leaves aligned. Prior authorizations secured. Referrals finalized. No one left waiting on a call that never happened. Insurance Verification Specialist A denied claim or a surprise bill is often the result of something that could have been caught earlier the wrong plan details, an overlooked copay structure, a missed eligibility window. I catch those things before they become problems. I assess insurance eligibility thoroughly benefits, deductibles, copays, coinsurance and make sure every detail is accurate before services move forward. The result is faster approvals, fewer delays, and a smoother experience for both the member and your team.

An empty calendar is a revenue problem. A full one with no-shows is worse. I build the pipeline that fills it and keeps it filled. I engage leads on Instagram with genuine, brand-aligned conversations that warm them up before they ever talk to your sales team. No spam tactics. No copy-paste scripts. Just real outreach that earns attention and moves people toward a booked call. From there I handle qualifying, scheduling via Calendly, and the follow-up sequence that actually gets people to show up. Every lead tracked, every KPI updated, every handoff clean so your closers can focus on closing. To date, I've worked with 3 clients all successfully closed and one lead I nurtured went on to 5x their revenue. That's not luck. That's what the right outreach, the right follow-up, and the right handoff looks like in practice. If your sales team is losing deals because the top of the funnel is cold or inconsistent that's exactly the problem I solve.