With over 2.5 years of experience in the financial and healthcare sectors, I help businesses manage complex, regulated tasks with precision and care. I specialize in handling retirement accounts, fund transfers, and loan applications while ensuring full compliance with IRS regulations. My healthcare background includes managing dental and vision insurance claims, processing prior authorizations, and coordinating directly with providers to resolve member issues. Proficient in Salesforce and specialized navigation systems, I focus on simplifying technical information to provide clear, reliable support for your clients
Experience: 1 - 2 years
Experience: 1 - 2 years
I offer over 2.5 years of experience in high-volume Financial and Healthcare support. I am an expert in Salesforce CRM and have a proven track record of maintaining a low AHT while averaging 5+ Promoter ratings daily. My background includes navigating complex IRS regulations, processing investment transactions, and resolving healthcare insurance claims with high technical accuracy.
Experience: 1 - 2 years
Experience: Less than 6 months
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
SEE MORE REAL RESULTS“They're not only loyal and hardworking, they're super detail oriented!”
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