This is my profileContact via CazVidKevin
Virtual Assistance & Customer Service with 5+ years of client engagement
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Competencies
Handled interviews, onboarding, and maintained meticulous client records, ensuring high-quality communication.
Provided customer support across multiple channels, resolving issues efficiently and ensuring satisfaction.
Scheduled consultations, appointments, and managed client onboarding processes.
Conducted segmentation and positioning analysis for Serví Plus, supporting marketing strategies.
Engaged with law firms to grow client referral network at Krause & Kinsman.
Education
Languages
Summary
Experienced in client intake, appointment coordination, and customer support across diverse industries, including legal, solar, and market research.
Key Achievements
- Managed initial client intake, conducted interviews, and maintained detailed records at Krause & Kinsman.
- Coordinated appointments and handled application submissions to ensure customer satisfaction at Complete Solar.
- Led and empowered customer service agents in various departments at Foundever, improving team efficiency.
Experience
Case Advocate - Virtual Assistance
I was the first point of contact for prospective clients, conducting interviews and basic research to evaluate the merit of their claims., I scheduled initial consultations with attorneys, onboarded new clients, and maintained meticulous records in our computer systems., My role also involved networking with other law firms to grow referrals., My strong customer service skills and attention to detail ensured a smooth and efficient client intake process.
Utility Coordinator
Appointment setter by submitting applications and scheduling appointments to coordinate the service and assure customer satisfaction.
Coach
To lead and empower agents with knowledge, tools, and strategies to solve customer queries quickly and efficiently.
Customer Care representative
The company has several departments, including Back Office, Escalation, Voice, Email, and Chat where I had the opportunity to be part of.
Field work in market research
Segmentation and positioning analysis of Serví Plus. Varied schedule.
Receptionist
Customer service, reservations, inventory control, telemarketing, digital advertising management, and account control (inputs and outputs) among other functions., Night time.