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Virtual Assistant to CEO Remote
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Competencies
Demonstrated experience with Client intake and follow-up.
Demonstrated experience with PIP and BI claims.
Demonstrated experience with Insurance correspondence.
Demonstrated experience with Case documentation.
Demonstrated experience with SmartAdvocate.
Education
Languages
Summary
Virtual Assistant to CEO Remote open to new opportunities
Experience
Intake Specialist
Conduct client intake and follow-up calls; collect accident, injury, insurance, and treatment information and update case records in SmartAdvocate.. File PIP and bodily injury claims, send letters of representation, and follow up with insurance adjusters on claim status and outstanding requirements.. Document case activity, communicate updates to attorneys and case managers, and follow up on wage loss and household services documentation.
Assistant Manager
Supported daily store operations, supervised staff, assigned tasks, and coordinated grooming appointments.. Provided customer service and product guidance; handled payments, cash closing, inventory, and incoming merchandise.
Customer Service Agent
Handled customer inquiries and complaints, resolved service issues, and escalated complex cases when needed.. Processed orders, returns, and exchanges while maintaining accurate customer records and documentation.
Marketing Assistant
Produced promotional and short-form videos for Facebook, Instagram (Meta), TikTok and YouTube using Canva, HeyGen and CapCut.. Created, scheduled and published social media content and digital graphics.. Designed, updated and maintained website pages using Wix.. Supported administrative tasks, client communication and platform improvements.
Customer Retention Agent
Assisted customers with natural health supplement product and subscription inquiries.. Handled cancellation and retention conversations, resolving concerns and offering suitable solutions.. Provided customer follow-up, account support and relationship management.
Customer Service, Tech Support & Sales
Provided AT&T customer service and CRICKET technical support and sales assistance.