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J

Jerry

Virtual Assistant with 3+ years in client service and admin support

Contacto

San José, San José, Costa Rica
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Competencias

Customer ServiceAdvanced

Delivered prompt and empathetic support to clients and patients, ensuring satisfaction and clarity.

Technical TroubleshootingIntermediate

Resolved hardware and software issues for users and digital signage systems, maintaining operational efficiency.

Administrative SupportAdvanced

Handled scheduling, client communication, CRM data entry, and marketing material distribution across roles.

Research and Data EntryIntermediate

Conducted client research, lead generation, and inputted detailed data into management and CRM systems.

Communication & CoordinationAdvanced

Managed appointment scheduling, patient follow-ups, and internal communications across multiple platforms.

Educacion

Network and Wireless IT
Cosvic Academy
Completed 2015
3D Animation
Veritas University
Completed 2010
Jorge Volio Bilingual HS
Completed 2005
Nash Middle School
Completed 1994
St. Teresa Elem School
Completed 1991

Resumen

Experienced in client communication, technical troubleshooting, scheduling, and data management across diverse sectors including insurance, IT, and healthcare.

Logros Clave

  • Provided comprehensive client support and managed multiple client accounts at ROWE Insurance
  • Assisted with technical troubleshooting and hardware maintenance for various digital signage systems at Propoint Global
  • Coordinated medical appointments and handled patient inquiries efficiently at Ongoing Care Solutions Inc.

Experiencia

Virtual Assistant

ROWE Insurance
May 2020 - Aug 2024

Assisting clients with policy renewals, modifications, and cancellations., Managing calendars, setting up appointments, and sending reminders for meetings with clients or team members using a dedicated Gmail account synced with Calendly and Zoom., Inputting client information, policy details, claims data, and other relevant information into insurance management systems for storage and quoting., Answering customer queries, addressing concerns, and providing information about insurance products and services., Researching potential clients, gathering leads, and inputting them into CRM systems. Cold Calling leads., Assisting with the creation and distribution of marketing materials such as newsletters, social media posts, and email campaigns.

Digital Designer / IT Support

Propoint Global

Providing technical assistance to users experiencing issues with hardware, software, and other technology-related problems., Diagnosing and resolving hardware and software issues, including those related to computers and Digital Signs or monitors., Using remote access tools such as GTM and Showmypc to resolve user issues., Repairing or replacing defective hardware components, such as digital signs, computers and monitors., Performing routine maintenance on hardware to ensure it operates efficiently, including cleaning, updating firmware, and replacing faulty components., Helped renovate each image the client was requesting that would display on their digital sign. Alter the data on the display monitor remotely.

Medical Virtual Assistant - Recruiter

Ongoing Care Solutions Inc.
Sep 2015 - Jun 2020

Scheduling radiology appointments such as mammograms, ultrasounds, MRIs and CTs., Post Indeed Job ads while managing calendars, setting up appointments, and sending reminders for meetings with clients or team members using a dedicated Gmail account synced with Calendly and Zoom., Responding to patient inquiries via phone, email, or chat, providing information about appointments, treatments, and procedures., Handling incoming emails, responding to routine inquiries, and forwarding important messages., Communicating lab and test results to patients, following up on further instructions from the healthcare provider.

Habilidades

Customer ServiceTechnical TroubleshootingAdministrative SupportResearch and Data EntryCommunication & Coordination
Publicado en CazVid - 3 jul 2025
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