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

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

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

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

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

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

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.

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.

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.