Intake Coordinator/Virtual Receptionist
Metro Manila
Hello! My name is Joanna Marie San Juan, and I have experience in healthcare support and customer service, assisting U.S. and Canadian clients with patient intake, appointment scheduling, insurance verification, prior authorizations, and administrative tasks. I am detail-oriented, organized, and committed to providing excellent support to both patients and providers. I work well in fast-paced environments and always make sure communication is clear, professional, and compassionate. What sets me apart is my ability to stay calm under pressure, adapt quickly, and maintain accuracy while creating a positive experience for patients. I also have leadership experience supporting workflows and team performance, which has helped me develop strong problem-solving and multitasking skills.
Broadpath, full_time
Jun 2025 to Mar 2026
Handling patient intake, scheduling appointments, verifying insurance and benefits eligibility, reviewing referrals and patient documents for accuracy, and coordinating with providers and patients to ensure smooth workflows. I also managed patient communication, updated records, assisted with prior authorizations, and ensured all information was complete before processing to avoid delays in care.
Sun Life, full_time
Jul 2024 to Mar 2025
Included assisting clients with insurance inquiries, explaining benefits and coverage, processing requests, updating account information, and handling customer concerns professionally. I also supported claims-related inquiries, maintained accurate records, and ensured excellent customer service while meeting company productivity and quality standards.
Everise, full_time
Dec 2021 to Jun 2024
My responsibilities included managing daily team operations, monitoring performance and productivity, providing coaching and feedback, and ensuring team members followed company policies and quality standards. I also trained new hires, conducted process and system training, assisted with escalations, created schedules, and supported the team in meeting KPIs and delivering excellent customer service.
Alorica, full_time
Oct 2020 to Nov 2021
Includes assisting customers with inquiries, resolving concerns, handling inbound and outbound calls, updating account information, processing requests, and providing accurate information about products or services. I also maintained professionalism, ensured customer satisfaction, and met company quality and productivity standards.