Helping Case Managers Save 10+ Hours a Week | Administrative Support |
Rizal
I spent 12 years in the BPO industry, handling multiple campaigns and supporting clients associated with Fortune 500 companies, including Amazon, Walmart, General Motors, AT&T, Wells Fargo, Accenture, Oracle, Cisco, Kohl’s, Nordstrom, and eBay. This experience built my foundation in customer service, sales, operations, and client support. I later transitioned into the Virtual Assistant industry, where I have spent 6 years supporting U.S.-based businesses. Today, I lead VA teams while remaining actively involved in client work, using the systems and workflows I’ve developed to make tasks more organized, scalable, and time-efficient. My expertise includes administrative support, AI and workflow automation, social media management, lead generation, cold calling, CRM management, and client follow-up. This hands-on approach has helped clients streamline operations, generate more business, and, in some cases, achieve revenue growth of up to 50%. A significant part of my experience has been working with clients in the financial services and life insurance industry, including several clients associated with WFG, GFI, and EFG. Through targeted lead generation, prospecting, follow-ups, appointment setting, and sales support, I have helped clients generate more qualified prospects, acquire additional insurance policies, and recruit new insurance agents to strengthen and expand their teams. My goal has always been to go beyond simply completing tasks to become a reliable extension of my clients’ businesses and contribute directly to their growth.
Akare Consulting, freelance
Oct 2024 to Oct 2026
Took full ownership of scheduling, documentation, and care coordination for a U.S. healthcare Case Manager, freeing her to take on additional patients without sacrificing quality of care. Streamlined recurring case-management workflows, improving accuracy and day-to-day operational efficiency.
Vision Leadership Development, freelance
Oct 2023 to Present
Built and led lead-generation and recruitment systems that added 600+ new agents and identified 4,000+ prospective candidates, supporting a client insurance organization's growth to 18,000+ agents since 2023. Directed prospecting, follow-up, and lead-management processes that generated $500K+ in client revenue. Migrated manual tracking into automated GoHighLevel and Google Sheets workflows, cutting administrative workload and improving follow-up consistency across the organization.
Balsam Hill, full_time
Oct 2022 to Dec 2023
Delivered high-volume customer support — orders, returns, and product inquiries — for a seasonal retailer, maintaining service quality through peak holiday demand.