Virtual Assistant | Admin, CRM Operations Support
Zamboanga del Sur
I am a detail-oriented Virtual Assistant and Administrative Assistant with hands-on experience in lead workflow tracking, client database management, CRM maintenance, and digital system organization. Key Expertise: CRM & Client Database Management (Data entry, policy updates, document filing) Administrative Operations & Email/Calendar Scheduling SOP Development & Digital Filing Organization (Google Workspace, Notion, Slack) Workflow Optimization & Systems Cleanup I am available for part-time or full-time roles and am dedicated to delivering accurate, organized, and reliable remote administrative support to help your team run efficiently.
Legacy Well Insurance, part_time
Feb 2026 to Present
Client & Policy Administration: Managing client records, tracking active Medicare/insurance policies, updating policy specifications, uploading effective dates and Scope of Appointment (SOA) files, and maintaining data accuracy across platforms like LWOS and Less Annoying CRM. Lead & Outreach Management: Handling lead workflows, tracking prospective client pipelines, managing location directories (food pantries, senior living centers, homeless shelters), and monitoring lead import streams in GoGuruX and DialMetric. Client Onboarding & Member Follow-Ups: Executing welcome calls for new clients, confirming receipt of member ID cards and benefit materials (such as OTC cards), and collecting client inquiry forms for agent follow-up. Systems Cleanups & SOP Documentation: Developing standard operating procedures (SOPs), establishing daily field-day workflows, managing weekly data backups, and keeping multi-platform CRM systems organized.
ECE Contact Centers, full_time
Nov 2022 to Feb 2026
Customer Service Specialist and Administrative Role (Papaya Pay) - Delivered excellent customer service by effectively balancing process adherence with empathy. - Maintained strong attention to detail in handling customer inquiries and resolving issues accurately. - Managed customer interactions with professionalism, ensuring a positive and efficient service experience.