Customer service Specialist | Project coordinator
Tarlac
Hi, I’m Andrea Paz Orpilla, and I have over 10 years of experience as a Virtual Assistant with a strong focus on administrative coordination and operations support. Throughout my career, I’ve worked with different organizations where I managed day-to-day operations, handled accounts receivable, billing, collections, and ensured smooth workflow across teams. I have hands-on experience coordinating tasks, tracking deliverables, maintaining organized records, and supporting both clients and internal teams to keep operations efficient. I’m highly detail-oriented and proactive in identifying process improvements, including creating SOPs to streamline recurring tasks and reduce errors. In terms of tools, I’ve worked with various CRM and task management systems such as Lawcus, Salesforce, and other CRM platforms listed in my resume. I also have experience using EHR systems and am comfortable quickly adapting to new tools like Dock Health or Fusion. I’m confident in managing data, updating records, and ensuring accurate documentation. I also have a reliable high-speed internet connection, supported by a solar-powered backup system, ensuring consistent productivity with minimal interruptions.
Unapologetically wealth, part_time
Nov 2024 to Jan 2025
Onboarding New clients Calendar Management Coordinating Sales coaching projects Help new customers in the onboarding process Account Management. Project Management Manage and nurture the CEO's strategic partnerships. Scheduling appointments and meetings.
Functionabilities , full_time
May 2024 to Dec 2025
Coordinating with Insurance Companies, Doctors, and Therapists Claims/Prior Authorization Coordination Checking a patient's coverage with an insurance company to verify the eligibility of their claims. Tracking of verification Monitor open claims, Study denied claims, and resubmit Determine whether a patient requires a preauthorization. Process prior authorization Track contracted visits for every patient Maintain Dock Health and Fusion EHR/crm Coordinated directly with parents, doctors, therapists, and clinic staff to ensure smooth patient care flow Scheduled and managed patient appointments, evaluations, and therapy sessions Ensured families were informed and fully prepared prior to evaluations and appointments Maintained accurate and updated patient records and documentation Tracked attendance, including no-shows, and properly documented missed appointments Communicated no-show policies and applicable fees to parents/patients in a clear and professional manner Followed strict data privacy and HIPAA compliance when handling sensitive patient information Coordinated follow-ups and ensured continuity of care between providers and families Managed scheduling changes, cancellations, and urgent adjustments in real time
ALF, part_time
Dec 2023 to Jan 2024
Customer service- handle inbound and outbound calls, also includes, GAS calls Email management File Management Calendar Management Help new customers in the onboarding process Account Management. Project Management Manage and nurture the CEO's strategic partnerships. Scheduling appointments and meetings. Handling email correspondence, prioritizing emails, drafting responses, and ensuring timely communication. Drafting letters to clients
Discount Cars, full_time
Dec 2020 to Dec 2023
Handle Insurance repayment and Billing Receiving and making inbound/outbound customer service calls Providing chat and technical support Verifying and monitoring personal and commercial car insurance Handling insurance quotes and claims on behalf of clients Overseeing and managing tag/titles for both current and repossessed vehicles Managing customer insurance accounts and policies.