Customer Service Representative and Financial Planning Assistant with experience in client communication, data organization, and handling confidential documentation. Known for being detail-oriented, adaptable, and quick to learn new tools and processes. I'm looking to transition into a Virtual Assistant role where I can use my strong administrative skills, professionalism, and customer-focused approach to support teams and deliver efficient, high-quality work.
Experience: 6 months - 1 year
•Provide the provider’s information regarding their patient's Guardian Dental insurance plan, such as breakdown of benefits, dental codes, dental history, dental services, etc. •Help providers in updating their clinic information such address, contact information and schedules. •Addressed customer service enquires
Experience: 6 months - 1 year
- Addressed customer service enquires quickly and accurately over the phone and email. - Answer calls from Dentists and their secretaries.
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 1 - 2 years
Financial Planning Assistant experience in organizing client data, preparing reports, and supporting advisors with accurate documentation. Skilled in handling confidential information, managing deadlines, and maintaining clear, professional communication.
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