EXPERTISE: Case Management(Disability), Admin, Virtual Receptionist, Customer Service, Legal, Salesforce, HubSpot, XERO, Quick books, Ring Central, Zendesk
What I Offer:
> Disability Case Management (U.S.-based): Manage SSDI/SSI claims, coordinate with SSA/DDS, Handle documentation, medical records, and guide clients through the process.
> Legal and Administrative Support: Prepare and organize legal documents, complete government forms, and maintain accurate filing systems with confidentiality.
> Virtual Receptionist Services: Manage inbound and outbound calls, schedule appointments, and provide professional client communication.
> Customer Service & Sales Support: Handle client inquiries, build relationships, generate leads, and assist in closing sales.
> Executive Administrative Assistance: Support CEOs with calendar management, task coordination, and meeting reminders.
> Software Proficiency: Skilled in HubSpot, Salesforce, RingCentral, and Zendesk for CRM and communications; experienced in using Xero for invoicing and basic bookkeeping.