Hello there, I'm Mariel Lourdes from the Philippines. I'm a reliable and detail-oriented Executive VA & Operations Assistant with 5+ years of experience supporting businesses in healthcare, finance, and sales. I help keep daily operations running smoothly while making sure customers and clients get timely, accurate support across phone, email, live chat, and SMS. I've handled everything from insurance verification, claims follow-ups, and billing support to lead generation, appointment setting, and CRM management. I’m used to working in fast-paced, high-volume environments — supporting 30+ clients or patients daily, managing multiple tasks at once, and keeping everything organized and on track. I also take pride in maintaining high service quality, including 90% CSAT and strong first-contact resolution, while consistently meeting sales and performance targets.
Tasks I can help you with:
General administrative support
Business operations support
Customer service (phone, email, chat, SMS)
Patient care coordination
New client onboarding
Patient intake and insurance follow-ups
Patient referral coordination
Insurance verification
Insurance claims processing & claims follow-ups
Case management
Data entry EHR/EMR systems
Patient record updating
VOBs (Verification of Benefits)
Billing & invoicing support
Payment processing and payment follow-ups
CRM management & data tracking
Lead generation & lead qualification
Lead nurturing & follow-ups
Cold calling & appointment setting
Customer account verification
Account management
Customer issue resolution
Sales support & sales tracking
Identify and research quality leads and decision-makers
Qualify prospects and schedule appointments
Maintain accurate notes and updates in CRM
Calendar management
Appointment scheduling
Inbox & email management
Reports & documentation
Adhere to HIPAA compliance
Assist with claims payment following payer guidelines & authorization protocols
Assist with reporting and operational tracking
Client communication & patient coordination
Maintain SOPs and documentation
Identify opportunities to improve workflows
Create and improve internal operational workflows
Tools I'm proficient at:
Zendesk, HubSpot, Zoho, Follow Up Boss, Pipedrive/Content Snare, LinkedIn Sales Navigator, BGL, Ignition, Xero, Aetna, LinkedIn Sales Navigator, Canva, CapCut, Adobe Photoshop, Meta Business Suite, Buffer, Slack, Microsoft Teams, Avaya, RingCentral, Citrix VDI, NICE, Five9, Workday, Hubstaff, Clockify, Time Doctor, Docusign, Microsoft Office (Excel, Word, Outlook, OneDrive), Google Workspace (Sheets, Doc, Forms, Gmail, Forms), Pandadoc, ChatGPT, Claude AI, Jasper AI, Google Gemini, Open AI, Microsoft CoPilot
Invite me for an interview.
I don't just “support a business.” I'm someone who can jump in, figure things out quickly, and help improve workflows so your business runs more efficiently. I also don't just leave my clients hanging or ghost them when things at work get tough. Message me today and let's chat soon.
Medical Billing, ChatGPT, English Speaking, Bpo Operations Management, Project Management, Content Creation, Social Media Management, Sales, Data Analytics, Microsoft Excel, Administrative Management, Medical Billing
Verified
