Client Intake, Customer Support Virtual Assistant

🔥 3 horas atrás

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Winning Assistants LLC

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💼 Consultoria

📣 Marketing

📦 Logística

Consulting • Marketing • Logistics

Na Winning Assistants, ajudamos médicos, profissionais de saúde e proprietários de negócios a economizar tempo, reduzir custos e expandir suas operações com assistentes virtuais altamente qualificados e em conformidade com a HIPAA. Nossos AVs lidam com tarefas como suporte administrativo, gerenciamento de consultórios médicos, marketing e atendimento ao cliente, permitindo que você se concentre no crescimento.

Descrição

• Serve as the first point of contact by answering inbound client calls professionally and courteously • Respond to general client inquiries regarding services and expected timelines • Verify client information accurately before processing requests • Create and organize client folders within the company’s custom portal/CRM • Document all client interactions accurately and maintain organized records • Escalate complex questions or concerns to management when appropriate • Maintain strict HIPAA compliance while handling confidential client information • Provide a welcoming, customer-first experience that reflects professionalism and builds trust • Submit end-of-day reports summarizing completed work and pending items • Meet productivity, quality, and customer service expectations • Follow company procedures while maintaining accuracy, accountability, and confidentiality • Use RingCentral and the custom portal/CRM

🎯 Requisitos

• Previous experience as a Virtual Assistant or in remote customer service, client support, call center, intake, or administrative work is required • Fluent in spoken and written English • Proven professional customer service experience • Required HIPAA Compliance Training and Certification • Experience handling confidential or sensitive information is highly preferred • Experience supporting U.S.-based clients is an advantage • Strong professionalism and customer service mindset • Reliable, responsible, and committed to long-term employment • Ability to manage a busy workload while maintaining accuracy and professionalism • Excellent organizational and multitasking skills • High attention to detail and confidentiality • Comfortable learning and using company software and workflows • Able to work independently with minimal supervision • Positive attitude and strong work ethic • Must submit an NBI Clearance and/or Local Police Clearance before onboarding • Must be available for video meetings with camera on when required • Must speak and write English clearly and professionally • Reliable laptop or desktop computer • Stable high-speed internet connection of at least 25 Mbps • Noise-canceling headset • Working webcam • Quiet and professional work environment

🏖️ Benefícios

• Dedicated HR & Contractor Support Team • Premium VPN Access (Optional) • HIPAA & Cybersecurity Training + Certification (Provided) • Top 1% VA Performance Training • Client-Approved U.S. Holidays • Client-Approved Paid or Unpaid Time Off; paid time off is optional and only if offered by the client • Access to Tools & Resources, including templates, workflow guides, productivity tools, and client-specific SOP support • Optional performance-based bonuses, incentives, or increased hours based on performance