EFFICIENT VIRTUAL ASSISTANT, MEDICAL VA & ONLINE BOOKKEEPER

Overview

Looking for full-time work (8 hours/day)

at $5.00/hour ($880.00/month)

Bachelors degree

Last Active

March 28th, 2025 (4 days ago)

Member Since

June 14th, 2024

Profile Description

Hello and Welcome- I am your Diamond VA: Bright Ideas, Brilliant Execution
My Name is Upgrade to see actual info top notch provider in customer care and virtual assistance.
Awards received in 2023 / 2024 Top Team Leader in BPO Setup.

I specialize in:
Executive VA Tasks: Managing calendars, scheduling meetings, organizing emails, preparing reports, travel planning, and handling client communications

Medical VA Support: Appointment scheduling, patient record management, medical billing, data entry, and transcription.

Bookkeeping & Finance: Invoice processing, billing & collections, financial tracking, and dispute resolution.

Business & Customer Support: Social media post scheduling, CRM management, project coordination, and administrative support.


US Customer experienced knowledgeable on topics billing, technical, online, personal conversation, home setup - HVACS, power and water supply, TV, Internet and Wireless services


Customer Service
Active Listening 
Words Association 
Extended Conversations – Immersing in the topic until resolution or outcome is achieved
Persona Identification – Understanding communication styles
Tonality – Natural speaking and energy
Common Courtesy – Verbal and non-verbal cues
Connection, Comfortability, Confidence

Sales (B2B/B2C)
All customer service skills plus
Identifying Challenges and Goals
Value Selling – Benefits, risks, and highlights
Rebuttals – Personal and data-driven (pricing, value)
Assumptive Close – Assertive but not aggressive
Integrity Driven – Proper notes, procedures, SLA, and SOP adherence

Leads
All customer service and sales skills plus:
Research – Google, social media groups, Reddit, Yelp, etc.
Data Mining – Using existing information (closed or not closed, reviews)
Time Management & Organization – Timely and tracked follow-ups
Reports & KPI – Daily, weekly, monthly targets (125%)


Appointment Booking
All customer service and sales skills plus:
Organization and scheduling of appointments
Adaptability – Handling last-minute changes
Follow-through – Call to action while on the call
Follow-up – Scheduling confirmations, real-time updates, open cases
Problem-Solving – Requires minimal supervision, asks key questions to provide the best resolution

Outreach
Personal outreach, not scripted – Researching customer social media, buyer identification
Strategizing communication – Crafting compelling and personal emails, SMS, or chats
Word Association – Using customer keywords to establish common ground and
relative experience
Tools Expert – social media or CRM tools for updates, follow-ups, and email campaigns
Ticketing System Experience – Managing workflow cases or escalations
Data Entry – Researching and inputting details 

Services Offered

Inbound |Outbound |Email or Zero Inbox |SMS| Dm/s| Chatting| Leads generation| Booking appointment | Client Guest Service | Travel and Event Management | Hotel and Restaurant Reservation | Web Scraping |Social Media Tasks | Bookkeping | Collection |Ordering or Inventory |

Tools: SAP CRM HubSpot Salesforce | Google Workspace | Microsoft Tools | Inbox - Gmail, iCloud, outlook etc. | Calendly | Canva | Meeting and Communication Zoom Skype Teams Slack Telegram Upgrade to see actual info Ring central | ChatGPT | Asana | Notion | Trello | Upgrade to see actual info |QuickBooks

Beyond my professional skills, I love making things more efficient, organized, and stress-free for my clients. Whether you need an extra hand in managing your schedule, handling medical admin tasks, or keeping your finances in check, I’ve got you covered.

FAQ’S

What are your Top 3 Skills?
Strong Communication & Relationship-Building – With my experience in customer service and sales, I excel at engaging in meaningful conversations that provide value. I can naturally connect with potential clients in Facebook groups, qualify leads through DMs or any other platform, and follow up via calls in an authentic and non-pushy manner.

Strategic & Proactive – I have a keen ability to identify opportunities and attract the right audience by positioning conversations effectively. I proactively share valuable insights and best practices that drive meaningful results and conversions.

Organized & Goal-Oriented – I am highly organized and meticulous in my follow-ups before, during, and after interactions. This ensures seamless lead engagement and appointment setting, with a commitment to exceeding targets and consistently achieving 125% of my goals.

What is your strength?
One of my greatest strengths is my ability to communicate effectively and build meaningful connections with people. With my background in customer support, I’ve developed strong problem-solving skills, patience, and adaptability, which help me handle challenges professionally.

What is your weakness?
Too much control. Perfectionism. I tend to be a bit too detail-oriented, striving for perfection in everything I do. I can be impatient at times, but I’ve been working on taking a step back and giving others the time they need to complete tasks.

What are your goals?
 My goal is to improve my individual contributions by expanding my skill set, including learning Go High Level. This will allow me to serve my clients more effectively, enhance their satisfaction, and fulfill my purpose. In turn, it will also create more opportunities for growth and increased earnings. 

How do you stay self-motivated and manage your time effectively while working remotely?
I've learned the importance of proper rest to stay fully energized for work. Each morning, I follow a routine that helps me stay focused and productive—I start with a refreshing shower to set the tone, write in my journal, and listen to music. I dedicate two hours before work to this routine, ensuring I’m in the right mindset and fully engaged throughout the day.

Can you describe your previous experience in administrative or secretarial roles?
As a team leader, I manage my work emails and calendar, schedule meetings, and document minutes. I collaborate with various departments to ensure alignment and smooth operations. Additionally, I handle timekeeping, filing, and work within deadlines and SLAs to maintain efficiency and accountability.

What specific tasks did you manage (e.g., handling phone calls, managing emails, processing orders)?

I have a diverse background in customer service and operations:

Logistics & Data Management: I handled tasks such as rate calculations, address searches, order processing, and quotes. While this role was non-voice, I collaborated closely with VIP data stewards to ensure accuracy and efficiency.

BPO Industry (8 Years): I managed both inbound and outbound calls for U.S. customers, handling billing inquiries, sales, and order processing for wireless and internet plans.

Appointment Setting: In my most recent role, I focused on inbound/outbound communication via calls, chat, and email, coordinating with tech teams to schedule appointments efficiently. 

Technical & Communication Skills:

What is your approach to handling customer complaints? Can you give an example of how you turned a dissatisfied customer into a satisfied one?
Active listening – verbal nonverbal cues
Positive delivery – associate words they use as a positive response. 
Resolution Driven approach – focus more on what you can do for them.
 
What steps do you take to ensure that customer service standards align with company policies, brand values, and customer expectations.

Overseeing integrity on the calls and performance through daily random call validation. 
Partnering with quality to provide reports and audits.
Cross performance evaluation, if skills and standards are met so should performance.

How do you balance customer satisfaction with company policies and guidelines, especially in challenging situations? 

Providing a win-win solution for both is the best way to balance it. I may not be able to provide exactly what they need or want could be policies or guidelines providing alternative solution based on value.
 
How would you rate your written and spoken English skills? Please provide examples of your communication work.

I have eight years of experience in the BPO industry and recently took an English
proficiency test, scoring C1 (70/100)—just one point away from achieving a C2
level.

Can you share an experience where you coordinated communication between different teams? What challenges did you face, and how did you overcome them? 

I work directly with clients and VP-level executives in a remote / corporate setting, where regular communication is a key part of my role. In my recent position, I also managed a team of 16, which involved coordinating meetings as a routine task. 
One challenge is maintaining focus while multitasking and responding in real time. However, I manage this effectively by taking minutes, creating task lists, and prioritizing based on urgency and importance.

Why are you passionate about customer service, and what motivates you to lead a customer service team to success.

I am happy whenever I got to converse well to customer especially in an extremely hard conversation, boost my confidence. It’s not the customer behavior or concern and pricing its always how we provide an effective communication through active listening, rapport and tone of voice.