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Michelle Inso Experienced Virtual Assistant

Canada, USA, Australia, New Zealand Michelle Inso (Linkedin)
Basic HTMLBasic Web HostingClickdeskExcelEyebeamKnowledgeable on the following: eClinicalWorks (EHR/EMR)Mac OSX and Linux | Typing Speed: 64 WPM | Excellent writing and communication skills | Computer-savvyMICROSOFT OFFICE (wordOutlook & Powerpoint) | Ability to work with several operating systems: WindowsPalm Software TroubleshootingSales ForceSugar CRMTeamboxTeamviewerTime DoctorXlite

PROFESSIONAL EXPERIENCE

APRIL 2016 – APRIL 2019

Sales and Customer Service Representative (Full-time/Homebased),  CROWD CONTROL DIRECT

-Knowledgeable using Clickdesk, Gmail Suite, Relenta and Workplace.
-Proactively engage a conversation with customers who visits our websites.
-Be professional of answering chat in a timely and effectively communicate with customers.
-Expected to learn and understand an in-depth knowledge of all products and specifications of Crowd Control Direct.
-Answer and assist customer inquiries on products, specifications, order confirmation, order status, tracking numbers, and return (or replacement) orders.
-Verify inquiries from customers about pricing, discounts, billing and shipping addresses.
-Assist customers with delivery/transit time of their order.
-Explaining payment methods available to the customers.
-Need to use product information and available resources to better understand the needs of the customer and assist them in making smart product selections that are right for them.
-Create and send quotes to customers in a timely manner, and input the information to “Quote tracking” spreadsheet.
-Assist customer when requesting a copy for sales invoice and W-9 form.
-Maintain a positive attitude at all times with customers, fellow employees and supervisors.

 

SEPTEMBER 2018 – DECEMBER 2018

Virtual Assistant (Part-time/Homebased),  MULLIGANS.COM

-Project-based assignment (Freelance: Part-time).
-Creating lists of and contacting top bloggers in the golf industry.
-Helping out with the client’s personal tasks (e.g. scheduling meetings, booking travel, etc).
-Assisting with research on relevant topics
-Finding and scheduling content to go out on Twitter / Instagram.
-Doing a variety of admin tasks.

 

APRIL 2018 – SEPTEMBER 2018

Virtual Assistant (Part-time/Homebased),  WAVE SOCIAL

-Project-based assignment (Freelance: Part-time).
-Book potential clients for appointments using Google Calendar.
-Read and responds to inbound emails daily with stock (copy-paste) templates.
-Assist potential clients with their inquiries, orders and payments.
-Setting phone call appointments with the Sales Director (Google Calendar or Other).
-Communicate with the Sales Director to confirm appointments (via Telegram).
-Organize and manage email inbox.
-Manage new contacts and details in CRM and inbox.
-Occasionally may include other miscellaneous task as needed.
-Knowledgeable using Google Calendar, Google Sheets, Google Docs, Gmail Suite, Telegram, CRM, and SalesForce.

 

DECEMBER 2016  – FEBRUARY 2017

Customer Service Representative (SEASONAL), TAXNET FINANCIAL SERVICES

-Provide customers with information on loans, such as requirements, qualifications and loanable amount.
-Educate customers that the loan will be against their tax refund.
-Assist customers with their inquiries and requirements.
-Provide customers their estimate federal and state refund.
-Knowledgeable using TeamViewer, GoDaddy Email, XLite and Dropbox.

 

MARCH 2016 – OCTOBER 2016

Junior Business Development Officer / QA Analyst, ASPIRE BPO INC.

-Perform research required to support business plans being developed by team for various markets.
-Assist with sending emails to potential clients about our company and services offered.
-Assist with writing proposals, internal documentation and reports.
-Work with team to develop proposals that speak to the client’s needs, concerns, and objectives.
-Identity potential clients, do research and build relationships with new clients.
-Perform cold call as appropriate within the market or geographic area to ensure a robust pipeline of opportunities.
-Knowledgeable on SalesForce, LinkedIn and SugarCRM.
-Monitor agent’s calls if they meet the client’s parameters.
-Provide feedback report to the agent’s calls and forward a copy to the Team Leads for reference and have a one on one talk with the agent’s performance.
-Provide Sales report and send copies to the Team Leads.

 

DECEMBER 2015 – MARCH 2016

Customer Service Representative (SEASONAL), TAXNET FINANCIAL SERVICES

-Provide customers with information on loans, such as requirements, qualifications and loanable amount.
-Educate customers that the loan will be against their tax refund.
-Assist customers with their inquiries and requirements.
-Provide customers their estimate federal and state refund.
-Knowledgeable using TeamViewer, GoDaddy Email, XLite and Dropbox.

 

MAY 4, 2015 – NOVEMBER 23, 2015

Unitedhealth Group Customer Service Provider Services Health Insurance Resolution Specialist, WIPRO

-Assist Providers (Doctors, Medical Assistants, Nurses and Medical Secretaries) of giving out member’s health insurance benefits and coverage for services (such as surgery, office visits, diagnostic testing, rehabilitation, etc) provided.
-Assist Providers inquiries of member’s health insurance eligibility (such as plan type, effective date, termination date, etc).
-Assist Providers in checking procedure codes if it is valid and billable.
-Assist Providers in checking procedure codes if it needs notification or medical notes is required.
-Assist Providers on claim status inquiries, complaints and resolution.

 

DECEMBER 27, 2010 – FEBRUARY 13, 2015

Executive Virtual Assistant, AZPIRED (FORMERLY EBUSINESS BPO INC)

-Data entry, gathering of data or data mining (e.g. online searches).
-Routine tasks such as order processing.
-Preparation of slide show presentations based on content provided by the client.
-Encodes documents, reports and other basic clerical tasks.
-Answer customer queries by phone, email, live chat system or instant messenger.
-Provide general, medical, sales and/or billing support to the client.
-Take messages and schedule appointments.
-Process orders and other customer-related tasks.
-Perform data gathering and research tasks as per client’s needs.
-Search the Internet to find good deals for client’s purchases.
-Sift through information (e.g. vetting job applications) and HR related tasks for the client.
-Perform reservation tasks for the client such as flight, hotel, and car rentals.
-Create the client’s travel itinerary.
-Knowledgeable on SugarCRM, TeamBox, TeamViewer, ZenDesk, Clickdesk and eClinicalWorks (EHR/EMR).

 

APRIL 4, 2008 – DECEMBER 18, 2010

Customer Service / Virtual Assistant, VANILLA NETWORKS INC.

-Data entry, gathering of data or data mining (e.g. online searches).
-Routine tasks such as order processing.
-Preparation of slide show presentations based on content provided by the client.
-Encodes documents, reports and other basic clerical tasks.
-Answer customer queries by phone, email, live chat system or instant messenger.
-Provide general, technical, and customer service support to the client.
-Take messages and schedule appointments.
-Process orders and other customer-related tasks.
-Post write-ups on the Internet forums and blogs.
-Perform data gathering and research tasks.
-Provide product inventory reports, and feedback reports to the client.
-Monitors colleague’s attendance and informs the client ahead if an agent is absent or on leave.
-Perform HR related tasks such as conducting interviews and sending text messages to applicants.
-Assist customers with basic web host troubleshooting and escalates to tier 2 for resolution.

 

MAY 17, 2007 – JULY 18, 2007

Customer Service Representative, CONVERGYS

-Ensures all communication with customer is within the guidelines of the client
-Follows prescribed problem resolution procedures
-Handles customer’s product usage questions
-Ensures cases and callbacks are logged in accordance with the Data Quality guidelines
-Maintains the level of customer service skills as required for the post
-Ensures all data is collected accurately
-Ensures service levels are achieved as communicated by the Account Manager
-Contributes to other projects if requested

 

OCTOBER 13, 2006 – APRIL 15, 2007

Palm Smartphone Technical Support Representative, SYKES ASIA

-Accountable on providing a high level of technical response to the customers of Palm clients
-Ensures all communication with customers are within the guidelines of the client
-Follows prescribed problem resolution procedures
-Handles customer’s product usage questions
-Ensures cases and callbacks are logged in accordance with the Data Quality guidelines
-Maintains the level of technical competence and customer service skills as required for the post
-Ensures all data is collected accurately
-Ensures service levels are achieved as communicated by the Account Manager
-Contributes to projects if requested

 

MAY 26, 2005 – OCTOBER 13, 2006

Assistant Administrative Officer / Sales Staff, INSOTEC COMPUTERS

-Provides clerical support such as placing/receiving phone calls, receiving customers, relaying messages, researching and copying requested information, etc.
-Receives and records incoming orders, faxes, and emails. Personally, handles distribution to corresponding addresses
-Encodes quotations from customers and submits them to Admin Manager/General Manager for approval
-Assists Administrative Manager in handling receiving of visitors especially but not limited to customers, and suppliers
-Maintains office equipment in good running condition and monitors inventory of stocks, office supplies, and other necessary items

 

JANUARY 15, 2005 – MAY 15, 2005

Office Assistant (Summer Job), HINODE BEACH LODGE

-Provides clerical support such as placing/receiving phone calls, receiving visitors, taking, and relaying messages, researching, and copying requested information, etc.
-Greet guests warmly and perform registration procedures
-Sell, process and enter and confirm room reservations using selling techniques and strategies.
-Answer incoming calls and assist with reservations, confirmations, room need requests, and questions
-Provide guests with appropriate room assignments, room keys, directions to the rooms, while up-selling when appropriate
-Generates inventory of all in-going and outgoing supplies use to accommodate guests of their respective rooms
-Maintain knowledge of current resort events, activities, hours of operation as well as dining options currently available
-Creates bill of statement of the guests
-Verify payment for stay including incidental costs by obtaining credit information
-Post charges to guest accounts as designated
-Assist guests with issues and complaints, with empathy and a focus on guest satisfaction
-Facilitate guest departures providing accurate statements and ensuring guest satisfaction and collecting all payments due
-Supervises staffs to maintain cleanliness and proper order in the workplace
-Manage payments on water supply, electric supply, and necessary payments
-Manage daily operations, and scheduled staff assignments
-Maintain accurate logs of mail, packages, parcels or other items for guest delivery

 

DECEMBER 1, 2000 – DECEMBER 31, 2004

Medical Receptionist, LAPU-LAPU CITY HEALTH OFFICE

-Registers and receives incoming patients who will undergo physical and laboratory examinations.
-Greeting patients politely and monitor the flow of patients from the laboratory, managing queues and face to face interaction.
-Respond to all queries and requests for assistance from patients and other visitors
-Receives oral and written communications to all hotels, restaurants and other establishments who will undergo the annual physical and laboratory examinations.
-Generates the bill of statements of hotels, restaurants and other establishments who underwent annual physical and laboratory examinations.
-Encodes important documents such as monthly reports, sanitary reports, drug dependency reports and other important documents.
-Records laboratory results on logbooks and arranges in chronological order.
-Release laboratory results with signed approval from the Supervisor.
-Generates issuance of sanitary permits and health cards.
-Keep reception areas clean and tidy.
-Handle specimens as per practice protocol.

CERTIFICATIONS

FEBRUARY 19 – 20, 2018

CERTIFICATE OF APPRECIATION ON MEDICAL-DENTAL MISSION

Our Lady of the Rule Maternity and General Hospital, Humay-Humay Road, Lapu-Lapu City

MARCH 11 – 14, 2016

CERTIFICATE OF APPRECIATION ON MEDICAL-SURGICAL MISSION

Tomas Oppus, Southern Leyte

JUNE 5, 2015

CERTIFICATE OF APPRECIATION ON UNITEDHEALTH GROUP CUSTOMER SERVICE PROVIDER SERVICES HEALTH INSURANCE RESOLUTION SPECIALIST TRAINING

Wipro, Ayala, Cebu City

NOVEMBER 18 – 19, 2011

CERTIFICATE OF ATTENDANCE ON BASIC LIFE SUPPORT CPR TRAINING FOR HEALTHCARE PROVIDERS

Philippines Red Cross, PRC Training Room, Lapu-Lapu City

NOVEMBER 14 – 17, 2011

CERTIFICATE OF ATTENDANCE ON FIRST AID TRAINING STANDARD

Philippines Red Cross, PRC Training Room, Lapu-Lapu City

NOVEMBER 13 – 14, 2007

CERTIFICATION OF COMPLETION ON TIME AND STRESS MANAGEMENT

MEZ II, Lapu-Lapu City

NOVEMBER 7, 2007

CERTIFICATION OF COMPLETION ON CUSTOMER SATISFACTION INTERVIEWING SKILLS

MEZ II, Lapu-Lapu City

DECEMBER 4, 2004

CERTIFICATION OF PARTICIPATION ON INFUSING PRODUCTIVITY AND QUALITY IN THE CURRICULUM

CSCST-AIFC Audio Visual Room, Argao, Cebu Campus

JANUARY 31, 2001 – FEBRUARY 2, 2001

CERTIFICATE OF TRAINING ON NATIONAL DENGUE PREVENTION AND CONTROL PROGRAM

City Health Office Conference Room, Lapu-Lapu City

REFERENCE

Christine Yap

Recruitment Supervisor

ELink Systems and Concepts Corp.

Globe #: 0906-484-3795

Lynn Arcilla

Supervisor

Taxnet Financial

Globe #: 0916-269-4496

Juveryn Undap

Supervisor

eBusiness BPO

Sun #: 0923-892-3780

Education

FEBRUARY 6, 2011 – OCTOBER 22, 2011 Caregiver Graduate at UHA CAREGIVER TRAINING CORP.
SEPTEMBER 2004 – PRESENT Professional Education (Upper Program for Personnel Education and Reorientation) at CEBU TECHNOLOGICAL UNIVERSITY
JUNE 1999 – MARCH 2000 First Year Medicine Proper at GULLAS COLLEGE OF MEDICINE
1995 – 1999 Bachelor of Science in Biology at VELEZ COLLEGE