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Harold
Customer Service & Appointment Setter with 3+ years in Healthcare & Energy
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Competencies
Utilized CRM software for appointment tracking, document review, and customer data management across roles.
Managed scheduling for dental and energy clients, ensuring efficient appointment coordination.
Handled patient and customer data review, filing, and document control to maintain organized records.
Communicated effectively with clients, insurance companies, and team members via phone, chat, and email.
Demonstrated proactive work ethic independently managing multiple support functions across roles.
Education
Languages
Summary
Experienced virtual assistant specializing in customer support, appointment scheduling, and data management within healthcare and energy sectors.
Key Achievements
- Provided comprehensive office support including appointment scheduling, document review, and file management via CRM at Arista Dental Care.
- Delivered bilingual (English/Spanish) support for customer inquiries in the solar energy and roofing industry at Green Energy of America.
- Supported sales and billing processes through chat and email support, demonstrating versatile customer service skills at Sutherland Global Services.
Experience
VIRTUAL ASSISTANT
Comprehensive dental office support via phone, chat and Email., Appointment tracking, document suitability review and file control via CRM programs., Calling insurances and solving issues of the patients online., Personal Injuries cases, like surgical errors, misdiagnosis.
Appointment Setter
I provided bilingual English/Spanish Support to customer and prospects in some states of the USA with the industry of Solar's panels and Roofing.
Sales Assistant- Appointment setter
Sales support, Billing support, chat and Email answering service., Customer service, Sales Supports.