Christa

Virtual Assistant | Client Services & Operations Support

40 ID PROOF
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Overview

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

at $5.99/hour ($1,152.00/month)

Bachelors degree

Last Active

May 1st, 2026 (8 days ago)

Member Since

December 27th, 2024

Profile Description

I am a reliable and detail-oriented Virtual Assistant / Client Intake & Onboarding Specialist with extensive experience supporting healthcare services, small business insurance, retail, and e-commerce operations. I specialize in managing full-cycle client intake and onboarding while delivering professional, client-focused support. I have served as the primary point of contact for clients, handling communication via phone, email, text, and chat. My experience includes reviewing applications, verifying eligibility, collecting and organizing documentation, guiding clients through questionnaires, and ensuring all requirements are completed accurately before scheduling appointments or submitting claims. I am highly experienced in coordinating account setup, system access, and tools to ensure a smooth onboarding experience. I also scribe during client consultations, accurately documenting discussions, action items, and next steps in real time. I maintain organized and up-to-date records in CRM and internal systems while strictly following confidentiality and data protection standards. In addition, I support training initiatives by assisting with new hire onboarding, reinforcing company processes, and contributing to SOP creation. I am proactive in tracking onboarding progress, following up on incomplete tasks, and escalating issues when necessary to keep workflows moving efficiently. My background also includes assisting small businesses with employee enrollment in healthcare insurance plans such as medical, dental, vision, short-term and long-term disability, and critical illness coverage. I provide portal walkthroughs and billing education to ensure clients understand their accounts and processes. As a Virtual Assistant in retail and e-commerce, I have managed customer communications using Gorgias, processed returns and refunds through Returnly on Shopify, placed wholesale and influencer orders via Shopify and Apparel Magic, coordinated influencer collaborations, and followed up with shipping teams to track deliveries. I am organized, dependable, and committed to delivering high-quality support that improves client experience and operational efficiency.

Top Skills

Experience: 5 - 10 years

• Responded to customer emails, chats, and phone calls within company's communication targets. • Resolved customer queries over the phone and by email.

Experience: 2 - 5 years

Other Skills

Experience: 2 - 5 years

• Responded to customer emails, chats, and phone calls within company's communication targets. • Resolved customer queries over the phone and by email.

Experience: 1 - 2 years

Experience: 5 - 10 years

Experience: Less than 6 months

Experience: Less than 6 months

Experience: Less than 6 months

Experience: Less than 6 months

Experience: 6 months - 1 year

Basic Information

Age
31
Gender
Female
Website
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Address
Tests Taken
IQ
Score:  111
DISC
Dominance: 34
Influence: 26
Steadiness: 29
Compliance: 11
English
C2(Advanced/Mastery)
Government ID
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