Executive Assistant: Health Insurance Ops & CRM

Task-Wise Va Consultancy Inc.; Camarines Norte; Remote; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Healthy work environment

Competitive salary

21 leave credits

HMO coverage

Career advancement opportunities

Job summary

A leading consultancy firm in the Philippines is seeking a reliable Business Assistant to support operations for a US-based health insurance company. This role includes live call management, CRM data maintenance, and appointment scheduling, ensuring excellent client satisfaction. The ideal candidate will have significant customer service experience, advanced skills in Microsoft Office, and familiarity with CRM software. In addition, the position offers a supportive work environment and opportunities for career advancement.

Qualifications

• 3+ years of customer service experience in a BPO or Virtual Assistant setting.
• Advanced proficiency in Microsoft Office, especially Outlook and Word.
• 2+ years of data entry experience using spreadsheets and CRM platforms.
• Experience managing an executive's calendar and time-sensitive matters.
• Exposure to US business etiquette and understanding of the healthcare industry is advantageous.

Responsibilities

• Answer all inbound calls live during business hours with zero-voicemail policy.
• Identify caller intent and guide legitimate clients accordingly.
• Accurately log calls and maintain organized CRM data.
• Manage the owner's Outlook calendar and schedule appointments.
• Assist in evaluating scheduling and automation tools to improve efficiency.
• Provide weekly updates on lead volume and business performance.
• Monitor the Outlook inbox and respond to client inquiries within two hours.

Skills

Customer Service

Call Management

CRM Software

Email Management

Microsoft Outlook

Microsoft Excel

Tools

Salesforce

HubSpot

Calendly

Job description

A leading consultancy firm in the Philippines is seeking a reliable Business Assistant to support operations for a US-based health insurance company. This role includes live call management, CRM data maintenance, and appointment scheduling, ensuring excellent client satisfaction. The ideal candidate will have significant customer service experience, advanced skills in Microsoft Office, and familiarity with CRM software. In addition, the position offers a supportive work environment and opportunities for career advancement.