Michelle B.
Mid-Level Onboarding Specialist
Open to offersNew to PlatformPortfolios
About
Michelle B. is an experienced professional with a background in customer service, onboarding support, and appointment setting, serving industries such as SAAS real estate, cosmetic clinics, and financial banking and healthcare insurance. At Virtua Solutions Outsourcing, she worked as an Onboarding Specialist, handling Compass agent inquiries via Zendesk, managing workflows with Salesforce, and scheduling appointments through Calendly. During her tenure at Cosmetique Cosmetic & Laser Clinics, Michelle excelled as an Appointment Setter, efficiently managing client bookings and maintaining detailed interaction records. At Firstsource Solution Limited, she provided non-voice financial mobile banking assistance and voice support for healthcare insurance accounts, ensuring compliance and accuracy while processing transactions and resolving customer concerns using Microsoft Office Suite and other scheduling tools.
Experience
ONBOARDING SPECIALIST – SAAS REAL ESTATE & ZENDESK
VIRTUA SOLUTIONS OUTSOURCING · 2025 — 2026Responded to onboarding inquiries from Compass agents through Zendesk. Demonstrated strong understanding of the onboarding process to provide accurate support. Scheduled appointments for agents using Calendly and directed them to the correct onboarding specialists in Salesforce. Identified opportunities for process improvements to enhance efficiency and consistently meet service level agreements.APPOINTMENT SETTER/ PATIENT CARE – CUSTOMER SERVICE
COSMETIQUE®I COSMETIC & LASER CLINICS · 2024 — 2025Contacted leads and existing clients through phone, email, or messaging to arrange appointments. Efficiently managed bookings with scheduling tools. Recorded essential client information to facilitate preparation for the sales or service team. Maintained comprehensive records of client interactions and sent appointment reminders using various communication channels. Followed up with no-shows and rescheduled missed appointments.CUSTOMER SERVICE ASSOCIATES - FINANCIAL BANKING AND HEALTHCARE INSURANCE ACCOUNT
FIRSTSOURCE SOLUTION LIMITED · 2022 — 2024Handled customer inquiries related to checking, savings, and various account features, ensuring accuracy in processing deposits, withdrawals, and transfers. Provided assistance with online banking and mobile app setups while ensuring customer identity verification and fraud prevention compliance. Assisted clients on the insurance side with inquiries about verification, prior authorization, and patient benefits, explaining coverage and claims processes clearly. Maintained interaction records and ensured compliance with relevant policies and regulations while handling sensitive information with care.
Skills & Expertise
Education
- Bachelor of Secondary Education major in FilipinoTalisay City College · 2018 — 2022
- High School DiplomaTolosa National High School · 2012 — 2018
- Elementary DiplomaBislig Elementary School · 2007 — 2012
Interested in this professional?
Sign in as an employer to save this profile or invite Michelle B. to a job.
Sign in as an employer