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Richard F. — Mid-Level Administrative and Legal Virtual Assistant from United States

Richard F.

Mid-Level Administrative and Legal Virtual Assistant

United States 6+ years
Open to offersNew to Platform
Languages
English
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About

Richard B. is an experienced Customer Service / Admin Assistant whose professional background spans the legal, medical, business process outsourcing (BPO), and online retail industries. Most recently, he supported legal teams by preparing legal documents, managing case-related communication, conducting intake calls, and handling sensitive record requests while maintaining strict attention to client files and insurance claims. As an Intake Specialist and virtual assistant, Richard coordinated clinical trial data, scheduled medical appointments, and proofread research findings within healthcare settings. His tenure in BPO roles included technical support, dispute resolution, and customer retention across commercial maintenance and travel service domains. Richard’s proficiency in calendar management, data entry, and insurance verification is demonstrated through his ability to organize appointments, maintain client files, and communicate effectively with legal, medical, and business clients.

Experience

  • INTAKE SPECIALIST / LAW FIRM VIRTUAL ASSISTANT

    WING VA · 2023 — 2025
    Held discussions with the legal team regarding business matters and facilitated client outreach for case updates and treatment status. Managed scheduling for client intake questionnaires, prepared and sent legal documents to insurance companies and medical providers for representation, and requested medical and billing records using HIPAA compliance. Set up claims with insurance companies, organized documents and files in client drives, and supported lawyers by preparing documents, calling legal witnesses, and maintaining a legal library. Conducted intake calls for prospective clients, performed data entry, and followed up on car and health insurance matters.
  • MEDICAL VIRTUAL ASSISTANT

    LINKEDVA Services · 2022 — 2023
    Regularly participated in meetings with the clinical team to review clinical study progress. Coordinated appointment scheduling with patients and doctors, attended virtual events and focus groups for Parkinson’s, Multiple Sclerosis, and Alzheimer’s disease, and managed data entry and proofreading for clinical trials and related reports.
  • APPOINTMENT SETTER / DISPATCHER

    KFM247 · 2022 — 2022
    Handled commercial job maintenance requests from clients’ stores, clinics, and schools by evaluating reported issues and determining the appropriate maintenance or technician to dispatch.
  • Customer / Technical Service Representative

    Convergys / Concentrix Philippines · 2018 — 2022
    Engaged professionally with clients by responding to queries, evaluating concerns to offer tailored solutions, and providing information regarding products or services. Handled account records, addressed disputes, and maintained accuracy of client information. Contacted customers regarding payment delinquency, offered payment plans, and applied customer retention strategies.
  • Online Retail Store Representative

    247 Inc. · 2016 — 2018
    Answered customer inquiries via email regarding order and delivery status. Managed claims and refunds for lost, missing, incorrect, or damaged items, and maintained inventory for the online retail operation.
  • Travel Agent / Customer Service Representative

    Teleperformance Philippines · 2015 — 2016
    Provided customer service for general, pre-booking, and post-booking inquiries, as well as complaints. Processed amendments, cancellations, and refund requests, and served as a travel agent for Expedia and Hotels.com with worldwide service coverage.
  • CUSTOMER SERVICE REPRESENTATIVE / ADMIN ASSISTANT

    WING VA
    Attended marketing meetings to understand client requirements, sent personalized emails regarding portfolios and marketing strategies, coordinated and scheduled appointments and meetings using Google Calendar and Zoom, and contacted clients to confirm Discovery calls through phone calls or emails.

Skills & Expertise

Education

  • Bachelor of Science in Nursing
    University of San-Jose Recoletos

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