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Trisha D. — Virtual Assistant from Philippines

Trisha D.

Virtual Assistant

Philippines 6+ years
Open to offersNew to Platform
Languages
English
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About

Trisha D. is a Customer Service Specialist and Virtual Assistant based in Dumaguete City, Philippines, with professional working proficiency in English. She brings over six years of comprehensive experience in B2C and B2B support, leveraging a robust background in technical troubleshooting, client relations, and quality assurance especially in roles as a Subject Matter Expert and Adhoc QA to drive operational excellence.

At Wing Assistant, Trisha serves as a Legal Virtual Assistant, managing client interactions, scheduling, CRM systems, and payment collections using QuickBooks. Previously, at Altius Inspiro, she advanced to a Tier II Specialist, specializing in complex technical resolutions and KYC verifications, while also proactively reviewing customer interactions to bridge quality gaps. Her background further encompasses the insurance sector at SPi Global, where she handled claims processing and policy accuracy as an effective liaison between clients and companies, as well as sales and support work at Inspiro Relia Inc.

Her technical and operational stack spans CRM software, QuickBooks, LeadDocket, Filevine, Lexamica, Google Workspace, and Microsoft 365. She completed two years of a Bachelor of Secondary Education degree majoring in Math at Negros Oriental State University.

Experience

  • Legal Virtual Assistant

    Wing Assistant · 2024 — 2026
    Captured client information during phone calls and acted as the primary contact for inquiries. Provided extensive client support throughout the legal process, managing administrative tasks. Organized and handled sensitive information with confidentiality. Assisted in drafting and formatting legal documents to ensure accuracy. Managed email correspondence and scheduled appointments, maintaining organized files and records. Oversaw CRM systems for data entry tasks, including updating records and tagging leads. Followed up with potential clients through calls. Managed social media accounts, creating content and engaging with followers. Handled payment collections via QuickBooks, ensuring timely follow-up.

  • Customer Tech/Service Representative | SME | Adhoc QA | Crypto Specialist

    Altius Inspiro · 2023 — 2026
    Managed customer inquiries for both inbound and outbound communications, ensuring prompt resolution of issues. Provided detailed troubleshooting for technical problems. Advanced to Tier II Specialist to support complex technical inquiries and KYC verifications. Regularly reviewed customer interactions to identify areas for improvement beyond standard quality checks.

  • Customer Insurance Specialist

    SPi Global · 2021 — 2022
    Conducted outbound calls to generate leads, verify accounts, and discuss coverage options. Served as a liaison between customers and insurance companies, assisting with claims processing and policy inquiries. Maintained customer satisfaction through effective communication and proactive problem-solving.

  • Customer Service | Sales Representative

    Inspiro Relia Inc. · 2020 — 2021
    Provided exemplary customer service via phone, email, and live chat, addressing inquiries and resolving issues according to company standards. Promoted products and services, consistently achieving sales and upselling targets. Documented interactions and ensured efficient transaction processes.