Client Intake, Customer Support Virtual Assistant

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Act as the initial point of contact by professionally and courteously answering incoming client calls.

• Address general inquiries from clients regarding services and timelines.

• Accurately verify client information prior to processing requests.

• Create and manage client folders within the company’s custom portal/CRM system.

• Maintain precise documentation of all client interactions and keep organized records.

• Escalate complex queries or issues to management as necessary.

• Adhere to strict HIPAA regulations while managing confidential client information.

• Offer a welcoming, customer-centric experience that showcases professionalism and fosters trust.

• Prepare end-of-day reports summarizing completed tasks and outstanding items.

• Achieve productivity, quality, and customer service targets.

• Follow company protocols while ensuring accuracy, accountability, and confidentiality.

• Utilize RingCentral and the custom portal/CRM effectively.

⛳️ Requirements

• Prior experience as a Virtual Assistant or in remote customer service, client support, call center, intake, or administrative roles is essential.

• Proficient in both spoken and written English.

• Demonstrated professional customer service experience is necessary.

• Completion of required HIPAA Compliance Training and Certification is a must.

• Experience in handling confidential or sensitive information is highly desirable.

• Familiarity with supporting U.S.-based clients is a plus.

• Strong professionalism and a customer service-oriented mindset are essential.

• Must be reliable, responsible, and dedicated to long-term employment.

• Capability to manage a busy workload while ensuring accuracy and professionalism.

• Excellent organizational and multitasking abilities are required.

• High attention to detail and commitment to confidentiality.

• Comfortable with learning and utilizing company software and workflows.

• Ability to work independently with minimal supervision.

• Possess a positive attitude and a strong work ethic.

• Must provide an NBI Clearance and/or Local Police Clearance prior to onboarding.

• Availability for video meetings with the camera on when required.

• Must communicate clearly and professionally in English, both verbally and in writing.

• Access to a reliable laptop or desktop computer.

• A stable high-speed internet connection of at least 25 Mbps is necessary.

• A noise-canceling headset is required.

• A working webcam is needed.

• A quiet and professional work environment is essential.

🏝️ Benefits

• Dedicated HR & Contractor Support Team.

• Optional Premium VPN Access.

• HIPAA & Cybersecurity Training + Certification (Provided).

• Training for Top 1% VA Performance.

• Client-Approved U.S. Holidays.

• Client-Approved Paid or Unpaid Time Off; paid time off is optional and only if offered by the client.

• Access to Tools & Resources, including templates, workflow guides, productivity tools, and client-specific SOP support.

• Optional performance-based bonuses, incentives, or increased hours based on performance.