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• Answering customer billing, order, and invoice inquiries
• Troubleshooting devices 
• Account Activation
• Customer retention
• Upselling
• Handling inbound and outbound calls
• Email and chat support
• Book appointments with Doctors
• Advise clients about insurance plans

• Microsoft Office Suite (Word and Excel)
• Cisco
• Atlas

• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

Behavioral Summary

A pleasant and extraverted person, April is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Her congenial personality and friendly, interested attitude make her readily approachable. April gets along easily with a wide variety of people.

Her drive is directed at working with and for others. She derives particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, April can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

Works at a faster-than-average pace; is attentive to details and both quick and accurate in handling them. 

• Jayson has been working for 12 years as Customer Service Representative, Technical Support, Team Lead, and Verification and Fraud Analyst within BPO and Financial Services industry.
• He has supported clients from Australia and US 
• He supported the following tasks:
  • Creating Reports
  • Data Entry
  • Customer Handling
  • Technical Support
  • Email Management
  • Calendar Management
  • Order Processing
  • Fraud Investigation and analysis
  • Admin task
• He also has experience with scheduling technicians who provide service for faulty internet cable, alarm systems, and solar panels
• He also monitors technician status and provides feedback to customers 
• He is adept at using tools and applications like:
  • Freshdesk
  • Zendesk
  • AOL (eCommerce platform)
  • Microsoft Office (PowerPoint, Excel)
  • Google Sheet
  • Jira
• He can start immediately. He is amenable to working the day shift but can also consider night shift for any full-time position.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

Jayson is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Jayson plans ahead, double checks, and follows up carefully on decisions and actions.

• She has been in the BPO industry for 6 years and started working as a Virtual Assistant in 2020 catering to clients in the US within the medical services.
• and supported the following tasks:
  • Medical Insurance and claims verification
  • Invoices and claims
  • Inbound and Outbound call
  • Customer Handling
  • Email Management
  • other Admin tasks
• She is proficient with the EMR system, Microsoft Office (Excel, Word, and PowerPoint), and Google Apps.
• She can start as soon as possible for any full-time position preferably for a graveyard shift but can also consider the day shift.

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.

This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.

Edmy Maiden is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

• She has been working for 8 years as a General Virtual Assistant for eCommerce, Real Estate, and IT companies mostly from Australia, United States, and Canada 
• She is a graduate of Computer Engineering 
• She has been responsible for numerous administrative tasks which includes 
  • Customer Correspondence 
  • Email and Phone Support 
  • Database Management 
  • eCommerce Management 
  • Invoicing 
  • Creating Quotation
  • Inventory Management 
  • Purchasing
  • Graphic Designing using Photoshop and Canva
  • Product Listing and Product Research 
  • Appointment Setting and Client Reservations 
  • Data Entry 
• When she worked as an eCommerce Virtual Assistant, she mainly source or manage products in the Fashion Wear
• She has also experience with HTML 
• She is a confident user of the following tools/platform  
  • Salesforce
  • HubSpot
  • Zendesk
  • Active Campaign
  • Slack 
  • QuickBooks 
  • Canva
  • Amazon 
  • eBay 
  • Shopify
  • Google Workspace 
  • Inkscape
  • MS Application (Excel, Document and Presentation) 

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.
• Relatively independent in thinking and action; often comfortable taking action without input from others. An analytical and private person.
• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.

• This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.
• Regine Marie is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

• Alf has over 10 years of relevant work experience. He started working in a BPO as a Collection Specialist. He then transferred to a third-party collections agency as a Case Manager. In mid-2015, he ventured into remote work and was hired as a Customer, Pricing, and Inventor Specialist in a logistics company in Australia. 
• He recently received a certificate for an online course he took about Operations and Supply Chain Management.
• He is proficient in supporting the following:
  • Collection (phone and email)
  • Pricing negotiation with vendors/suppliers
  • Inventory
  • Report generation
  • Lead generation
• He has strong experience with dealing with wholesales, and retail orders specifically for ship cargo containers. He prepares purchase orders and invoices, and coordinates with the suppliers in terms of the order specification.
• His experience with MYOB involves updating customer files, and price lists.
• In terms of Excel, he can do basic formulas, charts, pivots, VLOOKUP, and basic forecasting.
• He is an adept user of MYOB, Trello, Asana, Container Exchange, Container Chain, Gmail, Zoho, MS Outlook, MS Teams, and Salesforce.
• He can start ASAP.
• He prefers working the day shift for any part-time or full-time role.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines

Alfie is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

With experience and/or training, Alfie will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Alfie is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Mariz has 13 years of relevant work experience. She was a Customer Service Representative and Virtual Assistant. 
• She has supported various administrative tasks such as:
  • order management
  • chat support
  • data entry
  • email management
  • social media management
  • travel arrangements
  • taking inbound calls
• She is proficient with Google Suite, Microsoft Office, Zendesk and Shopify.
• She can start immediately.

Predictive Index Behavioral Profile - Specialist
https://www.predictiveindex.com/reference-profile/specialist/

Strongest Behaviors

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. 

Behavioral Summary
Mariz is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Mariz, who takes responsibilities very seriously.

• RJ has 16 years of experience in Customer Service, Technical Support, Sales, Back office, and College instructor
• He handled accounts like telecommunication, real estate, online shopping, desktop support, SAAS and software web application
• He is proficient in using Zendesk, Trello, Skype, outlook, Freshdesk, Google Suite, Microsoft office Dynamics and office
• He has basic knowledge in web development and SEO
• He can start immediately

• Places high value on “the book,” and/or professional background, which will be followed exactly to protect the company against risk.
• Very cautious and conservative; faithfully follows a well-established, well-proven plan to ensure success; will generally not act without one. Does the homework before taking action, will find supporting proof and verify it.
• Detail-oriented with perfectionist tendencies; works best with a well-defined, proven team for which this individual can produce thorough and high-quality work and decisions based on solidly quantifiable data.

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Rick Jordan will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

Rick Jordan is unselfish, motivated by a strong sense of duty. Derives satisfaction from doing good work for the company or the team, and values recognition of their dedication and specialized skill. Cautious; takes work responsibilities very seriously. Does things the established or conventional way, and will make changes only when convinced, with hard evidence, that the new way will be better. In rolling out new changes, Rick Jordan will be very tactical, thinking through exactly how it should be done, creating a complete plan, and having solutions to possible pitfalls. Decisions will be equally well thought-out.

• Debbie has over 10 years of work experience. She was employed in the BPO, real estate, and marketing companies as a Data Encoder, Customer Service Representative, Executive Assistant, and Campaign Manager. Her most recent job was as a Sales Administration Assistant for an Au-based pool builder client through Remote Staff. Over the years, she gained expertise in
  • Customer Support
  • Appointment Setting
  • Quality Control
  • Email Management
  • Client Relations
  • Sales Verification
• In addition, she did cold calling, coordinated with business partners, and bridged gaps within different departments.
• Debbie is adept in using RingCentral, Zendesk, Asana, Google Spreadsheets, Microsoft Office Applications such as Excel and Word, and MS 365.
• She is available to start immediately.
• She prefers working during the day, full-time.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Deborah is a very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. She is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Debbie will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, she will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Charina has more than 5 years of experience in Customer Service and Technical Support
• She has been a Team Leader for 4 years
• She handled accounts like telecommunication, retail, and financial
• She is proficient in using Microsoft Office, Google Workspace, Nice Tool, Slack, Citrix, Cisco. She also have a knowledge with Bitrix and Asana
• She can start immediately

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
• Casual with rules. Focused on the goal, not how to get there; willing to bend the rules. Delegates implementation details.

Charina Therese is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

Patient and relaxed; is a particularly tolerant and understanding listener. People find this individual easy to talk to and feel no pressure or impatience from this rather easygoing, accepting person. Listens non-judgmentally, and can understand many different sides of an issue. Their unselfish and uncritical interest in others is helpful in developing and maintaining personal relationships. Charina Therese “wears well” in repeated contacts, thinks of others first, and will often put their needs and interests before their own. Driven to help others, including company management, colleagues, direct reports, or customers.

• April has been working for over 10 years and has experience working for both local and international companies.  With her years of experience, she was able to handle the following tasks:
  • Inventory Management
  • Orders & Purchasing Management
  • Data Entry
  • Sales
  • Lead Generation
  • Customer Service Support
  • Appointment Setting
  • Email Management
  • Bookkeeping and Accounting
• She enrolled herself in an Amazon VA Masterclass and has been working as a Virtual Assistant since 2021. She has supported both Australian and German clients. 
• She is proficient in using the following tools/software:
  • MS Excel
  • Ladesk
  • Zoho
  • Packlink Pro
  • Sendcloud
  • Boxhero
  • Orderhive 
  • Content Studio
• When she was working as an e-commerce Virtual Assistant, she was tasked to:
  • Customer service support- email and chat support
  • Order Fulfilment and Order Management- Amazon, Shopify, eBay, Etsy
  • Inventory Management and Purchasing
  • Social Media Management- scheduled posting
  • Administrative and Accounting tasks
• She is available to start immediately and is amenable to working the day shift for any full-time position.

Predictive Index Behavioral Profile-  Promoter
https://www.predictiveindex.com/reference-profile/promoter/

Strongest Behaviors

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

Behavioral Summary

April is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.

• Marjorie has been working for 7 years in Customer service and Technical Support
• She handled telecommunication and ISP provider accounts.
• She has Excellent verbal and written communication skills in English
• She has Multitasking solving skills necessary to keep customers and clients satisfied
• She is proficient in Jira, Zoom, Microsoft Word, Excel, and PowerPoint. She has basic knowledge on how to use Canva. She can also use different CRM's like Salesforce, Podio, Quickbase, and Billit
• She can start immediately

• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.

Marjorie is unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Marjorie is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Marjorie gets along easily with a wide variety of people.

Her drive is directed at working with and for others. She derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Bea is a Business Administration graduate with a major in Financial Management and has 5 years of collective experience in the insurance, telco, and outsourcing industries.
• For 2 years now, she has been the Recruitment Consultant for an Australia-based labor agency.
• Her past insurance employment enabled her to perform the following tasks:
  • Recovery and collections
  • Email Management (send emails to clients, debtors, assessors, repairers)
  • Assist queries from clients, insured, debtors, assessors, repairers
  • Inbound and outbound calls to customers, insured, debtors, assessors, repairers
  • Claims liability review for recovery and identify best actions to be taken
  • Paperwork preparation and sending requests to solicitors for issuance of legal proceedings against debtors
• She used various applications and software such as Avaya, Fasttrack, Microsoft Office Apps (Teams, Word, Excel, PowerPoint, Outlook), and Google Workspace.
• Bea loves learning and she takes different online courses via Udemy. She is also a Civil Service Passer with Professional eligibility in the country.
• She can start after a week's notice.
• She is amenable to a day shift part-time or full-time position.

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Beatrice Louise will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.