Open to opportunities

kate bartoces

@katebartoces

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I’m a remote customer service and virtual assistant driving measurable results.

Philippines

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What I'm looking for

I’m looking for a remote role where I can handle high-volume customer needs, support sales/lead follow-up, and improve processes—using CRM, scheduling, and data-driven insights to deliver measurable results.

I’m a results-driven Customer Service and Virtual Assistant professional with 5+ years of remote experience managing high-volume inbound and outbound calls, appointment scheduling, CRM data management, and client communications. I consistently handle 100+ daily calls while maintaining high member satisfaction, and I bring a strong focus on accuracy, HIPAA compliance, and smooth care coordination.

In my healthcare role, I proposed shifting insurance verification to a 48-hour pre-appointment window with a standardized checklist, which leadership adopted to reduce claim denials, speed approvals, and significantly lower downstream escalations. I also support growth through lead generation and nurturing—building CRM systems and KPI dashboards, running Meta (Facebook and Instagram) ad campaigns, and using Calendly to create frictionless handoffs between prospects and sales.

Experience

Work history, roles, and key accomplishments

Healthcare Customer Service

Healthcare Insurance & Wellness

Jan 2023 - Jan 2025 (2 years)

Handled 100+ inbound calls daily by resolving insurance inquiries, verifying eligibility, coordinating care, and maintaining high member satisfaction in a fully remote environment. Proposed a standardized 48-hour pre-appointment insurance verification workflow that was adopted by leadership, reducing claim denials and downstream escalations.

Inbound Calls Insurance Verification Claims Processing HIPAA compliance Appointment Scheduling Care Coordination Escalation Management CRM Data Management

Direct Sales Agent

MFast Fintech Group

Jan 2020 - Jan 2023 (3 years)

Conducted high-volume outbound cold calls to educate prospective clients on financial products and guide them through the application process. Scheduled appointments, submitted records accurately, and maintained detailed lead data and sales reporting in CRM platforms.

Cold Calling Lead Generation Lead Qualification Appointment Setting Web Based Lead Submission Sales Reporting CRM Data Management

Social Media Manager / Support

Freelance / Agency

Jan 2025 - Present (1 year 4 months)

Conducted daily Instagram and Facebook DM outreach, qualified leads, and booked discovery calls using Calendly with zero scheduling conflicts. Ran targeted Meta ad campaigns and lead nurturing that contributed to 5× revenue growth for a managed account.

Meta Ads Social Media Management DM Lead Generation Lead Qualification Lead Nurturing Calendly CRM Data Management