CRM Specialist · Virtual Assistant · 2+ Years in Insurance, Healthcare & Logistics

I'm a customer support and CRM specialist with 2+ years of experience across insurance, healthcare, and logistics. I've maintained 95%+ satisfaction scores while handling high-volume phone, email, and chat support.
I'm known for staying organized and accurate under heavy workloads — and I ramp up fast on any new CRM or contact center platform.
Salesforce · NICE CXone · Cisco Finesse · Five9 · Zendesk · Verint · Webex · Zoom Workplace · Intradiem · HubSpot · Trello
Google Workspace (Docs, Sheets, Drive, Excel) · Microsoft Office Suite
Data entry & accuracy · Ticketing & case management · Documentation · Problem-solving · Written & verbal communication · Time management

A real example of how I log and manage customer cases in Salesforce — capturing issue details, priority, status, and resolution notes for full team visibility.

I use Trello to track tickets across stages — New Tickets, In Progress, Escalated, and Resolved — keeping the team aligned and nothing falling through the cracks.
Subject: Re: Refund Request – Order #48213
"I've reviewed your order and confirmed you're eligible for a full refund. You should see funds back within 3–5 business days. If not, I'll follow up right away."
Subject: Update on Your Order #55870
"Your package is in transit with an updated delivery estimate. I'll continue monitoring this and reach out proactively if anything changes."
Subject: Your Recent Experience — Escalated for Review
"I've escalated your case to my team lead, who will review it in detail and follow up directly within 24 hours."
Capture the issue in the CRM, assign a ticket ID, and tag the category.
Confirm account details before making any changes.
Check order history, account notes, and prior tickets to identify the root cause.
Resolve directly if in scope; escalate with full context if not.
Update the customer in plain language with clear next steps.
Close only once fully resolved; follow up on any pending items.
Leave thorough notes so a teammate could pick up the case with zero missing context.
A structured approach to managing high-volume inboxes — ensuring nothing falls through the cracks.

Categorize inbox into: Urgent / Needs Response / FYI / Spam
Flag items needing manager input; draft replies for routine requests
Maintain a running "Waiting On" list for all outstanding replies
Confirm tomorrow's calendar is conflict-free; send a summary of pending items
May 2025 – May 2026
Supported insurance agents with Medicare Supplement and ancillary products using Salesforce, Cisco Finesse, Intradiem, Verint, and Webex.
2024 – Present
Handle high-volume inquiries via phone, email, and chat — maintaining 95%+ satisfaction with Salesforce and NICE CXone.
Nov 2024 – Apr 2025
Processed medication refills and managed accounts using NICE CXone, Zoom Workplace, and Salesforce.
May 2024 – Sept 2024
Maintained accurate customer and medication records in a fast-paced pharmacy environment.
Jan 2023 – Jul 2023
Supported documentation and record management in a healthcare setting.
Consistently high CSAT scores across insurance, healthcare, and logistics roles
Proficient across 10+ CRM and contact center platforms — productive from day one
Accurate documentation, thorough ticket notes, and zero dropped follow-ups
Experienced in independent, structured remote workflows across time zones
Looking for a reliable remote customer support, CRM, or virtual assistant specialist? I'd love to talk about how I can support your team.
+234-706-335-8753
John Elizabeth