Sarah Lee

Virtual Assistant

Get to Know Me

Professional Summary

Behind every smooth operation is someone who cares about the details, the people, and the results. That’s where I come in! I’m a versatile Virtual Assistant with 3 years of experience in healthcare administration, patient coordination, customer support, and e-commerce operations. From helping patients navigate insurance and appointments to managing orders and resolving customer concerns, I bring empathy, organization, and a problem-solving mindset to every task. I’m a quick learner who takes initiative, adapts to new tools, and values building trust through reliable service. My goal? To make your day easier, your operations smoother, and your customers feel valued.
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Key Skills

- Customer Service & Support - Patient Intake & Coordination - Insurance Verification - E-commerce & Order Management - Inventory Management - Phone, Email & Chat Support - CRM & Ticket Management - Data Entry & Documentation - Lead Generation & Qualification - Scheduling & Administrative Support

Professional Experience

Patient Intake Coordinator | Concentrix PH May 2025 – August 2026 - Handled patient inquiries, intake, scheduling, follow-ups, and home care concerns. - Verified Medicaid, Medicare, and HMO insurance using eMedNY and ePACES. - Communicated insurance coverage and patient financial information clearly and empathetically. - Coordinated with case managers and maintained accurate, confidential patient records. - Achieved 98% first-pass clearance in insurance verification. Sales & Inventory Specialist | E-commerce - Managed customer inquiries, orders, shipping, payments, returns, and order-related concerns. - Maintained inventory records and coordinated with warehouse teams and suppliers. - Used Shopify, Magento, Salesforce, Zendesk, and SAP Inventory Management. - Handled 30+ order-related issues daily while maintaining 99.8% data-entry accuracy. - Supported customer retention by identifying needs and recommending suitable solutions.

Sarah Lee

Get to Know Me

Watch a brief introduction that highlights my professional background and areas of expertise.

Professional Summary

Behind every smooth operation is someone who cares about the details, the people, and the results. That’s where I come in! I’m a versatile Virtual Assistant with 3 years of experience in healthcare administration, patient coordination, customer support, and e-commerce operations. From helping patients navigate insurance and appointments to managing orders and resolving customer concerns, I bring empathy, organization, and a problem-solving mindset to every task. I’m a quick learner who takes initiative, adapts to new tools, and values building trust through reliable service. My goal? To make your day easier, your operations smoother, and your customers feel valued.

Key Skills

- Customer Service & Support - Patient Intake & Coordination - Insurance Verification - E-commerce & Order Management - Inventory Management - Phone, Email & Chat Support - CRM & Ticket Management - Data Entry & Documentation - Lead Generation & Qualification - Scheduling & Administrative Support

Professional Experience

Patient Intake Coordinator | Concentrix PH May 2025 – August 2026 - Handled patient inquiries, intake, scheduling, follow-ups, and home care concerns. - Verified Medicaid, Medicare, and HMO insurance using eMedNY and ePACES. - Communicated insurance coverage and patient financial information clearly and empathetically. - Coordinated with case managers and maintained accurate, confidential patient records. - Achieved 98% first-pass clearance in insurance verification. Sales & Inventory Specialist | E-commerce - Managed customer inquiries, orders, shipping, payments, returns, and order-related concerns. - Maintained inventory records and coordinated with warehouse teams and suppliers. - Used Shopify, Magento, Salesforce, Zendesk, and SAP Inventory Management. - Handled 30+ order-related issues daily while maintaining 99.8% data-entry accuracy. - Supported customer retention by identifying needs and recommending suitable solutions.
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