Customer Service Representative/ Lead Generation Analyst/ Appointment

Rate, USD
$5 / hour
Work schedule
Full Time,
Language skills
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About me

An experienced individual who worked as Customer Service Representative handling healthcare accounts based in the United State, handling responsibility for direct to customer calls to sign up for the insurance plan, handling member information on any clarification about their insurance plan, handling detailed information about Durable Equipment for sales and up-selling. Recently, work as a Freelance Virtual Assistant handling the recruitment of qualified people for the position needed by the outsourcing company. Handles lead generation and appointment setter for B2B Sales and real estate based in the US.


2008-2010 Associates @ Cristorey Institute

Hotel Restaurant Tourism Services

2000-2002 Associate @ Lyceum of the Philippines

Hotel Restaurant Management


2020-2022 WFH Virtual Assistant, B2B Sales Lead Generation Analyst, Appointment Setter @ Freelance

Engaged with customers to build rapport and loyalty.
Completed business correspondence, transcription, and data entry.
Managed electronic and paper filing systems by updating paperwork, maintaining documents,
and accurately recording information.
Initiated contact with prospects and conducted follow-up calls to garner information and
qualify leads.
Cold-called prospective customers to determine product or service needs, ascertain timelines
and identify decision-makers.
Greeted customers, offered assistance in finding requested items, and carried merchandise
to the checkout line.
Answered and screened calls to provide information, schedule appointments, and take detailed
Set up virtual Zoom meetings, invited guests, and disseminated agendas.
Developed complex reports in Excel for cost reporting.

2016-2020 Customer Service Representative @ The Results Companies

Provided primary customer support to internal and external customers.
Maintained customer satisfaction with forward-thinking strategies focused on addressing
customer needs and resolving concerns.
Offered advice and assistance to customers, paying attention to special needs or wants.
Updated account information to maintain customer records.
Recorded account information to open new customer accounts.
Answered customer telephone calls promptly to avoid on-hold wait times.
Processed customer adjustments to maintain financial accounts.
Collected and analyzed customer information to prepare product or service reports.
Clarified customer issues and determined the root cause of problems to resolve product or
service complaints.
Responded to customer requests for products, services, and company information.
Answered product and service questions, suggesting other offerings to attract potential
Recommended products to customers, thoroughly explaining details.
Provided excellent customer care by responding to requests, assisting with product selection,
and handling ordering functions.
Delivered exceptional customer service to every customer by leveraging extensive
knowledge of products and services and creating welcoming, positive experiences.
Improved sales abilities and product knowledge on a continuous basis to provide optimal
service and achieve quotas.

2015-2016 Warehouse foreman @ Cariño & Son's Agri. Dev. Operated by San Miguel Food Inc.

Collaborated with management to implement new initiatives and policies and achieve
production, quality, and safety benchmarks.
Created and enforced detailed organization processes to increase quality and service standards.
Improved delivery plans with strong scheduling knowledge, organizational skills, and route
development expertise.
Met environmentally controlled warehouse operational needs through smooth staffing and
resource allocation.
Evaluated incoming shipments for quality issues and processed inappropriate materials for return.
Kept documentation and records accurate and up-to-date with the latest data to prevent errors
in processing or delivery.
Oversaw warehouse staff and maintained efficiency in a fast-paced environment.
Managed resource allocation and scheduling of employees.
Maintained top performance standards while working in a hot warehouse environment.
Oversaw daily operations and shipping and handling processes.
Recorded information, shortages, and discrepancies to keep records current and accurate.
Promoted safety policies and practices among personnel, enforcing appropriate
handling and use of equipment and products.
Adhered to industry best practices for warehousing, material handling, and documentation.
Supervised warehouse operations by managing employees during shifts.
Redesigned warehouse layout to accommodate new equipment, maximize space utilization
and optimize processes.
Built a motivated warehouse team to accomplish operations goals and exceed
performance targets consistently

2011-2014 Yacht Attendant @ Mv Fozi

Carried out day-to-day duties accurately and efficiently.
Developed and implemented performance improvement strategies and plans to promote
continuous improvement.
Used coordination and planning skills to achieve results according to schedule.

2007-2009 Recruitment Associate @ Propan Interserve international

Followed up with notable applicants sourced via industry-specific pipelines, events, and job fairs.
Leveraged social media platforms and online job boards to advertise open positions and
engage with potential candidates.
Generated a specific candidate pool for career opportunities through strategic placement of
advertisements, evaluation of applicant credentials, and conducting initial interviews and prescreening assessments.
Compiled and produced qualified candidates’ information for hiring manager review and liaised
between parties to coordinate formal, management interviews.
Maintained filing system of current, prospective, and future positions.
Advertised job opportunities on social media platforms and job boards.
Tracked candidates and pushed for feedback on disqualifications, time-to-fill statistics, and other
Verified applicant references and employment details

2002-2007 Supervisor, Cashier, Gift Artist @ Paper moon Gift Wrap Co.

Showcased product features to customers and discussed technical details to overcome
objections and lock in sales.
Applied strong leadership talents and problem-solving skills to maintain team efficiency and
organize workflows.
Visited customer locations to evaluate requirements, demonstrate product offerings and
propose strategic solutions for diverse needs.
Created successful work schedules for each team member to maintain deadlines and fully
staff shifts.
Maintained compliance with company policies, objectives, and communication
Handled customer complaints, resolving issues and adjusted policies to meet changing needs.
Identified individual employees’ unique work styles and adapted management methods.
Worked with the management team to implement the proper division of responsibilities.

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