Harvey Jay Caresosa

Harvey Jay Caresosa Professional Summary Self-motivated and adaptable professional with over 3 years of experience in customer service, sales, and retention and 1 year of experience as a virtual assistant in a U.S.-based law firm. Proven success in team leadership, CRM-based coordination, lead generation, and appointment setting. Adept at managing fast-paced workflows, handling client communication, and supporting organizational growth. Eager to contribute to a dynamic team as a Sales Development Representative or Executive Virtual Assistant. Key Skills o o o o o o o o Sales Support & Appointment Setting CRM & Data Management (Client-Provided Systems) Lead Generation & Retention Strategy Client Communication (Phone, Chat, Email) Medical Billing & Administrative Assistance Submit/Review Prior Authorization & Referrals Team Leadership & Performance Coaching Tools: Google Workspace, VoIP Systems, MS Office Suite Professional Experience Team Leader / Customer Service Representative – Healthcare Account Ibex – UnitedHealthcare | 2019 – 2023 − − − Supervised a team of agents, monitored daily KPIs, and led performance coaching initiatives Supported patients with billing, insurance claims, and scheduling while ensuring HIPAA compliance Delivered exceptional service that contributed to customer retention and satisfaction goals Virtual Assistant / MedPay Administrator – U.S. Personal Injury Law Firm The Accident Guys | Apr 2023 – May 2025 − − − Processed medical billing claims and followed up with auto insurance adjusters Maintained accurate documentation and coordinated closely with legal and medical teams Managed case files, scheduled calls, and provided administrative support to attorneys Customer Retention Specialist – Sprint / T-Mobile (U.S. Telco Account) Eperformax – Sprint/T-Mobile | May 2021 – Aug 2022 − − − Assisted customers with plan upgrades, device renewals, and service recovery Focused on upselling and loyalty strategies to minimize churn Achieved consistent performance targets for retention and satisfaction Education Bachelor of Science in Information Technology Holy Name University, Philippines Availability Full-time | Long-Term | U.S. Business Hours