Mariela Perez

As a dedicated professional with over five years in the US healthcare and insurance sectors, I bring a wealth of experience in virtual assistance, client engagement, and operational efficiency. My journey began in roles that honed my skills in high-volume communication and meticulous data management, evolving into specialized positions where I supported diverse industries from healthcare to specialty insurance. Today, I thrive as a versatile virtual assistant, committed to delivering exceptional service and driving results for clients and teams alike.

My foundation in healthcare started with hands-on roles involving insurance verification and appointment scheduling. At MedCore Solutions, I ensured smooth front-office operations by verifying coverage for various insurance types, managing documentation, and coordinating patient services. This experience extended to working with electronic medical records (EMR/EHR) systems like EPIC, Athena, eClinicalWorks, and NextGen, where I navigated complex patient data with precision. I've collaborated across medical specialties including Cardiology, Rheumatology, Pediatrics, Ophthalmology, Orthopedics, Endocrinology, Urology, and Dermatology, always prioritizing empathy and efficiency to enhance patient experiences. As a Clinical Research Coordinator, I contributed to studies that required rigorous attention to detail, further solidifying my ability to handle sensitive information and comply with industry standards.

Transitioning into virtual assistance, I joined MomentumAMS in September 2024 as a Virtual Assistant in specialty insurance. There, I supported brokers with documentation, client communications, and CRM/AMS data entry for lines like Cyber Liability and Errors & Omissions (E&O). I prepared proposals, coordinated with underwriters for timely policy processing, and maintained accurate records, which sharpened my organizational prowess. This role built on my earlier position at Veteran Caregivers from October 2023 to September 2024, where I served as an Appointment Setter. Making outbound calls to Veterans, I assessed eligibility for VA benefits using scripted approaches, participated in training to refine communication skills, and helped streamline eligibility processes.

My expertise in lead generation and cold calling shone through in other roles. At Kreetiv LLC from September 2024 to February 2025, as a Demo Setter, I conducted calls and emails to secure software demo appointments, led client onboarding, and managed CRM records while optimizing outreach strategies to boost conversions. Similarly, at SES from March to September 2023, I worked as a Cold Calling/Solar Sales Representative, setting high-quality appointments and communicating solar benefits and incentives to prospects. I optimized scheduling to enhance sales team efficiency, achieving notable improvements in workflow.

One standout project was as a Demo Setter for partyrentalstudio.com, where I built and verified large lead databases for small US event planning businesses. Facing challenges like outdated contacts and duplicates, I implemented verification processes and automation, resulting in a 20% increase in call efficiency. These experiences have equipped me with proficiency in tools like GSuite, Salesforce, Canva, RingCentral, Nextiva, HubSpot, and Excel, enabling me to manage high-volume inbound and outbound calls while maintaining clear, empathetic interactions.

Beyond technical skills, I'm passionate about fostering connections and driving growth. My flexible availability for any shifts makes me ideal for dynamic outsourcing environments, and I've applied these strengths in applications for roles at companies like 20four7VA and Outsourcing Angel. Whether resolving inquiries at Everise or engaging leads in real estate, I've consistently reduced hold times, minimized patient inconvenience, and increased qualified leads by 15% in past positions.

Looking ahead, I'm eager to leverage my background in creating engaging content and strategies—drawing from interests in course design, such as "Designing Engaging Online Courses: Strategies for Effective Learning"—to explore educational ventures. Modules like "Crafting a Compelling Course Vision" and "Marketing Your Course for Success" inspire me to blend my professional expertise with innovative thinking. Ultimately, I aim to contribute to teams that value efficiency, empathy, and results, while pursuing personal growth in creative and client-focused fields. With a track record of adaptability and dedication, I'm ready to tackle new challenges and make meaningful impacts.