Andrés Felipe

Provided high-level bilingual support to U.S.-based healthcare providers, assisting patients with insurance-covered appointments across multiple clinics and specialties.

Verified patient benefits, managed HIPAA-compliant records, and coordinated directly with doctors’ offices and insurance carriers to ensure accurate and timely scheduling.

Handled high-volume email and phone communication, maintaining professionalism and empathy while resolving patient inquiries.

Provided direct administrative support to the agency’s leadership team, managing calendars, scheduling internal and client meetings, and preparing documents for strategic discussions.

Managed and organized CRM data, segmented contacts, and tracked leads to improve client follow-up and pipeline visibility.

Produced performance reports and dashboards for marketing campaigns and operational KPIs, enabling leadership to make informed decisions.

Maintained organized digital file systems in Google Drive and OneDrive, establishing folder structures, naming conventions, and version control for easy retrieval of materials.

Coordinated content schedules, social media postings, and data management to ensure timely delivery of marketing initiatives.

Designed and implemented new workflows and SOPs to streamline administrative tasks, reduce errors, and improve reporting accuracy across departments.

Acted as a liaison between leadership, internal teams, and external stakeholders to ensure smooth communication and project execution

Provided high-level administrative support to senior leadership, including calendar management, meeting coordination, and preparation of agendas and follow-up documentation.

Managed and organized CRM data to track client interactions, pipeline status, and follow-ups, ensuring timely responses and improved customer retention.

Prepared detailed operational and financial reports for leadership, identifying cost-saving opportunities and highlighting process inefficiencies.

Maintained digital file systems across OneDrive and Google Drive, creating folder structures, naming conventions, and version control protocols to keep information accessible and secure.

Coordinated travel arrangements, expense tracking, and logistics for executives and team members, streamlining planning and reducing errors.

Developed and implemented new SOPs to optimize workflows, reduce administrative backlogs, and improve reporting accuracy.

Served as a point of contact between executives, clients, and internal teams to ensure smooth communication and project execution.