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• Kakay, a non-practising nurse and licensed financial advisor, has worked in the pharmaceutical, local government unit, online educational institution, and insurance industries for over 20 years, handling and performing roles such as Financial Advisor, Executive Assistant, ESL Tutor/teacher, Corporate Nurse, HR Personnel, Public Information Officer, Staff Nurse, and Medical Representative. She has a Bachelor of Science in Nursing. She has served local customers.
• She was exposed to the following tasks: 
  • Sales 
  • Phone Support
  • Email Handling
  • Calendar management 
  • ESL Teaching
  • Payroll
  • Customer Service
  • Client Relations
  • Administrative tasks 
• As a Financial advisor, her tasks are:
  • Offer Financial Services to clients for life and health insurances, investments, property and motor security as well as personal accident insurances.
  • Conducts Financial Needs Analysis for interested clients and companies.
  • Handles and maintain clients and companies
    policies while in force.
• She is proficient in using tools such as Salesforce, Google apps and MS tools.
• She can start ASAP and open to any full-time or part-time roles.

Predictive Index Profile - Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

Behavioral Summary

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Charity will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Ron has been working for almost 3 years in the Transportation Campaign, Business Process Outsourcing handling healthcare and mortgage accounts where he handled and performed roles such as Medical Billing Specialist, Collection Representative, Sales Representative, Customer Service Representative and Account Receivable Specialist, He has an experience dealing with global clients.
• He was exposed to the following tasks:
  • Phone Support - Inbound and Outbound Calls
  • Customer Service 
  • Billing 
  • Process payments
  • Sales
  • Administrative tasks
• When he was working in the Healthcare  company he was tasked to do the following:
  • Assist patients, attorneys, and insurance companies regarding hospital bills
  • Answer clients’ billing questions
  • Researching and resolving account discrepancies
  • Verifying insurance coverage and eligibility for patients
  • Following up on claims
  • Maintain accurate and up-to-date records of all patient information, procedures, and payments
  • Managing insurance claims to ensure they are processed and paid in a timely manner
• He is proficient in using tools such as Avaya, CRMs, Avility, Provider Portal, Simply pay, Ringcentral, Google apps and MS Tools.
• He can start ASAP, amenable working any shifts and open to any full-time or part-time roles.

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.

Ronnel is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

• Eiza has been working for almost 12 years in the Business Process Outsourcing Industries handling accounts such as Telecommunications and Leasing Company performing roles such as Customer Service Representative and Appointment Setter. She then venture into the freelancing world and became a General Virtual Assistant. She holds a bachelor's degree in Information technology. She has catered to international clients.
• She was exposed to the following tasks such as:
  • Phone Support - Inbound and Outbound
  • Appointment Setter 
  • B2B and B2C Campaign
  • Lead Generation
  • Customer Service
  • Bookkeeping
  • Social Media Management
  • Conduct Research 
  • Administrative tasks
• She is proficient in using tools such as:
  • MS Tool
  • Avaya
  • Hubstaff
  • Zoom
  • Skype
  • Google Apps
• She can start ASAP, amenable to working any shifts and open to any part-time roles.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

Eiza is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Eiza, who takes responsibilities very seriously.

With experience and/or training, Eiza will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Eiza is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Darwin has been working for almost 8 years in the PH booking firm and Business Process Outsourcing handling radio network account where she handled and performed roles such as Customer Service Representative and Office Staff. She holds a bachelor's degree in Business Administration. 
• He attended online training for upskilling as General Virtual Assistant.
• She was exposed to the following tasks: 
  • Phone Support - Inbound and Outbound calls
  • Customer Service
  • Lead Generation
  • B2C Campaign
  • Billing 
  • Technical Support
  • Retention
  • Sales
  • Bookkeeping
  • Administrative tasks
• He is a proficient in using MS Tools, Google Apps, Calendly, Asana and Mailchimp. 
• He can start ASAP, amenable to working any shifts and open to full-time or part-time roles.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

• Relatively formal, reserved, and skeptical of new people; requires some “proof” to build trust in new people.
• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.

Darwin is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.

Position Held: Appointment Setter, Customer Service Representative, Marketing Professional

Work Experience:

• Appointment Setter (2023–2024): Marc scheduled and confirmed appointments using tools such as Calendly, Gmail, and Google Voice. He maintained records and optimized scheduling processes through team collaboration.

• Customer Service Representative (2022–2023): he provided customer service through phone and email, focusing on booking flights using Amadeus, logging issues in Salesforce, and ensuring customer satisfaction. He also handled inbound and outbound calls while maintaining a high monthly KPI performance.

• Live Chat Support / Customer Service Representative (2021–2022): Marc handled customer queries through chat and email, booking flights using Saber and World Span while logging details in Salesforce.

• Appointment Setter (2020–2021): Marc booked appointments for patients, handled vaccine bookings, and ensured KPIs were met.

• Marketing Professional (2016–2018): Marc developed client relationships, explained vehicle features, and ensured sales quotas were met.

Skills:

• Customer Service and Sales (Advanced)

• Inbound and Outbound Calling (Advanced)

• Appointment Setting (Advanced)

• Administrative Support, Google Docs, Google Sheets (Intermediate)

Marc has extensive experience in both customer service and appointment setting, excelling in managing client communications through multiple channels (phone, email, chat). His strong background in outbound appointment setting, customer support, and sales roles makes him highly adaptable in environments that require excellent communication skills and relationship management. He consistently meets performance KPIs, which showcases his reliability and efficiency.

Strengths:

• Advanced skills in customer service and sales, including both inbound and outbound call management.
• Extensive experience with appointment setting and customer relationship management.
• Familiarity with tools like Salesforce, Calendly, Google Voice, and various CRM systems.

• Marc Louisse has a solid background in different fields such as sales and marketing, customer service, and the travel industry. To complement my professional experience, I have exceptional organizational skills and ability to prioritize tasks effectively. As a committed and motivated individual, I consistently strive to exceed expectations and deliver outstanding results.
• He was proficient in having these skills and tools:
  • Appointment setting / Lead generation
  • Data entry and administrative tasks
  • Inbound and outbound calls
  • Generating leads from multiple sources such as cold calling and email campaigns
  • Management of the sales pipeline through the sales cycle
  • Proficient in using Amadeus
  • Proficient in oral and written communication
  • Excellent Customer Service
  • Can complete tasks before deadlines
  • Experienced in a high-pressure working environment
  • Microsoft Office
  • Microsoft Teams
  • Google Applications
  • Google Calendar
  • Google Drive
  • Canva
  • Facebook
  • Instagram
  • Twitter
  • Zoom
  • WhatsApp
  • Skype
  • Slack
  • Amadeus
  • Sabre
  • Worldspan
  • LinkedIn
  • Genesis
  • Avaya
  • Adobe Acrobat
  • Chat GPT
• He has been a Customer Service Representative for 4 years. Booking flights using Amadeus. Assisting customers by answering all their queries through inbound calls. Ensures that customers are satisfied with our service while also making sure that I hit my monthly target KPI.
• He's been a Marketing Professional for 1 year. Sells products by establishing contact and developing relationships with prospective clients while maintaining the relationship by providing information and guidance. Using my knowledge about vehicles to explain and demonstrate vehicle features in a professional and clear manner. Organized and coordinated schedules of the team to ensure we were able to meet obligations and quota.
• Marc Louisse can start ASAP and open for full time and part time roles.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.

• Mark Verson has a bachelor's degree in Mass Communication. Expert in Customer Service inbound and outbound calling. Multi awarded customer service sales representative highly motivated coachable can multitask always committed to get the highest score provided and above all a man of integrity. He has been working for 6 years handling and performing role such as Sales Advisor, Customer Service, Freelance Sales Chat Agent and Appointment Setter for clients based in US
• He was exposed and proficient to the following Skills:
  • Appointment Setting
  • Outbound Calling
  • Client Relationship Management
  • Prospecting and Qualification
  • Customer Service
  • Sales
• He has experience as a Customer Service Representative for 3 years. Handles inbound calls in the U.K. Customers call to check their subscription if they have upcoming charges and renewals pertaining to their subscription. Also handling collections and payment extension.
• He has been an Appointment Setter for 1 year. Responsible for offering Health Life and Mortgage protection Insurance to potential leads in the US. We pre-qualify them for the best policies and send a licensed Insurance Broker.
• He has experience as a Sales Advisor for 2 years. In charge of offering emergency services to our customers for better driving experience and protection. We are also arranging payments extensions and collecting payment for their subscription. 
• He also has experience in Freelancing with different kinds of roles. Such as Sales and Chat Agent. Responsible in doing cold calling, offer vouchers, subscriptions and rewards
• He is a confident user of the following tools 
  • Dialers
  • Callrail
  • Softphone
  • Salesforce
  • Google spreadsheet
  • Slack
  • MS teams
• Mark Verson can start ASAP and open for full time and part time roles.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.

• Tolerant, easy-going, and uncritical in getting along with others. A focused listener.

• A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Mark Verson will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
• Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Aubrey finished a degree in Marketing Management. She has worked for almost two years in the BPO industry as a Cold Caller and as a Customer Service Representative/Sales Representative.
• She handled various accounts such as health insurance, car insurance, real estate, and telecommunications.
• She has provided customer service and technical support through inbound and outbound calling.
• Overall, she was exposed to the following tasks:
  • telemarketing
  • cold calling
  • customer handling
  • lead generation
  • upselling
  • data entry
• She is proficient with the following software/tools:
  • Microsoft Office/365 - Outlook, Teams
  • Google Docs, Spreadsheets
  • Salesforce
  • Trello
  • Asana
  • Aircall
• She is available to start immediately and is amenable to work at any time zone.

• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
• Drive to protect the company against risk by doing things in general accordance with established standards.
• Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.

Aubrey Kaye is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. She may desire to take the lead on a project but is also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

In most circumstances, she is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, her behavior may come across as challenging the status quo, and at times, she is comfortable following the rules.

• Marvin has a bachelors degree in Mechanical Engineering and was a former OFW and has been working for almost 10 years in the Manufacturing, Travel, Aviation, Tourism and Retail industries were he handled and performed roles such as Reservations Sales Representative, Customer Service Agent, Customer Service Associate, Sales Associate and Sales Personnel.
• He was exposed to the following tasks:
  • Phone Support - Inbound and Outbound calls
  • Email and Chat Support
  • Customer Service
  • Sales
  • Basic troubleshooting
  • Administrative taks
• He is proficient in using tools such as 
  • Microsoft Office Applications (Word, Excel, Powerpoint, OneNote),
  • Zendesk
  •  Slack
  • Skype
  • Zoom
  • MS Team
  • GDS
  • Sabre
  • Amadeus
  • Google apps.
• He can start ASAP, amenable to working any shift and open to any full-time or part-time roles.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Marvin is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Marvin gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Crist took Computer Science in college and has been working for 10+ years. He joined local companies like BPO and staffing. He handled different positions such as Inbound Sales and Billing Specialist, Sales Support, Customer Experience Senior Associate, Team Leader, and B2B Sales Executive. He started his freelancing career in 2022 and worked with US clients
• Throughout his career, he proficiently supported the following: 
  • Sales support
  • B2B sales
  • CRM management
  • Customer service (phone, chat, and email)
  • Coaching and Training
  • Appointment setting
  • Lead generation
  • Billing
  • Email management
  • Data Entry
• During his BPO days, he was one of the Top Performers for Fiscal Year 2020-2021, Top Seller’s Club Performer in 2020, and has been the Team’s POC for almost a year. He was also awarded Spectrum Role Model of the Year.
• He is proficient in Avaya, Salesforce, HubSpot, DocuSign, Google Suite, Canva, Microsoft Office Apps, Shopify, Zendesk, Mailchimp, and Zoho.
• Crist is available to start immediately and is amenable to working the day shift for any part-time or full-time position.

• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
• More interested in people, building relationships, and teamwork than technical matters. Generally affable, optimistic, and trusting.
• More focused on goals and the people needed to get there than the details or plans; comfortable delegating details.

Patient and relaxed; is a particularly tolerant and understanding listener. People find this individual easy to talk to and feel no pressure or impatience from this rather easygoing, accepting person. 

• Karl finished a bachelor's degree in information technology. In his college days, he once experienced spending his short vacation to take on a part-time job while waiting for the second semester to commence. For three months, he has maximized his time to earn money while working as an Usher/Porter in a local retail company. It is where he started providing customer service.
• He is married with 2 kids.
• He formally started his career as a Technical Support Representative where he has provided customer support through inbound and outbound calling.
• He has catered to clients in the US and Canada.
• He was also exposed to sales in offering products to the customers.
• He was awarded as a top performer.
• He is proficient in the following tools:
  • CRM - Microsoft Dynamics CDAX
  • VoIP - Genesys Cloud
  • Remote Tool - Rescue+ App
  • Sales Tool - Global Newton
  • Microsoft Office (Excel / Word / PowerPoint / Outlook )
• He is available to start immediately and is amenable to work in any time zone for any full-time or part-time positions.
• Karl is one of our previous RemoteCon. 

• With an ability to concentrate on the task at hand, is generally more focused on the technical matters than the social ones. Consistent and thoughtful.
• Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
• Generally takes each day as it comes, greeting it with few worries and relaxed demeanor, particularly if there’s some predictability involved.

Karl is independent and individualistic in thinking and behavior. He has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risks, he is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

In expressing and acting on their ideas, Karl is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set, they’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.

• Brenda started working in 2017 in the BPO industry as a Customer Service Representative for 3 years. She provided customer support to US-based clients via chat, email, and phone calls.  She was exposed to processing orders and resolving various issues such as troubleshooting Amazon devices.
• Since May 2021, she has been working as a General Virtual Assistant to a client based in New York and has now only been rendering 1-2 hrs./week. Her tasks include data entry, creating invoices using QuickBooks, and other administrative duties.
• While working as a General VA, she has worked as an E-commerce Virtual Assistant for 2 years for a US-based importer company. Her tasks include:
  • product listing
  • product optimization
  • order processing
  • inventory management
  • customer service - process refunds 
  • onboarding a new eCommerce account
  • graphics designing
  • SEO
• Some of the e-commerce software/platforms she is exposed to are the following: Shopify, Overstock, Pier1 Import, Michaels Store, and Wayfair.
• She is also proficient with eBay Seller Hub, Zik Analytics, Adobe Photoshop, MS Excel, Salsify, QuickBooks, Microsoft 365, Notion, and Airtable.
• She is available to start immediately.

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Behavioral Summary: 
Brenda is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

She is reserved and accommodating, expressing themself sincerely and factually. In general, she is rather cautious and conservative in style, skeptical about anything new or unfamiliar or any change in the traditional way of doing things. Possessing the ability to strongly concentrate on the job at hand, she is most effective when given uninterrupted blocks of time. Has better-than-average aptitude for work that is analytical or technical in nature.

• She has a total of 19 years of experience as a Shift Manager, Onboarding Specialist, Customer Service Representative, and Virtual Assistant within the industries of eCommerce, real estate, solar energy, fintech, and BPO industries 
• Her recent job as Shift Manager for an eCommerce company involved different tasks like:
  • Tracking Lost Orders and Checking the status of the orders
  • Managing Amazon, Target, and Facebook Market Place site
  • Taking Orders through their Magento system 
  • Managing customer reviews 
  • Resolving customer complaints 
  • Coordinating with logistics 
  • Managing the schedule of the agents 
  • Overseeing the eCommerce operations 
• She also has extensive experience with onboarding new employees as well as providing coaching and mentoring 
• She has also worked as a virtual assistant for a property company and is very well-versed in doing skip tracing, cold calling, and managing property listings 
• She has experience with using tools and applications like 
  • Amazon 
  • Magento 
  • Boxy
  • Ship station 
  • UPS
  • Gorgias 
  • Zendesk 
  • Confluence 
  • Trello 
• She can start as soon as possible 

•  
• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.

• A very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly.

• Axel took Information Technology in college. He has 10 years of collective experience in customer service and virtual assistance with clients based in the US and Canada.
• His primary responsibilities include:
  • Responding to customers via chat, phone, and email
  • Generating of reports via WordPress (WooCommerce)
  • Marketing e.g. promotions
  • Tracking orders 
  • Processing refund 
  • Managing customer reviews and complaints with products 
  • Data entry
  • Email management
• He has used the following tools: TS & Comcast, WordPress, Skype, Telegram, WhatsApp, WooCommerce, MS Excel (vlookup, pivot), and Salesforce.
• He can start as soon as possible and is amenable to any shift, preferably full-time.

• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
• Task-focused; quickly notices and pushes to x technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action.

• Managing contracts and agreements
• Prioritizing documentation procedures
• Creating reports
• Diagnose and resolve technical issues of multiple clients (software and internet connectivity issues)
• Upselling internet and cable services
• Assisting customers with billing inquiries

• Mojo Dialer 
• People Search
• Docu Sign
• MarketView
• BoonTown CRM
• MLS
• LinkedIn
• RingCentral dialer
• Outlook
• Gmail
• Google Sheets
• Canva

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
• Teaches and shares; generally interested in working collaboratively with others to help out.

• Jemaimi has been working for almost 4 years in different local companies from the BPO industries. She handled different positions such as Customer Service Representative, Technical Support, and Virtual Assistant. She started working in Customer Service in 2019 and handled food delivery and Netflix accounts. She also worked as a Virtual Assistant and worked with clients that cater to the US, New Zeland, and Australia. She supported the following tasks:
  • Customer service
  • Technical support
  • Inbound and outbound calling
  • Cold calling
  • Appointment setting
  • Admin support
• She is proficient in systems such as Zendesk, TalkDesk, Peerson, and Microsoft tools. 
• Jemaima is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
• Risk-taking and focus on future goals; more concerned with the future than the past. Adaptable, operates flexibly.

Jemaima is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them.

Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has confidence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style.

• Ava has been working for almost 8 years as a customer service representative, handling various accounts such as Sprint, AT&T, Comcast and engaging sales with the BPO industry. 
• During her tenure, Ava supported various tasks, including handling complaints, both cold and warm calling, inside sales, and lead verification.
• Her greatest achievement was securing a promotion to the role as a product trainer.
• She is proficient in utilizing tools and applications such as Zendesk, HubSpot, and GoDaddy.
• She can start immediately and is well-suited for any day shift role on a full-time basis.

• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
• More focused on goals and the people needed to get there than the details or plans; comfortable delegating details.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Dia najieva is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Dia najieva gets along easily with a wide variety of people.

• Al has over six years of valuable experience in the BPO, retail food outlets,  vehicle dealers, and legal industries working with various companies.  He has held various positions, including Executive Virtual Assistant, Purchasing Manager, Technical Support Representative, and Customer Service Representative, overseeing accounts related to the esignature platform, telco, and lending. His main focus was on serving clients based in the United States, UK, and Australia. When working in the BPO, Al has been recognized as a top performer for three consecutive quarters. He is adept at performing the following tasks:

  • Troubleshooting technical issues
  • Inbound and outbound calling (answering questions and providing resolution)
  • Acting as a first point of contact, dealing with correspondence and phone calls
  • Taking customer’s order
  • Organizing meetings and appointments
  • Handling billing concerns
  • Managing scheduled pick-up for vehicles
  • Evaluates vendor quotation

• He is proficient in using tools such as GoHighLevel, Five9, RingCentral, Gmail, Google Calendar, and Microsoft Office. 

• Al is available to start immediately and is amenable to working the night shift for any full-time or part-time position.

Predictive Index Behavioral Profile - Controller

Strongest Behaviors

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
• Focused on operational efficiencies: thinks about what needs to be done and how it can be done quickly without losing quality. 

Behavioral Summary

Al Ryan is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.

• Chiesa is a graduate of Agribusiness Management. She has been working for more than 10 years in the BPO, advertising, real estate, and healthcare industries. She handled various positions such as Customer Service Representative, Technical Support, Appointment Setting, Lead Generation, and Patient Engagement Training Specialist. It was in 2019 when she ventured into remote work. As a freelancer, she was promoted to a Training Specialist and handled sessions for new hires. She catered to clients in the US. 
• She supported the following tasks:
  • Training
  • Customer Service (phone, email, and chat)
  • Technical Support
  • Lead Generation
  • Appointment setting
  • Sales
  • Virtual Assistance
  • Data entry
• She is proficient in applications and tools such as Dial Pad, Ring Central, Calendly, Help Scout, Slack, MAX CRM, Zendesk, and Microsoft Office Apps, while considering herself a beginner in Zoho.
• Chiesa is available to start immediately.
• She prefers working the night shift for any part-time or full-time position.

• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• In her more than 20 years of employment, Phoebe has held positions such as real estate virtual assistant, ESL tutor, customer service representative, activation specialist, and customer relations consultant in educational institutions, property management/real estate, and business process outsourcing firms handling telecommunications, financial, and law publishing accounts. She has catered to global clients.
• She was exposed to the following tasks:
  • Appointment Setting
  • Lead Generation
  • Cold Calling
  • Email and Chat Support
  • Phone Support
  • Customer Service
  • Technical Support
  • Social Media Management
  • Researching
  • Marketing Analysis
  • Administrative Tasks
• She is proficient in using tools such as Microsoft Office, Google apps, LinkedIn Sales Navigator, Netsuite, Mojo, Siebel, Dos, Asana and Skype.
• She can start ASAP, amenable working any shifts and open to any full-time or part-time roles.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.

Sunset Phoebe is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.

Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.

• Maria took Development Communication in college and has been working since 2018. She was employed in telecommunications, BPO, education, and financial services. She served Australia and US-based customers.
• She is proficient in performing the following:
  • Customer Support (phone, email, and chat)
  • Technical Support
  • Admin tasks
  • Cold calling
  • Researching
  • Data mining
  • Email management
  • Appointment setting
• She used various applications and tools such as Microsoft Office Apps (Excel, Outlook, Word. PowerPoint, Teams), Google Workspace (Spreadsheets, Document), Salesforce, Ring Central, Zoho, Zimbra, Atlas, Canva, Samson, and Slack.
• She is available to start immediately and is amenable to working the day shift, whether part-time or full-time.

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

• Data encoding
• Agent Coaching
• Recruitment & Selection
• Incident Investigation
• Data Analytics
• Graphics Designing

• Atlassian JIRA
• Salesforce
• Canva
• Tableau
• PostgreSQL
• Microsoft Server Management Studio
• Google Sheets
• Zoom
• Slack
• Python (Basic functions and commands)

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

Andrew is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Andrew, who takes responsibilities very seriously.

• Azel has been working for almost 8 years in Business Process Outsourcing handling Insurance, Financial, Telecommunication, Property Management, Repair and Maintenance accounts where she handled and performed roles such as Insurance Specialist, Technical Support, Credit Specialist Tier 2, Collections Support Tier 3, and Support Specialist. She also ventured into freelance work where she worked with a direct client as a Debt Collector. She had catered to clients from US, UK, and Australia. 
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound
  • Customer Service
  • Technical Support
  • Collections
  • Email and Chat Support
  • Cold Calling
  • Appointment Setting
• She is proficient in using tools such as Salesforce, CRMs, Tableu, LiveEngage, and Microsoft Office.
• She is from Pasig which is an hour and a half from the Training place.
• She has a good-quality headset, a laptop, and a desktop.
• She can start ASAP, is amendable working any shifts, and open to any full-time or part-time roles.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken?
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

Chrezel is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Chrezel, who takes responsibilities very seriously.

With experience and/or training, Chrezel will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Chrezel is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Azel has been working for almost 8 years in Business Process Outsourcing handling Insurance, Financial, Telecommunication, Property Management, Repair and Maintenance accounts where she handled and performed roles such as Insurance Specialist, Technical Support, Credit Specialist Tier 2, Collections Support Tier 3, and Support Specialist. She also ventured into freelance work where she worked with a direct client as a Debt Collector. She had catered to clients from US, UK, and Australia. 
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound
  • Customer Service
  • Technical Support
  • Collections
  • Email and Chat Support
  • Cold Calling
  • Appointment Setting
• She is proficient in using tools such as Salesforce, CRMs, Tableu, LiveEngage, and Microsoft Office.
• She is from Pasig which is an hour and a half from the Training place.
• She has a good-quality headset, a laptop, and a desktop.
• She can start ASAP, is amendable working any shifts, and open to any full-time or part-time roles.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken?
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

Chrezel is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Chrezel, who takes responsibilities very seriously.

With experience and/or training, Chrezel will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Chrezel is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Edison has over 7 years of experience in customer service, sales, and administration. He took Mechanical Engineering while concurrently working as a Customer Service Representative in a BPO. He handled telco and financial accounts. After a couple of years, he moved overseas and was employed as a Junior Sales Executive in a retail business and Document Controller and Administrator in a healthcare facility. 3 years passed, and he returned home and joined another BPO under a retail account. His most recent job was as a Virtual Administrative Assistant in an outsourcing agency for a US-based client.
• He has also worked with clients based in Australia  
• He is well-versed in performing the following tasks:
  • Customer support - phone, face-to-face, email, and chat
  • Document control and maintenance
  • Order management
  • Data entry
  • Preparation of documents for audits
  • Appointment scheduling
  • Travel arrangement
  • Email monitoring
• He helps operate their family business by creating and posting content on their social media accounts: IG, FB, Twitter, and Threads accounts.
• He adeptly uses Shopify, Gorgias, Zendesk, Salesforce, Willio, Next, AUS Post Logic, Cin7, Google Workspace (Documents), Microsoft Office Apps (Word, Excel, PowerPoint, Outlook), DocuSign and Slack.
• He can start immediately.
• He prefers working the day shift but can consider the graveyard shift too to any part-time or full-time role.  

Ana Grace has a diverse background in customer service, healthcare, and medical virtual assistance. She has worked in various industries including healthcare and BPO, holding roles such as Medical VA, Supervisor, Medical Specialist, and Customer Service Representative. Her experience spans over 13 years, showcasing her adaptability and growth in both supervisory and specialist roles. She is proficient in different systems such as Slack, CPS, Zendesk, and Microsoft tools.

Strengths:

1. Healthcare Experience: Ana has significant experience in the healthcare industry, particularly as a Medical Virtual Assistant. She has handled tasks like scheduling patient appointments, managing prior authorizations, and handling patient charts. Her advanced skills in medical informatics and records research make her well-suited for roles that require a deep understanding of healthcare processes.

2. Leadership and Supervisory Roles: Ana has held supervisory positions in BPO settings, where she was responsible for monitoring team performance, providing feedback, and conducting final interviews. Her experience in leadership roles demonstrates her capability in managing teams and ensuring operational efficiency.

3. Customer Service Expertise: Her extensive background in customer service across multiple industries, including telecommunications, banking, and insurance, shows her versatility. She has handled complex customer interactions, including technical support, collections, and corporate account management.

4. Advanced Skills: Ana possesses advanced skills in data entry, administrative support, virtual assistant duties, and customer service. These skills are crucial for any role that requires meticulous attention to detail and the ability to manage multiple tasks effectively.