Zirtual

Executive Assistant

• Manage and coordinate complex calendars and appointments
• Schedule meetings, calls, and events across multiple time zones
• Anticipate scheduling conflicts and proactively resolve them
• Monitor and manage inboxes, including drafting and responding to emails
• Prioritize communications and ensure timely follow-up
• Serve as a liaison between clients and internal/external contacts
• Prepare documents, presentations, and reports
• Handle data entry, file organization, and record maintenance
• Assist with project coordination and task tracking
• Research and book travel arrangements (flights, hotels, transportation)
• Create detailed itineraries and manage travel changes
• Coordinate virtual and in-person meetings or events
• Support day-to-day business operations
• Conduct research and compile information as needed
• Identify opportunities to improve processes and efficiency

Paralegal

• - Conduct scripted intake calls with prospective clients
• - Ask qualification questions using a provided framework
• - Record and coordinate call transcripts for internal use
• - Collect and organize client documentation within OneDrive
• - Maintain accurate intake records and organized digital files
• - Communicate professionally and efficiently with prospective clients
• - Follow established workflows and processes with minimal supervision

Paralegal, Intake Specialist – ERTC

• The VA is the main point of contact with clients and will work independently with the clients.
• The VA will receive support from their assigned Account Supervisor, who will assist the VA<>client relationship with plan modifications, questions, and provide feedback on quality, delegation issues, and more.
• The VA will provide a high level professional administrative service by working on tasks and projects as assigned by the client, and ensuring they are executed on time and to the highest level of quality.
• Virtual Assistants send weekly usage reports, respond to all communication within a two-hour response window, maintain detailed and up-to-date client profiles, and follow Zirtual's best practices for success.
• The VA may assist the client with project management and organization, personal and business calendar management, research, purchases, and administrative tasks.
• The VA must provide continuous clear communication about task status, needs, and questions to their clients.

Medical Billing and Coding

• Prepare and submit accurate medical claims to insurance companies
• Review and verify patient information, coding, and documentation
• Monitor claim status and follow up on unpaid or denied claims
• Identify and resolve billing discrepancies and rejections
• Post payments and reconcile accounts
• Verify insurance eligibility and benefits
• Communicate with insurance providers regarding claims and appeals
• Track outstanding balances and ensure timely collections
• Follow up on aging reports and unpaid claims
• Maintain accurate financial records and billing documentation
• Generate and send patient statements
• Respond to billing inquiries in a professional and timely manner
• Assist patients in understanding charges and payment options
• Maintain up-to-date patient and billing records
• Prepare regular billing and revenue reports
• Ensure compliance with healthcare regulations and company policies
• Accurately track time and workload as required

Executive Assistant

Paralegal, Intake Specialist – ERTC

Executive Assistant

Medical Billing Specialist