Executive Assistant

• Update provider profiles and payer portals (CAQH, Availity — we'll train you)
• Track license and document expirations and flag renewals early
• Follow up with insurance payers on pending applications and claims
• Verify patient insurance eligibility before visits
• Help with claim submission, denials, and follow-up
• Keep trackers and files clean and up to date

Virtual Assistant

• Manage calendars, communications, and priorities on behalf of leadership across business functions
• Own projects end to end from brief through delivery without needing step-by-step direction
• Coordinate across teams, vendors, and external partners with clear, professional communication
• Anticipate what needs to happen next and act on it before being asked
• Use Claude AI as a primary tool for research, drafting, summarizing, problem-solving, and decision support
• Leverage Claude Code to build lightweight tools, automations, and workflows that reduce manual overhead
• Use Claude Cowork and the broader Claude ecosystem to collaborate, document, and execute faster
• Continuously find new ways to apply AI tools to improve the speed and quality of your own output
• Take ownership of active projects and track them through to completion
• Build and maintain systems for task management, documentation, and knowledge organization
• Flag risks and blockers early with a proposed solution, not just a flag
• Keep leadership informed without being asked and surface what matters without noise
• Conduct deep research on business topics, competitors, tools, and opportunities
• Synthesize findings into clear, actionable summaries that leadership can act on
• Support strategic planning, meeting prep, and decision-making with well-organized context
• Take on whatever needs to get done, from vendor coordination to content drafts to internal process improvements
• Operate across functions without needing a defined lane
• Bring energy, ownership, and follow-through to every task regardless of size

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Virtual Assistant

Executive Assistant – Claude AI