• Bu pozisyon, CEO ve ortaklarımıza iş ve kişisel düzeyde temel destek işlevleri sağlayacaktır. • Yönetici Liderlik Ekibine idari destek verir. • Günlük ve haftalık aktiviteleri hem bir ekip olarak hem de bağımsız şekilde yönetir. • Kişisel ve İş Takvimi & Toplantı yönetimi — randevuları ayarlar/değiştirir/onaylar, etkinlikler için kaydolur/RSVP'ler, iş için zaman dilimlerini korur, çalışma haftası boyunca dış taahhütleri proaktif olarak izler ve dengeler. • Seyahat ve lojistik koordinasyonu — gerekirse seyahat ve konaklama ayarlar; yön tarifleri, trafik tahminleri/seyahat süreleri ve otopark detaylarını sağlar; düzenli olarak kilometreleri raporlama için toplar ve uzlaştırır. • Randevu hazırlanabilirliği — toplantılara götürülecek malzemelerin proaktif hazırlanması, toplantı sonrası destek için eylem maddeleri ve diğer takipler. • Görevlerin hatırlatılması ve önceliklendirilmesi konusunda destek sağlar. • CEO ve Ortakların e-posta kutularını yönetir, LinkedIn hesaplarını yönetir ve gerektiğinde iletişim listelerini günceller - e-postaları yazarken, düzeltirken ve gönderirken profesyonel bir şekilde hareket eder. • Telefon/WhatsApp/mesajları profesyonel bir şekilde yanıtlama, ekranlama ve geri dönüş yapma. • CRM sisteminde müşteri bilgilerini tutar. • Departman malzemelerini sipariş etme, ekipman tamirleri düzenleme ve ekipman hizmeti verirken idari işlevleri yerine getirir; önceden onay gerektiren maddeler için uygun yetkilendirme arar. • İstenen iş toplantıları, yiyecek siparişleri, öğle yemekleri planlama ve diğer iş ile ilgili toplantıları planlama gibi görevleri yerine getirir. • Dosyalama, fotokopi çekme, tarama, faks gönderme, takip etme ve arşivleme gibi diğer idari görevleri yerine getirirken çevrimiçi dosya sistemini dikkatlice korur. • İç dağıtım için belgeler, mektuplar, sunumlar ve diğer iletişim belgelerini hazırlama, belgeleri yazma ve yazım denetimi yapma, grafikler ve diğer gösterimler oluşturma. • İlgili sonuçlar elde ederek ekip çalışmasına katkıda bulunur. • Harcama raporlarını/müşteri belgelerini hazırlar, kontrol eder ve işler. • Yavaş zamanlarda, çoğunlukla veri girişi yapma.

• Welcome new clients and guide them through the onboarding process • Walk clients through the company's CRM and client portal • Answer general client questions regarding services and next steps • Schedule client consultations with the business owner • Maintain regular follow-up communication to keep clients informed throughout the dispute process • Review and analyze client credit reports following established training and procedures • Prepare dispute letters using approved templates and client-specific information • Submit dispute letters electronically through LetterStream • Maintain accurate dispute documentation and processing records • Monitor dispute progress and communicate updates as needed • Maintain accurate client information within Client Dispute Manager • Update client records, notes, and dispute activity • Organize client files and supporting documentation • Assist with general administrative and workflow management tasks • Provide professional, high-quality customer service

• Schedule and manage medical, dental, physical therapy, specialist, concierge physician, neurology, executive health, and wellness appointments. • Coordinate referrals, imaging, laboratory work, blood tests, and follow-up care. • Confirm appointments and complete all required pre-visit paperwork. • Monitor healthcare portals daily for: - Provider messages - Test results - Prescription updates - Required follow-up actions • Communicate professionally with physicians, specialists, clinics, pharmacies, and healthcare providers to ensure seamless continuity of care. • Coordinate travel-related medical appointments when necessary. • Review medical reports, provider visit summaries, and treatment recommendations. • Identify required follow-up actions, medication changes, referrals, and ongoing treatment plans. • Maintain organized electronic medical records and healthcare documentation. • Track provider recommendations and ensure all action items are completed. • Maintain healthcare trackers, visit history logs, and medical documentation. • Verify insurance eligibility and patient benefits. • Obtain and manage prior authorizations. • Coordinate insurance approvals for procedures, imaging, specialists, and treatments. • Follow up on pending authorizations. • Communicate with insurance companies regarding claims, reimbursements, billing questions, and coverage issues. • Work directly with providers and billing departments to resolve insurance-related concerns. • Maintain accurate documentation of all insurance activities. • Coordinate prescription refill requests. • Communicate with pharmacies regarding medication updates and dosage changes. • Track medication and supplement inventory to prevent interruptions. • Coordinate supplement ordering and functional medicine programs. • Assist with preventive healthcare, nutrition programs, and wellness initiatives. • Manage complex healthcare calendars. • Conduct proactive calendar reviews and resolve scheduling conflicts. • Coordinate appointments across multiple healthcare systems. • Organize travel-related healthcare logistics. • Assist with executive administrative tasks as needed. • Maintain accurate scheduling records and reminders. • Maintain detailed task trackers and healthcare logs. • Ensure all open items receive timely follow-up until resolved. • Monitor pending referrals, prescriptions, insurance matters, and provider communications. • Prepare concise weekly status updates. • Escalate urgent healthcare matters promptly. • Healthcare appointment coordination and provider communication. • Medical records review, follow-up actions, and continuity of care. • Prescription, supplement, insurance, and wellness management. • Executive healthcare administration. • Healthcare scheduling and insurance coordination. • HIPAA-compliant handling of confidential medical information.

• Verify patient insurance eligibility and benefits before scheduled appointments. • Review deductibles, copays, coinsurance, and patient financial responsibility. • Ensure insurance information is accurate and updated within the EHR/EMR. • Document all eligibility verification activities accurately and thoroughly. • Submit and obtain prior authorizations through insurance portals and payer websites. • Monitor pending authorization requests and follow up with insurance companies as needed. • Communicate authorization updates promptly to providers and clinic staff. • Maintain accurate records of authorization status and supporting documentation. • Create new patient charts and update existing medical records. • Ensure patient demographics and insurance information remain complete and accurate. • Maintain organized documentation within the electronic medical record system. • Answer overflow inbound phone calls when the in-office team is unavailable. • Assist patients with general inquiries in a courteous, professional, and empathetic manner. • Route calls appropriately and ensure timely message delivery. • Support the front office with insurance-related administrative tasks. • Maintain strict HIPAA compliance and protect patient confidentiality at all times.