Oscar Arevalo

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Operations & Automation Assistant

SaaS Startup

Apr 2025 - Jul 2025 (4 months)

Supported client data migration between CRMs, ensuring consistencyand preventing duplicates. Created simple Zapierworkflowsto sync registration forms (Typeform) with CRM and Google Drive. Assisted in integrating Stripe and PayPal with the CRM, automating weekly billing reports. Participated in research and evaluation of new automation tools, recommending n8n as a cost-effective solution. Provided support and training to15+ team members in digital tool usage.

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Insurance Administrative Support

Virginia Commonwealth Claims (VCC Insurance)

Mar 2024 - Apr 2025 (1 year 2 months)

With extensive experience in back-office support forVCC insurance company, adept at managing a range ofadministrative tasks. My responsibilities include reviewing invoices, processing billing, preparing quotes, and managing policy updates. I ensure the accuracyof records, maintain organized documentation, and handle client communications efficiently. Known for my proactive approach, I assistwith scheduling, monitor deadlines, and provide consistentfollow-up to streamlineworkflow. Proficient in using various software tools such as ezylinks,epic,parthener (zywave) to enhance productivity, I'm committed to delivering high-qualitysupportwith a keen eye for detail and confidentiality.

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Legal Intake Specialist

M&M Law Firm

Mar 2022 - Mar 2024 (2 years 1 month)

As an Intake Agent at M&M Law Firm, I served asthe initial point ofcontactfor new clientsseeking for legal representation, ensuring a seamless intake process. I gathered and recorded essential client information for consultation. Conducted preliminaryassessments to understand legal needs, and referred clients to the appropriate attorneyor department. Provided clientswith initial guidance on the firm's services and explained the next steps in their legal process, while maintaining accurate records ofall interactions and information.

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Metlife

Apr 2019 - May 2020 (1 year 2 months)

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