Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Alexis Jaramillo

Ventura,CA

Summary

Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.

Overview

17
17
years of professional experience

Work History

Legal Intake Representative (remote)

Alert Communications
05.2012 - Current
  • Conduct potential client interviewed to gather essential case information, ensure all relevant schedule appointments for Attorneys and Investigators Perform data entry and maintain accurate records of client requests and progressions Help in the development of agents through training and coaching Handle customer service and client requests
  • Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Sought ways to improve processes and services provided.
  • Utilized customer service software to manage interactions and track customer satisfaction.
  • Documented and detailed calls and complaints using call center's CRM database.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Achieved high-quality service by adhering to company policies and procedures during each interaction.

Client Service Liaison /Assistant to CFO

Grant & Weber
11.2006 - 08.2010
  • Maintain logs for travel review business reports for client maintenance Schedule appointments for CFO and clients Develop client relations and assist with business referrals Maintain records of document requests for collection and subpoenas requests Work closely with the Director of Medical Facility for legal account processing Schedule meetings with clients to show added value of aging accounts Third party liability case research for account referrals
  • Optimized workflow efficiency by regularly updating account statuses based on payment arrangements or changes in debtor circumstances.
  • Managed vendor relationships effectively to negotiate favorable payment terms and pricing agreements that benefited the organization''s bottom line.
  • Helped create communication plans and strategies for stakeholders, delivering materials and documentation when needed.
  • Cultivated strong corporate image and identity with clear branding.

Education

No Degree - Anatomy, Massage Therapy

Kali Institute For Massage & Somatic Therapy
Ventura, CA
06.2016

Skills

  • Strong organizational and customer service skills
  • Proficient in data entry and record keeping
  • Ability to manage multiple tasks and prioritize effectively
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite and excel
  • Ability to manage multiple line phone system
  • Clinical Support
  • Scheduling appointments
  • Documentation and Recordkeeping
  • Customer Service
  • Policies and procedures implementation

Awards

I have received certification from my present employer for legal training and Intake specialist. I've also attended a few workshops that are specific to Customer Service and communication skills. I have completed and received a certification for massage therapy with completion of the study of anatomy.

Timeline

Legal Intake Representative (remote)

Alert Communications
05.2012 - Current

Client Service Liaison /Assistant to CFO

Grant & Weber
11.2006 - 08.2010

No Degree - Anatomy, Massage Therapy

Kali Institute For Massage & Somatic Therapy

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Alexis Jaramillo