Summary
Overview
Work History
Education
Skills
Timeline
Generic

ALI KELLY

Birmingham,AL

Summary

Talented Intake Specialist offering 3 years of experience in conducting intake interviews and summarizing data with speed and efficiency. Connects with clients easily to provide thoughtful and compassionate assistance. Manages client files and prioritizing tasks to achieve optimal productivity.

Overview

7
7
years of professional experience

Work History

EXPERIENCE Lead Intake Representative

Cory Watson Attorneys
07.2023 - Current
  • Walk new team members trough onboarding process
  • Provide necessary materials to team for adequate fulfillment of job
  • Test CRM system to ensure it is beneficial to team
  • De-escalate clients with appropriate information and necessary resources

Intake Representative

Cory Watson Attorneys
07.2022 - 05.2023
  • Respond to client request verbally by phone, email, or text
  • Schedule follow up appointments to ensure client has clarity & needs are met
  • Screen calls to evaluate if they meet the firm’s qualifications for a case
  • Transfers inquiries to the appropriate team once screenings are successful

Call Center Agent

Alorica, INC
09.2019 - 10.2020
  • Talks to customers over the phone, email, or online chat to resolve their questions or concerns
  • Calmly attempts to resolve and de-escalate any issues
  • Tracks call-related information for auditing and reporting purposes
  • Escalates calls to supervisor when necessary and appropriate

Assistant Creative Director

Live Laugh Party Events
12.2018 - 03.2019
  • Plan and execute events such as bridal expos, weddings, birthdays, and etc
  • Create, setup, and break down decorative pieces for special events
  • Communicate extensively with vendors and customers
  • Present creative ways to bring in new clients and increase cash flow in the business.

Host

Logan’s Roadhouse
10.2017 - 03.2018
  • Welcome customers and make them feel comfortable
  • Ensure customers are sat in the right section to ensure rotation goes smoothly
  • Ensure area is clean before and after customers arrive

KSK Boutique and Consignment
05.2017 - 08.2017
  • Managed store opening and closing responsibilities Arranged products in color coded order Ensured a welcoming environment among customers Created advertisement on social media to invite customers into the boutique

Cashier

Dollar General
09.2016 - 03.2017
  • Effectively utilized computer specific point of sales system
  • Unloaded totes and stock shelves according to organization instructions
  • Communicated extensively with customers
  • Reconciled cash drawer at the end of each shift

Education

Bachelor of Science - Human Environmental Science, Merchandising, Entrepreneurship

University of North Alabama
Florence, AL

Skills

  • Conflict resolution
  • Data entry proficiency
  • Performance monitoring
  • Time management
  • Empathy and understanding
  • Healthcare industry familiarity
  • Attention to detail
  • Quality assurance
  • Organizational skills
  • Interpersonal skills
  • Telephone etiquette
  • Excellent communication
  • Team collaboration

Timeline

EXPERIENCE Lead Intake Representative

Cory Watson Attorneys
07.2023 - Current

Intake Representative

Cory Watson Attorneys
07.2022 - 05.2023

Call Center Agent

Alorica, INC
09.2019 - 10.2020

Assistant Creative Director

Live Laugh Party Events
12.2018 - 03.2019

Host

Logan’s Roadhouse
10.2017 - 03.2018

KSK Boutique and Consignment
05.2017 - 08.2017

Cashier

Dollar General
09.2016 - 03.2017

Bachelor of Science - Human Environmental Science, Merchandising, Entrepreneurship

University of North Alabama

Similar Profiles

CREATE PROFILE
ALI KELLY