Angelica Montenegro-Johnson
Humble,TX
Summary
Detail-oriented and compassionate client intake professional with over 5 years of experience in customer service, case management, and legal documentation. Skilled in handling sensitive client information, ensuring compliance with regulations, and delivering exceptional client service in high-pressure environments. Adept at coordinating with clients and medical providers, maintaining accurate records, and supporting legal teams in the intake process
Overview
5
5
years of professional experience
Work History
Legal Intake Specialist
KRW Lawyers
Houston, TX
11.2021 - 08.2023
- Managed client intake for asbestos-related claims, gathering case information, and ensuring accuracy in legal documentation.
- Coordinated with medical providers to secure necessary records for legal cases.
- Communicated complex financial breakdowns to clients in both English and Spanish, fostering transparency and trust.
- Provided high-quality customer service while handling sensitive client information with confidentiality.
Receptionist & Settlement Coordinator
KGS Law Group
Houston, TX
06.2018 - 04.2020
- Managed high-volume calls and communicated directly with clients, attorneys, and medical providers to facilitate case progress and settlements.
- Assisted clients in understanding financial breakdowns and payment details related to their cases.
- Maintained meticulous records of client interactions and settlement progress.
- Ensured timely retrieval of medical records and coordinated settlement disbursements.
Education
High School Diploma -
The Marque Learning Center
Houston, TX05-2010
Skills
- Client Intake and Case Management
- Legal Documentation & Case Filing
- Client Communication and Support
- Conflict Resolution and Negotiation
- Record Keeping and Compliance
- Legal Terminology & Processes
- Tech-Savvy: CRM and Microsoft Office Suite
- Knowledge of FDCPA and financial compliance
- Sensitive Data Handling and Confidentiality
- Fluent in Spanish
Timeline
Legal Intake Specialist
KRW Lawyers
11.2021 - 08.2023
Receptionist & Settlement Coordinator
KGS Law Group
06.2018 - 04.2020
High School Diploma -
The Marque Learning Center
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