Professional intake specialist with significant experience in managing client interactions and administrative duties. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Expertise in communication, problem-solving, and data management, ensuring efficient and effective client service. Known for reliability and flexibility in supporting organizational goals. Demonstrated expertise in managing front office operations such as answering phone calls, taking messages, and scheduling appointments.
Overview
10
10
years of professional experience
Work History
Paralegal Assistant
Helps Nonprofit Law Firm
Salem, OR
08.2023 - 05.2025
Conducted comprehensive client assessments to determine eligibility for services.
Streamlined intake processes, enhancing efficiency and reducing wait times.
Trained new staff on intake procedures and client management systems.
Monitored case files for compliance, ensuring data integrity and accuracy.
Implemented feedback mechanisms to improve client satisfaction and service delivery.
Answered phone calls and provided new clients with required paperwork to initiate service.
Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
Completed intake assessment forms and filed clients' charts.
Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
Maintained accurate, up-to-date client records for reliable reference and communications.
Enhanced client experience by conducting thorough intake assessments and accurately identifying their needs.
Receptionist
Cue Counseling Center
Lakeland, FL
04.2021 - 08.2023
Scheduled and confirmed appointments.
Updated and recorded customer or client information to maintain accounts.
Processed payments and updated accounts to reflect balance changes.
Maintained daily calendars, set appointments with clients and planned daily office events.
Scheduled and confirmed appointments and meetings for the management team.
Protected clients' rights by maintaining confidentiality of personal and financial information.
Supplied callers with office address and directions, employee email addresses and phone extensions.
Increased revenue by designing and enacting marketing strategies within budget parameters, as well as studying key consumer and market data.
Created and provided marketing material to meet business needs.
Collaborated creatively to develop brand content, enhancing identity and engaging audience.
Implemented initiatives to increase brand awareness and engagement with target audience.
Receptionist
Tri-County Human Services
Lakeland, FL
12.2019 - 04.2021
Scheduled and confirmed appointments.
Answered and directed incoming calls using multi-line telephone system.
Served visitors by greeting, welcoming and directing to appropriate personnel.
Updated and recorded customer or client information to maintain accounts.
Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
Sorted incoming mail and directed to correct personnel each day.
Maintained daily calendars, set appointments with clients and planned daily office events.
Greeted and directed visitors to appropriate personnel and answered an average of 50 calls and emails daily.
Oversaw office inventory by restocking supplies and submitting purchase orders.
Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
Reported suspicious individuals to a supervisor.
Greeted customers, answered general questions and directed to appropriate locations.
Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.
Greeted visitors entering the establishment to determine nature and purpose of visit.
Scheduled appointments and maintained and updated appointment calendars.
Monitored reception area to provide a consistently safe, hazard-free environment for customers.
Protected clients' rights by maintaining confidentiality of personal and financial information.
Maintained business office inventory and equipment by checking stock for needed supplies.
Maintained client accounts by obtaining, recording and updating personal and financial information.
Supplied callers with office address and directions, employee email addresses and phone extensions.
Transmitted information or documents to customers through email and mail.
Accepted payments in credit card forms.
Customer Service Staff
Publix
Plant City, FL
01.2018 - 12.2019
Educated customers on special pricing opportunities and company offerings.
Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Mentored new employees on procedures and policies to maximize team performance.
Developed strong customer relationships to encourage repeat business.
Answered incoming calls, providing frontline customer support or assistance with product and service transactions.
Demonstrated excellent communication skills in resolving product and consumer complaints.
Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.