Danielle Crockett
Portland,OR
Summary
Hardworking and passionate individual with strong organizational, interpersonal and time management skills eager to secure a medical sales position. Ready to help the team achieve company goals.
Overview
5
5
years of professional experience
Work History
Intake Manager
Pacific Cascade Legal
01.2021 - Current
- Oversee intake team managing 5 team members
- Data analysis for all potential clients and new clients
- Draft and send client agreements
- Developed bankruptcy and workflow procedures, client retention, new forms, training, developed intake questionnaire, processed outcomes, structured follow-up schedule
- Review requests for potential clients post consult
- Evaluate client surveys and consider feedback for areas of improvement
- Answered incoming calls and emails from potential clients and asked open-ended questions to determine needs
- Collaborated with customer service department to discuss new ways to alleviate service issues and improve procedures to better attorney/client relationships
Intake Specialist
Pacific Cascade Legal
10.2019 - 02.2021
- Interviewed potential clients to ensure sure we would meet their needs
- Booked and collected payment for case evaluations with attorneys
- 75% success rate booking clients and accepting payments during inquiry calls
- Attention to detail when adding potential clients to two separate software systems
- Answered phone calls and provided potential clients with required paperwork to initiate service
- Resolved potential client complaints by investigating problems and developing solutions.
Receptionist
Pacific Cascade Legal
09.2018 - 10.2019
- Completed administrative duties; made copies, answered, and directed phone calls and greeted clients
- Coordinated appointments, including all correspondence and logistics necessary
- Drafted documents and letters using proper templates
- Corresponded with counsel, court, and clients
- Assisted with accounting and billing
- Implemented and improved administrative processes for more efficient workflow
- Coordinated conference room reservations with Building Manager.
Education
Bachelor of Science - Business Management
University of Wisconsin Parkside
Kenosha, WI06.2018
Associate degree - General Studies
Southwestern Oregon Community College
Coos Bay, OR05.2016
Skills
- Department Oversight
- Customer Satisfaction
- Verifying Data Accuracy
- Interpersonal communication skills
- Revenue Generation
Timeline
Intake Manager
Pacific Cascade Legal
01.2021 - Current
Intake Specialist
Pacific Cascade Legal
10.2019 - 02.2021
Receptionist
Pacific Cascade Legal
09.2018 - 10.2019
Bachelor of Science - Business Management
University of Wisconsin Parkside
Associate degree - General Studies
Southwestern Oregon Community College
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