Dynamic Intake Specialist with a proven track record at Quintessa, excelling in client assessments and compassionate communication. Leveraged critical thinking to enhance client satisfaction, achieving timely follow-ups and accurate data entry. Skilled in conflict mediation and client intake, fostering a supportive environment for clients navigating complex situations.
Overview
15
15
years of professional experience
Work History
Intake Specialist
Quintessa
Oklahoma City, OK
04.2025 - 08.2026
Assessed client needs to facilitate efficient intake processes.
Managed scheduling and appointment coordination for client consultations.
Maintained accurate and confidential client records within database systems.
Provided support in case management by tracking client follow-ups and outcomes
Implemented feedback mechanisms to improve client experience and satisfaction.
Answered phone calls and provided new clients with required paperwork to initiate service.
Completed intake assessment forms and filed clients' charts.
Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
Utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support.
Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
Ensured client confidentiality by adhering to strict privacy policies when handling sensitive information during the intake process.
Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
Assessed clients' needs and determined eligibility for intake services.
Educated clients about available resources within the organization, empowering them to make informed decisions regarding their care options.
Enhanced client experience by conducting thorough intake assessments and accurately identifying their needs.
Server
Texas Roadhouse Restaurant
Oklahoma City, OK
06.2016 - 12.2020
Delivered exceptional customer service by efficiently managing multiple tables and orders.
Collaborated with kitchen staff to ensure timely food preparation and delivery.
Maintained cleanliness and organization of dining area to enhance guest experience.
Assisted in training new servers on menu items and service standards.
Resolved customer complaints promptly, ensuring satisfaction and repeat business.
Upsold daily specials, improving overall sales through effective communication with guests.
Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Served food and beverages promptly with focused attention to customer needs.
Sales Agent
Verizion Wireless
Oklahoma City, OK
02.2012 - 04.2015
Delivered exceptional customer service to enhance client satisfaction and retention.
Assisted customers in selecting products and plans tailored to their needs.
Utilized point-of-sale systems to process transactions efficiently and accurately.
Collaborated with team members to achieve sales targets and improve store performance.
Educated clients on device features and wireless services for informed purchasing decisions.
Handled customer inquiries and resolved issues promptly, ensuring a positive shopping experience.
Maintained knowledge of industry trends and competitor offerings to provide informed recommendations.