Experienced Intake Specialist with a track record of leading teams and optimizing workflows. Skilled in critical thinking, multitasking, and effective communication, driving improvements in client intake and support processes.
Overview
9
9
years of professional experience
Work History
Intake Specialist II
Inland Counties Legal Services
3500 Porsche Way #200 Ontario Ca 91764
05.2023 - Current
Conducted intake assessments to gather client information and determine eligibility for legal services.
Manage applicant follow-ups to improve response times and intake completion.
Assist in leading the Ontario intake team, supporting staff and coordinating workflow.
Guiding intake specialists on processes and issues resolution.
Assist walk in clients by providing timely support and directing them to appropriate services.
Communicates appointment updates, changes, and scheduling conflicts to the intake team to ensure smooth coordination across department.
Manages daily mail processing, ensuring timely distribution and organization.
Trains new hires on walk in procedure and mail processing workflows.
Benefits Coordinator
Tooth Booth Pediatric Dentistry
10165 Foothill Blvd Set 4 Rancho Cucamonga
08.2020 - 05.2023
Streamlined benefits enrollment processes, enhancing employee experience and satisfaction.
Developed training materials for new hires to ensure accurate understanding of benefits administration.
Coordinated communication between employees and insurance providers, facilitating timely resolution of inquiries.
Insurance verification, benefit breakdown, and pre-authorization.
Recall patients with outstanding treatment.
Recall patients with newly diagnosed treatment.
Consult with patients and put patient's on schedule for treatment presentation.
Coordinate check in/check out process for 30+ patients per day.
Created and edit insurance fee schedules.
Filed insurance claims, attaching narratives and X-rays when needed.
Entered all patient/insurance payments.
Inspector
New Balance Warehouse
5540 E 4th St Ontario Ca 91764
06.2017 - 06.2018
Conducted thorough inspections of incoming and outgoing products to ensure compliance with quality standards.
Identified defects and implemented corrective actions to enhance product quality and minimize returns.
Maintained accurate records of inspection results, contributing to improved reporting and accountability.
Collaborated with warehouse teams to streamline inspection processes, increasing operational efficiency.