Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Ellie Cox

Provo,UT

Summary

Intake Specialist and member service representative at Saddle Rock Legal Group with strong expertise in client qualification, engagement, and retention. Achieved top five ranking in client sign-ups through effective communication and relationship-building skills. Proficient in CRM software and adept at managing confidential data to improve overall client experience.

Overview

6
6
years of professional experience

Work History

Intake Specialist

Saddle Rock Legal Group
Draper, Utah
02.2022 - 04.2025
  • Conducted initial intake interviews to gather client information, including biographical and medical data.
  • Managed confidential client data in accordance with HIPAA regulations.
  • Facilitated signing of retainer agreements over the phone, clarifying terms for clients.
  • Handled 50-100 calls daily, efficiently managing inbound and outbound communications.
  • Ranked among top five performers in client sign-ups out of 20-30 agents in 2024.
  • Received nomination for Intake Specialist of the Month in February 2024.
  • Worked with various CRM's including Law Ruler and Sales Force.

Beauty Consultant/Cashier

Ulta Beauty
Sandy, UT
06.2021 - 12.2021
  • Enrolled customers in Ulta Beauty reward system to enhance loyalty engagement.
  • Educated customers on product features and proper application techniques.
  • Assisted customers in locating desired products to improve satisfaction.
  • Handled cash transactions accurately, ensuring financial integrity.
  • Restocked supplies and products to maintain organized merchandising.

Assistant Manager

Menchies Frozen Yogurt
Draper, Utah
11.2020 - 05.2021
  • Provided exceptional customer service to improve client satisfaction.
  • Handled cash transactions with accuracy to ensure financial integrity.
  • Managed product supply orders, maintaining precise inventory levels.
  • Collaborated with team members to promote a positive workplace culture.

Zip Line Tour Guide

Olympic Sports Park
Park City, Utah
06.2019 - 08.2020
  • Delivered friendly service to guests, ensuring positive experiences during interactions.
  • Guided guests through zip line tours, enhancing safety and enjoyment.
  • Assisted guests with instructions and resolved issues promptly.
  • Supported various tasks as needed to maintain operational efficiency.

Education

Basic Esthetician -

Skin Science Institute
Sandy, UT
04-2022

High School Diploma -

Corner Canyon High School
05-2021

Skills

  • Microsoft Office Suite proficiency
  • Confidential data management
  • CRM software expertise
  • Effective and empathetic communication
  • Problem solving
  • Documentation
  • Regulatory compliance
  • Team collaboration
  • TCPA compliance

References

  • Jared Belnap, CEO- Saddle Rock Legal Group 801-703-3610
  • Zane Dennison, Intake Lead- Saddle Rock Legal Group 801-673-9475

Timeline

Intake Specialist

Saddle Rock Legal Group
02.2022 - 04.2025

Beauty Consultant/Cashier

Ulta Beauty
06.2021 - 12.2021

Assistant Manager

Menchies Frozen Yogurt
11.2020 - 05.2021

Zip Line Tour Guide

Olympic Sports Park
06.2019 - 08.2020

Basic Esthetician -

Skin Science Institute

High School Diploma -

Corner Canyon High School

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Ellie Cox