INDIA K. MORRIS
Calumet City,IL
Summary
Legal and Insurance Intake Coordinator with 4+ years of experience in HIPAA-compliant environments, client intake, document review, and CRM systems. Proven ability to convert 80–100 prospective clients monthly, manage sensitive data with accuracy, and collaborate with internal legal teams in remote and hybrid settings. Trilingual in English, Spanish, and Portuguese.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance and Legal Coordinator- Remote
The Pen is Mightier Content
07.2024 - 08.2025
- Conducted HIPAA-compliant client intake for insurance and legal cases
- Drafted and reviewed legal intake documents prior to submission to partner law firms
- Converted 80–100 prospective clients monthly into active cases
- Entered and maintained sensitive client data in CRM systems with high accuracy
- Maintained professional communication with clients and internal law firm partners
Customer Service Specialist- Hybrid Remote
Health Insurance Associates LLC
05.2023 - 07.2024
- Handled 80–100 inbound and outbound calls daily in a HIPAA-regulated environment
- Entered and maintained confidential client data in secure databases
- Assisted clients in understanding and maximizing Medicare benefits
- Maintained professional relationships with clients and internal teams in remote and in-office settings
- Hybrid
Receiving / Inventory Lead
World Class Distribution Inc.
08.2021 - 05.2023
- Managed inventory intake and data entry using company software systems
- Verified shipment accuracy through analytical counting and reporting
- Ensured compliance with company policies and equipment operation guidelines
- Collaborated with team members to resolve production issues efficiently
Bank Teller / Overdraft Specialist
Sherwin-Williams Credit Union
05.2018 - 08.2021
- Processed client banking transactions in person and via phone
- Enrolled over 300 members into the Courtesy-Pay Overdraft Protection Program within three months
- Completed Bank Secrecy Act Training certification
- Maintained and tracked client records throughout the overdraft claims process
- Trained new team members and resolved client complaints independently
Education
Bachelor of Arts - International Business Management
Stetson University
DeLand, FL01.2022
Skills
- Legal Intake & Case Screening
- HIPAA Compliance
- Insurance Verification
- Document Review & Drafting
- Client Communication (Phone & Remote)
- CRM & Data Management
- Customer Service & Rapport Building
- Independent & Detail-Oriented Work Style
- Microsoft Office
- Adobe
- Oracle
- PeopleSoft
- CRM Systems
- Five9
- Google Forms
- Slack
Certification
Paralegal Certificate
Languages
English – Fluent
Spanish – Fluent
Portuguese – Fluent
Timeline
Insurance and Legal Coordinator- Remote
The Pen is Mightier Content
07.2024 - 08.2025
Customer Service Specialist- Hybrid Remote
Health Insurance Associates LLC
05.2023 - 07.2024
Receiving / Inventory Lead
World Class Distribution Inc.
08.2021 - 05.2023
Bank Teller / Overdraft Specialist
Sherwin-Williams Credit Union
05.2018 - 08.2021
Bachelor of Arts - International Business Management
Stetson University