Karent Lopez
Surprise,AZ
Summary
Talented Intake Specialist offering 7 years of experience in conducting intake interviews and summarizing data with speed and efficiency. Connects with clients easily to provide thoughtful and compassionate assistance. Manages client files and prioritizing tasks to achieve optimal productivity.
Overview
10
10
years of professional experience
Work History
Intake Supervisor
Warnock, MacKinlay Law
2019.01 - Current
- Streamlined intake processes by implementing efficient case management systems and tools.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Prioritized high-risk cases by assessing client needs accurately during the intake process, allocating appropriate resources accordingly.
- Served as a liaison between clients and service providers, facilitating communication and collaboration to ensure seamless care coordination.
- Led a team of intake specialists, providing guidance, support, and feedback on their work performance.
- Spearheaded the development of new client intake forms, ensuring all necessary information was gathered effectively and efficiently during the initial contact.
- Developed strong relationships with community organizations, increasing referral sources for new clients.
- Conducted regular meetings with the intake team to discuss performance metrics, identify areas for improvement, and develop action plans accordingly.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Intake Coordinator
Rafi Law Group
2016.02 - 2019.01
- Increased attorney productivity by pre-screening potential clients and determining eligibility for services based on specific criteria.
- Demonstrated empathy towards clients in distressing situations while remaining professional throughout all interactions.
- Provided exceptional customer service while maintaining confidentiality and protecting sensitive client information during intake interviews.
- Conducted thorough research to support case development, contributing to successful outcomes for clients.
- Coordinated appointments between clients and attorneys, ensuring efficient scheduling and time management within the firm.
- Prevented errors in case documentation through meticulous attention to detail when recording client information during intake interviews.
Senior Legal Assistant
Rafi Law Group
2016.02 - 2019.01
- Collaborated with attorneys to develop strategies for each case.
- Assisted in preparing legal documents.
- Developed strong relationships with medical providers, streamlining record requests and expediting treatment information for cases.
- Decreased time spent on administrative tasks through proficient use of case management software.
- Demonstrated adaptability by successfully handling a diverse range of personal injury cases, including motor vehicle accidents, slip and falls.
- Assisted clients in obtaining the medical care they needed by coordinating appointments and transportation services as required.
- Monitored medical treatment progress, maintaining open lines of communication with healthcare providers involved in the client''s care plan.
- Prioritized time-sensitive tasks to ensure deadlines were met consistently, leading to positive client outcomes.
Client Retention Specialist
Cox Communications
2014.03 - 2016.03
- Identified potential client issues and swiftly addressed them, resulting in improved retention rates.
- Enhanced client satisfaction by proactively addressing concerns and implementing personalized solutions.
- Established strong relationships with clients, fostering a sense of trust and loyalty to the company.
- Developed targeted strategies for promoting products and services based on client needs, driving increased sales revenue.
- Assisted in the development of training materials for new hires within the department, helping improve overall team performance and productivity levels.
- Provided coaching support for junior team members seeking guidance on best practices related to effective account management and client retention.
- Actively participated in company-sponsored training sessions, staying current on new products, services, and emerging technologies that could benefit our clients.
Education
Associate of Arts - Criminal Justice
Maricopa Community Colleges - Scottsdale Community College
Scottsdale, AZHigh School Diploma -
Agua Fria High School
Avondale, AZ05.2010
Skills
- Case Evaluation
- Effective Communication
- Client Confidentiality
- Customer Relationship Management
- Multitasking
- Adaptability
- Case management expertise
- Adaptability and Flexibility
- Reliability
- Analytical Thinking
- Written Communication
- Computer Skills
Languages
Spanish
Native or Bilingual
Timeline
Intake Supervisor
Warnock, MacKinlay Law
2019.01 - Current
Intake Coordinator
Rafi Law Group
2016.02 - 2019.01
Senior Legal Assistant
Rafi Law Group
2016.02 - 2019.01
Client Retention Specialist
Cox Communications
2014.03 - 2016.03
Associate of Arts - Criminal Justice
Maricopa Community Colleges - Scottsdale Community College
High School Diploma -
Agua Fria High School
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