Kathi Phillips

• Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
• Greeted clients with friendliness and professionalism.
• Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
• Expedited project completion times due to the ability to multitask effectively under tight deadlines.
• Enhanced productivity by preparing detailed agendas and taking comprehensive minutes for future reference.
• Ensured smooth day-to-day operations by managing email correspondence and promptly addressing inquiries.
• Increased customer satisfaction by providing exceptional administrative support and resolving issues efficiently.
• Followed detailed directions from management to complete daily paperwork and computer data entry.
• Worked closely with management to provide effective assistance for specific aspects of business operations.

LEGAL INTAKE SPECIALIST:

• Answered phone calls and provided new clients with required paperwork to initiate service.
• 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.
• Facilitated smooth transitions between different departments by effectively communicating relevant client information during different stages of their journey within the organization.
• Consistently met or exceeded performance metrics, demonstrating a strong commitment to delivering exceptional service within the Intake Specialist role.
• Enhanced client experience by conducting thorough intake assessments and accurately identifying their needs.
• Trained new intake staff to deliver high-quality client care.

MEDICAL RECORDS SPECIALIST:

• Kept accurate log of requests for medical information and records.
• Processed and tracked requests for medical records from external organizations.
• Established strong relationships with medical providers and other external partners involved in processing claims or accessing patient information.
• Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
• Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
• Assisted in preparation of medical records to release to medical facilities and pharmacies requesting for patient history and information.
• Scanned and uploaded medical records into electronic records system.
• While working in both departments, I developed custom messages to prospective clients resulting in high signage of contracts for pharmaceutical and motor vehicle accident claims.
• Averaged 75% of the incoming contracts firm wide and continued to lead the firm with the most signed contacts.