Screened client eligibility by reviewing information against organizational, payer, or legal criteria to determine qualification and urgency of service.
Gathered personal details, medical or legal history, and specific case or care requirements through preliminary interviews.
Intake Specialist
Gomez Trial Attorneys
03.2023 - 04.2024
Managed initial onboarding by answering inbound inquiries and qualifying prospective clients based on firm criteria.
Served as an empathetic listener, providing clarity and advocacy to callers while optimizing attorney time.
Leveraged exceptional verbal and written communication skills, high emotional intelligence, and active listening abilities.
Intake Specialist
McCune Wright Arevalo, LLP
11.2021 - 04.2023
Accumulated over 1 year of experience in high-volume customer service, call centers, or sales roles.
Demonstrated proficiency in multitasking, typing, listening, and analyzing details concurrently during fast-paced phone conversations.
Handled high-volume inbound phone calls, web inquiries, and emails with professionalism, warmth, and active empathy during initial client communication.