Experience in schedule coordination and time keeping. Dedicated Intake Specialist skilled in claim eligibility analysis and records management. Excellent communication and interpersonal skills. Familiar with industry standards and requirements. Managing duties to facilitate smooth workflow and operational efficiency.
Overview
7
7
years of professional experience
Work History
Legal Intake Specialist
Wettermark & Keith
08.2023 - Current
Maintained and updated organized client contact information to keep in touch with clients and provide updates on cases.
Conferred with clients and other involved parties to gather and track case information.
Liaised with other paralegals and legal staff to complete common tasks on schedule.
Edited and proofread legal documents to verify accuracy.
Conducted detailed client intakes and entered information into company database.
Bilingual Sales Intake Specialist
Alexander Shunnarah Personal Injury Attorneys
08.2022 - 07.2023
Answered phone calls and provided new clients with required paperwork to initiate service.
Completed intake assessment forms and filed clients' charts.
Offered compassionate and attentive guidance to patients during moments of crisis and trauma.
Explained eligibility requirements, application details, payment methods and applicants' legal rights during intake assessment.
Handled translations for Spanish speaking clients and attorneys.
Communicated with referral sources, physicians and associated staff to check documentation for proper signatures.
Assistant Leasing Manager
Contour Companies, LLC.
01.2021 - 08.2022
Collected, completed and processed lease applications.
Trained leasing professionals on regulatory requirements, company policies and office procedures.
Managed daily and weekly marketing and leasing plans.
Responded to messages and inquiries from various parties and used well-developed active listening and open-ended questioning skills to promote quick issue resolution.
Conducted property showings to highlight features, answer questions and redirect concerns to close contracts.
Receptionist/ Schedule Coordinator
Family Care Dental
02.2020 - 11.2020
Answered phone calls and answered questions from potential customers.
Acted as first point of contact and set appointments for prospective clients.
Handled complaints and questions, and re-directed calls to other team members.
Assisted office team by making phone calls, copies and appointments.
Addressed client inquiries and updated database information.
Operated multi-line telephone system to independently handle over 100 calls each day.
Retail Sales Representative
Spectrum
12.2016 - 11.2018
Welcomed customers and provided assistance in locating and purchasing products.
Increased sales by offering advice on purchases and promoting additional products.
Offered each customer top-notch, personal service to boost sales and customer satisfaction.
Recommended merchandise to customers based on needs and preferences.
Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
Education
High School Diploma -
South Texas College
Mcallen, TX
06.2016
Skills
Performance Tracking and Evaluations
Customer Service
Weekly Payroll
Scheduling and Coordinating
Creative Thinking
Work Orders
Data Entry
Project Management
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Legal Intake Specialist
Wettermark & Keith
08.2023 - Current
Bilingual Sales Intake Specialist
Alexander Shunnarah Personal Injury Attorneys
08.2022 - 07.2023
Assistant Leasing Manager
Contour Companies, LLC.
01.2021 - 08.2022
Receptionist/ Schedule Coordinator
Family Care Dental
02.2020 - 11.2020
Retail Sales Representative
Spectrum
12.2016 - 11.2018
High School Diploma -
South Texas College
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