Patrice Edwards
Charlotte,NC
Summary
Focused and dedicated Intake Specialist with exceptional work ethic and proven strengths in case management support. Strong multitasker skilled at managing high-volume caseloads while consistently meeting deadlines. Persistent and resourceful problem-solver with excellent research and communication skills.
Overview
15
15
years of professional experience
Work History
Intake Specialist
Cohere
Charlotte, NC
09.2021 - Current
- Answered and logged incoming inquiries via phone, fax and email.
- Coordinated schedules and appointments, sending out reminders regarding appointment dates.
- Issued, gathered and inspected intake forms to confirm correct signatures and information.
- Processed paperwork, obtained billing forms and secured confidential information.
- Maintained positive attitude and effectively de-escalated clients during crisis situations.
- Scheduled appointments for patient consultations, tests and procedures.
- Maintained clinical records and required paperwork in compliance with agency standards.
- Updated patient information on computer system to maintain billing accuracy.
- Received inbound calls to obtain clinical information from providers to create authorizations and referrals.
- Established and maintained correspondence systems to manage information requests and distribution.
Customer Service Representative
Humana
Charlotte, NC
09.2020 - 09.2021
- Consulted with customers to resolve service and billing issues.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Maintained logs and electronic client records following department and agency policies for effective monitoring.
- Updated customer accounts, addresses, and contact information within databases.
- Referred unresolved customer grievances to designated departments for further investigation.
- Conferred with customers by telephone or in person to account information.
Service Coordinator
Elderly Housing Development Operations Corporation
Washington, District of Columbia
08.2009 - 12.2019
- Conducted thorough research and review of case information to assist attorneys.
- Liaised between attorney and outside counsel, exchanging information.
- Managed office scheduling and kept accurate notes on deadlines, motions and other dates.
- Filed pleadings and paperwork with court clerk to meet strict deadlines.
- Drafted correspondence, documented data and submitted materials to appropriate parties.
- Performed extensive research to prepare for court cases and gathered pertinent case information.
- Toggled between multiple systems and databases to look up information and update records.
- Monitored email and phone communication to provide prompt responses and solutions.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Audited company's legal documents to verify compliant policies and procedures.
- Maintained positive working relationship with fellow staff and management.
Education
Some College (No Degree) - Business
American InterContinental University
Schaumburg, ILSkills
- Document Control
- Court reporting
- Data Management
- Case Management
- Document Editing
- Document Preparation
- Payment Processing
- System Documentation
- Problem-solving skills
- Training experience
- Inbound Phone Call Management
- Resolving issues
- Customer Support
- Verbal and written communication
- Active Listening
- Client Intakes
- Client Screening
- Case File Management
Timeline
Intake Specialist
Cohere
09.2021 - Current
Customer Service Representative
Humana
09.2020 - 09.2021
Service Coordinator
Elderly Housing Development Operations Corporation
08.2009 - 12.2019
Some College (No Degree) - Business
American InterContinental University
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