RACHEL MOODIE
Deerfield Beach,FL
Summary
Client-centered professional with over a decade of experience supporting individuals through complex legal, administrative, and compliance-driven processes. Known for serving as a trusted point of contact, coordinating communication across attorneys, internal teams, and external partners, and delivering high-touch, empathetic support. Skilled in guiding clients through sensitive situations with clarity and responsiveness while ensuring accurate documentation and seamless case progression from onboarding through resolution.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Verification Agent
Pro Legal Services
2019.04 - Current
- Manage over 200 inbound and outbound claimant interactions to verify information and determine eligibility for product - related and medication side effects
- Serve as the central point of contact for claimants, providing consistent, high-touch communication and support throughout the intake and verification process
- Conduct consultative conversations that balance empathy, accuracy, and compliance, ensuring a positive claimant experience while meeting regulatory standards
- Coordinate closely with administrative teams to facilitate smooth case progression and maintain alignment across clients
- Handle sensitive claimant information with strict adherence to privacy standards, ensuring accuracy and confidentiality at all times
- Maintain detailed case records in CRM and case management systems to track progress, support follow-ups, and ensure responsiveness
- Proactively identify and resolve claimant issues, reinforcing trust and contributing to a seamless client experience
- Leverage advanced proficiency in Microsoft Suite to support workflow efficiency and documentation quality
- Recognized for exceptional accuracy, responsiveness, and ability to manage high-volume interactions without compromising service quality
Case Manager
Disability Assistance Group
2014.07 - 2016.10
- Served as a dedicated point of contact for clients navigating the Social Security Disability process, providing compassionate, step-by-step guidance
- Managed ongoing client communication, ensuring clarity around requirements, timelines, and next steps in complex cases
- Coordinated with government agencies, medical providers, and third parties to support case development and timely progression
- Maintained accurate, organized documentation for all client interactions and case activity
- Developed internal tracking procedures that improved workflow transparency, reduced delays, and enhanced the overall client experience
- Built strong client relationships through empathy, advocacy, and consistent follow-through, exceeding satisfaction benchmarks
Client Services Manager
Connect Point Research
2012.02 - 2014.07
- Managed end-to-end client relationships, ensuring successful onboarding and a seamless service experience across multiple accounts
- Acted as a liaison between clients and internal teams, resolving issues and ensuring consistent, high-quality communication
- Designed and led training initiatives to strengthen team communication, client engagement, and service delivery standards
- Analyzed service performance data to identify and implement process improvements that enhanced efficiency and client satisfaction
- Recognized for exceeding retention and satisfaction goals through proactive client support
Education
Bachelor of Science - Criminal Justice
Strayer University
Fort Lauderdale, FL2020-09
GED -
Atlantic Technical College
Pompano Beach, FL2016-07
Skills
- Client Relationship Management (CRM)
- Case Coordination & Lifecycle Support
- Client Intake & Onboarding
- Cross-Functional Collaboration
- Data Integrity & Confidential Compliance
- Documentation & Record Management
- Microsoft Office (Excel, Word, Outlook)
- Process Optimization & Scalability
- Empathetic Communication & Client Support
Certification
- Certified Network Pro, TestOut
- Network Security and CRM Software
Timeline
Verification Agent
Pro Legal Services
2019.04 - Current
Case Manager
Disability Assistance Group
2014.07 - 2016.10
Client Services Manager
Connect Point Research
2012.02 - 2014.07
Bachelor of Science - Criminal Justice
Strayer University
GED -
Atlantic Technical College