Ramon Soto Rodriguez
Long Branch,New Jersey
Summary
Bilingual 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
6
6
years of professional experience
Work History
Intake Specialist
Kreizer Law
Tinton Falls, NJ
02.2021 - Current
- 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.
- Contacted clients to schedule appointments and discuss progress of cases.
- Researched statutes, decisions, legal articles and codes.
- Developed and updated policies and procedures, maintaining compliance with statutory, regulatory and local, state and federal guidelines relating to HIPAA, benefits administration and general liability.
- Entered client details and notes into system for interdepartmental access and review.
Customer Success Manager
Best Buy
Eatontown, NJ
01.2016 - 01.2021
- Monitored metrics and developed actionable insights to improve efficiency and performance.
- Led process improvement and problem-solving efforts to create standard procedures and escalation policy for customer support team.
- Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Developed product demonstrations and presentations for customers.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Education
BBA - Accounting And Business Management
Brookdale Community College
Lincroft, NJ06.2018
Skills
- Evidence Gathering
- Customer Retention Strategies
- Understanding Customer Needs
- Call Center Operations
- Customer Data Confidentiality
- Database Updates
- Spreadsheet Management
Timeline
Intake Specialist
Kreizer Law
02.2021 - Current
Customer Success Manager
Best Buy
01.2016 - 01.2021
BBA - Accounting And Business Management
Brookdale Community College
Similar Profiles
Abraham OrozcoAbraham Orozco
Spanish Interpreter/Administrator at Cal Western School of Law Community Law ProjectSpanish Interpreter/Administrator at Cal Western School of Law Community Law Project
Marilyn ZhaoMarilyn Zhao
Head Intern at Lani Cao Law Firm (Immigration Law)Head Intern at Lani Cao Law Firm (Immigration Law)
KELLI GAGEKELLI GAGE
Paralegal/Executive Administrator to Managing Partner at Law Offices of Joseph E. Ashmore, Jr. P.C./Ashmore Law FirmParalegal/Executive Administrator to Managing Partner at Law Offices of Joseph E. Ashmore, Jr. P.C./Ashmore Law Firm
DOREEN MOLLERDOREEN MOLLER
Senior Customer Success Manager at VMware/Broadcom/OmnissaSenior Customer Success Manager at VMware/Broadcom/Omnissa
Janis LechugaJanis Lechuga
Daycare Assistant at Donna CookeDaycare Assistant at Donna Cooke