Answered over 100 calls each day, including outbound calls.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Confirmed appointments, communicated with clients, and updated client records.
Transfer calls from clients, providers, and carriers to the assigned case professional.
Make callbacks on missed calls, leave voice messages, send texts, and emails if unable to reach the client.
Take detailed messages, collecting all necessary information for potential clients, intakes, and referrals.
Draft and submit daily reports with statistics, notes, and a summary of daily call activity.
Handle documents received in the office, make copies if needed, and fax/scan them to appropriate personnel.
Make sure office supplies are replenished at all times.
Demonstrated professionalism in handling confidential information, ensuring privacy for clients and the firm.
Worked with litigation management software systems.
Increased efficiency in handling legal documents by creating an organized filing system for easy access and retrieval.
Created monthly reports for management review, allowing them to make informed decisions on resource allocation and personnel performance.
Legal Referrals Coordinator/intake Specialist
Law Offices Of Joseph A. Romano
Brooklyn, NY
01.2020 - 01.2025
Answered over 100 calls each day, including outbound calls.
Conducted comprehensive assessments of clients' needs, backgrounds, and circumstances to effectively identify the most suitable services and strategies for their unique situations.
Managed all administrative duties of the intake process, including meticulous handling of paperwork and efficient scheduling of appointments, ensuring a seamless experience for clients.
Engaged proactively with potential clients who reach out with legal inquiries, skillfully gathering essential case information and directing them to the appropriate legal team for optimal support.
Corresponded with doctors' offices, networks, and partners regarding potential leads and followed up with calls and emails until a decision was made to accept or turn down a case.
Call Center Agent/payroll Clerk
Seapod Capital Group, LLC
Brooklyn, NY
04.2017 - 09.2017
Answered over 50 calls each day, including outbound calls.
Obtained client information by answering over 50 calls, interviewing clients, and verifying information received.
Determined client eligibility by comparing client information to requirements.
Entered client information and confirmed pricing in accordance with established policies.
Maintained payroll information by collecting, calculating, and entering data.
Updated records by changing exemptions, deductions, and department division transfers.
Enhanced call center efficiency by effectively managing high call volumes and multitasking in a fast-paced environment.
Improved customer satisfaction ratings by efficiently addressing and resolving inquiries, complaints, and requests.
Sales Associate
Seapod Pawn Broker
Brooklyn, NY
12.2015 - 04.2017
Answered over 50 calls each day.
Coordinated office activities and operations to secure efficiency and compliance with company policies.
Managed agendas for upper management.
Supported budgeting and implemented bookkeeping procedures.
Managed phone calls and correspondence such as emails, letters, and packages.
Tracked stocks of office supplies and placed orders when necessary.
Estimated price of customers' valuables.
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Sales Associate/merchandiser
Fabco Shoes
Brooklyn, NY
06.2014 - 05.2015
Answered over 30 calls each day.
Maintained a good working relationship with individual retailers.
Provided an interactive guest experience through the use of suggestive sales techniques and product demonstrations.
Processed merchandise sales and returns using a cash register.
Wrapped and bagged merchandise, handled cash, credit card transactions, travelers' checks, and discounts.
Stocked and received merchandise and supplies.
Maintained sales floor and carts' appearance by cleaning floor surface, dusting counters, and displays.
Timeline
Legal Referrals Coordinator/intake Specialist
Law Offices Of Joseph A. Romano
01.2020 - 01.2025
Lead Receptionist/Administrative Assistant
Law Offices of Joseph A. Romano, P.C
08.2017 - 07.2025
Call Center Agent/payroll Clerk
Seapod Capital Group, LLC
04.2017 - 09.2017
Sales Associate
Seapod Pawn Broker
12.2015 - 04.2017
Sales Associate/merchandiser
Fabco Shoes
06.2014 - 05.2015
Work Availability
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Quote
Success is not final; failure is not fatal: It is the courage to continue that counts.
Certified Nursing Assistant/Medical Interpreter at Atlantic Health System, Morristown Medical CenterCertified Nursing Assistant/Medical Interpreter at Atlantic Health System, Morristown Medical Center