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Intake Specialist
Bilingual professional with over 10 years in customer service.
NicaraguaIntake Specialist at Legal Soft Solutions
I was the first point of contact for potential new clients, gather details and all required information and documentation to know if is a good case for the office, complete follow-ups and ensure communication between client and attorney.
SalesCRM SystemsCritical Thinking
Handled client intake processes for personal injury cases. Performed data entry and administrative tasks with accuracy and confidentiality.
Intake ProcessData EntryAdministrative SupportConfidentialityLegal Support
Handled inbound calls to scheduled appointments, and answered emails as part of the customer service team, I was given a lot of opportunities to learn and growth. Used a lot of critical thinking and people skills to deliver and provide results promptly.
SalesAppointment Setting
Completed high school education, acquiring foundational knowledge and skills across various subjects. Developed strong communication and problem-solving abilities.
Managed appointment setting and back-office operations, including patient follow-ups. Updated and maintained patient records with accurate information.
Appointment SettingBack Office OperationsRecord keepingData Management
Set appointments for dental offices, negotiating dates and times based on availability and customer needs. Ensured efficient scheduling to meet client requirements.
SalesAppointment SettingNegotiationScheduling
Handled inbound calls to scheduled appointments, and answered emails as part of the customer service team, I was given a lot of opportunities to learn and growth. Used a lot of critical thinking and people skills to deliver and provide results promptly.
SalesAppointment SettingCustomer Service
Worked as a Customer Service/Sales Agent for a Texas Electricity provider. Offered products and solutions to improve customers' houses or home insurance.
Customer ServiceSalesSolution SellingHome Insurance
Served as the initial point of contact for clients experiencing issues with their services, providing insurance packages tailored to their needs. Also coordinated appointments for technicians to visit clients' homes and assist with adding new products to their existing services.
SalesAppointment SettingCustomer Service
Served as the initial point of contact for clients experiencing issues with their services, providing insurance packages tailored to their needs. Also coordinated appointments for technicians to visit clients' homes and assist with adding new products to their existing services.
SalesAppointment SettingCustomer Service
Served as a Customer Service Representative for a Bank/Credit Card Company. Provided support and assistance to customers regarding their banking and credit card inquiries.
Customer ServiceBankingCustomer SupportProblem Solving