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Intake Specialist with Inbound and Outbound Call Expertise
Contact
Competencies
Resolved customer issues and provided product information to ensure client satisfaction.
Handled inbound and outbound calls, explained services, and followed up effectively.
Assisted with insurance checks, claims filing, and claim reissuance processes.
Managed emails, scheduled appointments, and gathered necessary documentation.
Languages
Summary
Experienced in managing client interactions, insurance claim processes, and providing comprehensive support in customer service roles.
Key Achievements
- Managed inbound and outbound communications to ensure effective client engagement.
- Coordinated medical appointments and conducted client interviews to gather essential claim details.
- Supported insurance claim processes, including filing and reissuing checks, with attention to detail.
Experience
INTAKE SPECIALIST
Manage inbound/outbound calls effectively, Interview new potential clients, explaining legal services, Follow ups with potential clients through calls or text messages, Coordinate medical appointments via call or text, Requesting declaration pages, policy limits, Gathering liability claim details
CUSTOMER SERVICE REP
Adept at resolving customer issues, Provide product and service information, Good customer satisfaction, Ability to handle sensitive financial information
Virtual assistance
Assist client care team with insurance checks, Filing claims, Gathering checks when the client received at home, Manage inbound and outbound calls, Manage Email, Request personal information, Explain IINK process, Follow ups, Request reissue checks