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Jonatha
Customer Service & Enrollment Specialist with Diverse Social Services Experience
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Competencies
Managed client intake processes for health programs and social services, ensuring accurate data collection and compliance.
Practiced clear, professional communication across various roles including social services, appointment setting, and credit consulting.
Developed strong partnerships with agencies and clients to support credit and health program outcomes.
Performed back office tasks, managing correspondence via chat, email, and text in financial and social services settings.
Utilized tools such as HIPAA, CARELOOP, HUBSTAFF, TIME DOCTOR, G SUITE, SALES MATE, SLACK for efficient workflow and communication.
Education
Languages
Summary
Experienced in social services, enrollment, and credit consulting, with strong skills in client onboarding, communication, and relationship management. Proven ability to meet targets and support diverse client needs in healthcare, financial, and social domains.
Key Achievements
- Handled intakes for mental health and social services for school districts and municipalities, ensuring compliance and client needs met.
- Consistently met appointment setting and enrollment goals at A Caring Nourishment, demonstrating effective target achievement.
- Developed and maintained strong relationships with partners, agencies, and clients as a Credit Consultant, supporting credit building initiatives.
Experience
Floater
Handel intakes for mental health care coordination and social services for school districts and municipalities., Enroll clients in stat programs and determine the client's eligibility for health plans through medicare.gov.
Appointment Setting and Enrollment
Meet the goals required by the company for appointments set., Meet the goals of recruiting new customers and enrollments.
Credit Consultant
Back office tasks, chat, email, text., Develop and maintain strong relationships with partners, agencies, and clients to support credit building.