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Segovia
Customer Service Representative & Appointment Setter
Contato
Competências
Provided high-volume call handling and appointment scheduling within healthcare environments.
Utilized HubSpot, Salesforce, and proprietary tools to manage customer data and facilitate workflows.
Conducted investigations into suspicious activities and contributed to risk mitigation strategies.
Practiced active listening and persuasive communication in customer service, legal, and investigative contexts.
Prepared legal documents and conducted research as part of legal assistant responsibilities.
Formação acadêmica
Idiomas
Resumo
Experienced professional specializing in customer relations, appointment coordination, and fraud risk mitigation with over 4 years in healthcare, legal, and financial sectors.
Principais conquistas
- Streamlined appointment scheduling processes at United Health Care, improving scheduling efficiency.
- Managed legal documentation and client communication effectively as an Legal Assistant.
- Led in-depth investigations into fraudulent activity, enhancing security protocols at Remitly Nicaragua.
Experiência
Customer Service Representative & Appointment Setter
Scheduled and confirmed medical appointments for patients., Managed high-volume calls and updated CRM records., Coordinated with healthcare providers to optimize scheduling.
Legal Assistant
Managed correspondence, client appointments, and case files., Prepared legal documents and conducted research., Maintained communication with clients and court personnel.
Fraud Investigator
Conducted in-depth investigations of fraudulent activity, identifying and mitigating financial risks., Analyzed suspicious behavior and transaction patterns to prevent fraud and protect customer funds., Collaborated with compliance and security teams to strengthen verification processes and...
Seeker Specialist
Qualified leads based on engagement and profile data., Assigned high-potential prospects to the appropriate sales representatives., Maintained accurate lead records in the CRM to support timely follow-up and successful appointment scheduling.