Alisson - Legal Intake Specialist

Demonstrated experience with Effective communication in English and Spanish.

Demonstrated experience with Problem-solving with a focus on quick solutions.

Demonstrated experience with Management of digital tools, including CRM systems, Microsoft Office, and Excel.

Demonstrated experience with Teamwork and collaboration in dynamic environments.

Demonstrated experience with Punctuality and responsibility in meeting goals.

Assisted patients with scheduling dermatology appointments and managing availability.. Entered and updated patient referral information for dermatology appointments with high accuracy.

Handled customer calls to process payments, troubleshoot account issues, and provide clear guidance on wireless services, maintaining high levels of client satisfaction.

Conducted outbound and inbound calls to educate individuals about Medicare benefits, encouraged enrollment, and supported clients in understanding available healthcare options.

Conducted initial evaluations of potential clients, gathering detailed information about their legal needs, injuries, or accidents with empathy and professionalism.. Screened and qualified incoming inquiries based on law firm criteria to determine case viability.. Managed and updated accurate records in the legal CRM/case management system, ensuring high confidentiality and attention to detail.. Coordinated follow-ups and seamlessly routed qualified cases to appropriate legal teams or attorneys.

Provided high-level administrative support to corporate executives, efficiently managing calendar schedules, travel logistics, and professional agendas.. Served as the primary point of contact for internal and external communications, ensuring timely distribution of information and professional correspondence handling.. Prepared, edited, and formatted executive reports, meeting minutes, and presentations with high accuracy and attention to detail.