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J.
Customer Service & Legal Intake Specialist with 7 years of client-focused expertise
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Competencies
Managed case data, conducted intake processing, and quality audits, supporting legal workflows.
Audited calls and intake interactions to ensure adherence to service standards and legal protocols.
Provided personalized client service, contributed to lead generation, and maintained high client retention rates.
Assisted customers in travel bookings and upselling, resolving concerns efficiently and fostering client satisfaction.
Delivered clear feedback, maintained professional client interactions, and collaborated across departments.
Education
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Summary
Dedicated professional skilled in legal intake, quality assurance, and client relations with over 7 years of experience in handling high-volume cases and customer interactions.
Key Achievements
- Handled high-volume legal intakes and improved internal workflows at Farah Law Firm.
- Led intake and screening processes, increasing communication accuracy and client conversion at Quill and Arrow Law Firm.
- Enhanced client satisfaction and retention through personalized service in customer support roles.
Experience
Legal Assistant / Intake & QA Specialist
Handled high-volume legal intakes for Personal Injury and Lemon Law cases, ensuring accurate data capture and timely case setup., Audited call recordings and intake interactions to ensure compliance with service standards and legal protocols., Provided personalized, high-quality client service...
Intake Specialist & QA/Retention Support
Led intake and screening of Personal Injury and Lemon Law claims, verifying case criteria and preparing detailed summaries for legal review., Conducted quality audits of intake calls and case entries, identifying trends and opportunities to improve intake accuracy and communication., Partnered with...
Customer Service & Sales Agent
Assisted customers with vacation packages, including bookings, modifications, and issue resolution., Delivered top-tier customer service, leading to increased client retention and satisfaction., Identified customer needs and offered tailored travel solutions and upsells., Resolved concerns...