This is my profileContact via CazVidJeferson
Legal and Customer Service Professional with 4+ Years of Experience in Legal, Healthcare, and Client Support
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Competencies
Experienced in editing legal packets and managing case-related documentation with accuracy and attention to detail.
Skilled in resolving client inquiries, managing accounts, and providing technical assistance across multiple industries.
Proficient in gathering, organizing, and maintaining accurate records for legal, healthcare, and customer service contexts.
Fluent in English and Spanish, with strong written and verbal communication abilities in professional settings.
Experienced with Salesforce, Litify, Filevine, Google Workspace, and Adobe for efficient workflow management.
Education
Languages
Summary
Dedicated professional with expertise in legal document editing, client support, data management, and bilingual communication. Proven ability to improve processes and deliver exceptional service across multiple industries.
Key Achievements
- Edited legal documents and managed client correspondence, ensuring accuracy and timely follow-up at Alonso &Alonso Law Attorneys.
- Streamlined intake processes for personal injury cases, enhancing data collection efficiency at ImpactBPO.
- Maintained meticulous patient records and responded promptly to medical record requests, improving healthcare documentation at Results CX.
- Resolved complex customer inquiries and recovered overdue payments, boosting client satisfaction and collection rates at IBEX.
- Provided technical support for telecom services, diagnosing issues and reducing service outages through effective troubleshooting at Teleperformance.
Experience
Editor/Legal assistant
Edited packets containing forms and supporting documents using tools such as Microsoft Word, Adobe and more. Followed up with clients collecting pending documents.. Provided clients with case updates and request or confirm information as needed.. Ensured that all documents we were working on or have received are complete and contain accurate information before mailing out.. Checked the status of clients’ applications by reviewing them on official government websites and making inquiries if needed.
Intake specialist/receptionist
Collected information from individuals involved in car accidents or personal injuries caused by third parties.. Forwarded the obtained information to a case manager who supports clients with medical care, vehicle repairs, and securing compensation for their damages.. Routed calls from clients, insurance providers, and attorneys to the appropriate or preferred destination.
Appointment Scheduler/Customer Service
Accurately documented and indexed patient information, including medical history, test results, and treatment plans.. Responded to requests for medical records from authorized personnel, ensuring prompt and secure retrieval and distribution.. Coordinated appointments with healthcare providers, considering patient preferences and provider availability.. Supported billing and insurance verification teams by verifying patient insurance information and addressing billing inquiries.
Customer Service/Sales and Collections
Resolved customer inquiries and managed returns, exchanges, and refunds in accordance with corporate policies.. Conducted outbound calls and sent letters to owners of overdue accounts to recover payments and minimize bad debt.. Assisted in developing financial forecasts and budgets for the sales and collections department.
Customer Service/Technical support
Handled a high call volume, providing technical support related to phone and internet services.. Diagnosed and troubleshoot mobile data issues, roaming and outages in general.. Utilized strong problem-solving skills to guide clients through any issues they had.. Resolved or clarify any doubts about account balance.