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Jose
Customer Service & Intake Specialist with 8+ years in healthcare, legal, and financial services
Video resume
Contact
Competencies
Delivered client support via phone, email, and SMS across healthcare, banking, and travel sectors.
Handled legal customer intake for a law firm, including prequalification and communication management.
Checked, managed, and reported medical prescriptions for telehealth services.
Provided technical assistance for software including Quicken, IP telephony, and travel booking systems.
Experienced with Microsoft Office Suite, Google Apps, Outlook, Salesforce, NICE, GDS, Amadeus, Galileo, Sabre, Worldspan.
Education
Summary
Experienced professional in healthcare, legal, and financial sectors with strong communication and technical skills.
Key Achievements
- Managed legal intake processes for a tech-enabled law firm, coordinating inbound and outbound communication.
- Reported and managed medical prescriptions for telehealth services, ensuring compliance and accuracy.
- Provided dedicated customer support and technical assistance across banking, healthcare, and travel industries.
Experience
Intake Manager/Outbound Specialist (Remote)
Legal Intake Manager (Inbound and Outbound Calling, E-mail and SMS communication) for tech enabled law firm that sought to prequalify individuals who have suffered negative side effects to their health as a consequence of the use of certain medications.
Patient Care Coordinator (Remote) (Contractor)
Checking, managing and reporting medical prescriptions status for the company as its line of business are Medical checkups via Telehealth services for patients in the United States.
Collections Agent / Customer Service Representative
Outbound Collections Agent for Citi Bank Credit Cards Department., Customer Care Representative for Citi Bank Debit Accounts Department.
Technical Support Representative
Technical Support for Budget Management Software Program Quicken.
Customer Service Representative/Collections/Sales
Technical Support Supervisor for IP telephony account Big Earth Networks.
Customer Service / Remote Travel Agent
Travel advisor for IBM executive travelers.