Josué Daniel Morales Álvarez

Providing technical support: Assist customers with technical issues. This involved troubleshooting software or hardware problems., Delivering excellent customer service: Maintain a professional demeanor and strive to exceed customer expectations., Following company guidelines: Adhere to the policies, procedures, and guidelines set by the company. This included following specific troubleshooting protocols, maintaining confidentiality, and complying with quality assurance standards.

Meeting Sales Targets: Meet or exceed sales targets and quotas set by the company. This required proactive selling, effective communication, and the ability to close sales opportunities., Assisting with purchases: Facilitate sales transactions. This involved guiding customers through the purchasing process and providing information on pricing, promotions, and payment options., Identifying customer needs: Engaging with customers to understand their specific needs and requirements regarding the products.

Scheduling Appointments: Schedule appointments for patients who call the clinic. This involved coordinating with medical staff and patients to find suitable appointment times based on availability and the patient's needs., Verifying insurance coverage and eligibility: Verify patients' insurance coverage to ensure they are eligible for services at the clinic. This involved contacting insurance companies, confirming coverage, and obtaining pre-authorization if necessary., Coordinating with Medical Staff: Collaboration with medical staff, including doctors, nurses, and administrative personnel to ensure efficient scheduling and smooth patient flow.

Client Communication: Managed incoming client calls, directing inquiries to the appropriate case teams (Case Managers, Case Assistants)., Intake Process: Collected and organized crucial client information, including police reports, accident photos, personal details, insurance information, and licenses to initiate cases and showing to the attorney’s teams to obtain their approval., Contract Administration: Explained and facilitated the signing of the Contingency Fee Agreement (CFA), ensuring clients understood all terms in line with firm policies., Questionnaire Management: Administered three critical client questionnaires: Motor Vehicle Accident Questionnaire (MVAQ), Traumatic Brain Injury Questionnaire (TBI), and Mass Tort Questionnaire (MTQ) to assess potential additional claims., Case Documentation and Team Assignment: Created client profiles, uploaded accident-related documents, and assigned cases to the appropriate legal teams (Case Managers, Case Assistants)., Administrative Support: Performed daily administrative tasks, including creating end-of-day reports, tracking client follow-ups, and maintaining an organized database of case information.