This is my profileContact via CazVid
Andrea
Disability Intake Specialist with experience in client case management and bilingual support
Contact
Competencies
Expertise in managing disability and social security cases from intake to resolution, ensuring compliance and client satisfaction.
Proficient in providing bilingual customer support via phone, chat, and email, resolving issues efficiently.
Skilled in documenting cases accurately and maintaining organized records across CRM and internal systems.
Proficient in Clio, Salesforce, Zendesk, Microsoft Office, Google Workspace, and AI tools like Copilot.
Education
Languages
Summary
Dedicated professional with experience managing disability cases, providing bilingual support, and streamlining client processes. Skilled in CRM tools and documentation, committed to delivering exceptional service.
Key Achievements
- Successfully managed Social Security Disability cases, ensuring accurate eligibility determination and timely application processing.
- Provided bilingual support at Microsoft Azure, resolving complex billing and account issues across multiple communication channels.
- Streamlined travel booking support processes at TravelPerk, maintaining precise documentation and enhancing customer satisfaction.
Experience
Disability Intake Specialist
Managed Social Security Disability client cases from intake through attorney referral.. Determined eligibility and completed SSDI/SSI applications.. Prepared and reviewed retainer agreements.. Scheduled appointments and managed calendars.
Customer Support Specialist
Delivered bilingual phone, chat and email support.. Resolved billing/account issues.. Documented cases in CRM.. Collaborated with internal teams.
Back Office Support
Managed travel booking support via email.. Processed itinerary and billing changes.. Maintained accurate documentation.