This is my profileContact via CazVidYaned
Intake Specialist with Customer Service & Data Verification Expertise
Contact
Competencies
Provided warm, professional assistance to clients, ensuring clear communication and satisfaction.
Verified and transcribed case data in legal platforms, maintaining accuracy in sensitive information.
Effectively communicated case information and instructions to clients and team members.
Conducted client intake interviews and documented case details thoroughly for legal workflows.
Education
Languages
Summary
Dedicated professional experienced in managing legal client intake, data accuracy, and client communication.
Key Achievements
- Processed and verified an average of multiple client intakes with high accuracy.
- Ensured smooth communication flow between clients and legal team, enhancing client onboarding.
- Managed detailed data entry and verification tasks, reducing errors in case information.
Experience
Intake Specialist
Receive the email with the basic information of the case and the potential client., Transcribe all the data on the firm's platform: Mycase, verifying each data to avoid errors in dates, addresses, telephone numbers and policy numbers, etc., Call the prospect to VERIFY all accident information, dates, and data. Try to find out much more about how the accident occurred. Request photos of missing documents or documents that may provide information to the case., Once all the information is confirmed, Welcome them to the firm and briefly explain how the case develops, what its stages are without going into details or giving them an exact time frame because it is impossible to know., Make sure that the potential customer has our phone number saved and is clear about how we will contact them and how they communicate with us., Once the intake is done, it is marked as COMPLETED with the interview and sent to the intake Department so that they can Open the Case and start the registration of the Files of each case.