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Mareion

Intake Specialist

Contacto

Indianapolis, Indiana, United States
Disponible en CazVid
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Competencias

Microsoft Word

Demonstrated experience with Microsoft Word.

Excel

Demonstrated experience with Excel.

Outlook

Demonstrated experience with Outlook.

Teams

Demonstrated experience with Teams.

CRM and customer-service platforms

Demonstrated experience with CRM and customer-service platforms.

Educación

High School Diploma / Equivalent

Resumen

Intake Specialist open to new opportunities

Experiencia

Intake Specialist

O’Koon Law Firm
Aug 2025 - Present

Serve as a first point of contact for prospective clients, creating a professional, welcoming, and supportive experience.. Conduct detailed intake conversations, gather accurate information, identify client needs, and determine appropriate next steps.. Build trust with individuals experiencing stressful or sensitive situations through empathy, patience, active listening, and clear communication.. Document client interactions and information accurately while maintaining confidentiality and following established procedures.. Resolve routine questions, identify issues requiring escalation, and coordinate with internal teams to ensure appropriate follow-up.. Manage multiple inquiries and priorities while maintaining accuracy, responsiveness, and timely communication.

Patient Care Technician

Jan 2023 - May 2025

Provided compassionate, patient-centered support in a fast-paced healthcare environment.. Communicated with patients, families, nurses, physicians, and other professionals to address questions, concerns, and changing needs.. Maintained accurate patient information and protected confidential health information.. Responded professionally to patient needs and communicated issues to the appropriate care team.. Managed multiple responsibilities and time-sensitive requests while maintaining professionalism, accuracy, and patient safety.

Account Specialist / Customer Service

Chase Bank
Jan 2020 - Jan 2023

Provided professional customer service by assisting customers with account questions, concerns, and service requests.. Researched issues, identified solutions, and escalated complex matters when appropriate.. Built customer trust through active listening, clear explanations, accurate documentation, and dependable follow-through.. Protected sensitive financial information while following company policies and procedures.. Used internal systems to research information, update records, document interactions, and resolve customer requests.

Medical Assistant

My Hope Care
Jan 2015 - Jan 2020

Supported patients throughout the healthcare experience with compassionate, professional assistance.. Assisted with patient intake, registration, scheduling, referrals, and administrative healthcare needs.. Gathered and verified patient and insurance information to support accurate processing and efficient service.. Maintained medical records and protected confidential information in accordance with HIPAA requirements.. Communicated appointment information, required documentation, services, and next steps clearly to patients.. Worked closely with providers and staff to support efficient patient flow and a positive patient experience.

Customer Service / Client Support

Philips

Provided professional customer support by researching questions, resolving service concerns, and documenting interactions.. Communicated with customers and internal teams to support timely issue resolution.. Managed multiple priorities while maintaining accuracy, professionalism, and consistent follow-up.

Habilidades

Microsoft WordExcelOutlookTeamsCRM and customer-service platforms
Publicado en CazVid - 28 oct 2026
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