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Ricardo
Customer Service & Administrative Specialist with 8+ years in Healthcare & Legal sectors
Contacto
Competencias
Delivered customer support and technical assistance in various online and on-site roles.
Performed data entry, updating medical and legal records across several administrative functions.
Scheduled appointments, coordinated client transport, and managed follow-ups for healthcare and legal clients.
Handled incoming calls, follow-ups, and correspondence via email and text to support client engagement.
Utilized software such as FileVine, Salesforce, Google Sheets, and Zendesk to manage client and case data.
Educacion
Idiomas
Resumen
Dedicated to providing exceptional support through extensive experience in healthcare and legal administrative roles, with a focus on documentation, client coordination, and technical support.
Logros Clave
- Managed appointment scheduling, insurance verification, and patient follow-ups at West Side Pain Management
- Handled case assignments, coordinated care providers, and maintained medical records for law group clients
- Provided comprehensive support including data entry, client follow-up, and document management across multiple roles
Experiencia
RECEPCIONIST & APPOINTMENT SETTER
Handle incoming calls, Provide information for upcoming appointments, Verify insurances using the portal, Schedule, reschedule, and cancel upcoming appointments, Perform Data entry, Document and record retrieval from different clinics and hospitals, Follow up with patients on medication refill,...
CASE MANAGER (WORK AT HOME)
Handle Case Assignments, Coordinate Care providers, Update the medical records for the client's profile, Schedule Appointments and transportation, Follow up with each client for updates on their cases and Clinical treatments, Assist with questions or concerns, Provide support
APPOINTMENT SETTER (WORK AT HOME)
Provide real-time attention to patients looking for information on their appointments, Call patients directly to reschedule appointments or confirm details
ADMINISTRATIVE ASSISTANT (WORK AT HOME)
Update new clients in Bailtec system weekly, Track and monitor clients using Veritraks System, Check due payments and make collections, Create monthly resume of collections made, Create online documents using DocuSign
INTAKE SPECIALIST (WORK AT HOME)
Interview and gather information from potential clients, Complete intake and send DocuSign contract, Call to obtain necessary documents, Update daily excel sheets with work completed, Schedule appointments for new and existing clients
INTAKE SPECIALIST (WORK AT HOME)
Gather details and information of the case, Create daily reports of work completed, Send Text Messages and Emails to follow up, Update legal database of leads
CUSTOMER SERVICE AND TECHNICAL SUPPORT (WORK AT HOME)
Provide customer service and technical support, Provide daily reports to employer
CSR 2 – CUSTOMER SERVICE / FRAUD AGENT (ON SITE)
Review accounts that were victims of fraudulent activities, Determine satisfactory resolution for clients, Update weekly report about cases worked