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David
Legal Intake Specialist
Currículo em vídeo
Contato
Competências
Proficient in Salesforce and Litify CRM for managing client and case data.
Experienced in using Excel, Tableau, and Google Analytics for analyzing and reporting data.
Skilled in providing bilingual support in English and Spanish across healthcare, banking, and travel sectors.
Handled customer inquiries, client intake, and crisis response for multinational clients.
Utilized Adobe Photoshop, Illustrator, and InDesign for content creation and design.
Formação acadêmica
Idiomas
Resumo
Experienced bilingual customer support professional with expertise in client intake, crisis management, and data analysis across healthcare, finance, and travel industries.
Principais conquistas
- Provided support for over 50 weekly client intake interviews at Now Analytics
- Delivered premium bilingual English/Spanish banking support handling 60 daily inquiries with a 4.2/5 satisfaction score
- Conducted threat assessments and managed real-time security monitoring for multinational clients at Sutherland Global
Experiência
Legal Intake Specialist
Provided support for over 50 weekly client intake interviews, Researched and analyzed claim merits using legal databases, maintaining 98% compliance with firm practice area requirements, Maintained flawless client data integrity records in Litify CRM system, Generated weekly intake reports to help...
Bilingual Customer Support Specialist
Delivered premium bilingual English/Spanish banking support, handling 60 daily customer inquiries regarding transactions, payments, and account management with 4.2/5 average SNPS
Global Travel Risk Specialist
Delivered 24/7 traveler risk mitigation services for multinational clients, serving as primary point of contact for crisis management and emergency response coordination, Conducted comprehensive threat assessments for destinations across LATAM, EMEA, and APAC regions using OSAC, ISOS, and...
Bilingual Healthcare Specialist
Provided bilingual EN/ES patient advocacy for 50 weekly cases, ensuring accurate interpretation of insurance benefits and medical terminology, Managed end to end patient intake process, including : o Insurance verification (Commercial, Medicare, Medicaid) o EHR data entry o HIPAA-compliant...