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Skills

  • Insurance billing
  • Excel spreadsheets
  • Project organization
  • Supervision
  • Insurance Verification
  • AR/AP
  • Report writing
  • Automated notification system implementation
  • Communications
  • Planning and coordination

Work Experiences

  • Contributed to Innovation Award for excellence in client services.
  • Developed detailed reports based on client intake patterns that informed executive decision-making.
  • Created procedural guides for intake specialists, reducing training time for new hires and improving overall team performance by 43%.
  • Assisted with data migration efforts during company-wide software transitions, ensuring zero data loss for over 2 client records.
  • Increased productivity by coordinating itinerary and scheduling appointments, as well as managing office support tasks.
  • Kept track of office supplies and inventory in a neat and orderly manner.
  • Assisted with data migration efforts.
  • Created procedural guides for intake specialists.
  • Achieved a 28% increase in client satisfaction.
  • Updated customer information to keep business records up to date.

Summaries

  • Expert in system with a strong aptitude for improved and implemented.
  • Reliable stocker with experience carrying over 14 pounds of store merchandise.
  • With excellent time management skills and a resourceful approach, able to handle multiple simultaneous tasks.
  • Successful in meeting and exceeding business objectives while satisfying customer needs.
  • Achieved a 76% reduction in missed appointments.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Intake Support Specialist and team leader with 10 years of experience in framework settings.
  • Proficient in promoting standard by leveraging budget management and quality assurance knowledge.
  • Able to identify gaps in intake documentation, leading to a 17% increase in data accuracy and swifter execution of service requests.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.

Accomplishments

  • Supported transitioning from paper intake to digital platforms, increasing the accuracy of client data collection by 61% within the first 12 months.
  • Led an initiative that improved the intake process for urgent client requests, reducing response times by 12% and improving client outcomes.
  • Led a cross-functional team that revamped the intake process, integrating Adobe Creative Suite, leading to a 74% increase in team daily productivity.
  • Provided specialized intake support for 12 clients with diverse needs, ensuring timely assistance and a 52% improvement in service efficiency.
  • Resolved intake bottlenecks by incorporating automation tools, lowering average processing times by 7 hours and improving service quality ratings.
  • Successfully managed high-priority intakes during peak periods, improving our client onboarding process and reducing intake backlog by 18%.
  • Onboarded new client intake management software, training staff to use the platform effectively, reducing intake documentation errors by 18%.
  • Created and distributed post-intake satisfaction surveys to identify areas of improvement, contributing to a 67% increase in positive feedback over three years.
  • Managed confidential intake for 9 clients consistently ensuring HIPAA compliance with zero breaches reported over a one year period.
  • Maintained an average call volume of 7 incoming client requests per day while upholding a 37% customer satisfaction rate.

Affiliations

  • Participated in Asana Training Program by Beacon Labs to streamline client intake data entry processes and ensure confidentiality. 2020
  • Certificate earned in Salesforce Database Administration – Enhanced skills in managing complex client records and ensuring up-to-date compliance. 2024
  • Completed, Intake Process Efficiency Course by method – Enhanced ability to identify and close gaps in intake forms, improving productivity. 2020
  • Member, National Association of Social Workers (NASW) – Actively participated in learning workshops related to client intake processes. 2023–Present.
  • Member, International Customer Management Institute (ICMI) – Focused on advanced training for managing high-volume client service inquiries. 2017–Present
  • Attended process’s Annual Customer Support Improvement Conference – Gained practical experience in leading initiatives to boost overall satisfaction in client intake processes. 2018
  • Attendee, procedure Health IT Summit – Gained insights into trends in client intake automation and database management for healthcare providers. 2021
  • Participant, Northwind Client Satisfaction Training – Improved skills for addressing feedback, leading to measurable increases in service ratings and satisfaction 44%. 2017
  • Attended Executive Leadership Program on Process Optimization, Leadership and Team Training conducted by metric, Applied improvements that reduced intake time by 65%.
  • Volunteer Member, Intake Support Taskforce at Cedar Works – Helped develop and implement procedures to reduce intake times by 15 hours. 2016

Certifications

  • Apple Certified Associate (ACA)
  • Certified Public Accountant (CPA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Health Unit Coordinator (CHUC)
  • First Aid/CPR
  • Crisis Prevention and Intervention Certification (CPI)
  • Certified Healthcare Access Associate (CHAA)
  • Salesforce
  • Certificate in Privacy and Cybersecurity Risks (Salesforce, ServiceNow)
  • Trauma-Informed Care Certificate (2015, Vantage)

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