client intake specialist resume example with 5+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Supportive Patient Service Representative with 7 years of experience. Dedicated to efficient office administration and comprehensive assistance. Adept at scheduling and patient education.

  • Recording histories
  • MS Office
  • Leadership
  • Training & Development
  • Organization
  • Coordination
  • Data transcription
  • Ability to type 35 WPM
  • Verifying data accuracy
  • Excel expertise
Client Intake Specialist, 01/2019 to Current
IntradoWoburn, MA,
  • Accessed patient information through variety of office software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
  • Scheduled patient appointment and procedures with CMIS, PSS, and Arrow.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Maintained updated client files through uploading and intake tracking logs.
  • Juggled multiple projects and tasks to ensure high quality and timely delivery.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
Phone Operator/Data Entry Clerk, 05/2018 to 01/2019
Canon Solutions AmericaMount Laurel, NJ,
  • Entered data into spreadsheets, documents and databases, maintaining 90% accuracy rate.
  • Maintained quality levels above prescribed minimums to support team productivity and efficiency.
  • Verified and logged deadlines in response to daily inquiries and requests.
  • Reviewed source documents to locate required data for entry.
  • Obtained scanned records and uploaded into company databases.
  • Coordinated, scheduled and executed in-depth data entry projects.
  • Utilized paging technology within the organization to get in touch with key people.
  • Documented messages left by callers and delivered vital information to intended employees.
  • Called clients to leave voicemail reminders of appointment date and time.
  • Greeted visitors and assisted by answering general questions and directed to desired office.
Client Service Representative, 09/2017 to 05/2018
St. Luke's Health SystemTwin Falls, ID,
  • Promoted client satisfaction by working with operational teams in proper resolution of service issues.
  • Greeted incoming customers to provide immediate, friendly and knowledgeable support.
  • Researched issues and made quick decisions to achieve efficient and effective resolutions.
  • Managed and updated physical and digital client account information to keep records accurate and current.
  • Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
  • Liaised between patrons, store personnel and internal departments.
  • Balanced needs of multiple clients simultaneously using accuracy and speed in fast-paced retail environment.
  • Engaged customers with proactive strategies to understand needs and develop successful solutions.
  • Documented conversations with customers to track requests, problems and solutions.
Shift Manager, 12/2015 to 09/2017
EvinePalm Beach Gardens, FL,
  • Generated reports to assess performance and make adjustments.
  • Positioned skilled staff in key areas throughout shift to optimize department productivity.
  • Managed schedules, accepted time off requests and found coverage for shifts.
  • Documented receipts, employee hours and inventory movements.
  • Enhanced operations and boosted efficiency through employee training, coaching and creating work schedules and assignments.
  • Upheld company standards and compliance requirements for operations and cleanliness of all areas.
  • Automated office operations, managed client correspondence and tracked records.
  • Addressed internal and customer-related issues each day and affected strategic resolutions.
  • Cross-trained in every store role to maximize operational knowledge.
  • Handled over $5,000 in funds each day in fast-paced sandwich shop environment.
Special Service Representative, 02/2013 to 12/2015
Home DepotCity, STATE,
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Set up and activated customer accounts.
  • Assessed customer needs and upsold products and services to maximize sales.
  • Educated customers on special pricing opportunities and company offerings.
  • Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
  • Made outbound calls to obtain account information.
  • Fielded customer complaints and queries, fast-tracking them for problem resolution.
  • Escalated customer concerns, store issues and inventory requirements to supervisors.
  • Worked with supervisor to develop customer service improvement initiatives.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
Retail Sales Associate, 08/2011 to 02/2013
Kohls Department StoreCity, STATE,
  • Helped customers by answering questions and locating merchandise.
  • Assisted customers by asking open-ended questions to understand needs and suggest suitable merchandise.
  • Answered questions about current promotions and resolved issues according to store policies.
  • Handled price checks, merchandise transfers and fitting room returns to keep store orderly and efficient.
  • Drove sales by successfully employing strategies such as upselling and cross-selling.
  • Worked with off-site locations to find desired items for customers.
  • Arranged merchandise for display to highlight new styles, attract customers and enhance sales.
  • Calculated pricing, applied discounts and collected payment to process transactions.
  • Followed all company policies, rules and procedures to promote company goals and maintain safety.
  • Offered coupons and special deals to increase quantity of customer spending.
Education and Training
: Administrative Assistant, Expected in
Penn Foster Career School - Scranton, PA
: Criminal Justice, Expected in
Westwood College - Calumet City, IL,
: English Literature, Expected in
South Suburban College - South Holland, IL,
High School Diploma: , Expected in 05/2008
Thornridge High School - Dolton, IL,

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Resume Overview

School Attended

  • Penn Foster Career School
  • Westwood College
  • South Suburban College
  • Thornridge High School

Job Titles Held:

  • Client Intake Specialist
  • Phone Operator/Data Entry Clerk
  • Client Service Representative
  • Shift Manager
  • Special Service Representative
  • Retail Sales Associate


  • Some College (No Degree)
  • Some College (No Degree)
  • Some College (No Degree)
  • High School Diploma

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