intake specialist resume example with 9 years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Motivated Service Worker with exceptional social skills, communication abilities and customer service background. Dedicated to following health and safety guidelines/ protocols properly. Pursues every opportunity to support team members and proactively address issues.

  • Analytical thinking/ problem solver
  • Customer Service (effective communication skills)
  • Computer skills (proficiency in program software such as G-suite and Microsoft)
  • Planning and Coordination
  • Multitasking abilities
Work History
03/2019 to Current Delivery Specialist Domino's Pizza | Marshall, TX,
  • Coordinated consistent on-time deliveries of damage-free goods.
  • Safely loaded items into delivery vehicles to minimize damage while in transit.
  • Promoted safe driving at all times by observing all speed limits and keeping abreast of road conditions, weather, and other factors.
  • Informed customers of discounts, special offers, and programs to enhance customer experience.
  • Communicated regularly with members for delivery route details and changes.
  • Contacted customers prior to delivery to confirm and coordinate delivery times.
  • Completed rush deliveries on tight timetables to satisfy customer needs.
  • Completed on-time deliveries by choosing best and most efficient routes.
  • Tracked delivery information, mileage and fuel use while on shift.
  • Directly interacted with customers to deliver ordered goods.
04/2022 to 08/2022 Logistics Processor Ohioguidestone | Canton, OH,
  • Generated documentation and information required for customer shipments.
  • Printed tickets, picked supplies and filled packages under tight deadlines.
  • Managed loading, unloading, movement and sorting of supplies to keep deliveries on schedule.
  • Conducted counts and audits of inventories to identify and resolve discrepancies in records.
  • Processed returns and updated accounts.
  • Handled day-to-day shipping and receiving overseeing more than 3,000 packages per day.
  • Utilized pallet truck to load, unload, transport and store goods.
  • Sorted and delivered materials to different work areas and staff.
  • Packed, secured, labeled and applied postage to materials to prepare items for shipment.
  • Prepared pallets for USPS and FedEx pickups.
02/2022 to 06/2022 Nursing Assistant Baylor Scott & White Health | Midlothian, IL,
  • Maintained patient stability by checking vital signs and weight and recording intake and outtake information.
  • Cared for clients with diagnoses such as respiratory failure, diabetes (administering insulin), liver disease (cirrhosis), muscular dystrophy.
  • Facilitated personal hygiene management, feeding and ambulation.
  • Collaborated with physicians to design at-home medication guidelines and educated patients and families on correct medication administration.
  • Carried out day-to-day duties accurately and efficiently.
  • Learned new skills and applied to daily tasks to improve efficiency and productivity.
10/2021 to 12/2021 Sortation Center Warehouse Assoc. Jacksonville Area Legal Aid, Inc. | City, STATE,
  • Wrapped pallets in shrink wrap prior to loading.
  • Inspected incoming and outgoing shipments to verify accuracy and prevent errors.
  • Shipped material and performed boxing, packing, labeling and preparation of related documents.
  • Labeled and accurately moved customer orders to meet shipment timetables and minimize errors.
  • Volunteered to assist Processing Assistants with non-con and dockside shipping projects, demonstrating willingness to learn new tasks and increase skill levels.
  • Maintained warehouse accessibility and safety for customer traffic by discarding empty boxes and removing obstacles from aisles.
  • Managed product staging to efficiently transfer items between receiving, storage and shipping locations.
  • Consistently lifted materials weighing as much as 40 pounds.
  • Manually or mechanically loaded and unloaded materials from pallets, skids, platforms, cars, lifting devices, or other transport vehicles
  • Placed incoming inventory in optimal storage locations to promote continued accuracy and easy retrieval.
  • Readied product pallets for optimal storage and shipment, carefully organizing boxes and balancing weight.
12/2018 to 09/2021 Intake Specialist Carlos J. Santiago, DDS | City, STATE,
  • Greeting people at the front desk.
  • Conduct initial screening of calls.
  • Determine the legal aspect of the caller’s problem and summarize the issue.
  • Enter data into our case management software.
  • Text, email, and mail appointment reminders, correspondence, and literature to clients.
  • Input data from telephone, paper, and/or online applications.
  • Scan and upload documents to the case management software.
  • Calendar intake appointments with JALA advocates.
  • Develop and maintain knowledge of legal and social services agencies that can help both eligible and ineligible applicants.
  • Other duties as assigned.
  • Explained eligibility requirements, application details, and applicants' legal rights during intake assessment.
  • Answered phone calls (managed anywhere from 20-30 calls a day) and provided new clients with required paperwork to initiate service
05/2018 to 12/2019 Legal Administrative Assistant (Immigration Law) Taxsmart Accounting Services, LLC | City, STATE,
  • Maintained organized office and case-specific paper and digital files for easy tracking and retrieval.
  • Processed expense reimbursements and updated (Legal Server) accounts with current information.
  • Helped with the intake of new clients and materials by setting up files and documenting important information.
  • Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
  • Managed general clerical needs such as opening and closing files, scanning sheets, and faxing documents.
  • Analyzed client balance sheets for auditing purposes.
  • Handled office scheduling and made notes for deadlines, motions, and other important dates.
  • Interviewed and prepared intake sheets for clients in Spanish and English.
  • Transcribed weekly and bi-weekly calendar meetings for staff and attorneys.
  • Answered client calls and responded to inquiries, using open-ended questioning skills to give applicable information
  • Bookkeeping for AIRE.
  • Coached new employees on administrative procedures, company policies, and performance standards.
  • Created Procedures Manual/Handbook.
  • Created PowerPoint presentations for business development purposes.
  • Created pamphlet's for the organization and community outreach events.
  • Generated Reports for management and Department of Justice (DOJ).
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and responsiveness to our customer service department.
  • Provided key administrative assistance to management.
  • Provided training for interns and newly hires regarding administrative tasks, policies, and procedures.
  • Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
05/2013 to 07/2017 Office Manager/ Patient Care Coordinator Independent Contractor | City, STATE,
  • Achieved revenue goals by managing collections and accounts receivables, referral process, and insurance billing.
  • Alerted other staff when patients arrived and prepared records for dentist review.
  • Cleaned and sanitized dental tools and equipment straightened treatment rooms and restocked supplies to prep for the next patient and maintain health and safety practices.
  • Coordinated hygiene inventory management by tracking supplies, placing orders, and verifying receipt of items.
  • Displayed expert use of Eagle Soft computer scheduling program to manage patient appointments.
  • Filed and tracked insurance claims and communicated claims status to patients.
  • Obtained data such as patient, insurance ID, insurance provider, and dental codes to properly file insurance claims.
  • Obtained prior authorization for extensive dental procedures.
  • Prepared patient X-rays and images with Eagle Soft for review by the dentist.
  • Referenced monthly aging reports to follow up on unpaid claims and obtain maximum reimbursement.
  • Reviewed accounts receivable reports, insurance contracts, and weekly and monthly financial reports.
  • Scheduled appointments for new and existing customers, factoring in provider availability and scheduling loads to ensure productivity.
  • Successfully completed OSHA, ADA, and HIPAA compliance training.
  • Typed patient data into computer system using Eagle Soft while following privacy laws and maintaining a high level of accuracy. Verified insurance and communicated coverage to staff and patients.
11/2011 to 08/2013 Bookkeeping/ Receptionist Company Name | City, State,
  • Communicated with customers to identify and resolve outstanding
  • Completed bi-weekly payroll for company employees, including calculating taxes, vacation, and sick time.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Handled bank deposits.
  • Sorted, received, and distributed mail correspondence between departments and personnel.
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
03/2009 to 01/2012 Skin Care Specialist Company Name | City, State,
  • Developed individualized, therapeutic skin care programs.
  • Met sales goals by building customer relations and recruiting new customers, increasing likelihood of repeat business.
  • Demonstrated product application on clients using testers and samplings.
  • Recommended retail products for at-home use (Kiehl's).
  • Set up and designed advertising signs and merchandise displays on shelves, counters and tables to promote sales and attract customers.
  • Fostered friendly, warm and exceptional customer experience.
  • Performed waxing and gentle exfoliation to improve overall skin condition.
  • Assessed condition of clients' skin in order to make recommendations to improve skin quality.
  • Discussed procedures and treatment options with clients.
  • Educated patients on treatment options.
  • Designed post-treatment at-home care products.
  • Advised clients on proper home-care regimens.
  • Sterilized equipment for patient treatments.
Expected in 08/2015 No Degree | Nursing/ Health Studies Florida State College At Jacksonville, Jacksonville, FL GPA:
Expected in 08/2010 Licensed Aesthetician | Skin Care/ Makeup Artist Summit Salon Academy , Gainesville, FL GPA:
Expected in 2009 Certified Phlebotomist | Phlebotomy Central Florida College, Ocala, FL, GPA:
Expected in 05/2007 High School Diploma | Lake Weir High School, Ocala, FL GPA:
Expected in 2007 Licensed Patient Care Tech (CNA) | Nursing Lake Weir High School, Ocala, FL GPA:
Native or Bilingual
  • Licensed Patient Care Tech (CNA)
  • Licensed Aesthetician (skin care specialist/ makeup artist)
  • PT - Phlebotomy Technician (certified)

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Florida State College At Jacksonville
  • Summit Salon Academy
  • Central Florida College
  • Lake Weir High School
  • Lake Weir High School

Job Titles Held:

  • Delivery Specialist
  • Logistics Processor
  • Nursing Assistant
  • Sortation Center Warehouse Assoc.
  • Intake Specialist
  • Legal Administrative Assistant (Immigration Law)
  • Office Manager/ Patient Care Coordinator
  • Bookkeeping/ Receptionist
  • Skin Care Specialist


  • No Degree
  • Licensed Aesthetician
  • Certified Phlebotomist
  • High School Diploma
  • Licensed Patient Care Tech (CNA)

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: