intake specialist resume example with 9 years of experience

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

Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.

  • Claims processing
  • Client intake
  • Eligibility review
  • Records maintenance
  • Data entry
  • Document management
  • Multitasking
  • MS Office
Intake Specialist, 04/2021 to Current
Caresource, ,
  • Maintained positive attitude and effectively de-escalated clients during crisis situations.
  • Processed paperwork, obtained billing forms and secured confidential information.
  • Answered and logged incoming inquiries via phone, fax and email.
  • Issued, gathered and inspected intake forms to confirm correct signatures and information.
  • Conducted client interviews and performed client intake services.
  • Performed intake and conducted client interviews, providing documents in both English and Spanish.
  • Built and maintained strong relationships with patients by successfully resolving issues and responding promptly to phone inquiries.
  • Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
  • Answered questions and responded to inquiries to deliver high level of service to patients.
  • Maintained thorough and accurate records outlining program operations and participant progress.
  • Screened applicants and took initial information about demographic and historical data.
  • Coordinated schedules and appointments, sending out reminders regarding appointment dates.
  • Greeted individuals, gathered medical and legal histories and obtained emergency contact information.
Economic Support Specialist, 11/2018 to 08/2020
County Of Racine, Wisconsin, ,
  • Presented clients with information, referrals and assistance accessing resources such as food, housing and transportation.
  • Maintained thorough and accurate records outlining program operations and participant progress.
  • Discussed available program services with potential participants and outlined procedures to facilitate smooth engagement in program processes.
  • Performed ongoing monitoring of care plans to evaluate effectiveness, documenting interventions and goal achievements and suggesting changes accordingly.
  • Followed strict policies and procedures to maintain client confidentiality and keep data private.
  • Evaluated clients and formulated individualized service plans outlining short-term and long-term goals.
  • Conducted intake interviews and bio-psycho-social assessments to determine clients' eligibility and suitability for program.
  • Recorded comprehensive case notes and follow up documentation for admitted and transferred clients.
  • Offered emergency response, family support and case management to meet individual child objectives.
  • Monitored and documented status updates on health and wellbeing of each child under care or assessment.
  • Assessed cases for instances of abuse and neglect and took appropriate action.
  • Helped individuals connect with program resources for further support and treatment assistance.
  • Read and interpreted guidelines, laws and standard practices for each program.
  • Connected clients with best-fit resources and services to meet unique needs.
  • Gathered and evaluated individual financial and personal history information for each applicant.
  • Checked each application for signs of fraud and reported suspicions to proper authorities.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Assessed financial data from customers to better understand risk levels in terms of lending money.
Paralegal/Legal Assistant, 11/2015 to 07/2017
Leidos Holdings Inc., ,
  • Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
  • Handled telephone calls, meeting plans and conference organization requirements.
  • Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
  • Managed office scheduling and kept accurate notes on deadlines, motions and other dates.
  • Corresponded daily with clients, insurance adjusters, doctors and attorneys.
  • Participated in client interviews, observed questioning process and documented information.
  • Provided administrative support and conducted research to assist attorneys in civil litigation preparation.
  • Drafted legal complaints, summons and interrogatories.
  • Redacted confidential information from legal documents on case-by-case basis.
  • Oversaw legal team appointments, hearing and depositions schedules.
  • Researched cases, prepared briefs, collected data and interpreted legal information.
  • Completed case research via LexisNexis and Westlaw databases.
  • Responded to client calls and inquiries to deliver applicable information.
  • Drafted motions, briefs and other legal documents.
  • Observed privacy laws to prevent breaches and protect data.
  • Handled clerical needs of busy [Type] firm with more than [Number] attorneys and staff.
  • Processed assigned cases according to company and client service level agreements.
  • Drafted, received and tracked due diligence checklist.
  • Scheduled, adjusted and changed appointments for [Number] attorneys.
  • Consulted with clients, witnesses and legal professionals to define and document case details.
  • Organized and prepared case exhibits and evidence for trial.
Paralegal , 11/2009 to 02/2014
Gallagher Bassett Nz Ltd, ,
  • Organized client calendars, prepared mailings and handled high call volumes.
  • Identified and analyzed legal documents, discoveries and contracts.
  • Filed pleadings and paperwork with court clerk to meet strict deadlines.
  • Participated in client interviews, observed questioning process and documented information.
  • Entered client data into [Software] to manage records and customer relationships
  • Reduced workflow downtime by effectively organizing and managing client billing and case management files.
  • Interviewed clients and obtained vital case information to support associates.
  • Trained staff on office procedures and case-specific duties.
  • Prepared clients for appointments, depositions and testimony.
  • Organized exhibits for trial by preparing materials and supporting documentation.
  • Used WestLaw and LexisNexis to examine secondary sources, statutory and case law and federal and state regulations.
  • Produced well-researched and articulate legal briefs, pleadings and statements.
  • Coordinated subpoena services and other support activities for legal office.
  • Researched documents and publications to establish case-altering details and evidence.
  • Partnered with attorneys to provide detailed performance reports for corrective action planning.
  • Interpreted criminal law, real property law and bankruptcy.
  • Monitored legal volumes to correct discrepancies and implement updates.
  • Researched laws and regulations and delivered reports and analysis to Attorney.
  • Supported leadership by examining deeds of trust to determine grantor, grantee, trustee and loan amounts.
Education and Training
Associate of Arts: Psychology, Expected in 12/2013 to Grambling State University - Grambling, LA
Master of Science: Criminal Justice, Expected in 12/2013 to Grambling State University - Grambling, LA
Bachelor of Science: Criminology, Expected in 12/2011 to Grambling State University - Grambling, LA

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Resume Overview

School Attended

  • Grambling State University
  • Grambling State University
  • Grambling State University

Job Titles Held:

  • Intake Specialist
  • Economic Support Specialist
  • Paralegal/Legal Assistant
  • Paralegal


  • Associate of Arts
  • Master of Science
  • Bachelor of Science

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