intake specialist resume example with 3+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
:
Summary
Compassionate CSR motivated to positively impact program operations and participant success with diligent support. Highly organized and hardworking with strong attention to detail.
Experience
Intake Specialist, 08/2015 to 01/2016 Citigroup Inc. – San Jose, CA,
Maintained positive attitude and effectively de-escalated clients during crisis situations.
Issued, gathered and inspected intake forms to confirm correct signatures and information.
Conducted client interviews and performed client intake services.
Screened applicants and took initial information about demographic and historical data.
Performed intake and conducted client interviews, providing documents in English.
Connected individuals with relevant community resources and coordinated referrals.
Interviewed potential clients, collecting personal information to determine eligibility for social assistance.
Maintained accurate records and documented client data in company databases.
Made referrals to utilize community resources for resident's needs.
Worked closely with disabled or impoverished individuals to locate helpful financial resources and community programs.
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 cilents.
Home Healthcare Customer Service Representative, 01/2015 to 06/2015 Kholls Pharmacy – City, STATE,
Utilized active listening and communication skills to address customer inquiries and escalate issues to supervisor.
Managed customer inquiries through telephone, email and social media interfaces.
Accessed patient information through various software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
Coordinated with patients and healthcare professionals to meet patient needs.
Supported hospital and clinic operations using customer service skills and detailed system knowledge.
Documented and managed patient information in computer system.
Ran credit card, debt card and check deposits to pt. accounts.
Referred patients to appropriate professionals and services.
Scheduled and confirmed cilents appointments to repair electric wheelchair and other electronics home healthcare needs.
Received incoming and made out going calls for clients home healthcare needs.
Obtained proper authorization and identification to release confidential medical records.
Obtained insurance verification and authorization to submit financial clearance of patient accounts.
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