Rebecca Kattie G. Status: Offline
BrooklynNY USA
94% Job Success
Top Rated

Client Support & Intake Specialist

Hello! I'm a seasoned Intake Specialist with nearly four years of experience in customer support and insurance intake, committed to providing efficient, compassionate service to clients from diverse backgrounds. I specialize in navigating insurance processes, managing client accounts, and ensuring that each client receives the support they need during intake and onboarding. Fluent in English, French, Spanish, and Haitian Creole, I’m able to connect effectively with clients from a variety of linguistic and cultural backgrounds, making the intake process smoother and more personalized. My goal is to make clients feel valued and understood from their first interaction through their ongoing service experience. What I Offer: - End-to-End Intake Management: Skilled in managing the entire intake process, including client eligibility verification, documentation, and account setup. - Insurance Expertise: Extensive experience in insurance processes and requirements, allowing me to support clients confidently through any necessary steps. - Multilingual Client Support: Fluent in four languages (English, French, Spanish, Haitian Creole), providing clear and accessible service to a broad client base. - Data Accuracy & Confidentiality: Meticulous in capturing and maintaining secure client records in compliance with data protection standards, ensuring all information is accurate and confidential. - Client Satisfaction Focus: Strong commitment to responsive, client-centered support that builds trust and enhances the overall experience. Key Skills: - Intake Process Management: Extensive experience in client assessments, Eligibility verification, onboarding, and case follow-up. - Customer Service Excellence: Over four years of customer support experience with a focus on healthcare and social services, including phone support, client inquiries, and resolution. - Confidentiality & Compliance: Trained in HIPAA standards and committed to protecting client information with the highest level of discretion.
Work history

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Skills

Skills

  • Zoho CRM
  • HubSpot
  • Help Scout
  • French
  • Inbound Inquiry
  • Customer Service
  • Trello
  • Slack
  • Outbound Sales
  • Lead Generation
  • Customer Support
  • WordPress e-Commerce
  • Shopify
  • Intercom
  • ChatGPT
  • Administrative Support
  • Office 365

Get started working with Rebecca Kattie quickly with these predefined projects.

Get started working with Rebecca Kattie quickly with these predefined projects.

You will get Multi-Channel Support through email, chat, phone, or even social media

From $150
2 days delivery