I help business owners and remote teams manage client communication, intake, follow-ups, documentation, and data entry with accuracy and professionalism.
With over 8 years of experience in customer service and more than 4 years as an Intake Specialist and Case Manager for SSDI and SSI cases, I can help clients with:
Handling inbound and outbound calls
Conducting client intakes and gathering important information
Updating CRM/client records accurately
Managing follow-ups through calls, emails, or messages
Organizing documents and checking for missing information
Handling sensitive client information with confidentiality and HIPAA awareness
Providing professional customer support
Setting appointments and keeping leads/client records updated
Supporting case management or admin-related tasks remotely
I understand how important it is to have someone reliable who can communicate clearly, stay organized, and protect client information.
My goal is to help make your process smoother, keep your records accurate, and make sure your clients receive timely and professional support.
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