As an experienced Intake Specialist and Legal Assistant, I excel in managing incoming calls and inquiries with professionalism and efficiency. With a strong background in customer service, I prioritize delivering exceptional experiences to clients by accurately capturing and relaying information. My proficiency in utilizing virtual communication tools and software enables me to seamlessly coordinate appointments, maintain databases, and support administrative tasks. With excellent communication skills, attention to detail, and a commitment to exceeding expectations, I am dedicated to ensuring a smooth and positive interaction for every client
I have hands-on experience with various CRM platforms, such as HubSpot,Law ruler and Zoho CRM. Proficient in managing customer data, tracking interactions, and analyzing trends to enhance customer relationships. Skilled in configuring and customizing CRM systems to meet specific business needs, streamline processes, and improve sales and marketing effectiveness. With a strong understanding of CRM best practices, I am capable of leveraging these tools to drive customer engagement and satisfaction
Experience: 2 - 5 years
I possess advanced proficiency in Microsoft Excel, including data entry, analysis, and visualization. I am skilled in creating complex formulas, pivot tables, and charts to interpret and present data effectively. With experience in spreadsheet management and data manipulation, I excel in streamlining processes, optimizing workflows, and generating insightful reports for informed decision-making
Experience: 2 - 5 years
I have extensive experience in Microsoft Word, adept at creating and formatting professional documents such as reports, memos, and letters. Proficient in utilizing various features including formatting tools, styles, headers, and footers to ensure clarity and consistency. Skilled in document editing, proofreading, and collaboration functionalities, I am capable of producing high-quality written materials efficiently and effectively
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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