Cristopher

• Actively seeking out and identify potential leads or clients

• Assessing suitability and interest of potential leads based on established

criteria and qualifying them for further engagement

• Keep records accurately and up to date of leads, prospects and interactions

in CRM

• Conduct outbound calls, email for follow up and move prospects through

sales funnel

• Support communication between patient’s/clients and healthcare

providers

• Coordinate and schedule appointments, tests and procedures based on

patient preferences and medical needs

• Guide patients through healthcare system, including help them to

understand insurance coverage, medical terminology and treatment

options

• Provide support for patients to understand medical bills, insurance claims

and provide assistance on dispute process

• Manages team from 12 – 15 people, provide guidance including set

expectations, communicate goals and motivate team members

• Identify training needs and coordinate training programs bases on skills,

knowledge and performance gaps.

• Plan and organize work schedule, tasks and project timelines

• Monitor and evaluate team’s performance by conducting daily/weekly

performance reviews and address performance issues through effective

and SMART action plans to reach organization goals

• Managed team providing support through various channel: Voice, chat and

back-office processes.

• Create weekly reports for manager and client’s visibility for performance

and ongoing actions to ensure meeting organization KPIs

• Foster cultural environment aligned to corporate value

• Engage with prospective clients via phone, email or chat to gather initial

information to evaluate potential injury cases based on established criteria

and sign those over the phone

• Answer high volume of inbound calls

• Coordinate and assist with intake schedules for attorneys or intake

attorneys as needed

• Recording and organizing client details and relevant information to evaluate

and register accordingly

• Assessing urgency of each case to determine priority and appropriate

handling

• Inputting client information into the firm’s database accurately and

efficiently

• Managed of legal terminology and processes for correct case assignation

within Washington DC, Maryland, Virginia and South Carolina states.

• Manage Case files, organizing and maintain documentation.

• Drafting legal document such as motions, pleadings, and settlement

demands for attorney review

• Conducting and performing legal research to support case strategies and

ensure compliance with legal requirements

• Coordinate attorney schedule, by setting up meetings, court appearances,

and depositions, ensuring all events are properly organized.

• Monitoring case progress by tracking status and deadlines to ensure timely

actions and follow-ups

• Facilitating Communication between clients and attorneys: Serve as a

liaison between clients, attorneys, and other stakeholders to ensure

smooth communication

• Assisting with billing by following up with payments and past due clients