Hannah G.
Senior Legal Intake Specialist
Open to offersNew to PlatformAbout
Hannah D., based in San Jose City, Nueva Ecija, Philippines, is a seasoned Remote Legal Intake Specialist with over eight years of professional experience in client screening and supporting disability and veterans’ claims. At Trajector Disability, she expertly conducted structured intake interviews, gathering crucial medical and personal data for Social Security Disability Benefits (SSI & SSDI) across all U.S. states. Hannah is proficient in handling high-volume calls and emails, managing CRM systems, and ensuring strict confidentiality in compliance with privacy regulations. Her role also involved appointment coordination with healthcare providers and attorneys, emphasizing her capability in providing empathetic customer support. Previously, she honed her customer service skills at Sutherland Global Services as a Customer Service Associate for Amazon, handling escalated issues and ensuring client satisfaction. Hannah's expertise extends to tools like Milo, Twilio, and Adobe Acrobat E-Sign, with a strong emphasis on data entry, record accuracy, and maintaining HIPAA compliance.
Experience
Legal Intake Specialist
Trajector Disability Outreach Legal Team · 2023 — 2026Conducted structured intake interviews to gather and verify client medical, personal, and disability-related details. Screened and pre-qualified disability claims for claimants and veterans by assessing their eligibility and reviewing necessary documentation. Managed a significant volume of inbound and outbound communications through calls and emails, offering empathetic customer support. Provided clear explanations of the intake processes, required documents, e-signature guidance, and appointment scheduling. Coordinated consultations and follow-ups with healthcare providers and attorneys while ensuring the accuracy of client records within CRM systems. Communicated regularly with clients to provide case status updates and answered general inquiries, all while handling sensitive information in compliance with privacy regulations.Customer Service Associate – Amazon Retail Account | Virtual SME | Escalations Support
Sutherland Global Services · 2017 — 2022Addressed customer inquiries and concerns regarding Amazon retail orders through multiple channels including phone, chat, and email. Managed escalated cases by identifying issues and delivering effective solutions. Assisted customers with various processes such as order tracking, returns, refunds, and replacements. Resolved account-related issues efficiently while supplying product information and purchase support. Updated customer records and processed requests using CRM systems to ensure timely service delivery and satisfaction.
Skills & Expertise
Education
- Bachelor of Science in Business Administration Major in Marketing ManagementCentral Luzon State University · — — 20165
Interested in this professional?
Sign in as an employer to save this profile or invite Hannah G. to a job.
Sign in as an employer