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Juvelyn E. — Senior Legal Client Intake Coordinator from Philippines

Juvelyn E.

Senior Legal Client Intake Coordinator

Philippines 3-6 years
Open to offersNew to Platform
Languages
EnglishTagalog
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About

Juvelyn T., based in Bacolod City, Philippines, is a meticulous Legal Intake and Operations Professional with over 8 years of experience in legal, healthcare, customer service, and administrative sectors. Her expertise covers managing client intake, coordinating attorney schedules, and maintaining confidential records, ensuring the smooth completion of case documentation. She has adeptly utilized Lawmatics CRM and Siebel CRM to streamline workflows, improve client experiences, and enhance process reliability. Juvelyn has supported remote operations, allowing seamless coordination and workflow management across fast-paced environments. With a vocational background in nursing and studies in Engineering Technology, she has consistently demonstrated a commitment to delivering exceptional support while maintaining professional accuracy and compliance.

Experience

  • Client Intake & Operations Coordinator

    Blue Pinnacle Law · 2026 — 2026
    Oversaw the client intake process, managing inquiries and onboarding for legal clients in a remote setting. Scheduled appointments by coordinating attorney and client calendars, aiming to optimize the scheduling process. Maintained comprehensive digital records and documentation related to cases to ensure seamless progression. Enhanced CRM workflows by identifying issues within Lawmatics and facilitating their resolution. Drafted client communications and follow-up messages to improve responsiveness and the overall client experience. Monitored the progress of clients, ensuring all intake forms and supporting documents were completed on time. Contributed to the daily operations of the legal practice through effective coordination and management of workflows.

  • Client Intake Specialist (SSDI)

    Pond Lehocky · 2025 — 2025
    Conducted a high volume of intake interviews while prioritizing accuracy and professionalism. Assessed client eligibility based on SSA guidelines to enhance the quality of submissions. Gathered and verified medical and financial documents, ensuring adherence to HIPAA regulations. Provided guidance to clients navigating the disability application process to reduce confusion and subsequent inquiries. Maintained ongoing communication with clients during the intake process to offer support and updates. Scheduled appointments and monitored case progress to ensure timely follow-ups.

  • Inside Sales & Customer Operations Specialist (Remote)

    GE Healthcare / TeleTech · 2021 — 2025
    Supported healthcare professionals through efficient order management and customer service operations. Ensured accurate processing of orders, contributing to enhanced fulfillment timelines. Collaborated with vendors and internal teams to confirm successful order completion and delivery. Utilized Siebel CRM to manage customer interactions, systematically documenting all transaction details. Addressed complex healthcare cases, including urgent Patient on Table (POT) escalations, emphasizing precision and coordination. Resolved customer issues while upholding high standards of service and satisfaction. Thrived in a remote work environment, consistently meeting productivity and performance benchmarks.

  • Customer Relations Specialist

    Teleperformance · 2019 — 2020
    Assisted clients with travel planning and managing itineraries. Coordinated reservations and schedule adjustments while ensuring a high level of accuracy in requests. Maintained effective communication with both customers and service partners to facilitate seamless service experiences. Addressed customer concerns efficiently and professionally.

  • Team Leader

    Ubiquity Global Services · 2014 — 2016
    Led a customer service team, focusing on coaching and developing team members to meet performance and quality targets. Conducted monitoring of performance, provided feedback, and engaged in employee development initiatives. Fostered productivity and team engagement through strong leadership and support. Ensured adherence to company policies and customer service excellence standards.

  • Customer Service Representative

    Ubiquity Global Services · 2014 — 2014
    Assisted customers with inquiries regarding financial accounts, upholding strict security and compliance measures. Delivered accurate and professional support across various communication channels. Thoroughly documented customer interactions to ensure continuity and accuracy of service.

  • Technical Support Representative

    Convergys Philippines · 2010 — 2014
    Diagnosed and resolved a range of technical issues for customers in a dynamic support environment. Provided clear step-by-step guidance to users, catering to different technical skill levels. Enhanced customer satisfaction through effective problem resolution and communication. Maintained comprehensive logs of customer interactions and resolutions.

Skills & Expertise

MLS (Multiple Listing Service)Customer ServiceLegalIT Project Manager

Education

  • Vocational Diploma in Nursing
    Central Philippine Adventist College
  • Engineering Technology (Undergraduate)
    Technological University of the Philippines – Visayas