Macy A.
Intake Specialist
Open to offersNew to PlatformAbout
Macy A. is a Customer-focused Intake Specialist with nearly 17 years of experience in diverse industries including legal, financial, healthcare, travel, and telecommunications. She excels in managing high-volume communications through client interviews, personal injury case screening, and coordinating attorney consultations, maintaining impeccable organizational skills and confidentiality. Her experience at Prosper PI involved performing preliminary case qualifications and scheduling consultations to improve client engagement. Macy has also served as a Concierge Service Agent at Travel Visa Pro, providing expedited passport and visa services, ensuring a high level of client satisfaction. Her previous roles at companies like Teleperformance and iQor allowed her to deliver exceptional support in technical troubleshooting and financial account management. Macy holds a Bachelor of Science in Computer Science from Colegio San Agustin Bacolod.
Why hire me
In my most recent role I, I managed a high volume of inbound and outbound communications, conducted detailed client intake interviews for personal injury cases, performed preliminary case screenings and conflict checks, coordinated attorney consultations, and maintained accurate case documentation. I also worked closely with multiple personal injury law firms, ensuring every prospective client received compassionate, professional, and timely assistance. Prior to my legal intake experience, I built a strong foundation in customer service across the travel, financial, healthcare, and telecommunications industries. These diverse roles strengthened my ability to communicate effectively with people from all backgrounds, resolve concerns with empathy, multitask in fast-paced environments, and consistently deliver outstanding customer experiences. I pride myself on being organized, detail-oriented, and dependable. I enjoy helping people during what is often a difficult time in
Experience
Intake Specialist
Prosper PI · 2023 — 2026Oversaw a high volume of incoming and outgoing communications, including calls, emails, texts, and online inquiries from potential clients. Conducted in depth intake interviews for personal injury cases, gathering necessary details and documentation. Handled preliminary case qualifications and conflict checks prior to attorney review. Arranged consultations and ensured accurate client data was maintained within case management systems. Followed up with prospective clients to enhance engagement and conversion.Concierge Service Agent
Travel Visa Pro · 2019 — 2023Delivered high level support for expedited passport and visa services, utilizing phone, email, chat, inbound and outbound communications to ensure an exceptional client experience.Customer Service Roles
Previous Customer Service Experience · 2015 — 2014Provided customer support and assistance across various organizations, including Teleperformance (Expedia & Barclays Bank), Ubiquity Global Services (WellCare, RushCard & Netspend, Events Coordinator), and iQor (MetroPCS). Responsibilities included billing assistance, technical troubleshooting, financial account support, and healthcare membership services.
Skills & Expertise
Education
- Bachelor of Science in Computer ScienceColegio San Agustin Bacolod · 2007 — 2009
- High School DiplomaBacolod City National High School · 2004 — 2007
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