Zeidy Estefania G.

Customer Service & Intake Specialist

Overview 🧩 Virtual Assistant | Intake Specialist | Customer Service Representative | Administrative Operations I am a bilingual customer service and legal intake professional with over 8 years of experience supporting clients, managing communications, scheduling appointments, and handling administrative operations in fast-paced environments. Throughout my career, I have worked in customer service, team leadership, coaching, and legal intake roles, developing strong communication, organization, and problem-solving skills. Most recently, I have worked remotely as an Intake Specialist for Social Security Disability, Personal Injury, and Criminal Defense law firms, where I evaluate potential clients, conduct intake interviews, manage calendars, schedule consultations, maintain CRM databases, and ensure clients receive excellent service throughout the intake process. What I bring to the table: ✅️ Strong client communication and relationship-building skills ✅️ Bilingual support in English and Spanish ✅️ Extensive experience handling inbound and outbound calls ✅️ Ability to manage high-volume communications while maintaining accuracy ✅️ Exceptional organizational and time-management skills ✅️ Experience working independently in remote environments ✅️ Strong attention to detail when collecting and documenting client information ✅️ Leadership and coaching experience, including supervising teams and monitoring performance ✅️ Customer-focused mindset with a commitment to providing excellent service ✅️ Ability to learn new systems and processes quickly Tools & Platforms I have worked with 💻 Clio Grow 💻 Case Management Systems (CRM) 💻 Client Intake Software 💻 Calendar Management Systems 💻 Slack 💻 Microsoft Teams 💻 Email Management Systems 💻 SMS Communication Platforms 💻 Phone Systems (Inbound and Outbound Calls) 💻 Ring Central 💻 Microsoft Office Suite