Case Manager Virtual Assistant

YANELLA DEL VALLE ROJAS RODRIGUEZ

VIRTUAL ASSISTANT /CUSTOMER SERVICE AND SALES/CASE MANAGER ASSISTANT/

INTAKE SPECIALIST

CONTACT:

Telephone Number.: +506-******** Email Address: *********@*****.***

Address: Del costado Este de la Iglesia de San Miguel 300 m sur y 100 oeste Avenida 38 calle 136 San Miguel, Escazú Centro, provincia de San José

EDUCATION

Bachelor’s degree (1984-1989 Santa María College, Venezuela.

Title obtained: Law Degree

Bachelor’s in science 10/1977-08/1982 Angelo de Marta High School.

Venezuela.

KEY SKILLS

Organizational Skills Problem-solving Creativity Teamwork

Time Management Adaptability Analytical Skills Motivation

COMPUTER SKILLS

Microsoft Office Internet

Social networks Html

Microsoft Excel Microsoft Word Microsoft PowerPoint Google Drive Microsoft Outlook HubSpot CRM

Languages

•Native Spanish

•Intermediate English B2

•Beginner French

PROFILE

Professional with excellent organizational skills and extensive professional experience. I am known for being a very hard-working person and for offering good service to my clients, including solving possible incidents. I am a person who always strives to guarantee customer satisfaction. I can work in a team and independently as needed. I am a versatile person and capable of performing various tasks. I usually give a good image of the company, and I have my own strategies to achieve success in my assigned responsibilities and on time.

EXPERIENCE

INTAKE SPECIALIST (Currently)

Registration: Welcome clients or patients, register them, and create patient records

Information gathering: Collect information about clients or patients, including medical histories and insurance information. Scheduling: Schedule appointments, consultations, and procedures

Eligibility determination: Determine if clients or patients meet the eligibility requirements for programs Referrals: Make referrals to other services or providers when needed

Clerical work: Manage paperwork, enter data, and handle phone calls

Compliance: Ensure compliance with policies and procedures

VIRTUAL ASSISTANT HAUSS REAL ESTATE 09/2020 to '2023

Updating the company's Database. Search and acquisition of new clients. Appointment management. Scheduling of in-person and/or telephone appointments. Monitoring of new clients. Reverse Mortgage Sales. Refinancing, Property Buy-Sell Service and short sales. Preparation of Reverse Mortgage loan forms (Home Equity Conversion Mortgages). Attention to customer problems and queries.

Management and Calculations of Numerical Estimates of Property Values

CASE MANAGER ASSISTANT AT CORNERSTONE BMP. COSTA RICA. 2024

Assist attorneys with all aspects of case management, including filing deadlines, billing, and providing reminders as needed. Coordinate between attorneys, staff, and outside vendors to manage the law firm's caseload, submit case summaries/updates, and ensure deadlines are met. Organize and maintain all case files and engagement information, whether electronic or paper, in accordance with law firm policies. Conduct legal research to obtain documentation regarding health insurance, social security, medical records, and medical providers. Review legal documents to ensure compliance with all requirements. Consult with attorneys and provide recommendations regarding cost- effective and cost-effective ways to achieve client objectives. Communicate case status with clients and outside counsel as requested. Request the client's medical and expense records from insurance companies that work with the firms and those that are not in the database. Management of platforms such as Neos.

RECEPTIONIST at DORAL BEACH-PUNTA PALMA-TERAMUM HOTELS in

Venezuela 06/1996-06/2002.VENEZUELA

Receive customers. Check-in clients. Give information about the hotel. Provide excellent customer service. Manage reservations and cancellations. Resolve conflicts and incidents. Provide relevant tourist information. Manage security and access to the hotel. Manage expenses and check-out. Coordinate airport-hotel transfers.

CASE MANAGER ASSISTANT AT CORNERSTONE BMP. COSTA RICA. 2024

Assist attorneys with all aspects of case management, including filing deadlines, billing, and providing reminders as needed. Coordinate between attorneys, staff, and outside vendors to manage the law firm's caseload, submit case summaries/updates, and ensure deadlines are met. Organize and maintain all case files and engagement information, whether electronic or paper, in accordance with law firm policies. Conduct legal research to obtain documentation regarding health insurance, social security, medical records, and medical providers. Review legal documents to ensure compliance with all requirements. Consult with attorneys and provide recommendations regarding cost- effective and cost-effective ways to achieve client objectives. Communicate

case status with clients and outside counsel as requested. Request the client's medical and expense records from insurance companies that work with the firms and those that are not in the database. Management of platforms such as Neos.

SALES EXECUTIVE/TOURIST SERVICE MIRABELLE TOURS TRAVEL WHOLESALE 12/1993-03/1996. CANADA

Advice to clients on products of interest such as excursions and tours as well as other activities. Carrying out demonstrations and quotes of available products and services. Planning of transfers and arrival and departure of clients (tourists). Attention and monitoring of the tourist client upon arrival at the preferred destination and also Upon departure to the country of residence.

Preparation and attendance at information meetings (briefing) for traveling groups in each of the hotels established by the company. Supervision and counting with the airline counter staff to ensure the seats purchased by the company.

Contact this candidate