Jeffrey Mancilla
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Intake Specialist
Medellín, Antioquia, Colombia
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Intake Specialist at SunsetWestCoreBridge SolutionsAug 2025 - Current (1 year 2 months)- Intake Specialist at Steinger, Greene & FeinerSolvo GlobalJun 2025 - Aug 2025 (3 months)Lead Conversion & Intake: Managed high-volume inbound and outbound calls for Auto Accident, Premises Liability, and Workers' Compensation claims, acting as the firm's first line of contact to qualify leads and secure new business.
Empathetic Discovery: Utilized active listening and storytelling techniques to guide potential clients through traumatic experiences, extracting necessary legal details while providing reassurance and building trust.
Case Qualification: Evaluated accident details against firm criteria to determine case viability, ensuring only high-potential claims were escalated to the legal team.
CRM Management: Maintained strict data integrity within the firm's case management software, document - Intake Specialist at Pacin Levine, P.A.StarkflowMay 2024 - Feb 2025 (10 months)- Conducted initial virtual consultations with prospective clients to assess their legal needs and determine eligibility for specific case types.
- Applied attorney guidelines and FAQ documentation to evaluate potential personal injury case categories.
- Accurately entered client data, scheduled appointments, and managed follow-ups using CRM and case management systems.
- Provided clear guidance on service options, pricing structures, and payment plans, supporting lead conversion and contract sign-ups.
- Handled confidential client information with discretion and empathy, particularly during emotionally charged conversations.
- Collaborated with legal teams to ensure seamless transitions from intake to attorney cons - Dispatcher at uShip LogisticsSavantNov 2023 - Apr 2024 (6 months)- Coordinated shipments and managed invoicing.
- Assisted customers with international and domestic logistics.
- Negotiated rates, assigned carriers, and resolved shipment issues.
- Handled documentation, compliance, and customer support. - Logistics CoordinatorRedValleyAug 2023 - Nov 2023 (4 months)- Tracked shipments and maintained accurate project timelines.
- Handled customer communications and coordinated issue resolution. - Operations Analyst at Direct Traffic SolutionTalentoNov 2022 - Mar 2023 (5 months)- Provided executive-level support, tracking project progress and assisting in new account training.
- Managed documentation and ensured efficient workflow coordination across teams.
- Assisted in reporting and data tracking, optimizing internal processes. - Operations Analyst at Direct Traffic SolutionSworkzNov 2022 - Mar 2023 (5 months)
- Broker/CarrierSales at SurgeTransportationTalentek by HubtekFeb 2021 - Sep 2021 (8 months)
- FTL/LTL coordinator at QuadExpressHubtekNov 2020 - Feb 2021 (4 months)Attend to our customer's individual transportation needs by quoting different types of ways to haul their products to their destination. Track the loads from pick up to delivery to ensure everything gets done on time and know early if the cargo gets misdirected, lost or damaged. Once we were billed by the trucking companies, I also had to manage to invoice and price disputes
- Underwriter/Customer Services RepresentativeSolvo Global CareersFeb 2020 - Dec 2020 (11 months)- Validated client documents and managed contract processing.
- Assisted in policy administration and record management. - Customer Service RepresentativeTPJun 2019 - Jan 2020 (8 months)Provide information and assistance to customers about their products (Credit Cards, Bank Accounts and Mortgages), both within Panama and abroad. Solve problems and concerns of companies such as payroll payments from their clients, doubts with the platform and registration of new users.