Aiza Marie Molina

Reviewed client intake documentation for case accuracy and completeness, ensuring properly organized case materials. Coordinated with healthcare providers and insurers to obtain medical and billing records and prepared demand packages and lien-related settlement documentation.

Assisted policyholders with inquiries related to insurance coverage, claims, and accident concerns. Verified customer and policy data, directed requests to appropriate departments, and maintained confidentiality while resolving inquiries efficiently.

Reviewed and analyzed medical records for accuracy and completeness, ensuring they met client-specific requirements. Organized confidential documentation for submission and maintained detailed records to support efficient case processing.

Reviewed intake information to identify treatment providers, then requested and audited medical and billing records for completeness. Generated treatment audits and tracked record requests to support case evaluation and settlement preparation.

Conducted outbound client calls, gathered verified client information, and scheduled consultations for qualified leads. Analyzed debt portfolios to identify settlement opportunities and documented negotiation outcomes while maintaining compliance with firm procedures.

Verified health insurance coverage and prepared medical and billing record requests via fax, email, and mail. Followed up with providers and insurers, reviewed received records for accuracy, and maintained organized case files for case preparation.

Led and supervised product consultants across assigned territories to improve sales performance. Delivered product training, coached teams through mock selling and demonstrations, and prepared operational and performance reports for management review.

Managed case creation and maintenance using TrialWorks, preparing welcome packets and case documents to support ongoing litigation workflows. Coordinated with health and auto insurance carriers, tracked balances, and ensured all case documentation was filed and accessible.

Provided remote technical support for software and security issues by diagnosing problems through troubleshooting and system analysis. Assisted customers with installation and configuration, delivered security best-practice education, and improved performance through optimization steps.

Supported a fast-paced seasonal account by handling order inquiries, modifications, and delivery concerns. Tracked orders and coordinated with florists and delivery partners to ensure timely fulfillment while documenting customer interactions.

Managed front-desk operations, incoming calls, visitor inquiries, and office correspondence. Supported sales and technical teams with customer inquiries, scheduling, and administrative documentation while maintaining organized filing systems.

Provided administrative and accounts support for management and operations, including scheduling and handling customer inquiries. Performed data entry, maintained records and documentation, and supported accounts-related reporting for efficient office operations.

Handled customer order inquiries, modifications, and delivery concerns for a seasonal account. Documented interactions and coordinated with florists and delivery partners to support timely fulfillment and customer satisfaction.

Assisted customers with product inquiries, quotations, and order processing while keeping sales and inventory records accurate. Coordinated order fulfillment, managed inventory levels, and supported daily administrative operations.

Prepared and submitted medical and billing record requests and communicated with healthcare providers and insurers to resolve outstanding retrieval efforts. Reviewed received records for accuracy and completeness and maintained organized case files for legal preparation.