Open to opportunities

Alex Morales

@alexmorales1

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Customer service and legal case management professional with 5+ years’ experience.

Venezuela

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What I'm looking for

I’m looking for a role where I can deliver excellent customer service while supporting legal or case-management workflows—calling clients, following up on medical appointments, managing compliant forms, and organizing records with speed and accuracy.

I’m a results-oriented Customer Service Agent with over 5 years of demonstrated expertise in the Airline Industry and in remote client support. I’m known for quickly learning new processes and procedures while consistently upholding company policies for operational excellence.

In legal-focused virtual assistant roles, I support clients with case management tasks including calling clients, sending letters of representation and corresponding acknowledgment letters, and following up to keep matters moving. I help clients set up medical appointments and follow up so they attend.

I also handle compliance and documentation work, including filling out NF2 and HIPAA Forms, drafting medical records request forms, and sending client demographics to medical facilities. I manage organization across digital files by renaming, sorting, labeling, and maintaining up-to-date records.

In customer-facing airline experience, I’ve led baggage and front-desk operations, oversaw flight operations, checked passengers’ luggage and travel documents, and handled baggage claims for delayed/lost baggage. Fluent in English and Spanish, I bring tech-savvy communication, attention to details, and a fast-learning mindset to every role.

Experience

Work history, roles, and key accomplishments

Case Manager Assistant

Levy Borukh Law, PLLC

Aug 2025 - Oct 2025 (2 months)

Provided remote supervisory support as a case manager assistant by calling clients and sending letters of representation and acknowledgment. Coordinated medical appointments and follow-ups, completed NF2 and HIPAA forms, submitted client demographics to medical facilities, and organized case mail and records.

Case Management Customer Service Legal Representation Letters Medical Appointment Follow Up HIPAA

Case Manager Assistant

Sasooness Law Group, APC

Feb 2025 - Jul 2025 (5 months)

Handled case management tasks remotely by calling clients and coordinating medical appointments, including follow-ups to ensure attendance. Sent letters of representation and acknowledgment, submitted client demographics to medical facilities, and organized incoming documents for case files.

Case Management Customer Service Client Demographics Submission

Administrative & Legal Asst

Portner & Shure, P.A.

Oct 2023 - Mar 2024 (5 months)

Worked remotely as an administrative and legal assistant supporting case and medical request workflows. Contacted clients, sent request forms to medical providers, and followed up on medical record/document requests while keeping electronic files organized.

Administrative Support Legal Assistance HIPAA MR Request Forms Provider Follow Up Client Communication Data Entry

Legal Assistant

DC Law, LLC

Oct 2022 - Jul 2023 (9 months)

Served as a remote legal assistant performing client and case coordination tasks. Communicated with clients, providers, and adjusters, managed case workflows using CRM systems, and scheduled meetings/calls while maintaining organized digital files and records.

Legal Assistant Case Management CRM Systems Client Communication Digital File Renaming Scheduling

Passenger Service Agent

Copa Airlines

Jun 2013 - Jan 2021 (7 years 7 months)

Handled front desk passenger service and back-office administrative work, including overseeing flight operations. Assisted with baggage and travel document checks, managed baggage claim inquiries for delayed/lost luggage, and wrote customer and operational reports.

Customer Service Report Writing Back Office Administration Lost Delayed Baggage Handling