@andersonmoreno
Intake Specialist at RubinsteinLaw who managed personal injury client intake and case documentation.
ColombiaAt RubinsteinLaw (viaSolvo), I managed intake and onboarding for prospective personal injury clients. I interviewed clients, gathered case information, and coordinated document collection and follow-up.
I also maintained case records in Salesforce and Litify and coordinated handoffs to the legal team. Earlier, I supported U.S.-based customers in English and Spanish at Concentrix, Teleperformance, and Convergys.
Work history, roles, and key accomplishments
Rubinstein Law
Sep 2025 - Apr 2026 (7 months)
Managed client intake and onboarding for prospective personal injury clients, conducting detailed interviews and gathering case information. Performed preliminary case screening, coordinated document collection, and maintained accurate records in Salesforce and Litify.
Assisted U.S.-based customers with account inquiries, billing issues, and service requests in English and Spanish. Investigated and resolved issues while documenting interactions accurately and handling sensitive data.
Supported customers through ticketing and social media channels, investigating issues and providing solutions per established procedures. Managed and documented customer cases, complaints, and service-related requests while meeting quality standards.
Provided phone support for U.S. telecommunications customers, assisting with billing, service requests, and account updates. Documented interactions and resolved issues following company procedures.
Degrees, certifications, and relevant coursework
High School Diploma, General Studies
Completed high school education in Bogotá, Colombia.
Software and tools used professionally
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