Open to opportunities

Marissa Madison

@marissamadison

Message

Client-focused intake and claims professional who improves accuracy, compliance, and client experiences.

United States

Message

What I'm looking for

I’m looking for a client-centered role where I can own accurate intake, drive compliant documentation, and support faster, smoother claims outcomes—using clear communication, organized processes, and continuous improvement to help teams succeed.

I’m an Intake Optimization Specialist who sets the tone from the first interaction—greeting clients, building rapport, and collecting accurate personal, legal, and medical history. I record information in databases, obtain necessary signatures for retainers, and verify eligibility through conflict-of-interest checks while prioritizing urgent cases.

As a Client Services Manager, I manage day-to-day operations to support client needs, including billing verification, marketing and reporting requests, and timely claims adjudication. I lead onboarding for new clients, maintain long-term relationships, ensure legal documentation is received and archived, and schedule meetings while facilitating recap and published notes.

Previously, I worked as a Claims Adjuster/Claims-related specialist, verifying contract details, entering new claims accurately, confirming coverage, and reviewing estimates up to $2,000. I’ve also built strong customer service fundamentals through roles as a server and administrative assistant, and I owned and operated an online retail business that increased sales by 50% through better pricing decisions and customer support.

Experience

Work history, roles, and key accomplishments

Current

Intake Optimization Specialist

Current

TruLaw

Jan 2025 - Present (1 year 3 months)

Served as the first point of contact for new clients, conducting conflict-of-interest checks and collecting legal and medical history with accurate, HIPAA-compliant data entry. Coordinated consultations and obtained signatures for retainers while following up on incomplete paperwork to support timely onboarding.

Client intake Conflict Of Interest Screening HIPAA compliance Data Entry Privacy & Compliance

Current

Client Services Manager

Current

Safeware

Jan 2024 - Present (2 years 3 months)

Managed day-to-day client operations, verifying billing and supporting marketing and reporting requests while initiating proper claims adjudication. Facilitated onboarding, maintained archived documentation, and scheduled meetings by capturing and publishing action-oriented notes.

Billing Verification Claims Adjudication Client Onboarding Document Management Meeting Notes Reporting

Claims Adjuster

Safeware

Jan 2021 - Dec 2024 (3 years 11 months)

Verified contract information and entered new claims in the system based on client terms, confirming coverage in line with policies and procedures. Approved or denied servicer estimates up to $2,000 and followed up on pending files to support accurate, timely settlements.

Escalation Management Customer Service

Online Business Owner

Twice as Nice Retail

Jan 2017 - Dec 2021 (4 years 11 months)

Oversaw sales, marketing, and distribution, establishing budgets and managing inventory with quality checks. Drove a 50% sales increase by setting prices based on customer demand forecasts and maintained 99% outstanding customer reviews while resolving customer issues.

Sales & Management Inventory Forecasting Pricing Strategy Inventory Management Quality Control Customer Support Budgeting Marketing Operations

Administrative Assistant

The Law Collaborative

Jan 2009 - Dec 2010 (1 year 11 months)

Delivered incoming mail to appropriate recipients and supported new client intake and interviews. Served as a primary point of contact for about 50 incoming calls per day, handling data entry and digital filing and coordinating executive calendars and corporate events.

Client intake Phone Reception Data Entry E Filing Event Coordination