Zeidy Garcia

Evaluated potential clients for Social Security Disability (SSD/SSI) eligibility based on medical condition and work history. Answered inquiries via phone or email, entered data into case management systems, and set appointments for attorneys and case managers.

Screened prospective clients using automated intake forms and managed scheduling, time zones, meeting invitations, and client appointments. Utilized Clio Grow and Microsoft Teams for client management and coordination.

Engaged with potential clients via phone and email, organized case documents, managed email and SMS campaigns, and drafted legal documents. Handled transcription and translation of calls and meetings, and organized digital files.

Provided customer support for health insurance members, resolving inquiries, complaints, and account-related concerns. Maintained high levels of professionalism and customer satisfaction.

Created structured plans for achieving team goals and helped team members understand their contributions. Monitored team progress, tracked milestones, prepared proposals and reports, and maintained project management platforms.

Provided guidance, support, and accountability to team members, offering outside perspective and thought-provoking questions. Monitored milestones, maintained trackers, and ensured accountability.

Provided shipment support by tracking packages, scheduling pickups, and providing quotes. Resolved issues by investigating missing or delayed packages, handling complaints, and processing claims, coordinating with warehouse staff and drivers.

Pursuing a Degree in Translation and Interpretation, expected to continue through the present.

Completed coursework for Bachelor's Studies in Clinical Biological Chemistry.

Earned a Bilingual Secretary qualification from 2014 to 2016.