Team Lead / Intake Specialist
Nueva Ecija
I helped clients who are part of the disabled community who are unable to work and let them understand and identify with them if they are eligible to get their monthly disability benefits. I’m guiding them through the intake process making sure they feel heard and respected while I collect accurate and complete information.
GlobalTek BPO, full_time
Apr 2021 to Feb 2026
-Took intake calls -Collected data from US Veterans and disabled clients to identify if they are eligible for service-connected disability benefits or Social Security Administration claim -Captured sensitive information such as date of birth, medical conditions, social security information from US Veterans who are part of the disabled community. -Learned how to keep sensitive information confidential by collecting what’s necessary and following approved scripts -Identifying possible exposure (example but not limited to toxic water, firefighting foam, defective products which can result to different type of cancers etc.) -Identifying personal injuries or mental health issues by asking probing questions on what happened during the duration of the veteran’s military service. -Asked questions about their background, job description, assignments, timeline and if they have any documentation or if there are any reported injuries or sickness during the service. -Pre-qualify the lead by asking questions and gather information about their income, medical conditions and work history. -Filling out intake form accurately with client's information -Submitting representation forms or medical evaluation agreement to clients and walking thru with e-signature -Updating status of the client on CRM (ZOHO and MILO) with what was discussed, what will happen next and if needed, scheduled a follow up on the tasks/calendar. Call backs are based on the clients’ preferred time and date