legal secretary resume example with 8+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Editing and proofreading
  • Insurance
  • Customer satisfaction
  • Customer service
  • Subrogation
  • Scheduling
  • Filing
  • Litigation Support
  • Negotiation
  • Corrective action plans
  • Investigations skills
  • Financial
  • No-fault Insurance Law
  • Managing
  • Meetings
  • Researching
  • Telephone
  • Civil Law
  • Document management
  • Legal Research
  • Reporting skills
  • Data presentation skills
Liberty University Lynchburg, VA Expected in 10/2020 B.S. Degree : Paralegal Studies - GPA :

GPA: 3.88

Baldwin Senior High School Baldwin, NY Expected in Regents Diploma : - GPA :

Notary Public

Work History
Aaa Of Southern California - Legal Secretary
Long Beach, CA, 05/2019 - Current
  • Drafting legal documents when requested, including petitions, motions, and summonses.
  • Communicating with potential clients or other attorney's offices via email, over the phone, or in person.
  • Accurately filing documents with the court ahead of deadlines.
  • File, organize, scan, copy and fax legal documents in a timely manner.
  • Scheduling court depositions, hearings, and other meetings.
  • Assisted attorneys in collecting information such as employment, medical and other records.
  • Filed documents with courts on behalf of attorney.
  • Arranged for delivery of legal correspondence to clients, witnesses and court officials.
  • Supported team of [Number] attorneys in practice of [Type] law.
  • Diligently edited legal correspondence for grammar and spelling.
  • Maintained calendar and tickler system for managing partner, associate attorney and senior paralegal.
  • Entered new cases into company database.
  • Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
  • Developed and maintained filing and retrieval systems.
  • Completed accident reports, trial and courtroom requests and applications for clients.
  • Developed improvement and corrective action plans to bring operations in line with requirements.
  • Stayed current with latest changes to applicable regulatory standards and company procedures.
  • Prepared documentation and records for upcoming audits and inspections.
  • Enhanced regulatory, strategic and operational performance to keep in alignment with deadlines.
Kaiser Permanente - Claims Examiner
Lutherville Timonium, MD, 03/2016 - 05/2019
  • Filing and processing client insurance claims.
  • Ensuring coverage and calculating the payout for each claim.
  • Drafting and mailing paying out statements.
  • Entering customer information.
  • Assisting customer with the appealing denied claims.
  • Setting up and rescheduling inspections and claims appointments.
  • Directed and coordinated various investigations conducted by field investigation team.
  • Collaborated with claims department and industry anti-fraud organizations to resolve claims.
  • Monitored [Number]-clients caseload for each quarter.
  • Evaluated all evidence with ultimate goal of creating positive outcomes for client's claims.
  • Reconciled data in direct collection system with accounting system to address discrepancies.
  • Reviewed and analyzed suspicious and potentially fraudulent insurance claims.
  • Maintained contact with claimants and attorneys to determine treatment status.
  • Followed up on potentially fraudulent claims initiated by claims representatives.
  • Synthesized data into comprehensive quarterly written reports for management.
  • Analyzed information gathered by investigation and report findings and recommendations.
  • Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
  • Partnered with legal counsel on litigation cases.
  • Developed new [Type] applications for cross-functioning departments.
London Stock Exchange Group - Account Manager
Tallahassee, FL, 07/2015 - 03/2016
  • Advising debtors of the possible consequences of non-payment.
  • Corresponding with clients via posts, telephone and emails.
  • Keeping administrative records up to date.
  • Handling a variety of customer service calls.
  • Collected data to complete detailed financial reports for stakeholders and management.
  • Handled account payments and provided information regarding outstanding balances.
  • Responded to client concerns and questions about credit scores and methods to improve numbers.
  • Reconciled past due accounts achieving [Number]% reduction in outstanding invoices.
  • Managed invoicing and payment processing operations.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
Paycom Software, Inc. - Banking Specialist
Troy, MI, 09/2013 - 07/2015
  • Maintaining and managing well-developed professional knowledge of entire products and services line offered.
  • Evaluating the customers' financial status to select the most effective products.
  • Assisting with customer satisfaction and retention through successfully researching and resolve customer issues.
  • Helping customers open and manage their bank accounts and finance.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Expanded client base by promoting new financial products.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.

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Resume Overview

School Attended

  • Liberty University
  • Baldwin Senior High School

Job Titles Held:

  • Legal Secretary
  • Claims Examiner
  • Account Manager
  • Banking Specialist


  • B.S. Degree
  • Regents Diploma

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