Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.
Enthusiastic employee who is proficient in support to attorneys and managers in managing heavy caseloads and achieving strategic goals. Displays strong communication skills when interacting with court personnel, opposing counsel and clients. Quickly develops institutional knowledge and expertise of firm and products to accomplish tasks.
Skills
Expertise in legal proceedings
Marital settlement agreements
Understands confidentiality
Power of attorney
Civil Litigation
Project management
Team-oriented
Conflict mediation
Risk management
Notary
Price quoting
Generating leads
Team member motivation
Effective customer upselling
Staff training and motivation
Merchandising proficiency
Policy management expertise
Team training and development
Policy adjustment knowledge
Client account management
Client retention
Cross-selling and upselling
Multitasking
Reliable and trustworthy
Communication
Organization
Experience
Paralegal, 09/2020 - 02/2022 Francisan Health – Harvey, IL,
Organized client calendars, prepared mailings and handled high call volumes.
Identified and analyzed legal documents, discoveries and contracts.
Participated in client interviews, observed questioning process and documented information.
Filed pleadings and paperwork with court clerk to meet strict deadlines.
Reduced workflow downtime by effectively organizing and managing client billing and case management files.
Trained staff on office procedures and case-specific duties.
Prepared clients for appointments, depositions and testimony.
Organized exhibits for trial by preparing materials and supporting documentation.
Used WestLaw and LexisNexis to examine secondary sources, statutory and case law and federal and state regulations.
Coordinated subpoena services and other support activities for legal office.
Identified and solved complex problems to elevate legal team and business direction.
Partnered with attorneys to provide detailed performance reports for corrective action planning.
Managed five staff members to drive optimal productivity, welfare and well-being.
Service Specialist, 09/2019 - 01/2020 Aktiebolaget Electrolux – Springfield, IL,
Helped management create successful, customer-oriented environment with low complaint levels and high service quality.
Maintained in-depth knowledge of services, products and policies to offer customers best-in-class support.
Responded promptly to customers' concerns and coordinated swift resolutions to handle service issues.
Educated customers on special pricing opportunities and company offerings.
Documented known solutions to improve teams' handling of complaints and help back-end teams correct systemic problems.
Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
Assisted customers with making payments or establishing payment plans to bring accounts current.
Upheld quality control policies and procedures to increase customer satisfaction.
Fielded customer complaints and queries, fast-tracking them for problem resolution.
Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
Answered incoming telephone calls to provide store, products, and services information.
Explained benefits, features and recommendations to maximize client retention.
Upsold products and services to address customer needs and maximize sales.
Improved customer service wait times to mitigate complaints.
Risk Management Analyst, 11/2017 - 06/2018 Akebono – United States
Foundation Brake Applications Engineer
Farm, MI,
Identified potential risk exposure to develop corrective action plans.
Verified reports for completeness to conform with established regulations and procedures.
Reported findings on risk exposures to senior executives and board of directors.
Reviewed risk management database reports for compliance and fraud prevention.
Analyzed risk management and incident reporting strategies and data to create educational programs.
Reviewed contractual documents to determine correct insurance coverage.
Created monthly, quarterly and annual reports to accommodate insurers, auditors and workers' compensation division.
Processed liability claims and incident reports for submittal to third party administrators.
Assisted sites with incident claim reporting, discussing such issues with departmental leadership.
Managed vendors to coordinate agency and adjuster licenses for regulatory compliance.
Facilitated technical expertise, information and assistance regarding general liability insurance functions.
Participated in division safety and security meetings and joint safety task force meetings.
Endorsement Expert, 03/2016 - 11/2017 Spirit Commercial Risk Retention Group – City, STATE,
Explained technical concepts to non-technical staff members in easy to understand language and concepts.
Collected, tracked and evaluated current business and market trend data.
Managed diverse projects for data capture, storage and forecast analysis.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
Prioritized and organized tasks to efficiently accomplish service goals.
Demonstrated leadership by making improvements to work processes and helping to train others.
Efficiently and professionally handled all incoming calls for the insurance company, answering client queries and directing calls to the appropriate department.
Processed any all all client updates, upgrades, and renewals to client policies.
Manage and know three broker systems for modifying endorsements onto insurance policies for each carrier.
Work with clients and internal systems to process policy payments and updates to client payment processing systems.
Work with other endorsement professionals, clients and brokers, regarding sales and updates on policy changes.
Professional sales for customers and clients with proficient knowledge of all carrier insurance upgrades and renewal deals.
Education and Training
Associate of Arts: English Language And Literature, Expected in 03/2012 - Maricopa Community Colleges - Paradise Valley Community College - Phoenix, AZ GPA:
Associate of Arts: Psychology, Expected in 05/2011 - Arizona Christian University - Phoenix, AZ GPA:
High School Diploma: , Expected in 05/2010 - Connections Academy Online - Mesa Arizona, GPA:
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School Attended
Maricopa Community Colleges - Paradise Valley Community College
