ALEXANDER JULIAN JAIME
Hialeah
Summary
Professional Client Services Specialist with track record in managing client interactions and intake processes. Skilled in communication, problem-solving, and maintaining client satisfaction. Known for collaborating effectively with teams and adapting to changing needs, ensuring seamless workflow and high-quality results. Strong organizational abilities and client-focused mindset drive consistent performance and client trust.
Overview
23
23
years of professional experience
Work History
Intake Coordinator
Cohen & Cohen
05.2024 - Current
- Provided excellent customer service to clients, family members, and healthcare providers during the intake process.
- Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
- Reduced errors in patient data entry with thorough verification processes and attention to detail.
- Completed intake assessment forms and filed clients' charts.
- Served as a liaison between clients and service providers, facilitating communication and ensuring timely provision of necessary resources.
- Provided exceptional customer service by promptly responding to inquiries and resolving any issues or concerns.
- Maintained strict confidentiality of sensitive client information in accordance with HIPAA regulations.
- Managed caseloads efficiently, prioritizing tasks based on urgency and complexity of cases.
- Maintained accurate and up-to-date client records.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Developed and maintained positive relationships with clients and colleagues.
- Communicated professionally with clients, colleagues and legal partnership verbally and in writing.
- Prioritized and handled multiple assignments and maintained firm commitment to deadlines.
Legal Assistant
Morgan & Morgan
12.2023 - 05.2024
- Request medical and billing records from providers where client’s received treatments
- Most requests were made via email, via fax or through a website named YoCierge
- Request health liens from the Rawlings Group or Optum as cases would settle
- Process any/all e-service
- Call clients to get updates on their treatments and ask them how they felt from their injuries and update their file in Litify
- Update clients on the status of their legal case
- Respond to all emails
- File a new case in the e-filing portal
- E-file in Broward, Miami-Dade, West Palm Beach County and Lee county via e-filing portal
- Serve Summons to Defendant via Veritext
- Calendar deadlines (i.e
- Answer due, Discovery responses, all Uniform CMO deadlines)
- Calendar Depositions and Hearings
- Set up Zoom meetings between the attorney and client
- Call clients to go over Discovery questions for Plt’s Answers to Interrogatories
- Make cost check requests for invoice payments
Legal Assistant
Hamilton, Miller & Birthisel
07.2022 - 07.2023
- Open new files in the AIM system
- Search for files when asked
- Prepare all of the initial documents for a new case e.g Notice of Appearance, Notice of Filing Designated Email Address, Motion for Extension of Time to Respond to Plt's Complaint & Discovery
- E-file pleadings
- Upload claim files to each corresponding file
- Scan in all pleadings into the system
- Process any/all e-service
- Bill for e-service
- Bill for any pleadings I e-file
- Respond to all emails
- Email the client requesting claim files
- Bill for the partner of the firm and associates
- E-file in Broward, Miami-Dade and West Palm Beach County
- Calendar deadlines (i.e Answer, Discovery, and Uniform Order Setting Pretrial Deadlines)
Legal Assistant Support
Law Offices of Kubicki Draper
09.2012 - 07.2022
- Open new files and create folders for the new cases
- Update and organize case files before a hearing
- Search for files when asked
- Prepare all the initial documents for a new case e.g Notice of Appearance, Notice of Filing Designated Email Address, Pre-Trial Waiver
- E-file in Broward, Miami-Dade and West Palm Beach County
- Draft correspondence and fax it over to the opposing counsel
- Pull the calendar and check for pre-trials and for when a response to a Complaint is due
- Contact client to find out the adjuster on the case
- Upload claim files to each corresponding file
- Transfer cases to new defense counsels
- Scan in all pleadings into the system
- Setting Depositions
AOM Specialist
Law Offices of Marshall C. Watson | P.A.
04.2009 - 07.2012
- Entered recorded information for Assignment of Mortgages that were returned from the recording offices from all the counties in Florida
- Sort and file all the executed AOM's
- Drafts AOM's and send to client for execution, via email or via LPS
- Work with clients such as Fidelity/One West Bank, F.S.B., Fidelity/HSBC-NY, Fidelity/GMAC, Fidelity/IndyMac Bank, F.S.B., Suntrust Mortgage, CitiMortgage
File Room Clerk/Back-Up Receptionist
Kluger, Peretz, Kaplan & Berlin, P.L.
03.2007 - 03.2009
- Update and organize case files
- Answered up to 8 phone lines
- Greeting clients
- Process incoming mail
- Index cases for the attorneys
- Assist litigation paralegals with document production by bates stamping documents
- Assist litigation paralegals with trial preparation as needed (putting documents in chronological order)
Human Resources Assistant II
Boston Scientific Corporation
08.2006 - 12.2006
- Creating PowerPoint presentations
- Coordinating training including setting dates and identifying location
- Setting up training rooms with appropriate signs, training materials and sign-in sheets
- Entering data entry into Peoplesoft and creating reports on Microsoft Excel
- Responsible for booking the meeting rooms
- Preparing training materials
- Worked within a team environment to assist other Human Resource employees with projects
Receptionist/File Clerk
Baldwin & Friedman, P.A
01.2002 - 07.2006
- Responsible for answering and making phone calls to clients, court offices and other attorneys' offices
- Scheduling appointments for the attorney
- Confirming hearing appointments
- Greeting clients
- Responsible for opening new client files
- Update client records
- Responsible for inputting client information into the computer utilizing ACT!
- Put credit card charges through the credit card machine
- Receiving and sending out the mail (Stamp the outgoing mail with a Pitney Bowes machine)
- Sorting the mail
Education
No Degree - Business Administration And Management
Miami Dade College
Miami, FLParalegal Certification - Paralegal Studies
Florida International University
Miami, FL06-2016
Skills
- Insurance Verification
- Follow-up skills
- Confidentiality adherence
- Data entry proficiency
- Scheduling appointments
- Multi-Line Phone Systems
- Confidentiality
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Efficient multi-tasker
- Attention to Detail
- Note Taking
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Intake Coordinator
Cohen & Cohen
05.2024 - Current
Legal Assistant
Morgan & Morgan
12.2023 - 05.2024
Legal Assistant
Hamilton, Miller & Birthisel
07.2022 - 07.2023
Legal Assistant Support
Law Offices of Kubicki Draper
09.2012 - 07.2022
AOM Specialist
Law Offices of Marshall C. Watson | P.A.
04.2009 - 07.2012
File Room Clerk/Back-Up Receptionist
Kluger, Peretz, Kaplan & Berlin, P.L.
03.2007 - 03.2009
Human Resources Assistant II
Boston Scientific Corporation
08.2006 - 12.2006
Receptionist/File Clerk
Baldwin & Friedman, P.A
01.2002 - 07.2006
No Degree - Business Administration And Management
Miami Dade College
Paralegal Certification - Paralegal Studies
Florida International University
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