Alexis V. Whitmire

• Utilize advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns
• Utilize internal data and sales benchmarks to strategically support a metric-based approach to achieving and exceeding sales goals
• Analyze sales performance and service feedback to drive organizational and operational changes for greater profitability
• Engage in and have comprehensive knowledge of all club services, programs, and products to effectively communicate offerings to prospects and maintain membership retention
• Work under the guidance of the General Manager and Regional Sales Manager, contributing to team objectives and club success to identify product needs and facilitate further sales growth
• Develop long-lasting relationships with clients to ensure consistent retention through regular communication and excellent customer service
• Participate in ongoing professional development opportunities to stay current with industry trends and best practices
• Enhance team productivity with introduction of streamlined processes for client assessments and follow-ups
• Enhance advisor skills and knowledge through continuous professional development program, elevating service quality

• Utilized business intelligence and data analysis to draft legal briefs, pre-litigation motions, discovery requests, and risk mitigation proposals, ensuring compliance with court filing requirements
• Conducted in-depth risk assessment analysis to identify, evaluate, and mitigate financial, operational, and compliance risks for corporate clients
• Developed standardized reporting processes in collaboration with managing partners to streamline corporate risk management and improve operational efficiency
• Performed extensive legal research and due diligence using LexisNexis, Westlaw, and IntelAgree, analyzing case law and regulatory compliance requirements to support litigation strategy
• Forecasted third-party risk and liability using data-driven insights, particularly in the context of insurance and financial risk modeling
• Managed and optimized data quality control by collecting, analyzing, and maintaining highly sensitive corporate risk data for strategic decision-making
• Facilitated communication with key stakeholders, including clients, insurers, and medical providers, ensuring alignment on legal and insurance-related matters
• Executed internal audits and financial data analysis, leveraging insights to mitigate risk and enhance compliance efforts
• Negotiated reserve amounts and managed insurance claims through direct engagement with adjusters, improving financial outcomes for clients
• Created dashboards and reports using Excel to track legal case status, procedural compliance, and financial exposure
• Developed insights and recommendations for litigation strategy and case management, supporting lead counsel with data-driven decision-making
• Developed a reputation for professionalism and reliability, frequently entrusted with sensitive information and high-stakes assignments
• Demonstrated exceptional attention to detail when reviewing contracts and agreements for accuracy and compliance with applicable laws
• Streamlined document review processes, resulting in more accurate and efficient case management
• Expedited case resolution by conducting comprehensive legal research on various topics related to ongoing matters
• Participated in client meetings alongside supervising attorneys, gaining valuable exposure to diverse areas of practice within the firm
• Drafted persuasive legal memoranda to support attorney arguments during court proceedings
• Enhanced legal research efficiency by utilizing advanced search techniques and legal databases
• Met with clients on legal team's behalf to gather case information and discuss upcoming litigation
• Increased client satisfaction by maintaining open communication channels with attorneys and clients throughout the duration of cases
• Assisted in successful litigation outcomes through meticulous fact-checking and evidence analysis
• Managed complex caseloads, prioritizing tasks to ensure timely completion of all assignments
• Researched and stayed abreast of industry techniques to delivering effective solutions and best practices
• Utilized advanced software tools to efficiently manage large caseloads and track progress on individual cases
• Oversaw regular audits of claim files ensuring accuracy in reserve amounts and adherence to established guidelines
• Analyzed claims data, identifying trends and areas for improvement in processes and policies
• Kept up-to-date on industry developments to maintain a competitive edge in handling diverse claim scenarios effectively
• Maintained compliance with industry regulations during all stages of the claims process
• Analyzed information gathered by investigation and reported findings and recommendations

Selected Project Experience

• Implemented Records Request Fee Diuspute Protocol

-Reduced firm’s total aggregate records request costs imposed by medical facilities and insurance companies upon new legislative bill capping fees

- Drove firm-wide records request costs down by 15% within one month of implementing protocol and dispute process

- Responsible for being the first employee calling attention to the new legislative bill capping fees as a result of independent market research

• Supported the development of new business opportunities through diligent market research and analysis
• Boosted client acquisition rates by developing and implementing targeted marketing strategies
• Collaborated with cross-functional teams on integrated marketing campaigns, maximizing reach and impact
• Utilized analytics tools to measure campaign performance against established benchmarks, identifying areas for optimization
• Assisted in crafting tailored solutions for each client''s unique needs during proposal development stages
• Analyzed CRM data to identify trends, uncovering opportunities for improvement in customer engagement efforts
• Developed key performance indicators for marketing initiatives, monitoring progress towards set goals regularly
• Streamlined internal processes by assisting in the implementation of new project management tools
• Contributed to successful proposal submissions, resulting in new partnerships and revenue streams
• Participated in strategic planning meetings, contributing valuable input to help shape future business direction

• Managed and analyzed large-scale data sets, organizing, reviewing, and maintaining hundreds of thousands of legal documents produced in discovery, ensuring data quality control and compliance
• Leveraged AI-driven analytics to screen for conflicts of interest and generate standardized reporting for prospective client evaluations
• Conducted in-depth risk assessment analysis, gathering, analyzing, and validating key financial and operational data related to client assets, liabilities, and home equity
• Executed internal audits and digital transformation initiatives, converting paper records into digitized formats in accordance with Federal Rules of Evidence, mitigating risk and improving efficiency
• Maintained accurate, complete, and up-to-date client records and legal data, ensuring compliance with regulatory requirements and business intelligence best practices
• Created dashboards and reporting tools using Excel to track legal document management, risk exposure, and compliance status
• Performed advanced research on wealth planning, asset management, and tax law compliance, supporting data-driven decision-making for estate planning
• Supported executives in decision-making processes by conducting research and presenting findings in clear formats
• Screened calls and emails and responded accordingly to support executive correspondence
• Prepared and edited presentations on behalf of executives for both internal meetings and external conferences
• Improved office efficiency by implementing new filing systems and document management processes
• Collaborated on special projects to improve overall business operations within the organization efficiently
• Proactively identified areas requiring attention or improvement aligning priorities effectively in line with executive preferences
• Updated spreadsheets and databases to track, analyze, and report on case status'
• Used advanced software to prepare documents, reports, and presentations