As a dynamic professional with a proven track record, I aim to enhance business operations through meticulous file organization and drafting precision. I excel in project management, organizational efficiency and accuracy. Through attention to detail and robust problem-solving skills, I seek to provide tangible value in every aspect of my work.
Overview
4
4
years of professional experience
Work History
Legal Assistant
Taft Stettinius & Hollister LLP
04.2023 - Current
Filed court documents and legal pleadings on behalf of attorneys.
Organized documents to manage paper and electronic filing systems of clients.
Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
Managed the administrative work, schedules and deadlines of five attorneys within the Litigation and Privacy and Data Security practice groups.
Managed high-volume workload while maintaining strict attention to detail on every task, such as drafting pleadings or policies.
Assisted in the drafting of policies and plans, to include Terms of Use, Privacy Policies, Incident Response Plans, Business Continuity Plans and more.
Sales Manager
Allstate
03.2022 - 01.2023
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Used a telephonic system for client coordination, resulting in the scheduling and closing of sales.
Maintained files and composed extensive notes to streamline office flow practices and aid productivity.
Sold and managed nearly 150 accounts in the last three quarters resulting in an 9% increase in overall
agency sales.
Utilized and organized a CRM database and lead manager to streamline business and generate a well developed sales pipeline.
Collected valuable agency sales information and drafted reports to assist with up-sell, cross-sell and renewal opportunities, in turn creating an increase of profits.
Filed and maintained updated account information across multiple databases to support seamless communication between departments.
Case Manager
Mahajan Therapeutics
11.2021 - 03.2022
Performed crisis intervention and aided in care plan implementation for young patients in a charter school setting (K-8th Grade)
Leveraged electronic medical records to document and track case management services and referrals.
Liaised cross-functionally to develop comprehensive treatment support plans for patients.
Conducted thorough client assessments, identifying issues, goals, and necessary interventions.
Helped patients reach plan of care goals through case reviews.
Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
Patient Care Technician
Dayton Children's Hospital
07.2021 - 11.2021
Worked on hospital float staff and primarily worked in Emergency Room care, but also spent time on floors in specialty care such as PICU, NICU, Hematology and Oncology, and Behavioral Health.
Liaised with healthcare team members, supporting and reinforcing patient and family teaching plans.
Maintained charts and filed paperwork, facilitating clerical functions.
Assisted in the admissions, care plans, and discharges of patients to the Emergency Room.
Participated in shift rounds and fostered continuity of care between team transfers.
Insurance Agent
Morgan Insurance LLC
10.2020 - 07.2021
Coordinated with prospects in a client-facing position, utilizing interpersonal skills to build firm
relationships.
Managed commercial and personal-line accounts for a small insurance firm.
Developed marketing plans resulting in a 10% increase in our book of business in a single quarter.
Assisted in developing ecommerce sales campaigns resulting in 150% increase in online traffic across all
platforms.
Personally serviced the entire agency book of clients while maintaining 90% retention.
Office Manager
Liberty Bail Bonds
10.2020 - 07.2021
Prepared regular and special budget reports regarding bail bonding.
Checked files and verified completeness of notes to organize client documentation.
Ensured collection of payments and oversaw the signing of surety bail contracts.
Filed, accounted, and confirmed delivery of paperwork and cash payments.
Assisted and acted in aid of process servers.
Office Manager
Court Street Construction
10.2020 - 07.2021
Managed three LLCs in one office ran under owner Benjamin Morgan. Performed sales and office management tasks for an Insurance Agency; alongside administration tasks, project bid management, accounting, and bond filing for his two other firms under the names Court Street Construction LLC and
Liberty Bail Bonds LLC.
Ensured all operations were ran smoothly through efficient multitasking and proper organization.
Delivered quality service to staff and customers and ensured productive and beneficial company relations.
Assisted in office accounting, file maintenance and storage, organization and prioritization, and marketing.
Verified proper documentation and submission of contracts to clients, including but not limited to duties of proofreading and drafting.
Celebrity Personal Assistant at Hollister Entertainment-Artist Dave Hollister/Teddy RileyCelebrity Personal Assistant at Hollister Entertainment-Artist Dave Hollister/Teddy Riley