Case Manager driven to maintain ethical standards and deliver top-notch assistance to attorneys and lawyers. Active knowledge of Federal Rules of Civil Procedure and skilled in preparing basic legal documents and pleadings.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Legal Assistant
Faithful Legal Documentation Services
06.2019 - Current
Assisted with legal document preparation for client cases
Conducted follow-up phone calls to ensure client satisfaction
Retained new and existing customers
Promoted the business by distributing flyers at the courthouse
Commercial Account Manager
EPIA Inc.
10.2018 - 06.2019
Completed applications for General Liability, Property, Business Auto, UM & EX quotes/policies
Submitted applications to eligible and appropriate carriers
Followed up to ensure timely receipt of quotations and policies
Ordered and issued binders, certificates, policies, endorsements, and related items
Verified accuracy and forwarded documents to clients with appropriate correspondence
Determined billing method (direct or company) and invoiced accordingly
Processed renewals according to company procedures
Reviewed policy audits, verified accuracy, and facilitated corrections
Responded promptly to incoming mail and phone requests
Managed cancellation requests to ensure accurate resolution
Assisted clients in submitting first reports of claims and followed up on claim status
Prioritized tasks for efficient processing
Insurance Sales Agent
Freeway Insurance Services, Inc.
08.2017 - 10.2018
Responsible for online sales of personal lines insurance products
Engaged with potential clients to assess their insurance needs
Provided information on policies, coverage options, and premiums
Facilitated the application process and ensured timely follow-up
Collaborated with carriers to secure policies for clients
Maintained accurate records of sales transactions
Account Manager/Sales
Hub International
12.2016 - 07.2017
Interacted with customers via phone calls, serving as the first point of contact
Provided quotes and closed sales for policies
Issued certificates and ID cards
Sent binders and policies to insured clients
Managed accounts, handling new business, renewals, endorsements, and certificates
Commercial Account Manager
ISU Stephen B Marvin Insurance Agency
01.2013 - 06.2015
Completed applications for General Liability, Property, Business Auto, UM & EX quotes/policies
Submitted applications to eligible and appropriate carriers
Followed up to ensure timely receipt of quotations and policies
Ordered and issued binders, certificates, policies, endorsements, and related items
Verified accuracy and forwarded documents to clients with appropriate correspondence
Determined billing method (direct or company) and invoiced accordingly
Processed renewals according to company procedures
Reviewed policy audits, verified accuracy, and facilitated corrections
Responded promptly to incoming mail and phone requests
Managed cancellation requests to ensure accurate resolution
Assisted clients in submitting first reports of claims and followed up on claim status
Prioritized tasks for efficient processing
Customer Service Representative
Lemore Insurance
10.2011 - 08.2012
Completed applications for General Liability, Property, Business Auto, UM & EX quotes/policies
Submitted applications to eligible and appropriate carriers
Followed up to ensure timely receipt of quotations and policies
Ordered and issued binders, certificates, policies, endorsements, and related items
Verified accuracy and forwarded documents to clients with appropriate correspondence
Determined billing method (direct or company) and invoiced accordingly
Processed renewals according to company procedures
Reviewed policy audits, verified accuracy, and facilitated corrections
Responded promptly to incoming mail and phone requests
Managed cancellation requests to ensure accurate resolution
Assisted clients in submitting first reports of claims and followed up on claim status
Prioritized tasks for efficient processing
Commercial Account Manager
Driscoll & Driscoll Insurance Agency
05.2006 - 02.2011
Completed applications for General Liability, Property, Business Auto, UM & EX quotes/policies
Submitted applications to eligible and appropriate carriers
Followed up to ensure timely receipt of quotations and policies
Ordered and issued binders, certificates, policies, endorsements, and related items
Verified accuracy and forwarded documents to clients with appropriate correspondence
Determined billing method (direct or company) and invoiced accordingly
Processed renewals according to company procedures
Reviewed policy audits, verified accuracy, and facilitated corrections
Responded promptly to incoming mail and phone requests
Managed cancellation requests to ensure accurate resolution
Assisted clients in submitting first reports of claims and followed up on claim status
Prioritized tasks for efficient processing
Education
High school diploma -
Oxnard High School
Oxnard, CA
01.2001
Skills
Case Management
Ms Word
Google Calendar
Microsoft Office
Outlook
Customer Experience
Attention to detail
Phone etiquette
Time management
Legal Research
Adobe Acrobat
Typing
Research
Administrative experience
Office experience
Scheduling/Planning
File Organization
Calendar Management
Legal Document Preparation
Client Communication
Administrative Support
Document Preparation
Client Support
Correspondence
Critical Thinking
Effective Multitasking
Certification
Property & Casualty License
Personal Lines License
Driver's License
Personal Information
Willing To Relocate: Anywhere
Authorized To Work: US for any employer
Timeline
Legal Assistant
Faithful Legal Documentation Services
06.2019 - Current
Commercial Account Manager
EPIA Inc.
10.2018 - 06.2019
Insurance Sales Agent
Freeway Insurance Services, Inc.
08.2017 - 10.2018
Account Manager/Sales
Hub International
12.2016 - 07.2017
Commercial Account Manager
ISU Stephen B Marvin Insurance Agency
01.2013 - 06.2015
Customer Service Representative
Lemore Insurance
10.2011 - 08.2012
Commercial Account Manager
Driscoll & Driscoll Insurance Agency
05.2006 - 02.2011
High school diploma -
Oxnard High School
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