Berlanda Mereus
Coral Springs,FL
Summary
Driven Legal Assistant and Insurance Broker with 3 years of experience . Highly skilled at multitasking and prioritizing tasks to complete projects on time and determine appropriate courses of action. Committed to streamlining processes to facilitate growth Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
Family First Life
9245 Calumet Ave Munster IN 46321
10.2023 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Streamlined the application process for clients, resulting in faster policy approvals and issuance.
- Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications.
- Maintained a high level of industry knowledge through continuous professional development and attendance at conferences.
- Generated new business leads by utilizing networking events, referrals, and targeted marketing campaigns.
- Provided excellent customer service, resolving issues promptly and maintaining long-term client relationships.
- Conducted thorough risk assessments to determine appropriate coverage levels for clients based on their unique circumstances.
- Analyzed market trends to identify opportunities for expanding product offerings or adjusting pricing strategies.
- Negotiated competitive rates with carriers by leveraging strong industry relationships and presenting compelling case studies on behalf of clients.
- Assisted clients with complex estate planning needs by recommending suitable life insurance products as part of wealth preservation strategies.
- Achieved consistent sales growth by staying informed about evolving product offerings from multiple carriers and selecting optimal solutions for each client situation.
- Maintained high standards of customer service by building relationships with clients.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Finalized sales and collected necessary deposits.
- Analyzed customer needs to provide customized insurance solutions.
- Identified and solicited sales prospects in agency databases.
- Developed and implemented promotional strategies to increase customer base.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 80%.
Legal Assistant
Robertson Anschutz & Schneid
6409 Congress Ave Boca Raton FL 33487
04.2021 - 10.2023
- Sending legal documents for filing (Order to dockets), SOT Recording, Saving executed Affidavits and mail in the system, Docket registrations, E-filing
- Drafting Documents
- Performing Legal Research
- Billing
- Confirming Case Statuses and Generating Reports
- Filling Appeals and other Documents
- Organizing Files
- Provide Administrative support to Lawyers
- Analyze and Summarize Documents
- Client Communication
- Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
- Facilitated timely resolution of legal matters by preparing and organizing essential documents.
- Enhanced office productivity by implementing efficient document management systems for easy retrieval and storage.
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- Drafted accurate and persuasive legal correspondence, contributing to successful negotiations and settlements.
- Reviewed Deed of Trust, Title Commitment and prior bankruptcies documents.
- Produced legal documents such as briefs, pleadings and appeals.
- Communicated pertinent information to clients via phone, email, and mail.
- Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.
- Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
- Created spreadsheets to track client progress and document billable hours.
- Responded to client inquiries to provide accurate legal advice and offer assistance.
Loan Servicing Specialist
Robertson Anschutz & Schneid PL
6409 Congress Ave, Boca Raton FL 33487
08.2020 - 04.2021
- Analyze existing mortgage loans to determine delinquency history, and make appropriate foreclosure recommendations base on investor guidelines
- Determine the amount due from federally insure loans utilizing the FHA guidelines covering reimbursement amounts and foreclosure delay extensions
- Reviewed/Analyze credit reports, appraisals, income, purchase contracts, order payoffs/insurance/ and any information provide by borrowers
- Negotiate modifications, hardships, short sales and deed in lieu
- Assist customer with rate modifications, deed in lieu, and stipulation/consent orders
- Review and process customer mortgage accounts that are in need of a loan modification through AS400
- Initiate appropriate collection activity, prepare loans for repossession if necessary, and adherence of FDCPA guidelines
- Coordinate with internal departments to get violations cure, file insurance claims, and convey properties to HUD
- Initiate appropriate collection activity, prepare loans for repossession as necessary, assist with takeoffs, and adherence to FDCPA guidelines
- Conduct FHA borrower verification interviews
- Maintain HUD standard regulatory requirements
- Sort daily insurance correspondence, contact insurance agents to obtain escrow invoices or/and current policies
- Exhaust various research avenues to determine origination of account discrepancy in relation to escrow, account reconciliation, resolution denials
- Coordinate along with internal areas of transaction management, security movement, income collections and wires.
Customer Service Representative
Global Response (CBS)
767S State Rd 7 Margate FL
01.2020 - 07.2020
- Communicating with customers and sales representatives
- Analyzing customer behavior
- Gathering information about customer complaints
- Developing aggressive retention strategies based on customer feedback
- Negotiating with customers to renew contracts and retain business
- Meeting with the sales team to propose customer retention solutions
- Writing and presenting customer behavior reports
- Building positive relationships with customers and business associates
- Resolving customer technical issues
- Streamlined call center processes for improved efficiency and reduced wait times.
- Improved communication between departments by facilitating interdepartmental meetings focused on problem-solving strategies for common issues affecting customers'' experiences.
- Increased efficiency and team productivity by promoting operational best practices.
- Created and maintained detailed database to develop promotional sales.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Front Desk Receptionist
max Compute Doctor Inc
5575 FL-7 Lauderdale FL 33319
01.2018 - 12.2019
- Perform other duties as requested by management
- Receive Cell Phone bill payments
- Create work orders & invoices
- Managing company eBay store
- Create label and ship items on daily basis
- Streamlined office operations for improved productivity with effective organization and communication skills.
- Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
- Increased guest retention by maintaining a welcoming and organized reception area.
- Developed strong working relationships with team members, fostering a positive work environment.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Collected and distributed messages to team members and managers to support open communication and high customer service.
- Helped office staff prepare reports and presentations for internal or client-related use.
- Expedited check-in and check-out procedures for guests, ensuring seamless experiences during their visits.
Customer Service Representative
Teleperformance/ Comcast
7562 Southgate Blvd North Luderdale FL33068
01.2019 - 07.2019
- Customer Service Representative
- Inbound and outbound calls from customers
- Resolve customers billing issues
- Selling new services to customers ( Cable, Internet and phone)
- Paying bills
- Resolving customer's technical issues
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Improved communication between departments by facilitating interdepartmental meetings focused on problem-solving strategies for common issues affecting customers'' experiences.
- Conducted regular quality assurance checks on interactions with customers to ensure agents were meeting established guidelines and standards for service excellence.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Responded proactively and positively to rapid change.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Promptly responded to inquiries and requests from prospective customers.
- Developed and updated databases to handle customer data.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Managed timely and effective replacement of damaged or missing products.
- Increased efficiency and team productivity by promoting operational best practices.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Investigated and resolved accounting, service and delivery concerns.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Billing And Coding -
ATLANTIC TECHNICAL COLLEGE
4700 Coconut Creek Pkwy Coconut Creek FL 3306301.2024
UNIVERSITY CHRETIENNE DU CAP D'HAITI
01.2017
Skills
- EXCEL (2 years)
- OUTLOOK (2 years)
- POWERPOINT
- MICROSOFT WORD (4 years)
- WORD
- Document management
- Writing skills
- Communication skills
- Customer service (4 years)
- Court Reporting
- Data Management
- Document Control
- Office Management
- Litigation Support
- Contract Review
- Microsoft Office
- Fast Learner
- Calendar Management
- Legal/Court Processes
- Legal Writing
- File Organization
- Client Billing
- Client Communication
- Document Filing
- Negotiation
- Conflict Mediation
- Relationship Building
- Legal Document Preparation
- Billing Statements
- Document Drafting
- Case Management
- Scheduling/Planning
- Administrative Support
- Insurance Coverage Verification
- Multitasking
- Interpersonal Skills
- Data Confidentiality
- Flexible Schedule
- Appointment Scheduling
Certification
0214- LIFE INCL VARIABLE ANNUITY, Present
Additional Information
- SKILLS
- Ability to work under pressure
- Self-motivation
- Detail oriented & reliable
- Computer proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
- Ability to account for all funds collected through activities fees
- Adaptability
- Time Management
- Creativity
- Leadership
- Help in creating a courteous, friendly, professional work environment
Languages
English
Native or Bilingual
French
Full Professional
Timeline
Life Insurance Broker
Family First Life
10.2023 - Current
Legal Assistant
Robertson Anschutz & Schneid
04.2021 - 10.2023
Loan Servicing Specialist
Robertson Anschutz & Schneid PL
08.2020 - 04.2021
Customer Service Representative
Global Response (CBS)
01.2020 - 07.2020
Customer Service Representative
Teleperformance/ Comcast
01.2019 - 07.2019
Front Desk Receptionist
max Compute Doctor Inc
01.2018 - 12.2019
Billing And Coding -
ATLANTIC TECHNICAL COLLEGE
UNIVERSITY CHRETIENNE DU CAP D'HAITI