Legal Assistant 2 Years 5 Months Law Offices of Kenneth G Wincorn | 01.2024 - Current
Managed 70-90 personal injury cases from intake through settlement, ensuring comprehensive support throughout the process.
Manage personal injury cases providing comprehensive support.
Conducted client intake interviews and gathered accident and insurance information.
Maintain regular communication with clients regarding case progress, treatment updates, and documentation needs.
Requested, reviewed, and organized medical records, bills, and liens from providers to support case development.
Coordinate with insurance adjusters to monitor claim status and policy limits.
Drafted and assembled demand packages with medical summaries and supporting documentation for attorney review.
Assist attorneys with case strategy and settlement negotiations.
Track treatment progress and ensure files are prepared for settlement evaluation.
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Merchant Consultant - Payment Processing 9 Months Universal Processing | 12.2022 - 09.2023
Consulted with small and mid-sized businesses to implement tailored credit card processing solutions, enhancing transaction handling.
Sold POS systems, payment gateways, and mobile payment solutions, facilitating smoother transaction processes.
Built and maintained long-term client relationships, fostering trust and loyalty.
Consistently exceeded sales targets by 25% through prospecting, referrals, and networking.
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Senior Business Development 1 Year Universal Processing | 12.2021 - 12.2022
Generated 40-50 new business opportunities for merchant processing services through targeted outbound prospecting, contributing to revenue growth. Achieved 20% conversion rate from lead to closed deal. Consistently exceeded monthly sales targets by 30%. Educated merchants on payment processing technology and fee structures, enhancing understanding and facilitating informed decision-making. Conducted product demonstrations and consultations for business owners, showcasing solutions that addressed specific business needs. Collaborated with underwriting and onboarding teams to ensure smooth merchant setup. Show Description