Claudia Zamora
Granada Hills,Ca
Summary
My background encompasses more than 15 years of experience performing various responsibilities in banking, lending insurance and law, managing office equipment and communication systems, developing office policies and coordinating meetings and special events. With my insightful ability to stimulate effective communication and organizational procedures I excel at managing projects. Oversee phone and filing system and I provide exceptional; services while I parent all levels of management to support corporate objectives
Compassionate Case Manager experienced in Personal Injury environments. Hardworking and dedicated to achieving desired case outcomes. Offers excellent problem-solving, conflict resolution and communication abilities.
Talented Case Manager adept at handling high caseloads without sacrificing quality of care. Operates in high-pressure environments while recommending best resources and courses of action to benefit patient needs and return each to optimal quality of life.
Overview
6
6
years of professional experience
Work History
Case Manager/Lien Negotiator
Injury Ally
09.2024 - Current
- Manage cases from inception to preparing the case for demand
- Assist with the negotiation of settlement and liens
- Open claims for PD, Med Pay, UM/UIM
- Completing property damage (inspections, total loss, rental, etc)
- Medical case management
- Provide administrative support to lawyers and enhance office effectiveness
- Handle communications with clients, doctors, adjusters, etc
- Audit case files for negotiations preparation
- Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
- Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
- Facilitated individual and group sessions to promote positive behavior change for clients.
- Enhanced communication between clients and providers through consistent follow-ups and progress updates.
- Contributed to team discussions and case conferences actively, sharing insights and expertise with colleagues to optimize client support strategies.
- Coordinated essential services for clients, resulting in improved overall well-being and self sufficiency.
Supervising Negotiator/Bookkeeper
California Accident Firm
12.2023 - 08.2024
- Supervise a team of negotiators and legal assistants
- Handle the bookkeeping of the trust account via QuickBooks and FileVine
- Reconcile trust account, receive and deposit settlement checks
- Reviewed and audited cases for settlement negotiations
- Prepared cases for final settlement disbursements
- Check issuance to clients for settlement disbursements
- Prepared reports for attorneys and accountant
- Medical case management review of cases with active knowledge of statutory liens such as Medicare, Medi-Cal, Child support, etc
- Knowledge of government claims timelines/deadlines statutes
- Knowledge of workers comp liens
- Review cases for loss contortion, loss of consciousness claims
- Tiered bonus based on closed cases
- Monthly average of case closures 100-150
- Optimized company resources by streamlining negotiation processes, reducing time spent on less productive tasks.
- Ensured long-term business sustainability through diligent risk assessment during deal evaluation.
- Advised executive leadership on optimal negotiating tactics based on detailed analysis of competitors'' strengths and weaknesses.
- Enhanced internal collaboration by fostering open communication channels between departments involved in the negotiation process.
- Increased overall success rate of negotiations by consistently identifying key leverage points within each deal.
- Managed high-pressure situations effectively, resulting in mutually beneficial agreements between parties.
- Collaborated with cross-functional teams to ensure seamless contract execution and implementation.
- Achieved successful negotiation outcomes by employing effective communication and active listening skills.
- Prepared detailed reports on negotiation progress and results, enabling management to make informed decisions about business partnerships.
- Built strong relationships with clients to understand their needs and provide tailored solutions.
- Trained colleagues on advanced negotiation techniques, enhancing the team''s overall skill set and effectiveness in securing favorable terms.
- Mentored junior negotiators, sharing best practices for successful deal making and relationship building.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial records.
- Generated detailed financial reports for management review, facilitating informed decision making.
- Established QuickBooks accounting system to reflect accurate financial records.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
Accounting Manager
Bauman Law
10.2018 - 10.2023
- Supervises a team of 18 negotiators, legal assistants, and case managers
- Handles the bookkeeping of the trust account via QuickBooks and FileVine
- Reconciled trust account
- Received and deposited settlement checks
- Reviewed and audited cases for settlement negotiations in small claims
- Reviewed and prepared cases for lien negotiations
- Prepared cases for final settlement disbursement
- Prepared reports for attorneys and accountant
- Medical case management review of cases
- Knowledge of statutory liens such as Medicare, Medi-Cal, and child support
- Knowledge of workers comp liens
- Review of cases for loss of consortium, loss consciousness claims
- Obtain SOJs for small claims
- Submit waive or loss case letters
- Employee training as needed
- Average of monthly case closures of 300 files
- Structured bonus based on total cases closed
- Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports.
- Reduced discrepancies in financial data with thorough account reconciliations and adjustments.
- Collaborated with other departments to achieve accurate and prompt financial reporting.
- Coordinated efforts between the accounting team and other departments to ensure accuracy in interdepartmental transactions recording and proper cost allocation.
- Managed banking reconciliations and monthly balance sheet statements.
- Managed successful audits by collaborating effectively with internal and external auditors.
- Developed and implemented various procedures to improve accounting process.
- Generated monthly and quarterly financial statements for executive review.
- Facilitated staff development through regular training sessions on new accounting standards, software upgrades, or company-specific policies changes.
- Developed and maintained system of internal controls to prevent fraud and abuse.
Education
Associates Degree - Trade/Finance
MacCormac College
05.2005
Skills
- Critical thinking
- Microsoft office
- Handling pressure
- Leadership
- Problem solving
- QuickBooks
- Adaptability
- Staff education and training
- Records management
- Case management
- Performance tracking
- Decision-making
- Case documentation
- Data entry and analysis
- Multitasking and organization
- Team collaboration
- Clear communication
- Verbal and written communication
- Active listening
- Client relationship management
- Staff management
- Conflict resolution
Languages
Spanish
Full Professional
Timeline
Case Manager/Lien Negotiator
Injury Ally
09.2024 - Current
Supervising Negotiator/Bookkeeper
California Accident Firm
12.2023 - 08.2024
Accounting Manager
Bauman Law
10.2018 - 10.2023
Associates Degree - Trade/Finance
MacCormac College
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