Dana Crutchfield
Greenville,SC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
Work History
Paralegal
Tony DiPasquale Law Firm
Greenville, SC
06.2020 - Current
- Organized contracts and closing documents for purchases.
- Used public databases such as GIS, Register of Deeds to conduct research.
- Conducted detailed client intakes and entered information into company database.
- Adhered to privacy laws to avert possible information breaches and protect client data.
- Drafted, signed and certified key legal documents for review.
- Communicated with outside vendors on behalf of attorney..
- Conferred with clients and other involved parties to gather and track case information.
- Assisted counsel in preparing answers, providing documentation and information.
Insurance Specialist
Carolina Brokers Insurance Agency
Greenville, SC
05.2018 - 06.2020
- Researched and resolved routine and complex issues.
- Processed eligibility and benefits verification and authorization requests.
- Tracked pending authorizations to resolve discrepancies and avoid revenue loss.
- Followed up on denials, late payments, extensions and other special circumstances.
- Presented insurance options to customers in order to close sales on new policies.
- Acted as subject matter expert, answering internal and external questions and inquiries.
- Maintained confidentiality of patient finances, records.
- Resolved discrepancies in insurance payments by collaborating with carriers.
- Communicated effectively with members of operations, finance and clinical departments.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Maintained high standards of customer service by building relationships with clients.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Insurance Producer
Premier Insurance Services Greenville
Greenville, SC
07.2015 - 06.2018
- Provided detailed information about company insurance products.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Set up policies and completed all documentation.
- Worked in high-volume, competitive sales environment.
- Met with clients to discuss needs.
- Adhered to all regulations for insurance sales.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Maintained high standards of customer service by building relationships with clients.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Obtained underwriting approval by completing application for coverage.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Insurance Broker
Cooper Insurance
Travelers Rest, SC
05.2012 - 07.2015
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Met with existing and prospective clients each week to select appropriate insurance policies.
Project Manager
Horizon CNC Products
Travelers Rest, SC
04.2004 - 02.2009
- Identified plans and resources required to meet project goals and objectives.
- Managed projects from procurement to commission.
- Developed and initiated projects, managed costs, and monitored performance.
- Achieved project deadlines by coordinating with contractors to manage performance.
- Orchestrated projects within strict timeframes and budget constraints by solving complex problems and working closely with senior leaders.
- Updated operational methods, oversaw accounting procedures, tracked information and compiled data to improve efficiency.
- Headed project teams specializing in design and launch activities.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
- Verified quality of deliverables and conformance to specifications before submitting to clients.
Education
High School Diploma -
Berea High School
Greenville, SCNo Degree - Humanites
Liberty University
Lynchburg, VASkills
- Filing System Organization
- Correspondence and Legal Forms Drafting
- Online Databases
- Proficiency in MS Office
- Legal Terminology
- Publication Review
- Intake Services
- Microsoft Applications
- Customer Relationship Management
- Client Support
- Work Assignments
- Deadline Monitoring
- Legal Document Reviewing
- Administrative Duties
- Confidentiality and Discretion
- Customer Satisfaction
- Database Searching
- Legal Correspondence
- Drafting Legal Documents
- Identifying Client Goals
- Team Goals
- Client Correspondence
- Project Organization
Timeline
Paralegal
Tony DiPasquale Law Firm
06.2020 - Current
Insurance Specialist
Carolina Brokers Insurance Agency
05.2018 - 06.2020
Insurance Producer
Premier Insurance Services Greenville
07.2015 - 06.2018
Insurance Broker
Cooper Insurance
05.2012 - 07.2015
Project Manager
Horizon CNC Products
04.2004 - 02.2009
High School Diploma -
Berea High School
No Degree - Humanites
Liberty University
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