DEJA JACKSON
Winter Haven,USA
Summary
An accomplished team member with over 4 years of customer service experience with a significant knowledge of: interpersonal skills, effective multitasking, great organization, high level training capability and strong exceptional computer skills. With my latest position, I have gained a proficient knowledge of training and management. Also, budgeting and financial needs as well. Experienced with Microsoft Tools, HRMS/PeopleSoft HRMS,Billing System, IssueTrak, OMSE, KEY, CMS and NICE platforms. Highly motivated with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Intermediate Case Manager
Transamerica Life Insurance Company
Saint Petersburg, FL
08.2023 - Current
- Participated in professional development activities related to case management best practices.
- Identified areas of improvement within the company's processes and procedures.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Collaborated with other departments such as underwriting or claims processing teams.
- Maintained records of client information, including policies and payment history.
- Performed administrative tasks such as filing paperwork or updating databases.
- Pursued continued professional development through insurance workshops, course and webinars.
Paralegal
The Sherer Law Firm
Tampa, FL
05.2020 - 11.2024
- Enter client data into JAWS/CLIO/EFILE to manage records and customer relationships.
- Facilitate training for incoming employees including handling Trustee accounts, billable hours and client management.
- Manages contract intake and review for large vendor agreements.
- Maintains contract database with relevant information for categorization and easy access.
- Uses WestLaw and LexisNexis to examine secondary sources, statutory and case law and federal and state regulations.
- Participate in client interviews, observed questioning process and documented information.
- Organizes client calendars, prepared mailings and handle high call volumes.
- Enters data into and manage litigation databases and Excel spreadsheets.
- Train staff on office procedures and case-specific duties.
- Prepares clients for appointments, depositions and testimony.
- Analyze legal documents, discoveries and contracts.
- File pleadings and paperwork with court clerk to meet strict deadlines.
- Organizes exhibits for trial by preparing materials and supporting documentation.
Senior Account Clerk
Pinellas County School Board
Largo, Florida
02.2023 - 08.2023
- Code invoices and other records to maintain organized and accurate records.
- Generate and mail invoices as well as process incoming payments.
- Process purchase orders for Title I schools & process reimbursements for Private Schools.
- Work with Purchasing, Budget and Accounting Departments to ensure all goals are met or exceeded.
- Track income and expenses for business using accounting software.
- Collaborates with members of the public, vendors and management to resolve issues quickly.
- Create and Administer Technical Assistant Training to Bookkeepers and Secretaries.
- Resolves District issues by delivering excellent customer service and maintaining positive attitude.
- Collaborate with managers to gain understanding of organizational expectations and management techniques.
- Maintained budget for P-Card Spending and forecasting.
- Prepares monthly and year-end closing statements, financial documents and invoices.
- Provide operation improvement strategies to ensure seamless process.
- Resolves billing discrepancies by completing detailed research and analysis and documented client rebate discounts and reserve fund records.
Team Lead
TCS
Saint Petersburg, FL
11.2018 - 02.2023
- Facilitate training for new hires to ensure business knowledge was instilled.
- Helped mitigate and resolve data issues by analyzing situation and implementing appropriate solutions.
- Monitored team progress and enforced deadlines.
- Implemented performance, quality and efficiency measures to achieve aggressive production goals.
- Conferred with other supervisors to coordinate operations and activities within or between departments.
- Worked with upper management to implement a cross business metric system to accurately capture contact center data.
- Followed staffing strategies to achieve production goals.
- Collaborated with management team to implement new work procedures or policies.
- Documented production levels and materials used to keep management informed.
- Organized and prioritized incoming work orders and optimized team workflows and resources to handle dynamic demands.
Compliance Analyst
TCS
Saint Petersburg, FL
11.2018 - 02.2023
- Completed in-depth examinations of financial information to detect compliance issues.
- Investigated reported and identified compliance issues against accepted standards.
- Followed up with licensees to verify adherence to requirements.
- Reviewed company policies against best practices to better understand level of compliance.
- Provided customer training on compliance concerns to optimize operations and meet risk prevention goals.
- Conferred frequently with specialists to stay current on compliance requirements and procedures.
- Collected and reviewed data to identify potential compliance issues requiring further review.
- Followed proper protocols for reporting suspected violations to internal personnel or outside governing agencies.
- Verified documentation against compliance standards and communicated deficiencies to resolve issues.
- Helped to investigate fraud and identify risks in collaboration with risk management staff.
- Enforced regulatory policies and procedures across different teams and programs.
- Provided detailed, understandable risk and compliance concepts to key stakeholders.
- Reviewed records in cases of potential liability and determined compliance actions.
Education
Associate of Arts - Paralegal Studies
Hillsborough Community College
Tampa, FL05-2027
Associate of Science - Emergency Management
Florida State College At Jacksonville
Jacksonville, FL05-2026
Skills
- Creative Problem Solving
- Data Analysis
- Time Management
- Administrative Support
- Customer Service
- General Ledger Entries
- Financial Reporting
- Reimbursements
- Expertise in Legal Proceedings
- Operations Specialist
- Understands Confidentiality
- Conflict Resolution
- Staff Development
- Project Management
- Staff Training
- Work Planning and Prioritization
- Legal research
- Case analysis
- Customer service
- Regulatory compliance
- Conflict resolution
- HIPAA compliance
Certification
- Notary Public, State of Florida
- Notary Signing Agent, State of Florida
Timeline
Intermediate Case Manager
Transamerica Life Insurance Company
08.2023 - Current
Senior Account Clerk
Pinellas County School Board
02.2023 - 08.2023
Paralegal
The Sherer Law Firm
05.2020 - 11.2024
Team Lead
TCS
11.2018 - 02.2023
Compliance Analyst
TCS
11.2018 - 02.2023
Associate of Arts - Paralegal Studies
Hillsborough Community College
Associate of Science - Emergency Management
Florida State College At Jacksonville