Destinee Marie Garcia
San Antonio,TX
Summary
Analytical Legal Assistant well-versed in legal research and documentation and exhibits professionalism by recognizing and adhering to required policies. Offers clear and concise data based on creative and complex research findings. Fosters cooperative and supportive relationships with peers, superiors, and clients.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Paralegal- Corporate Development
WellMed Medical Management, Inc./Optum Health
San Antonio, TX
07.2019 - Current
- Organize, track and maintain up-to-date logs for all projects with Office Sharing Agreements (OSA), Professional Services Agreements (PSA), and Transitional Services Agreements (TSA) for WMG, WMMI, and WMMF
- Work closely with internal and external counsel to manage contracts related to the acquisitions of medical practices including Mutual Non-Disclosure Agreements, Transaction documents, Employments Agreements, Mutual Termination Agreements, and Amendments
- Collaborate with other internal departments to provide weekly status reporting for active projects in the diligence or initial integration phase
- Facilitate the scheduling and coordinating of Acquisition diligence related meetings and conferences while also being responsible for capturing the meeting minutes and action items
- Responsible for obtaining provider signatures on legal contracts using the electronic system; DocuSign and Adobe Sign
- Perform legal searches for potential individual medical providers or entities using secured secretary of state sites and state medical board databases
Self-Employed- Sales Representative
Emilee’s Lighting Designs
San Antonio, TX
09.2018 - 07.2019
- Business-to-business sales and marketing to generate sales leads for lighting business
- Filed and registered business with the State of Texas
- Designed marketing flyers, created bids for potential clients, and created a follow system for prospect leads
- Obtained general contract to offer CPS Energy customer rebates for LED conversion
- Create business relationships with wholesalers and negotiated a lower out-of-pocket cost for in-demand LED products
Legal Assistant/Case Manager
Chris Mayo Law Firm
San Antonio, TX
04.2017 - 09.2018
- Personal injury litigation law firm
- I manage over 120 cases while they are in the pre-litigation phase
- Report directly to the operations manager
- Screen calls/web chats from potential new clients, using judgment to determine which cases are viable
- Administer clients' contracts
- Investigate individual case circumstances as necessary
- Facilitate communication among providers, insurance adjusters, and other involved parties during the pre-litigation phase of clients' cases
- Draft correspondence and documents such as demands, requests for records, and letters of representation
- Calendar and monitor same for statutes of limitations
- Gather and interpret medical records
- Fax, email, scan, file (mainly electronically)
Call Center Manager
Affordable Health Insurance Agency
San Antonio, TX
10.2015 - 04.2017
- Management and supervision of 10-20 employees with coordination of scheduling and human resource matters as necessary
- Provide training to new agent recruits in sales and service regarding multiple products (Health Insurance,
- Life Insurance, Medicare Advantage, Medicare Supplements, and Dental & Vision) and operating systems; (phone dialer, CRM database, and carrier portals)
- Weekly meetings with leadership to review, develop, and implement new marketing and sales ideas with the sales team to review production and provide positive feedback to help strengthen sales opportunities and reward those on target with sales goals
- Distribute and manage leads received from carriers, internet, and other key partners
Executive Assistant
Affordable Health Insurance Agency
San Antonio, TX
03.2012 - 10.2015
- Coordinate and manage the CEO's appointment calendar with travel and time management
- Respond to and delegate an average of 200+ daily incoming emails in a timely manner
- Appoint and manage licenses for all 50 states for both Agency and CEO
- Collect and compile sales reports every week
- Assist with training new employees in contracting, new business, and data entry
- Provide superior service to the CEO's personal book of business
- Correspondence with vendors, affiliates, agents, employees, and government agencies
- Assist in developing and managing new marketing ideas for continued growth
Outbound Sales Representative
Allstate Insurance Company
San Antonio, TX
10.2010 - 03.2012
- Obtained Texas General Lines Property and Casualty license for 34 different states
- Average between 80 - 100 outgoing sales solicitation calls per day
- Create sales opportunities with every call while overcoming objections with polished rebuttals
- Verify personal client information, and policy benefits, and recommend policy upgrades with added client value
Education
Associate of Science - Surgical Technology
Brown Mackie College
San Antonio09.2013
Skills
- Dependable and Responsible
- Business Unit Oversight
- Litigation and Contracts
- Planning and Coordination
- Legal Document Processing
- Managing Operations and Efficiency
- Legal Research
- Legal Case Management
Certification
Dependable and Responsible Business Unit Oversight Litigation and Contracts
Planning and Coordination Legal Document Processing Managing Operations and Efficiency
Legal Research Legal Case Management Staff Management
Timeline
Paralegal- Corporate Development
WellMed Medical Management, Inc./Optum Health
07.2019 - Current
Self-Employed- Sales Representative
Emilee’s Lighting Designs
09.2018 - 07.2019
Legal Assistant/Case Manager
Chris Mayo Law Firm
04.2017 - 09.2018
Call Center Manager
Affordable Health Insurance Agency
10.2015 - 04.2017
Executive Assistant
Affordable Health Insurance Agency
03.2012 - 10.2015
Outbound Sales Representative
Allstate Insurance Company
10.2010 - 03.2012
Associate of Science - Surgical Technology
Brown Mackie College
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