Elizabeth Overley
Fort Wayne,Indiana
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Liberty National Life Insurance Company
Fort Wayne, IN
02.2024 - Current
- Develop and implement comprehensive insurance plans for clients according to their individual needs.
- Assess customer risk levels and recommended appropriate coverage options.
- Conduct research to identify competitive rates and benefits offered by other providers.
- Provide customers with information regarding plan features, pricing, and availability.
- Educate customers on the importance of maintaining adequate insurance coverage.
- Ensure compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolve customer complaints in a timely manner to maintain high satisfaction levels.
- Develop relationships with new clients through cold calling and referrals from existing customers.
Senior Litigation Paralegal
Podlaski LLP
Fort Wayne, Indiana
03.2022 - Current
- Drafted, reviewed and revised pleadings, motions, discovery requests and responses, briefs, memoranda of law and other legal documents.
- Organized and managed large volumes of case files for attorneys including paper and electronic formats.
- Reviewed medical records to identify potential malpractice issues.
- Provided support to attorneys in all aspects of litigation from initial client contact through post-trial activities.
- Analyzed data obtained during discovery process to determine whether further investigation is necessary.
- Communicated pertinent information to clients via phone, email and mail.
- Used state and federal electronic filing systems.
Criminal Defense Paralegal
Frank Simmons, Esq.
Toledo, Ohio
02.2019 - 02.2022
- Assisted in the preparation of legal arguments and memoranda of law.
- Created spreadsheets to track case information and deadlines.
- Participated in mediation sessions by preparing necessary materials and taking notes during meetings.
- Advised clients on procedural matters related to their cases.
- Attended court proceedings to observe trials or hearings.
- Researched applicable statutes, codes, regulations, ordinances, and precedent cases.
Education
University of Toledo
05.2013
Skills
- Complex problem solving
- Policy Renewals
- Account Management
- Leads Prospecting
- Client Relations
- Customer Service
- Revenue Generation
- Policy writing
- Deductible Expense Identification
- Upselling
- Insurance sales strategy
- Calendar management
- Report writing
- Office administration
- File records and management
- Verbal and written communication
- Microsoft Office
- Correspondence and legal forms drafting
Certification
- Life and Health Insurance License
Timeline
Insurance Agent
Liberty National Life Insurance Company
02.2024 - Current
Senior Litigation Paralegal
Podlaski LLP
03.2022 - Current
Criminal Defense Paralegal
Frank Simmons, Esq.
02.2019 - 02.2022
University of Toledo
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