Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Insurance Agent
Confidential
Metairie, LA
02.2021 - Current
Provided exceptional customer service to clients, addressing inquiries and resolving issues promptly.
Assisted clients in selecting suitable insurance policies based on individual needs and circumstances.
Maintained accurate records of client interactions and policy details using CRM software.
Educated clients on policy benefits, coverage options, and claims processes effectively.
Built strong relationships with clients through consistent communication and excellent customer service.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
Legal Secretary
Sessions Fishman Nathan & Israel
Metairie, LA
11.2015 - 11.2020
Managed calendar and scheduling for attorneys, ensuring efficient time allocation and client appointments.
Drafted, reviewed, and filed legal documents to support case preparation and maintain compliance with regulations.
Conducted legal research using various databases to assist attorneys in case strategy development.
Coordinated communication between clients, attorneys, and court personnel to streamline information flow.
Organized case files and maintained document management systems for easy retrieval and tracking of information.
Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
Assisted in drafting legal documents such as pleadings, motions, and briefs, contributing to successful case resolutions.
Transcribed legal documents and phone conversations.
Medical Assistant
Surgery Services, LLC
Metairie, LA
05.2011 - 11.2015
Assisted in preparing patients for surgical procedures, ensuring comfort and compliance with pre-operative instructions.
Managed patient records using electronic health record (EHR) systems, improving data accuracy and accessibility.
Coordinated appointment scheduling for surgical consultations, optimizing clinic workflow and patient flow.
Conducted vital sign assessments, supporting physicians in delivering timely and accurate patient care.
Educated patients regarding post-operative care instructions, enhancing recovery outcomes through effective communication.
Sanitized, restocked, and organized exam rooms and medical equipment.
Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Administrative Assistant
Gallo Mechanical Contractors, LLC
Metairie, LA
10.2005 - 02.2011
Coordinated office operations, ensuring smooth workflow and communication across departments.
Managed scheduling for executive meetings, optimizing calendar efficiency and resource allocation.
Facilitated vendor relations by negotiating service agreements to enhance operational support services.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.