Jillian Lear
Lilesville,NC
Summary
High Energy self starter promoting more than 7 years' expertise successfully working for Attorneys in the Legal Field. Courteous and cordial with a desire to take on challenges at a new company. Can communicate on all entry levels while maintaining a positive and professional attitude at all times.
Overview
13
13
years of professional experience
Work History
Insurance Representative
TRU RESTORATION
Matthews, NC
01.2019 - 07.2022
- Identified, evaluated and addressed customer inquiries regarding insurance coverage.
- Maintained accurate records of customer interactions and policy information.
- Researched and responded to customer complaints about their insurance coverage.
- Negotiated with insurers to obtain competitive rates for customers' coverage needs.
- Assisted customers in completing necessary forms and documents related to new or updated policies.
- Collaborated with other departments within the organization to ensure smooth delivery of services to clients.
- Provided guidance and support when filing claims on behalf of clients.
Legal Assistant
Poisson, Poisson & Bower
Wadesboro, NC
01.2010 - 08.2017
- Maintained client confidentiality in all matters.
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
- Analyzed data related to cases for use in research or litigation purposes.
- Greeted clients upon arrival at office and provided assistance as needed.
- Coordinated travel arrangements for attorneys as required by firm policy or client needs.
- Scanned physical documents into electronic format for storage in a secure database system.
- Processed incoming mail on a daily basis.
- Answered phones promptly while providing courteous customer service.
- Performed basic bookkeeping duties including tracking payments received from clients.
- Maintained inventory levels of office supplies necessary for day-to-day operations.
- Ordered materials needed by attorneys throughout the duration of a case.
- Corresponded daily with clients, insurance adjusters, doctors and attorneys.
- Prepared and processed expense reports for reimbursing attorneys.
- Contacted witnesses and scheduled interviews and evaluations.
Education
Some College (No Degree) - CNA I & II
South Piedmont Community College
Polkton, NCSome College (No Degree) - Transfer Classes
Richmond Community College
Hamlet, NCSkills
- Negotiation
- Data Entry
- Life Insurance
- Cross-Selling and Upselling
- Account Management
- Customer Service
- Deductible Expense Identification
- Insurance Sales Strategy
- Financial Analysis Software
Timeline
Insurance Representative
TRU RESTORATION
01.2019 - 07.2022
Legal Assistant
Poisson, Poisson & Bower
01.2010 - 08.2017
Some College (No Degree) - CNA I & II
South Piedmont Community College
Some College (No Degree) - Transfer Classes
Richmond Community College
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