Overview
Work History
Education
Skills
Timeline
Generic

Julissa West

Mcgregor

Overview

28
28
years of professional experience

Work History

Personal Lines Insurance Agent

Julissa West Insurance Agency
08.2016 - 12.2024
  • Establish information necessary for policy development by interviewing clients, requesting records, and inspecting the property.
  • Research providers and compare their coverage and premiums to deliver the best possible packages to clients.
  • Develop trusting client relationships by creating insurance programs customized to fit their needs and offering comprehensive explanations of key features and advantages.
  • Review client coverage annually to identify new risk exposures and recommended additional products.
  • Track the progress of all outstanding insurance claims.
  • Calculate premiums and establish payment methods for sales.
  • Implement improvements in manual and electronic billing procedures.
  • Finalize sales and collect necessary deposits.
  • Follow up with customers on unresolved issues.
  • Analyze sales volume, retention, and loss ratio trends to identify areas for improvement.
  • Calculate quotes and educate potential clients on insurance options.
  • Evaluate leads obtained through direct referrals, lead databases and cold calling.
  • Collect all premiums on or before the effective date of coverage.

Office Administrator

McLennan County District Attorney's Office
01.2011 - 07.2014
  • Managed daily office operations for support staff and prosecutors.
  • Prepared and distributed payroll.
  • Composed and drafted all outgoing correspondence and reports for the District Attorney.
  • Complied annual recommendations for end of fiscal year budgets.
  • Supported District Attorney through personal document management, calendar organization and collateral preparation for meetings.
  • Managed executive calendar and coordinated weekly project staff meetings.
  • Planned and coordinated logistics and materials for prosecutor meetings, support staff meetings and staff events.
  • Responded to special requests and needs.
  • Continually sought methods for improving daily operations, communications with the public, record-keeper and data entry for increased efficiency.

Office Administrator/Criminal Defense Paralegal

Reyna & Reed LLP
10.1998 - 12.2010
  • Conducted detailed client intakes and entered information into company database.
  • Contacted key witnesses to testify at court hearings.
  • Prepared legal motions and pleadings.
  • Communicated pertinent information to clients via phone, email and mail.
  • Drafted, signed and certified key legal documents for judicial review.
  • Maintained ongoing communication with DA's office from discovery to trial phase.
  • Developed and managed up to 250 criminal cases.
  • Acted as liaison between multiple attorneys involved in complex legal issues.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
  • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions
  • Interacted with customers by phone, email, or in-person to provide information
  • Maintained electronic and paper filing systems for easy retrieval of information



Bail Bond Secretary- Part Time Job

Hill BailBonds
01.1997 - 01.2010
  • Assessed defendants' background and to repay bail bonds.
  • Filed paperwork and paid bonds to court, providing prompt jail release for defendants.
  • Processed payments from defendants to secure bonds.
  • Attended court to confirm attendance of each defendant at scheduled times.
  • Located, apprehended and returned suspects to court or jail after missed court appearances.
  • Located people failing to appear in court.
  • Updated database and kept accurate records.

Education

Associate of Applied Science - Paralegal Program

Executive Secretarial School
Dallas, TX
06.1994

High School Diploma -

McGregor High School
McGregor, TX
1992

Skills

  • Bilingual, English and Spanish
  • Office Administrator
  • Paralegal
  • Bookkeeper
  • Court policies and programs
  • Database management
  • Work well under pressure
  • Legal administrative support
  • Strong work ethic and legal background
  • Notary Public

Timeline

Personal Lines Insurance Agent

Julissa West Insurance Agency
08.2016 - 12.2024

Office Administrator

McLennan County District Attorney's Office
01.2011 - 07.2014

Office Administrator/Criminal Defense Paralegal

Reyna & Reed LLP
10.1998 - 12.2010

Bail Bond Secretary- Part Time Job

Hill BailBonds
01.1997 - 01.2010

High School Diploma -

McGregor High School

Associate of Applied Science - Paralegal Program

Executive Secretarial School

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Julissa West