Kathleen Richard
Riverview,FL
Overview
7
7
years of professional experience
Work History
Legal Assistant
Freeman, Goldis & Cash, P.A.
08.2023 - 09.2024
- Maintained strict confidentiality, protecting sensitive client information as required by legal ethics and regulations.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
- Completed electronic filings, initiated billing statements, and managed firm administrative matters.
Licensed Insurance Agent
HealthPlanOne
04.2022 - 04.2023
- Maintained high standards of customer service by building relationships with clients
- Responded to customer calls swiftly to resolve issues and answer questions
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Health Insurance Sales Agent (Seasonal Position)
Optum
09.2021 - 12.2021
- Explained features, disadvantages and advantages of several different supplement plans/AARP membership to promote insurance sales.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Over 100 OB calls day to give quick answers and solve problems faster.
Sales Associate
Brandon Honda, Morgan Auto Group
02.2019 - 07.2021
- Closed sales by overcoming objections, asking for sales, negotiating price and completing purchase contracts,
- Negotiated purchase prices and explained sales, warranty and optional products.
- Greeted customers on lot and in showroom to answer questions about brand and available inventory.
- Demonstrated automobiles by explaining characteristics, capabilities and features, taking test drives and explaining warranties and services.
- Answered telephone and email inquiries from potential customers.
- Met customers on lot and in showroom to discuss available vehicles and options.
Certified Nursing Assistant
Brookdale Senior Living Inc.
04.2018 - 02.2019
- Checked patient vitals such as temperature, blood pressure and blood sugar levels.
- Promoted good oral and personal hygiene by aiding patients with shaving, bathing and teeth brushing.
- Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
- Delivered individualized patient care by recording vital signs, documenting observations, administering treatments and evaluating patient needs.
- Monitored patients' status and reported any identified abnormalities or changes to nursing personnel.
Environmental Services
Tampa General
09.2017 - 03.2018
- Cleaned and disinfected patient exam rooms, surgery suites and common areas to promote sanitary treatment and services environment.
- Utilized chemicals and cleaning equipment to meet facility's predetermined sanitation and cleanliness quality standards.
- Wore necessary personal protective equipment to minimize risks from hazardous materials, biohazards and other harmful substances.
- Interacted with hospital staff, patients and families to demonstrate good customer service techniques.
- Practiced established infection control methods to reduce risks to patients, families and medical staff.
Education
Health Insurance License - Health Insurance
Licensed Health Insurance Agent
Tampa, FL09.2021
Associate of Arts - Human Services
Hillsborough Community College
Tampa, FL05.2017
Skills
- Excellent people skills
- Relationship building
- Cash Handling
- Upselling
- Professional demeanor
Scheduling/Planning
File Organization
- Experience with pricing and contract negotiations
- Building Customer Trust and Loyalty
- Understanding Customer Needs
Timeline
Legal Assistant
Freeman, Goldis & Cash, P.A.
08.2023 - 09.2024
Licensed Insurance Agent
HealthPlanOne
04.2022 - 04.2023
Health Insurance Sales Agent (Seasonal Position)
Optum
09.2021 - 12.2021
Sales Associate
Brandon Honda, Morgan Auto Group
02.2019 - 07.2021
Certified Nursing Assistant
Brookdale Senior Living Inc.
04.2018 - 02.2019
Environmental Services
Tampa General
09.2017 - 03.2018
Health Insurance License - Health Insurance
Licensed Health Insurance Agent
Associate of Arts - Human Services
Hillsborough Community College
Objective
Searching a position within a company where I can launch my career and build valuable skill set. I consider myself hard working, organized, dependable, loyal, compassionate, and competent. My skills are 10 plus years medical field, 5 years in sales, 10 plus years in customer service, and leadership qualities from family owned business. In the past year I worked for a Law firm scheduling depositions, hearings, filed court documents, coordinated dates with counsels, adjusters, and experts.
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