Lisa Klein
Newnan,GA
Summary
Results-driven Case Manager skilled in managing extensive caseloads and enhancing client relationships through clear communication. Successfully streamlined case preparation for settlement negotiations, contributing to positive client outcomes. Proficient in analyzing damages and coordinating treatment plans, ensuring comprehensive case management and increased satisfaction.
Overview
17
17
years of professional experience
Work History
Case Manager
Law Office of Shane Smith
Peachtree City, Georgia
08.2021 - Current
- Developed and maintained client relationships through regular, proactive communication to ensure client needs are met.
- Coordinated with medical providers to obtain timely treatment records and reports, enhancing case preparation.
- Assist attorney in preparing cases for settlement negotiations and trials.
- Analyze financial information related to damages incurred by clients due to personal injuries sustained.
- Organized and maintained accurate client files for caseload of 300 cases, ensuring compliance and accessibility of information.
Negotiations Paralegal
Law Offices of Johnny Phillips
Newnan, USA
09.2018 - 07.2020
- Manage a caseload of around 300 cases per month.
- Correspond daily with insurance companies including sending acceptance letters.
- Negotiated client balances with medical providers to achieve favorable outcomes.
- Prepared and created settlement documents for clients by collecting and analyzing relevant data.
- Organized, filed, and scanned legal documents into firm's database to ensure efficient access and retrieval.
- Conducted legal research via LexisNexis.
Negotiations Paralegal
Law Offices of Shane Smith
Peachtree City, USA
08.2017 - 09.2018
- Upheld workload for two attorneys.
- Maintained a three-month average of 90 settled cases.
- Negotiated clients' medical bills with providers to minimize financial burdens.
- Corresponded daily with insurance companies to facilitate settlement agreements.
- Cultivated strong client relationships through consistent communication and support.
- Scanned, Organized, filed, and mailed legal documents into the firm's database.
- Interpreted and relayed legal information in a clear format to clients.
Logistics Coordinator
Sygma
Newnan, USA
10.2015 - 07.2017
- Created shipments, assigned carriers, and dispatched shipments to maintain operational flow.
- Scheduled day-to-day inbound and outbound pickups to ensure timely delivery.
- Coordinated rush orders and order changes to meet urgent customer needs.
- Communicated all emergencies, delays due to weather and carrier schedule changes to customers and supervisors.
- Resolved problems for customers, warehouses and carriers.
- Coordinated returns between origin and interim transportation departments.
- Completed all necessary customs documents and other paperwork.
General Manager, DBA
Taco Bell
Sharpsburg, USA
09.2009 - 12.2015
- Scheduled and directed staff in daily assignments to enhance overall productivity.
- Continually monitored restaurant and took appropriate action to ensure food quality and service standards were consistently met.
- Implemented strategies to meet customer needs and resolve food or service issues efficiently.
- Delegated tasks and supervised employees to ensure compliance with food safety procedures and quality control standards.
- Developed and maintained exceptional customer service standards.
- Exhibited thorough knowledge of foods, beverages, supervisory duties, service techniques, and guest interactions.
- Ensured proper cleanliness was maintained in all areas of the restaurant.
- Recorded customer orders and repeated them back in a clear, understandable manner.
- Contributed to Texas Entertainment by assisting customers and ensuring satisfaction.
Skills
- Treatment Planning
- Case preparation
- Client management
- Treatment coordination
- Referral management
- Document control
- File organization
- Time management
- Multitasking skills
- Attention to detail
- Problem solving
- Conflict resolution
- Effective communication
- Active listening
Timeline
Case Manager
Law Office of Shane Smith
08.2021 - Current
Negotiations Paralegal
Law Offices of Johnny Phillips
09.2018 - 07.2020
Negotiations Paralegal
Law Offices of Shane Smith
08.2017 - 09.2018
Logistics Coordinator
Sygma
10.2015 - 07.2017
General Manager, DBA
Taco Bell
09.2009 - 12.2015