Open To Work
Lori Callaway
NC Property & Casualty Agent
Wake Forest,USA
Summary
Newly licensed NC Property and Casualty Insurance Agent. Currently seeking a role within a great agency to start this career. I have 21 plus years of experience in customer service, administrative assistant, account management, and 4 years in sales. With a past career in the NC Judicial System expertise in legal office administration includes 16 years of supporting judicial operations as a courtroom clerk, head cashier/vault controller, and case coordinator/judicial assistant for esteemed court offices. Most recent career with a small family owned business has given great experience also with customer service as well as sales. I have decided to follow what my heart has desired to do for so long and that is to obtain my insurance license. I long to provide clients with their insurance needs through great customer service and account management while retaining clients and providing great growth for an agency. I will be very fitting for a agent/account management position with my strong background in office settings, exceptional communication skills, strong teamwork, problem-solving, sales, and time-management skills. Prepared to start this career and make meaningful contributions with commitment and drive.
Overview
21
21
years of professional experience
Work History
BUSINESS OFFICE MANAGER
BOONHILL WILDLIFE-FAMILY-OWNED BUSINESS
Princeton, NC
10.2020 - 2025
- Facilitated detailed order design consultations for hundreds of customers to ensure alignment with their vision.
- Developed and implemented targeted outreach strategies on Google and social media platforms to generate increased business opportunities.
- Addressed customer needs by offering guidance on invoice management, deposit procedures, and payment transactions.
- Assisted in processing invoices and payments for accounts receivable and accounts payable. Supported reconciliation of financial records to maintain accuracy. Collaborated with team members to resolve discrepancies in billing and payments.
- Oversaw staffing and resource allocation to meet increased demand during peak season.
DEPUTY CLERK / COURTROOM CLERK
FRANKLIN COUNTY CLERK OF SUPERIOR COURT
Louisburg, NC
12.2019 - 10.2020
- Liaised with Franklin County Clerk of Superior Court, ensuring seamless communication and task execution.
- Head Cashier-Including to be, balancing all cashiers monies within the courthouse and compiling the courthouse daily deposit to take to the bank on the following business day.
- Vault Access and Controller
- Process cases and assist the public within the 'Special Proceedings Division' including Foreclosures, Upset Bids on Foreclosures, Guardianships, Name Changes, Motor Vehicle Liens, Adoptions, and Juvenile Abuse/Neglect/Dependency cases.
- Special Proceedings Confidential: Process all involuntary commitment cases/Courtroom Clerk
- Micrographics scanning duties- Filming of courthouse files to be sent to AOC on discs. Including: Criminal Superior, Estates, Special Proceedings, and Civil.
- Customer Service for Domestic Violence 50B / 50C through Safe Space
- Courtroom Clerk Civil Division
- Criminal Superior Court and Jury Duty Clerk
- Estates Clerk-Process estates cases; meeting with the family of the decedent, probating a will, processing claims, 90-day inventory, annual accounting, and final accounting.
- Coordinated scheduling of court hearings and maintained accurate calendars.
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
- Provided exceptional customer service to the public, answering inquiries and directing individuals to appropriate resources.
- Reduced wait times at the counter by swiftly addressing walk-in requests from the public while maintaining a professional demeanor under pressure.
FAMILY COURT CASE COORDINATOR/JUDICIAL ASSISTANT
WAKE COUNTY DISTRICT COURT JUDGES OFFICE
Raleigh, NC
12.2018 - 11.2019
- Reported directly to Wake County Chief District Court Judge, ensuring effective communication and support.
- Daily Job Duties Include: Attend Calendar Call in your assigned Judge’s Courtroom @ 9:00 am every day when court is scheduled to be in session.
- Work with the Judge and Clerk during calendar call with continuance dates, hours not to be reached on the calendar that day.
- This includes communicating at the Judge’s Bench with Attorneys and Pro Se Litigants within compromising to an agreed upon continuance date with their specific case that was going to get reached in court that specific day.
- Communicate with all parties in each case about what kind of service and specific forms that are needed to be filed by certain dates so the judge will not have an issue at the returning court date.
- Draft Court Orders for Judges Signature such as: Orders to Continue for all different Family court matters (with specific reasons why), Dismissals for Failure to Prosecute, Domestic Violence Protective Orders, and Emergency Custody Orders.
- After Calendar Call-Office Duties Include: Responding to high volume of phone calls, voicemails, and emails from Attorneys, Paralegals, and Pro Se Litigants, Family Members of cases, and Intervenors.
- Research each question regarding their case in CASEWISE.
- We enter each filing on every case in CASEWISE so it reads 'Like a Book' for any of our 4 Case Coordinators to be able to assist with all Family Court Judges assigned cases.
- This made it easier as a team to pull together and help each other out.
- Process a high volume of Calendar Requests filed by Attorneys and Pro Se Litigants.
- This includes entering each specific Trial, Motion and Hearing filings into Casewise and on our Wake County Family Court Calendar.
- All other daily duties include: Back-up at the Front Desk: Assist all walk-ins – Provide (Child Custody, Child Support, Order to Show Cause, Modification of Custody and or Child Support Packets.
- Answer the main Family Court Phone Line and direct calls to the appropriate case manager.
- Assist with Judges Interns
- Coordinated case management processes to ensure timely resolution of court cases.
- Facilitated communication between judges, attorneys, and clients to streamline case workflows.
- Acted as an advocate for clients when necessary, ensuring their needs were met and their voices heard throughout the case management process.
- Safeguarded client confidentiality by adhering to strict privacy guidelines and maintaining secure records management practices.
- Completed various administrative tasks such as making phone calls, answering emails and inputting data into systems.
- Ensured timely case closures by diligently monitoring progress, addressing barriers, and adapting plans as needed.
- Managed complex cases with sensitivity, navigating challenges with professionalism and empathy.
DEPUTY CLERK / INVOLUNTARY COMMITMENTS / COURTROOM CLERK
WAKE COUNTY CLERK OF SUPERIOR COURT-SPECIAL PROCEEDINGS DIVISION
Raleigh, NC
03.2004 - 11.2017
- Reported directly to Wake County Clerk of Superior Court, ensuring effective communication and task execution.
- Courtroom Clerk-Process involuntary commitment cases from beginning to end including: Case filing for all respondents involuntary committed to three mental health facilities located in Wake County and cases from out-of-counties that are committed to facilities within Wake County, entering each case proficiently into a confidential database, docketing each case on a court calendar within the 10-day statutory guidelines for involuntary commitments / voluntary non compos mentis cases and 15-day statutory guideline for voluntary minor cases.
- Compose court orders for Judge’s approval and signature, record contested hearings in court, keep up with weekly continuances of cases for the following weeks dockets, and maintain a spreadsheet with cases that are coming up for rehearing’s.
- This all includes an average of 12,000 cases handled per year.
- Process Senate Bill 43 court orders 'Not Guilty by Reason of Insanity' cases and House Bill 95 court orders 'Incapable to Proceed to Trial' cases for Wake County.
- Process filings coming out of criminal court and communicating with the county the respondent is ordered for mental health treatment at that county’s local mental health hospital.
- Compile monthly and yearly statistics of Involuntary Commitment cases into spreadsheets for the Clerk of Superior Court to view for growth of our county.
- Involuntary Commitment Background Checks for pistol permits submitted to the Wake County Sheriff’s Office.
- More than 11,000 background checks per year.
- Due to high volume: Trained and supported other staff to help complete these checks in a timely fashion for Wake County Sheriff’s Office.
- Process appeals and coordinate with the public defender’s office and court of appeals.
- Process and submit fee applications for attorney’s compensation of hearings in special proceedings division.
- Front-Desk back-up for case processing and knowledge of Adoptions, Foreclosures, Guardianships, Juvenile Abuse/Neglect/Dependency, and Name Changes.
- Courtroom Clerk for Guardianship 'Jury' hearings.
- Attend classes at the Administrative Office of the Courts for continued education and superior knowledge within the clerk of courts office.
- Expedited trial processes with efficient docket management, ensuring timely hearings for all parties involved.
- Ensured compliance with established procedures by staying current on changes in laws, regulations, and policies affecting the clerk''s office operations.
- Answered telephone calls, took messages and transferred calls to appropriate colleagues.
- Performed routine data entry or document management.
- Trained junior clerks on procedural protocols and best practices in courtroom operations.
- Maintained and updated electronic databases to accurately and securely store court documents.
- Responded to requests for information from public, other municipalities or state and federal legislative offices.
- Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
- Coordinated scheduling of hearings and trials, optimizing courtroom efficiency.
- Increased accuracy of financial transactions within the court system by carefully reviewing invoices before submission for payment approval.
- Assisted judges and attorneys by providing timely access to legal documents.
- Processed legal documents for court proceedings, ensuring compliance with state regulations.
- Input data into spreadsheets and databases.
- Reduced errors in case file management by implementing organized filing systems and following up on missing or incomplete documentation.
- Exercised sound judgment in resolving conflicts or discrepancies within case files, ensuring accurate record-keeping for future reference.
- Researched case law and legal documents to support judicial decisions.
- Reviewed court documents to process subpoenas, motions and pleadings.
- Reduced wait times at the counter by swiftly addressing walk-in requests from the public while maintaining a professional demeanor under pressure.
- Assisted newly hired clerks in learning about application reviews and verification procedures, performance strategies and customer service techniques.
- Drafted professional court correspondence to facilitate legal proceedings.
- Coordinated and scheduled meetings and appointments.
BANK TELLER/LOAN CLOSER
SQUARE D FEDERAL CREDIT UNION
Knightdale, NC
11.1999 - 01.2004
- Reported to Branch Manager
- Processed customer transactions accurately and efficiently.
- Daily cash and check handling
- Managed cash drawer, ensuring proper funds and balancing at end of shifts.
- Assisted customers with account inquiries and provided product information.
- Trained new tellers on operational procedures and customer service standards.
- Closed loans with members and explained loan terms in detail for all understanding prior to member signatures. Provided appropriate copies of all paperwork to members.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Monitored compliance with banking regulations and internal policies.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Logged cashier's checks and other transactions to maintain accurate account records.
Education
PROPERTY AND CASUALTY INSURANCE - NC PRODUCER AGENT LICENSED
IES - INSURANCE EDUCATORS OF NORTH CAROLINA
GRADUATE - CLASS OF 1995
WAKE FOREST-ROLESVILLE HIGH SCHOOL
BUSINESS LAW
NASH COMMUNITY COLLEGE
Rocky Mount, NC01.1998
BUSINESS LAW
VANCE-GRANVILLE COMMUNITY COLLEGE
Henderson, NC01.1997
COSMETOLOGY
TROUTMANS BEAUTY SCHOOL
Raleigh, NC01.1996
Skills
Licensed insurance agent
Customer service
Goal-oriented mindset
Multitasking
Teamwork and collaboration
Time management
Customer account review
Billing inquiries
Verbal and written communication
Customer follow-up
Problem-solving abilities
Account management
Certification
- Licensed NC Property & Casualty Agent
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteTimeline
BUSINESS OFFICE MANAGER
BOONHILL WILDLIFE-FAMILY-OWNED BUSINESS
10.2020 - 2025
DEPUTY CLERK / COURTROOM CLERK
FRANKLIN COUNTY CLERK OF SUPERIOR COURT
12.2019 - 10.2020
FAMILY COURT CASE COORDINATOR/JUDICIAL ASSISTANT
WAKE COUNTY DISTRICT COURT JUDGES OFFICE
12.2018 - 11.2019
DEPUTY CLERK / INVOLUNTARY COMMITMENTS / COURTROOM CLERK
WAKE COUNTY CLERK OF SUPERIOR COURT-SPECIAL PROCEEDINGS DIVISION
03.2004 - 11.2017
BANK TELLER/LOAN CLOSER
SQUARE D FEDERAL CREDIT UNION
11.1999 - 01.2004
GRADUATE - CLASS OF 1995
WAKE FOREST-ROLESVILLE HIGH SCHOOL
BUSINESS LAW
NASH COMMUNITY COLLEGE
BUSINESS LAW
VANCE-GRANVILLE COMMUNITY COLLEGE
COSMETOLOGY
TROUTMANS BEAUTY SCHOOL
PROPERTY AND CASUALTY INSURANCE - NC PRODUCER AGENT LICENSED
IES - INSURANCE EDUCATORS OF NORTH CAROLINA