Proactive and goal-oriented professional with exceptional time management and problem-solving skills. Recognized for reliability and adaptability, with a swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
12
12
years of professional experience
Work History
Insurance Paralegal
CoBank
11.2020 - Current
Edited and proofread legal documents to verify accuracy.
Handled sensitive customer information with discretion, adhering to strict data privacy regulations at all times.
Documented customer interactions and transactions for accurate, up-to-date records.
Communicated effectively with staff members of operations, finance and clinical departments.
Collaborated with underwriters to ensure proper assessment of risk factors for each loan application, contributing to a more accurate decision-making process.
Provided quick turnaround times to maintain fast-past schedule.
Reduced errors in loan documentation by implementing thorough quality control measures.
Proven ability to learn quickly and adapt to new situations.
Processed on average 150 renewal certificates of insurance and endorsements.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Liaised with other paralegals and legal staff to complete common tasks on schedule.
Conducted annual reviews of existing policies to update information.
Established lasting relationships with key industry partners, including brokers, carriers, and service providers to better serve client needs.
Obtained required insurance documentation for new loans.
Reviewed insurance consultation reports.
Process insurance claim proceeds release letters.
Evaluate customer insurance policies for coverage changes.
Multi-Line Representative
Mark Peter State Farm
09.2019 - 11.2019
Collaborated with team members to achieve collective sales goals and enhance overall performance.
Provided expert advice on policy coverage and endorsements, guiding clients towards the most suitable options for their unique circumstances.
Spearheaded initiatives aimed at streamlining internal workflows through collaboration with colleagues across various departments.
Utilized CRM systems proficiently to manage customer data securely and facilitate seamless communication between departments within the organization.
Enhanced client retention through thorough follow-ups, ensuring all concerns were addressed efficiently.
Maintained up-to-date knowledge of industry trends, allowing for informed recommendations on product offerings.
Negotiated favorable terms with underwriters on behalf of clients by leveraging market insights and solid negotiation skills.
Responded to customer calls swiftly to resolve issues and answer questions.
Met with customers to provide information about available products and policies.
Analyzed customer needs to provide customized insurance solutions.
Calculated premiums and established payment methods for sales.
Utilized CRM software to manage client relationships.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Provided exceptional service to both new and existing clients, resulting in increased referrals from satisfied customers.
Funeral Sales
Fairmount Cemetary
05.2019 - 09.2019
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Built book of business with around $120,000 in cemetery merchandise
leads.
Maintained records related to sales, returns and inventory availability.
Worked with families to establish line of succession of cemetery
property rights and complete appropriate legal documentation.
Worked flexible hours across night, weekend, and holiday shifts.
Family Service Counselor
Olinger Mortuary And Cemetary
02.2018 - 05.2019
Collaborated with multidisciplinary teams to ensure comprehensive care for families facing various challenges.
Sales: Sold over $250,000 in pre-need cemetery property,
merchandise and services.
Improved family functioning with the implementation of customized treatment plans targeting specific issues and goals.
Advocated for clients' best interests when interacting with other professionals, ensuring that their needs were prioritized and met.
Coordinate with outside funeral homes to insure State of Colorado burial certificate was obtain and delivered at time of service.
Coordinate with cemetery grounds crew on schedule of burials and
special family requests.
Clinical Peer Specialist
Aurora Mental Health
09.2013 - 04.2017
Mentored new Peer Specialists entering the field, sharing valuable knowledge gained from experience.
Offered guidance on effective communication techniques, enabling clients to navigate relationships more effectively.
Conducted peer-led support groups, fostering a safe and supportive environment for shared learning and growth.
Collaborated with interdisciplinary teams to ensure comprehensive care for each client.
Contributed to the development of treatment plans for better mental health outcomes.
Provided crisis intervention services when needed, deescalating situations and connecting clients with necessary resources.
Assisted in creating a welcoming atmosphere at the facility by helping maintain cleanliness and organization throughout common spaces.
Enhanced client recovery by providing personalized support and sharing lived experiences.
Maintained detailed case notes and documentation, ensuring accurate records of client progress and achievements.