Mariah McLean
Fresno,Tx
Summary
Experienced and certified accounting and account representative with years of experience in managing client financial operations within legal and professional service environments. Skilled in full-cycle billing, trust account compliance, account reconciliation, and client communications. Proficient in QuickBooks, Microsoft Excel, and legal billing software such as Clio, PracticePanther, or TimeSolv. Proven ability to streamline financial processes and support with accurate, timely reporting. Known for maintaining strict confidentiality, ensuring regulatory compliance, and delivering exceptional client service in high-volume, deadline-driven environments.
Overview
8
8
years of professional experience
Work History
Account Representative
Law Office of Bryan Fagan PLLC
01.2024 - Current
- Serve as the main point of contact for client account inquiries and updates
- Prepare and issue invoices according to firm and client billing guidelines
- Monitor over 100 accounts balances, follow up on outstanding payments, and assist with collections
- Collaborate with attorneys and paralegals to ensure accurate time tracking and billing entries
- Maintain organized records of financial transactions and communications with clients
- Address client questions regarding billing, payment plans, or account discrepancies
- Coordinate with the accounting department to ensure proper application of payments and account adjustments
- Assist with the preparation of financial reports related to client accounts
- Provide administrative support related to case intake, client engagement, and account setup
- Uphold confidentiality and professionalism in all client interactions
- Assisted clients in navigating complex financial and legal processes to reduce risks.
Claims Representative
Sedgwick
08.2022 - 12.2023
- Efficiently use multiple systems and screens to obtain and record claim information
- Examined reports, accounts, and evidence to determine integrity and accuracy of information.
- Worked productively in fast-moving work environment to process large volumes of claims.
- Followed up with over 50 customers on unresolved issues.
- Analyzing and processing claims through well-developed action plans to an appropriate and timely resolution by investigating and gathering information to determine the exposure on the claim.
- Process claims accurately to enhance customer satisfaction and retention
- Communicating claim activity and processing with the claimant and the client.
- Reporting claims to the excess carrier and responding to requests of directions in a professional and timely manner.
- Review claims information to determine the nature of a member's illness or injury
Customer Service Representative
AWL
02.2022 - 08.2022
- Made 200-300 outbound calls to prospective customers inquiring about insurance services.
- Work and quote agency provided leads.
- Understand clients' insurance needs and provide appropriate coverage solutions while building strong and lasting client relationships.
- Meet and exceed monthly and quarterly sales targets and key performance indicators.
- Stay up-to-date with our insurance products and services, ensuring the ability to effectively communicate their benefits to clients.
- Manage the entire sales process from prospecting to closing deals, ensuring a seamless and positive experience for clients.
- Worked closely with our team of professionals to leverage cross-selling opportunities and enhance overall customer satisfaction.
Dispatch Coordinator
Fedex
11.2019 - 02.2022
- Responding promptly to customer inquiries.
- Communicating with customers through various channels.
- Acknowledging and resolving customer complaints.
- Knowing our products inside and out so that you can answer questions.
- Processing orders, forms, applications, and requests.
- Keeping records of customer interactions, transactions, comments and complaints.
- Communicating and coordinating with colleagues as necessary.
- Providing feedback on the efficiency of the customer service process.
- Managing a team of junior customer service representatives.
- Ensure customer satisfaction and provide professional customer support.
Administrative Assistant
Southbelt Monterssori
06.2018 - 10.2019
- Answered multi-line telephones and greeted visitors and parents to facilitate office operations.
- Participated in meetings, workshops and seminars to covey or gather information to perform functions.
- Performed clerical and administrative support duties to optimize workflow procedures.
- Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Managed filing system, entered data and completed other clerical tasks.
- Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
Customer Service Representative
Asurion Roadside Assistance
03.2017 - 06.2018
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Processed payments and applied to customer balances.
- Used skip tracing resources to locate debtors and updated information in company system.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Counseled debtors on payment options and arranged installment agreements.
Education
High School Diploma -
Stanberry High School
Houston, TX2013
Some College (No Degree) - Medical Assisting
Fortis College
Houston, TXSkills
- Documentation review
- New Policies Processing
- Critical thinking
- Documentation abilities
- Microsoft (Word, Excel, Powerpoint)
- Typing 50 WPM
- Regulatory Compliance Adherence
- Financial statements expertise
- Account Receivable
- CRM/ Zendesk
- Attention to detail
- Written and Verbal communication skills
- Claim Processing
- Customer service
- Policy Investigations
- Claims Evaluation
Timeline
Account Representative
Law Office of Bryan Fagan PLLC
01.2024 - Current
Claims Representative
Sedgwick
08.2022 - 12.2023
Customer Service Representative
AWL
02.2022 - 08.2022
Dispatch Coordinator
Fedex
11.2019 - 02.2022
Administrative Assistant
Southbelt Monterssori
06.2018 - 10.2019
Customer Service Representative
Asurion Roadside Assistance
03.2017 - 06.2018
High School Diploma -
Stanberry High School
Some College (No Degree) - Medical Assisting
Fortis College
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