Raquel Curtis

• Assisted attorneys with document preparation such as client intake, researching legal issues, conducting interviews, drafting demands and negotiations.
• Achieved positive client outcomes by developing and implementing comprehensive case management plans.
• Enhanced communication between clients and providers through consistent follow-ups and progress updates.
• Coordinated essential services for clients, resulting in improved overall well-being and selfsufficiency.
• Collaborated with multidisciplinary teams to address client needs and formulate tailored support strategies.
• Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
• Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.
• Participated in regular professional development opportunities to stay current on best practices within the field of case management.

Assisted attorneys with document preparation such as drafting motions or pleadings, researching legal issues, conducting interviews and depositions

• Conducted intake meetings with new clients to gather information about their accident/injury claim
• Sent pertinent information to insurance adjusters regarding the incident
• Maintained contact with clients throughout the entire process of their claim until it was resolved either through settlement or trial resulting in an acceptable resolution for our client.

• Serves as office liaison providing customer support and evaluating prospective customers to determine insurance needs and calculate eligibility to recommend appropriate coverage options
• Seeks out new clientele through networking, mail newsletters, and promotional material
• Focused on the delivery of business value to drive sales, improve efficiency and improve customer satisfaction.
• Plans, develops, and provides training and staff development for employees using demonstrations, meetings, and on-the-job training
• Organizes and works with detailed office records using various computer applications to access, search and retrieve data
• Analyzes trends to investigate customer needs and volume potential.

• Quoted and sold various types of insurance policies including homeowner’s, automobile, and renter’s insurance
• Processed and prepared appropriate documentation for new applications/renewals, payments and policy changes for lnsured’s needs
• Explained features, advantages and disadvantages of various policies to promote the sale of insurance plans
• Collaborated with team members to ensure quality and comprehensive service and issues are fully resolved.