Rebecca Beattie
Manitowish Waters,WI
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
16
16
years of professional experience
2
2
years of post-secondary education
Work History
Assistant to the Vice President of Operations
Eby-Brown
Eau Claire, Wisconsin
03.2021 - 09.2024
- Coordinated schedules and meetings for the Vice President and executive team.
- Assisted in preparing reports and presentations for leadership initiatives and projects.
- Maintained confidential files, ensuring secure handling of sensitive information.
- Collaborated with various departments to support cross-functional projects and goals.
- Streamlined office operations by implementing best practices for daily tasks and workflows.
- Attended meetings as requested by the Vice President, taking notes and summarizing key points afterwards.
- Handled expense reports, invoices, reimbursements, ensuring accuracy before submission.
- Managed logistics associated with special projects assigned by the Vice President in a timely fashion.
- Researched and prepared detailed reports for the Vice President on various topics.
Paralegal
Bakke Norman
Menomonie, Wisconsin
12.2017 - 08.2020
- Drafted legal documents, including pleadings, contracts, and discovery materials.
- Managed case files and maintained organized documentation for attorneys' review.
- Coordinated communication between clients, attorneys, and court personnel effectively.
- Assisted in trial preparation by organizing evidence and preparing exhibits.
- Utilized legal software to track deadlines and manage billing processes efficiently.
- Provided administrative support such as answering phones or scheduling appointments.
- Maintained client files according to established protocols.
- Maintained calendars for upcoming court dates or deadlines related to cases.
- Drafted correspondence to clients and other attorneys.
- Reviewed and organized legal documents, such as pleadings, motions, and briefs.
- Proofread documents prior to filing them with courts or submitting them to opposing counsels.
- Filed pleadings and paperwork with court clerk to meet strict deadlines.
- Organized client calendars, prepared mailings and handled high call volumes.
- Interviewed clients and obtained vital case information to support associates.
- Entered data into and managed litigation databases and Excel spreadsheets.
- Created spreadsheets to track case information and deadlines.
- Attended court proceedings to observe trials or hearings.
- Collaborated with attorneys in all stages of litigation process.
- Reduced workflow downtime by effectively organizing and managing client billing and case management files.
Licensed Customer Service Representative
Farmers Insurance Agency
Eau Claire, WI
08.2015 - 12.2017
- Assisted customers with policy inquiries and claim processes.
- Explained coverage options and benefits to clients effectively.
- Managed customer accounts and updated information accurately.
- Resolved customer complaints while ensuring satisfaction and retention.
- Educated clients on risk management strategies and insurance products.
- Processed premium payments and maintained financial records diligently.
- Maintained accurate records of customer interactions for future reference.
Customer Service Representative
US Bank National Association
Eau Claire, WI
12.2008 - 03.2013
- Managed customer inquiries through phone and email channels.
- Resolved account issues by collaborating with internal teams.
- Assisted clients with online banking platform navigation.
- Provided feedback to improve service processes and efficiency.
- Maintained knowledge of compliance regulations and best practices.
- Answered customer inquiries and provided accurate information regarding products and services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Developed strong customer relationships to encourage repeat business.
Education
Associate Degree - Paralegal Studies
Chippewa Valley Technical College
Eau Claire, WI 05.2013 - 06.2015
Skills
- Schedule coordination
- Report preparation
- Expense management
- Client communication
- Time management
- Case management
- Effective communication
- Problem solving
- Attention to detail
Timeline
Assistant to the Vice President of Operations
Eby-Brown
03.2021 - 09.2024
Paralegal
Bakke Norman
12.2017 - 08.2020
Licensed Customer Service Representative
Farmers Insurance Agency
08.2015 - 12.2017
Associate Degree - Paralegal Studies
Chippewa Valley Technical College
05.2013 - 06.2015
Customer Service Representative
US Bank National Association
12.2008 - 03.2013