Summary
Overview
Work History
Education
Skills
Timeline
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Robin Davis

Northfield Falls,VT

Summary

Driven Paralegal that is successful at thriving in high stress, high-pressure environments and situations involving constant change and vast ambiguity in data and with professional skilled in researching legal case information and preparing necessary correspondence with strong understanding of legal terminology and processes. Adept in maintaining confidential records and client information. Pleasantly assists attorneys in preparing for trials and other legal proceedings. Goal-oriented paralegal, customer service experienced in providing administrative support to legal departments with focus on document management. Demonstrated ability in interpreting legal documents and policies. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Heath Advocate position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Seeking that perfect full-time position which offers professional challenges ability to utilize interpersonal skills, have excellent time management and quick problem-solving skills.

Overview

38
38
years of professional experience

Work History

Paralegal

National Life Group
11.2022 - Current
  • Prepared legal briefs, motions, and pleadings.
  • Conducted detailed client intakes and entered information into company database.
  • Conferred with clients and other involved parties to gather and track case information.
  • Assisted counsel in preparing answers, providing documentation, and information for discovery request.
  • Liaised with other paralegals and legal staff to complete common tasks on schedule.
  • Edited and proofread legal documents to verify accuracy.
  • Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
  • Supported risk mitigation efforts by assisting in the preparation of due diligence reports on potential clients or business partners.
  • Examined and generated memos on statutory law, case law and federal and state regulations using online research databases, such as Westlaw and print sources.
  • Improved document organization by implementing a comprehensive file management system for easy access to essential case materials.
  • Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
  • Increased collaboration among team members by coordinating meetings, conference calls, and video conferences with internal staff and external parties involved in cases.
  • Expedited document review process by conducting initial reviews of key documents for relevance and privilege status.
  • Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
  • Summarized depositions, legal documents and other material to provide attorney with relevant material for cases.
  • Researched statutes, decisions, legal articles, and codes.
  • Reviewed, edited and proofread subpoena responses for proper grammar, spelling and punctuation.
  • Researched and analyzed legal issues and cases to provide assistances to attorneys

Title Coordinator

National Life Group
07.1997 - 11.2022
  • A reputation for excellence within the company by consistently meeting and exceeding performance goals.
  • Managed multiple processes simultaneously while maintaining high-quality work standards, contributing to overall team efficiency.
  • Conducted thorough review and processing of ownership changes, uncovering vital information for accurate title representation.
  • Enhanced customer satisfaction with timely and accurate delivery of requested transactions.
  • Review and written correspondence regarding Power of Attorneys, Guardianships / Conservatorships, Divorce Decrees, QDROS, LDROS, Child Support Services.
  • Assist Death Claim Division with review of contracts and applicable legal matters.
  • Changes of owner, beneficiaries, name changes, collateral assignments, address changes. Matters related to accurate and prompt support of internal and external customer files.
  • Work closely with Fraud and Investigations Team regard possible breach of customer / agent information. Track patterns of potential fraud.
  • Improved internal workflows by initiating regular reviews of procedures, suggesting changes when necessary to enhance effectiveness.
  • Resolved complex title issues by conducting in-depth investigations and collaborating with legal teams when necessary.
  • Maintained organized digital files and records of property titles, ensuring easy access for colleagues and clients alike.
  • Assisted in training new Title Coordinators, sharing knowledge and expertise to improve department performance.
  • Ensured compliance with regulatory requirements throughout all aspects of insurance product and service process.
  • Minimized risk exposure for clients through meticulous attention to detail during review of customer files.
  • Expedited completion of requested processes by proactively addressing any possible discrepancies or issues found during file review.
  • Communicated with customers to resolve issues.
  • Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
  • Collaborated with various departments to ensure smooth workflow for cross division processing of multiple requests.
  • Performed data entry and other administrative tasks to keep records and files organized and accurate.
  • Reduced data entry errors by implementing rigorous quality control process for all documentation submissions.
  • Strengthened interdepartmental communication by implementing weekly meetings focused on updates in processes, challenges faced, solutions found.
  • Access and maintain centralized filing system that allowed easy access to pertinent information about each policy or annuity.
  • Examined and completed between 80-200 cases daily

Claims Representative

National Life Group
10.1988 - 07.1997
  • Followed up with customers on unresolved issues.
  • Worked productively in fast-moving work environment to process large volumes of claims.
  • Examined reports, accounts, and evidence to determine integrity and accuracy of information.
  • Interviewed policy beneficiaries to verify information and obtain additional details.
  • Conducted detailed assessments of claims documents, ensuring accuracy and completeness before submission for approval.
  • Demonstrated expertise in interpreting policy language accurately, leading to better-informed decisions on coverage application during claims evaluation.
  • Streamlined documentation processes through digitization efforts, reducing paperwork while maintaining data accuracy and security.
  • Served as a subject matter expert on specialized claims, providing guidance and support to other team members when needed.
  • Collaborated with cross-functional teams to expedite complex claims investigations and resolutions.
  • Reduced turnaround time for claim settlements by prioritizing tasks and managing deadlines effectively.
  • Developed in-depth understanding of insurance policies and procedures to give accurate recommendations to suit clients' needs.
  • Developed strong relationships with clients, facilitating trust and open communication during the claims process.
  • Updated claims system to track claim status and provide relevant information to other department.
  • Trained new Claims Representatives on company policies, procedures, and software systems, improving overall team productivity.
  • Generated, posted and attached information to claim files.
  • Processed and recorded new policies and claims.
  • Posted payments to accounts and maintained records.
  • Reviewed outstanding requests and redirected workloads to complete projects on time.
  • Maintained confidentiality of patient finances, records, and health statuses.
  • Verified client information by analyzing existing evidence on file.
  • Checked documentation for accuracy and validity on updated systems.
  • Conducted thorough research on industry trends, enabling proactive adjustments to internal processes as needed for improved performance.

Accounts Receivable Clerk

Wyman Meter And Tank Services
01.1986 - 10.1988
  • Used accounting software to reconcile accounts, track income, and generate invoices.
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Made outbound calls to vendors and customers to discuss and resolve account needs.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Responded to inbound inquiries regarding accounts and payments.
  • Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
  • Coordinated with other departments to ensure accurate application of payments, credits, and adjustments to client accounts.
  • Optimized workflow processes within the department, enhancing overall productivity levels among team members.
  • Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
  • Supported cash forecasting initiatives by providing accurate data on outstanding receivables and expected payments from clients.
  • Increased efficiency of collections efforts through development of targeted strategies for contacting delinquent accounts.
  • Facilitated dispute resolution between company and clients, fostering positive working relationships while protecting company interests.
  • Decreased uncollectible debt by closely monitoring accounts and promptly identifying high-risk customers for management review.
  • Developed and maintained positive relationships with clients to maximize collections.

Education

Bachelor of Science - Paralegal Studies

Woodbury College
Montpelier, VT

High School Diploma -

U32 High School.
East Montpelier VT
06.1987

Skills

  • Research and Data Collection
  • File and Records Management
  • Confidentiality Maintenance
  • Notary Public
  • Legal Correspondence
  • Critical Thinking
  • Good Judgment and Decision Making
  • Confidentiality
  • Accredited Legal Professional
  • Workload Management
  • Deadline Monitoring
  • Customer Service
  • Correspondence Writing
  • Quality Control
  • Flexible Schedule

Timeline

Paralegal

National Life Group
11.2022 - Current

Title Coordinator

National Life Group
07.1997 - 11.2022

Claims Representative

National Life Group
10.1988 - 07.1997

Accounts Receivable Clerk

Wyman Meter And Tank Services
01.1986 - 10.1988

Bachelor of Science - Paralegal Studies

Woodbury College

High School Diploma -

U32 High School.

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Robin Davis