Rosalinda Francisco
Compliance Specialist
Birmingham,AL
Summary
Quality driven compliance specialist with a background of over one year in consumer protection law and seven years in financial services. Keen eye for detail and possess advanced research and analysis abilities. Technical experience includes CRM, Adobe Acrobat Pro, Microsoft Excel, and Microsoft Word.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
Work History
Litigation Support Specialist/Paralegal
Hare, Wynn, Newell, Newton, LLP
Birmingham, AL
06.2021 - Current
- Investigate facts and laws to determine causes of action and to prepare cases.
- Research state statutes, decisions, legal articles, codes, and documents.
- Request and analyze copious amounts of medical records to determine pertinent facts in each case.
- Extensive communication with clients, opposing counsels, and medical experts.
- Act as liaison between attorneys and clients, explaining file status and lawsuit status to clients, court proceedings, trials, and depositions, in both English and Spanish speaking clients.
Legal Assistant
Davis & Norris, LLP
Birmingham, AL
09.2019 - 06.2021
- Assisted with fact investigation, research, and administrative support for 100+ claims.
- Interviewed and prepared intake sheets for clients in Spanish and English.
- Extensive communication with clients, insurance adjusters, and witnesses.
- Scheduled hearings, depositions, and meetings with clients.
- Prepared accounting of settlement for client review.
Property and Casualty Sales Agent
First Acceptance Insurance
Gadsden, AL
07.2017 - 02.2019
- Field underwrote prospective homeowners policies to ensure compliance with underwriting guidelines.
- Sourced prospects, developed leads, and expanded local partner networks to ensure monthly goals are met.
- Evaluated client risk to determine preferred tiered clients and ultimately strengthen company book of business and retention rate.
- Provided excellent customer service and cultivated retention through effective cross -selling of member benefits and club products.
- Recognized as top monthly producer for new business sales and received special distinction and recognition for outstanding service from member commendations.
Personal Lines Sales Agent
Confie
Gadsden, AL
06.2015 - 06.2017
- Averaged 400+ incoming calls monthly ensuring issues were handled effectively and promptly.
- Documented claims, collected policy premiums, answered coverage questions, and recommended coverage levels.
- Explained features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Proficient knowledge of various company products, underwriting requirements, and competitiveness in the marketplace.
- Developed district wide new agent onboarding and training program.
Education
Paralegal Certificate -
Jefferson State Community College
Birmingham, AL 10.2019 - 02.2020
High School Diploma -
Gadsden City High School
01.2006 - 05.2009
Skills
Analytical skills
undefinedTimeline
Litigation Support Specialist/Paralegal
Hare, Wynn, Newell, Newton, LLP
06.2021 - Current
Paralegal Certificate -
Jefferson State Community College
10.2019 - 02.2020
Legal Assistant
Davis & Norris, LLP
09.2019 - 06.2021
Property and Casualty Sales Agent
First Acceptance Insurance
07.2017 - 02.2019
Personal Lines Sales Agent
Confie
06.2015 - 06.2017
High School Diploma -
Gadsden City High School
01.2006 - 05.2009
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