Shelby Lister
Boardman,OH
Summary
Detail-oriented Legal Secretary with vast knowledge of legal industry and office management. Organized and efficient to learn new processes quickly. Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Legal Secretary
Law Offices Of Bradley G. Olson, Jr.
New Castle, PA
11.2020 - Current
- Organize files for court proceedings
- Prepare legal correspondence
- Receive and place telephone calls to clients and prospective clients
- Develop and maintain files
- Assist in collecting employment, medical and other records
- Schedule appointments, appearances and briefings
- Manage accounts and client records by observing confidentiality and extreme discretion
- Process appeals, motions and pretrial agreements
- Completed accident reports, trial and courtroom requests and applications for clients
- Arrange for delivery of legal correspondence to clients, witnesses and court officials
- Develop positive working relationships with courts and clients
- Complete document revisions, court document filings, and client billing
- 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.
- Prepare and file legal briefs, motions and pleadings.
- Coordinated trial exhibits by organizing materials, writing documentation and preparing digital materials and displays.
Sales Development Manager
Horace Mann Insurance Company
Springfield, IL
07.2011 - 01.2020
- Trained Exclusive Agents on fact-finding appointments and consultations to determine client needs and overall financial situations.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Collaborated with upper management to implement continuous improvements and exceed regional goals.
- Exceeded regional sales quotas and increased profitability through effective sales strategy and business planning.
- Coordinated staff sales meetings to discuss developmental strategy, best practices and process improvements.
- Monitored sales team performance, analyzed sales data and reported information to upper management.
- Hired, supervised and trained 50 plus Exclusive Agents on sales strategies to optimize performance.
- Developed and executed sales presentations as well as both internal and external product training workshops.
- Held one-on-one meetings with Exclusive Agents to identify selling hurdles and offered insight into best remedy.
- Identified training needs and developed content while evaluating existing programs.
- Presented information using variety of instructional techniques or formats, such as role-playing, simulations, team exercises, videos and lectures.
- Obtained, organized and developed training procedure manuals, guides and course materials.
- Conducted monthly agency sales meetings to communicate agency developments and discuss agents' sales figures and emerging opportunities.
- Responsible for coordinating travel throughout the Northeast Region and timely filing of expense reports.
Education
No Degree - Engineering Physics
Slippery Rock University of Pennsylvania
Slippery Rock, PACertification
Series 6, 63 and 26 Security Licenses
Property, Casualty and Life Insurance License
Timeline
Legal Secretary
Law Offices Of Bradley G. Olson, Jr.
11.2020 - Current
Sales Development Manager
Horace Mann Insurance Company
07.2011 - 01.2020
No Degree - Engineering Physics
Slippery Rock University of Pennsylvania
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