Sophie Meier
Fullerton,CA
Summary
Highly skilled and enthusiastic professional with more than 2 years of experience managing operations in the legal field. Proficient in policy knowledge and critical thinking, I enhanced intake effectiveness and client satisfaction through innovative quality assurance measures and comprehensive training programs. Develop and lead productive and efficient office staff. Extremely organized, obsessive with detail orientation and hardworking with excellent communication and program management skills.
Overview
9
9
years of professional experience
Work History
Intake Manager
Mass Tort Strategies
12.2023 - Current
- Conducted regular performance evaluations for intake team members, providing constructive feedback and identifying opportunities for professional development.
- Served as a subject matter expert within the organization on matters related to intake management, providing guidance and support to colleagues as needed.
- Analyzed data to identify trends and areas for improvement within the intake department, leading to increased effectiveness.
- Conducted regular internal audits to ensure adherence to established policies and procedures within the intake department.
- Addressed any concerns or issues that arose during the intake process promptly, demonstrating commitment to client satisfaction and effective problem resolution skills.
- Implemented quality assurance measures to maintain high standards in the collection and processing of client information during the intake phase.
- Developed and maintained a comprehensive intake manual that served as the go-to resource for all staff involved in the client onboarding process.
- Successfully managed the hiring and onboarding process, expanding the intake specialist team from 10 to 56 proficient members.
Legal Case Manager
Mass Tort Strategies
06.2023 - Current
- Supported the relationships between our clients growth by participating in business development initiatives, such as drafting proposals for prospective clients or attending industry networking events.
- Conducted thorough investigations into opposing parties' claims, uncovering critical evidence that supported our clients' cases.
- Improved client satisfaction by maintaining detailed records, enabling quick retrieval of essential documentation when needed.
- Collaborated with attorneys to develop successful case strategies, resulting in favorable outcomes for clients.
- Provided exceptional customer service by addressing clients' concerns promptly and professionally throughout their cases' durations.
- Managed complex caseloads with multiple deadlines, ensuring timely completion of all tasks and filings.
- Streamlined case management processes by implementing efficient organizational systems and procedures.
- Expedited resolution of disputes through effective negotiation skills during settlement conferences or mediation sessions.
- Ensured seamless transition of cases between attorneys by maintaining comprehensive case files with all necessary documentation readily available.
Intake Specialist
Mass Tort Strategies
05.2023 - 06.2023
- Answered phone calls and provided new clients with required paperwork to initiate service regarding Mass Tort lawsuits.
- Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
- Provided compassionate support to clients during the intake process, offering reassurance and understanding in times of distress.
- Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
- Completed intake assessment forms and filed clients' charts.
- Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
Member Experience Advisor - Temp
Nations Benefits
01.2023 - 03.2023
- First line of contact on the Member Service Team with detailed problem solving regarding insurance health plan benefits
- Efficiently handled a high volume of calls, navigating the member portal to modify and resolve issues.
- Maintained accurate records of all member communications and transactions, ensuring seamless coordination between departments involved in servicing accounts.
- Established strong relationships with members through proactive communication efforts, building trust and loyalty over time.
- Provided ongoing support to members by promptly answering inquiries and offering tailored assistance when needed.
Visual and Sales Associate
Brandy Melville USA
05.2015 - 09.2022
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Prepared merchandise for sales floor by inputting within our systems.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
Education
No Degree - Business Management
Irvine Valley College
Irvine, CA06.2025
High School Diploma -
Capistrano Connections Academy
San Juan Capistrano, CA06.2019
Skills
- Professionalism and Ethics
- Policy Knowledge
- Teamwork and Collaboration
- Problem-Solving
- Attention to Detail
- Reliability
- Multitasking Abilities
- Decision-Making
- Training and mentoring
- Employee Supervision
- Critical Thinking
- Effective Communication
Accomplishments
- Supervised and developed team of 56 staff members.
- Successfully implemented procedures such as the Quality Assurance team resulting with proficient cases and increasing our accepted case values.
- Used Microsoft Excel and Google Sheets to develop legal case tracking spreadsheets leading to a more streamline process of communication between our clients.
- Documented and resolved an overload of legal case issues which led to more revenue driven and building cliental relationship.
Timeline
Intake Manager
Mass Tort Strategies
12.2023 - Current
Legal Case Manager
Mass Tort Strategies
06.2023 - Current
Intake Specialist
Mass Tort Strategies
05.2023 - 06.2023
Member Experience Advisor - Temp
Nations Benefits
01.2023 - 03.2023
Visual and Sales Associate
Brandy Melville USA
05.2015 - 09.2022
No Degree - Business Management
Irvine Valley College
High School Diploma -
Capistrano Connections Academy