Summer Conca

My position with Morris Bart, LLC as a legal assistant in our personal injury - auto accident division required meticulous attention to detail, organization, and time management skills, as well as an open and flexible mentality to support my attorney's needs on each and every case.

• Reviewed and prepared legal documents, such as contracts, pleadings, motions, briefs, memoranda of law and discovery requests. Additional tasks included requesting checks, fax filing, and mail filing, managing receipt and filing of legal documents.
• Software applications frequently used: Proficient in Microsoft suite, Filevine, LexisNexis, ChartSwap, MRO, Ciox, ShareCare, NextRequest.
• Researched case law, statutes, regulations and other legal authorities to support assigned tasks.
• Maintained client confidentiality in all matters. Followed HIPAA regulations and managed medical records, and sensitive personal information on a regular basis.
• Assisted with document production and deposition preparation. Correspondence with opposing counsel via phone and/or email to schedule depositions with medical providers, clients, witnesses, etc. Prepared and filed notices.
• Proofread drafts of legal documents for accuracy in grammar and punctuation, such as petitions, motions, exceptions, discovery, etc.
• Provided administrative support to my attorney by managing calendars, scheduling appointments, requested medical records and liens, correspondence with insurance companies, scheduling clients for medical treatment, organizing files, preparing correspondence, filing court documents, and obtaining necessary signatures.
• Analyzed data related to cases for use in research or litigation purposes, such as briefing body-worn camera footage, reading witness statements, and reading medical records.
• Greeted clients upon arrival at office and provided assistance as needed.
• Updated databases (FileVine and physical files) with new information received from attorneys, clients, medical providers, police departments, court, etc.
• Processed incoming mail on a daily basis.
• Compiled financial records related to specific cases with company-provided software. Before case settlement, it is my duty to generate reports consolidating all medical expenses, lost wages, and liens to provide to my attorney.
• Answered phones promptly while providing courteous customer service. Practiced active listening skills and emotional regulation to diagnose each client's concerns or needs.
• Generated reports summarizing case progress for internal use via Excel to manage deposition scheduling, mail tracking, and 30-day follow-ups with each client.
• Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials. Experienced in fax filing and utilizing court runner courier services.

• Compliance Reporting

Our company works closely with a third-party compliance agency, Cetera Networks. Cetera ensures our clients confidentiality and monitors each correspondence between our team and the client. It is my responsibility to track and report each meeting held in our practice by Cetera's regulations on a quarterly basis. Upkeep of this task requires organization, attention to detail and punctuality. Microsoft Outlook, Microsoft Excel, and Advisors Assistant and DocuSign are all used to support this function.

• Scheduling
My position provides an essential role with scheduling client meetings, conference calls, collaborations with third-party vendors, interviews, and internal meetings within the company among numerous branches. This task requires meticulous attention to detail and insight, correspondence between myself, the advisor and the client via email, and a prompt response time to better support the flow of each advisor's schedule. I am currently accountable for six financial advisors' schedules. To maintain this responsibility, it is my duty to carry out proficient use of our scheduling software, Calendly, as well as Microsoft Outlook and Microsoft Excel.

• Generating Reports
Generating reports encapsulates the meticulous process of collating, analyzing, and synthesizing data into comprehensive documents that provide insights, drive strategies, and propel our business forward. This task supports multiple functions within my role. Through our company software, Advisors Assistant, I am appointed to generate reports for data pertaining to client meetings by month, retrieve data for compliance regulations, and client auditing.

• Mail Service
Receiving, sorting, and delivering incoming mail are the core functions of this duty. Some other aspects of this responsibility are operating mailroom equipment, maintaining records of outgoing/incoming mail, managing a large volume of mail with accuracy and efficiency, ensuring all mail is delivered to the proper recipients in a timely manner, mailing out packages via FedEx, UPS and USPS, and handling highly confidential information with upmost urgency and practice. My position supports managing company postal accounts such as Pitney Bowes, FedEx and UPS.

• Execution of Company Software
Proficiency in our company provided software is key to succeeding in my role. Throughout my time with SageView, I have worked out of the following software applications: Microsoft Outlook, Microsoft Excel, Microsoft Teams, Microsoft Word, Zoom, Calendly, Advisors Assistant, WebEx, Momentum, Ramp, DocuSign, ADP, Concur, and Practifi. Each of these applications supports a vital function within the company, from maintaining client data to expense reporting, scheduling, phone communications, email, compliance reporting, video conferencing and many more.

• Event Coordination
Our office arranges various events such as: holiday gatherings, hosting guests from other branches for corporate meetings, team building exercises, company sponsored happy-hours, and luncheons. It is my responsibility to carry out proficient communication between our staff and the vendor to ensure a seamless production for each organized event. Some methods of communication used are scheduling via Microsoft Outlook, telephone communication as well as coordinating transportation of supplies needed to support said event and excellent time management skills.

• Reception Duties
Receptionist tasks play a significant role as an office administrator. Creating an inviting and confident setting within our office for both clients and colleagues is of high importance, as well as maintaining an aesthetically pleasing atmosphere that respects the principals of our company's foundation. The bulk of this duty requires greeting and dismissing clients, managing security and telecommunications systems, managing and preparing meeting rooms for advisors, overseeing office services such as janitorial upkeep, water delivery, mail drop, etc., and assisting HR with onboarding processes.

• Office Expense Management
I am made to carry out transactions for office necessities such as stationary supplies, sanitary items, refreshments such as coffee and tea, luncheons, client gifts, etc. Our expenses are documented and reported via Ramp and Concur. It is imperative that each expense is accounted for within the reporting time period and recorded by spreadsheet in the event of company auditing.

• Data Entry
Data entry is a vital function within my role. Accurate, fast keying skills and sound knowledge of computer applications, proven ability to collect and manage information efficiently and accurately, while solving problems and maintaining confidentiality are the main processes I manage. I have over seven years' experience successfully performing a number of data entry and clerical tasks as well as providing quality work. A few tasks I manage on a daily basis within our company software are updating and correcting source documents, entering data into designated database felids, documenting all tasks, conversations and meetings between the client and staff, preparing and submitting reports, routing data to appropriate staff, and researching and retrieving requested data.

• Office Inventory Management
Management of office supply inventory is an essential element that supports the productivity and workflow of the office itself. To support our staff's performance, it is my duty to ensure our staff is equipped with the correct tools at all times while respecting our provided budget. By logging and tracking all inventory supplies via Microsoft Excel spreadsheet, I am able to manage our office's stationery and refreshments on a routine basis, as well as accommodate staff with specific requests. Placing orders, documenting delivery, reporting receipts, distributing and organizing items and maintaining our spreadsheet data are all procedures I am appointed to within this task.

• Mail Service
Sorting, documenting and distributing all mail received, twice daily. It is my duty to open, scan and email, and distribute original documents, subpoenas, new claims and checks to the assigned attorney as well as our accounting department. Tracking numbers are logged with Excel spreadsheets. Mail pertaining to or indicating open litigation is scanned and uploaded through CPS before being forwarded to our intake departments.

• Office inventory management
Responsible for ordering and maintaining all office supplies needed in the work space such as: IT equipment, refreshments, FedEx supplies, stationary items, etc. Stocking, organizing, ordering and logging all office supply inventory via Excel on a weekly basis.

• Data entry
Uploading and documenting legal files and all mail related to new or open claims via CPS, Sharepoint and Microsoft
Outlook daily. Updating our business continuity roster with any changes, terminations, office reassignments, new hires and other confidential employee information as needed. Managing the office’s TLOxp access database. Granting and terminating access, name changes, title changes, and uploading reports via Excel weekly to report all active users.

• Proficient use of office software
Most of the software applications we work out of regularly are: Microsoft Excel, Microsoft Word, CPS, Oracle,
Microsoft Outlook, Adobe Acrobat, Microsoft Teams, Sharepoint, and Transunion.

• Assisting with new hire onboarding
It is my duty to prepare and process all new hire documents. Tasks associated with this responsibility include punctual communication with our IT and HR departments. Preparing the necessary paperwork, gathering office supplies and coordinating with our IT team are my responsibilities to uphold before the new hire’s start date. Assisting with introductions, office tours, completing paperwork, signing into software applications and submitting all necessary documents to HR and our building access manager are my responsibilities the day of on the new hire’s start date.

• Office expense management
Processing invoices and submitting expense reports via Oracle in a timely fashion. Communication with our accounting department is key while executing this responsibility. Invoices are scanned and uploaded into our database before being submitted to our accounting department via Microsoft Outlook. This duty is maintained on a weekly and monthly basis.

• Continuing Legal Education
Organizing and filing for accreditation in multiple states to present CLE courses throughout the year. Our firm hosts

4-6 in-house CLE’s each year. I am responsible for applying for course accreditation in each applicable state via mail or state bar portal. Each of these applications include a state specific cover letter and application, course materials to be distributed by presenting law firm, timed agenda and speaker biography. Other tasks that I maintain with this duty are: generating application status spreadsheets via Excel, coordinating with IT for set up / break down the day of CLE events, catering orders, creating calendar invites, scheduling conference room reservations, providing attorneys with course numbers and reporting attorney attendance.

• Scheduling meetings
Scheduling meetings and submitting calendar updates via Outlook, Teams, and Zoom regularly. Conference room and auditorium reservations are made as needed for employee meetings and team building exercises. Such reservations require my attention to detail and communication with other departments as well as coordination with our building access department.

• Business continuity management
Updating and submitting vital reports to support our office’s business continuity plans.

Our team created company culture amongst team members to ensure client satisfaction and exceed client expectations.
Overseeing Company Structure. Responsible for coordinating structure, staff training, client/agency relations and all necessary logistical and maintenance operations to ensure quality products for our clients.

Scheduling
• Responsible for handling schedules for key company executives by prioritizing emails and phone calls, preparing meetings, and gathering documents.

Internal Communications
• Improved company communication and structure using Outlook, Teams, Excel, and Quickbooks. Company Growth
• Increased client business ROI through setting specific data points to help narrow down leads interested in their product.

Social Media Management
• Working with team members on website development, social media management, and SEO by setting automation parameters for client/business company growth.

Training New Receptionists
• Followed company issued guidelines to train and mold our new hires into efficient receptionists. Exercised positive reinforcement and encouraged growth and diversity within the team. Client Communications
• Enforced methodical approaches across team members skills such as active listening, problem solving, non-verbal communication, empathy, etc. to connect with each and every one of our clients. Managing Receptionists' Schedule

• Created each receptionists schedule, made adjustments as needed, and closely monitored our labor ratios daily.
Creating Daily, Weekly and Monthly Work-ups, Reports, etc.
• Generated and monitored our "Daily Tasks" document, produced Excel spreadsheets to track and monitor inventory, client data and hospital merchandise, also designed and implemented the use of liability logs for all hospital employees to follow and observe progress

Handling Money/Insurance Claims
• Accepted, organized and logged all cash, check and credit card transactions as well as filed insurance claims for multiple vendors.
Hospital Software
• Executed proficient use of our company tools such as; Avimark, Microsoft Excel, Google Sheets, Gmail, Outlook,
Microsoft Word and Teams. Through our primary database "Avimark", we managed tasks related to our clients' needs ranging from scheduling appointments, data entry, processing prescription requests, passing along questions and messages to our doctors for optimal communication, etc