Taylor Watson
Corpus Christi,TX
Summary
I, Taylor Watson, excel in leadership, planning and organization. I am successful in my role working in the legal field, and work to motivate and drive diverse teams in successfully scheduling and completing multiple tasks, both simple and challenging, while interacting with persons of all business, educational, socio-economic backgrounds, and levels. I have a passion for developing relationship with those I interact with at work, and I am always willing to grow and learn in the workplace. I am an organized, goal-oriented, authoritative individual with extensive experience in customer service and group-oriented work environments. I am diligent and adapt to hectic and fast paced environments seamlessly.
Overview
7
7
years of professional experience
Work History
Legal Case Manager
Park Chenaur
10.2024 - Current
- Open claims with insurance companies and send a letter of representation
- Order police reports
- Gather any current and prior medical records and bills
- Open health insurance claims and send subrogation letters accordingly.
- Conduct intake interviews with new clients, gathering critical information to build a solid foundation for their case.
- Check for any Tribal relations from clients or adverse parties to determine Statute laws, etc.
- Monitor medical treatment progress, maintaining open lines of communication with healthcare providers involved in the client's care plan.
- Check for any and all liens (auto, child support, medical, etc.)
- Send reduction letters to providers under Letter of Protection.
- Collaborate effectively with attorneys to strategize on best course of action for individual cases, maximizing potential settlements or awards.
- Maintain confidentiality while handling sensitive personal injury claims, fostering trust between our firm and the clients.
- Coordinate efforts with insurance adjusters, contributing to faster settlements for clients.
- Build strong relationships with clients to provide empathetic support during their recovery journey.
- Decrease time spent on administrative tasks through proficient use of case management software. (Filevine)
- Ensure thorough documentation, resulting in an organized and streamlined process for each case.
- Communicate pertinent information to clients via phone, email, and mail.
- Maintain and update office records, both digital and physical.
- Conduct weekly reports for current status of clients cases.
- Manage daily data entry and kept clerical information accurate and up-to-date.
- Reduce client wait times for case updates through regular communication and prompt followups.
- Answer high volume of phone calls and email inquiries to communicate messages and information to the attorney and clients.
- Manage complex caseloads with multiple deadlines, ensuring timely completion of all tasks and filings.
- Improve client satisfaction by maintaining detailed records, enabling quick retrieval of essential documentation when needed.
- Researched and analyzed legal issues and cases to provide accurate advice to clients.
- Maintain strict confidentiality of sensitive client information, adhering to ethical guidelines and professional standards at all times.
- Conduct thorough investigations into opposing parties' claims, uncovering critical evidence that supported our clients' cases.
- Provide exceptional customer service by addressing clients' concerns promptly and professionally throughout their cases' durations.
- Ensure seamless transition of cases between attorneys by maintaining comprehensive case files with all necessary documentation readily available.
Legal Case Manager
Herrman And Herrman P.L.L.C.
07.2023 - 09.2024
- Open claims with insurance companies and send a letter of representation
- Order police reports
- Gather any current and prior medical records and bills
- Open health insurance claims and send subrogation letters accordingly.
- Conduct intake interviews with new clients, gathering critical information to build a solid foundation for their case.
- Monitor medical treatment progress, maintaining open lines of communication with healthcare providers involved in the client's care plan.
- Check for any and all liens (auto, child support, medical, etc.)
- Send reduction letters to providers under Letter of Protection.
- Collaborate effectively with attorneys to strategize on best course of action for individual cases, maximizing potential settlements or awards.
- Maintain confidentiality while handling sensitive personal injury claims, fostering trust between our firm and the clients.
- Coordinate efforts with insurance adjusters, contributing to faster settlements for clients.
- Build strong relationships with clients to provide empathetic support during their recovery journey.
- Decrease time spent on administrative tasks through proficient use of case management software. (Filevine)
- Ensure thorough documentation, resulting in an organized and streamlined process for each case.
- Communicate pertinent information to clients via phone, email, and mail.
- Maintain and update office records, both digital and physical.
- Conduct weekly reports for current status of clients cases.
- Manage daily data entry and kept clerical information accurate and up-to-date.
- Liaise with court personnel to schedule hearings, depositions, or mediations while avoiding conflicts or delays in proceedings.
- Create weekly, monthly and quarterly expense reports.
- Reduce client wait times for case updates through regular communication and prompt followups.
- Answer high volume of phone calls and email inquiries to communicate messages and information to the attorney and clients.
- Manage complex caseloads with multiple deadlines, ensuring timely completion of all tasks and filings.
- Collaborate with attorneys to develop successful case strategies, resulting in favorable outcomes for clients.
- Improve client satisfaction by maintaining detailed records, enabling quick retrieval of essential documentation when needed.
- Researched and analyzed legal issues and cases to provide accurate advice to clients.
- Facilitate attorney-client meetings by preparing necessary materials, allowing for focused discussions on case strategy and progress.
- Maintain strict confidentiality of sensitive client information, adhering to ethical guidelines and professional standards at all times.
- Conduct thorough investigations into opposing parties' claims, uncovering critical evidence that supported our clients' cases.
- Increase efficiency within the firm by training new staff members on proper protocols and best practices related to legal case management duties.
- Provide exceptional customer service by addressing clients' concerns promptly and professionally throughout their cases' durations.
- Contribute to a positive work environment by fostering collaborative relationships among colleagues from various practice areas.
- Ensure seamless transition of cases between attorneys by maintaining comprehensive case files with all necessary documentation readily available.
Sales Associate Specialist
Victoria’s Secret L.L.C.
01.2018 - 11.2023
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Learned importance of weekly and daily focus to be customer focused
- Assisted customers by providing beneficial information about every variety of garments while gathering lifestyle information about to ensure satisfaction
- Worked cash register while continuing customer connection to confirm fully ensure assistance and accommodations
- Responded to telephone inquiries by providing quality service to customers and associates
- Strived for quick complaint resolution; commended by supervisor for efficient ability to resolve problems and avoid escalation of issues
- Pioneered new accounts and maintained strong, growing customer base
- Thoroughly learned weekly product offerings and sales, whilst contributing to and increasing in monthly sales.
Assistant Case Manager/ Receptionist
Heil Law Firm
02.2023 - 07.2023
- Organized documents to manage paper and electronic filing systems of clients.
- Drafted accurate and persuasive legal correspondence, contributing to successful negotiations and settlements.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Prepared and drafted correspondence and legal forms to maintain smooth communications.
- Organized the attorney's calendar, arranges meetings, travel and special events as instructed by the attorney.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
- Completed electronic filings, initiated billing statements, and managed firm administrative matters.
- Scheduled appointments, court appearances, and depositions for busy law firm.
- Responded to client inquiries to provide accurate legal advice and offer assistance.
- Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.
- Contacted clients to schedule appointments and discuss progress of cases.
- Revised and finalized letters, briefs, and memos.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Performed administrative and clerical functions by receiving and distributing mail, answering phones, filing, and record management and retention.
- Responded to inquiries from callers seeking information.
- Resolved customer problems and complaints.
- Corresponded with clients through email, telephone, or postal mail.
- Managed multiple tasks and met time-sensitive deadlines.
- Maintained confidentiality of information regarding clients and company.
- Answered over 50 customer calls a day and directed calls accordingly.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Organized, maintained and updated information in computer databases.
- Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
- Operated multi-line telephone system to answer and direct high volume of calls.
- Handled assignments independently with good judgement and critical thinking skills.
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
- Tracked important information in Airtable database.
- Compiled information from files and research to satisfy information requests.
- Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments on shared calendar.
- Scheduled office meetings and client appointments for staff teams.
- Routed incoming mail and messages to relevant personnel without delay.
- Kept reception area clean and neat to give visitors positive first impression.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Assisted with onboarding new clients and securing paperwork completion.
Attorney/ Legal Assistant – Intern
Nueces County Attorney’s Office
01.2022 - 05.2022
- Worked directly with County Attorney’s lawyer that handled protective orders and family violence cases
- Scheduled clients for meetings with attorney post and prior to scheduled court date
- Sorted legal documents, filing and case materials in clear, orderly systems.
- Organized legal filing system to maximize efficiency.
- Filed legal documents promptly and accurately with local, state and federal courts.
- Attended court hearings while observing attorney and assisting in any follow up actions necessary for each client.
- Scanned, converted, and organized records into electronic format with consistent naming convention.
Education
Bachelor of Arts - Political Science
Texas A&M University – Corpus Christi
Corpus Christi, TX12.2022
Skills
- Software:
- Filevine, Microsoft Word, Excel, PowerPoint, Zoom, WebEx, Google Docs, E-File, Airtable, Even Up, Lexitas, ChartSwap
- Communication Skills: Public speaking, interpersonal/group involvement, leadership, teamwork
- Effective Decision-Making
- Problem Solving
- Organization
- Cultural Competence
- Client Relations
- Legal Terminology
- Confidentiality Maintenance
- Time Management
- Team Leadership
- Conflict Resolution
- Data Analysis
Timeline
Legal Case Manager
Park Chenaur
10.2024 - Current
Legal Case Manager
Herrman And Herrman P.L.L.C.
07.2023 - 09.2024
Assistant Case Manager/ Receptionist
Heil Law Firm
02.2023 - 07.2023
Attorney/ Legal Assistant – Intern
Nueces County Attorney’s Office
01.2022 - 05.2022
Sales Associate Specialist
Victoria’s Secret L.L.C.
01.2018 - 11.2023
Bachelor of Arts - Political Science
Texas A&M University – Corpus Christi
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