Customer Service Assistant
Resume:
LISA
**** ******** **. *****, ** 491**-***-*** 0706
DAVIS
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LEGAL SECRETARY position desired
QUALIFICATIONS SUMMARY
Highly ambitious professional seeking a full-time legal secretary position with a personal injury law firm. Skills
include:
Familiar with office equipment Ability to work HIPAA/Psychological and
Data Entry (90 WPM) independently and/or under Substance Abuse regulations
Excellent interpersonal skills minimal supervision Transcription
Strong verbal and written Ability to pay close Microsoft Office Word,
communication skills attention to detail and WordPerfect, and data base
Team Player accuracy programs
Documentation & filing Excellent f/u skills
Education
High School Diploma, Clarksville High School, Clarksville, TN 37040, June 1981
Property & Casualty License, 1998
WORK HISTORY
Lynch & Drew aka Hadsell, Landgraf, Lynch & Drew, Niles, MI
Legal Assistant, October 2008 – September 2009
Thomas P. Bathrick, Internal Medicine, South Bend, IN
Administrative Assistant/Medical Transcriptionist, Barbara Norris, Nurse Practitioner, May 2006 – October 2008
Anderson, Agostino & Keller, P.C., South Bend, IN
Legal Assistant, July 2005 – May 2006
Foley & Small, South Bend, IN
Paralegal/Legal Assistant, Edmond W. Foley, Esq., August 2000 – May 2005
Sweeney, Pfeifer, Morgan & Stesiak, South Bend, IN
Legal Assistant, Jon W. Criss, Esq., May 1998 – August 2000
Prather Insurance Agency, Somerset, KY
Customer Service/Claims Representative (Personal Lines and Commercial), July 1996 – April 1998
Mondello & Levey, Cleveland, OH
Legal Assistant, August 1984 – August 1993
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LEGAL EXPERIENCE
As a Legal Assistant/Paralegal some of my responsibilities entailed the following:
• Greeting all perspective and existing clients by phone and in person.
• Rotating routine receptionist duties one day a week; and during illness and/or vacation.
• Obtaining all pertinent client information.
• Assisting attorney with client interviewing process.
• Opening and maintaining cases throughout all phases of the legal process to case conclusion.
• Requesting, reviewing and summarizing clients’ family doctor medical records, non accident and accident
related.
• Scheduling client appointments; meetings; court dates; and settlement conferences.
• Assisting clients with resolution of all medical billing issues.
• Generating correspondence, HIPPA\Psychological and Substance Abuse releases, and legal documents.
• Presuit and litigation in plaintiff and defense personal injury law firms.
• Recording and updating client/attorney expenditures.
• Assisting attorney on an individual case to case basis with medical lien and settlement negotiations.
• Maintaining client data base information.
• Generating all settlement documents; court dismissal documents for file closing.
•
INSURANCE EXPERIENCE
As a Customer Service Representative and an Insurance Agent some of my responsibilities entailed the following:
•
• Inbound/outbound calls; Greeting of all clients by telephone and in person.
• Obtaining and presenting personal lines and commercial lines quotes; and completing the sale.
• Utilizing interpersonal skills by providing quality and outstanding customer service to ensure company
growth and continued success.
• Extensive interfacing with insurance underwriters and claims adjusters.
• Prompt handling of all billing, policy changes and claims issues.
• Data entry of all client information, new policies, renewals and changes.
• Generating all daily, monthly and year end reports.
• Daily cash handling; payment posting (accounts payable/receivable);and daily bank deposits.
References
References furnished upon request.
Contact this candidate