Manager Life Insurance

TERRA M. WARD

**** ***** ***** *****

Fort Wayne, Indiana 46835

260-***-****

WORK EXPERIENCE:

Volunteer Lawyer Program

January 2009 - current

GUARDIANSHIP COORDINATOR

I perform intakes, determine eligibility and address legal issues. I

respond to calls from nursing homes, hospitals and healthcare case

managers. I interview those who need to be protected because of dementia

or Alzheimer disease or other conditions. I obtain needed court

documentation and prepare appropriate pleadings. I assist with client

visits and participate in quarterly and annual meetings with providers. I

have frequent contact with local attorneys, with our court and with social

service providers.

I coordinate and facilitate the volunteer training classes approved by the

local judges. I have assisted with grant writing and assisted with plan

administrator meetings and a number of community projects such as: Family

Guardianship Information Seminar; Talk to A Lawyer Day; Mortgage

Foreclosure Seminar; Bankruptcy Clinics Seminar and Family Guardianship

Seminar. I orchestrated the first family guardianship day in conjunction

with the Allen County Superior Court.

Connor Corporation

April 2007 - May 2008

PURCHASING AGENT

I assessed purchasing needs based on new and fluctuating customer orders,

desired inventory levels and standard lead-times. I issued purchase orders

in compliance with stated policies and contract terms. I corresponded

regularly with suppliers throughout the United States and globally (mainly

China) to ensure that orders were acknowledged and delivery dates were met.

I maintained accurate files of purchase orders and related transactions,

along with supplier administrative information.

Williams Portable Welding, Inc.

May 2006 - April 2007

OFFICE MANAGER

I managed a small office for this portable welding business. I coordinated

all bidding proposals from start to completion and assured that all

deadlines for projects undertaken were met. I handled all accounts

payable, accounts receivable, payroll and health insurance for employees.

I maintained and handled correspondence to new and existing customers,

company invoicing and collections for delinquent accounts.

The Lincoln National Life Insurance Company

August 2004 - June 2005

PARALEGAL - Law Department (Litigation & Employment Section)

I provided support to two attorneys who had responsibility for managing

Lincoln's lawsuits and arbitrations. Under the direction of an attorney, I

resolved routine legal issues. I researched and analyzed sources of law

such as statutes, recorded judicial decisions, legal articles and legal

codes to prepare legal documents such as briefs, pleading and appeals. I

have knowledge of commonly-used legal concepts, practices and procedures

within the field of insurance defense litigation. I assured that all

deadlines were met and that all materials necessary for the defense of the

lawsuit were in the hands of outside counsel on a timely basis. I made

certain that all interrogatories, document production requests, admissions

requests and similar discovery materials were channeled to the right

business person and those responses were prepared and filed on a timely

basis. I coordinated deposition requests and monitored the progress of the

case for both attorneys. I assured that all documentation was complete

before the case was closed. I received guidance and instruction from the

attorneys and was familiar with pre-established guidelines necessary to

perform the functions of my job.

The Lincoln National Life Insurance Company

October 1999 - August 2004

LEGAL SECRETARY - Law Department (Litigation & Employment Section)

I provided administrative support for two - four lawyers and Lincoln's

garnishment-subpoena specialist. My duties included the creation of all

garnishment, tax-levy, child-support and litigation files. I also

initiated requests for information in order to set up the collection files

by searching two of Lincoln's web-based systems, these being the Agent Data

Base and Team Connect. I maintained litigation files for my principals

and assured that deadlines were timely met. I processed timesheets for

attorneys and paralegals, processed correspondence and maintained

confidential litigation files. I coordinated travel arrangements and

reconciled associated charges. I processed invoices received from retained

counsel throughout the United States and coordinated regulatory reporting.

I assisted in training new secretaries.

In my capacity as Legal Secretary and Paralegal, I assisted three staff

attorneys with their company-approved community service and inter-corporate

activities. One Attorney was President of the Indiana Equal Justice Fund

(an organization that solicits contributions from attorneys statewide and

distribute funds raised to participating legal assistance organizations),

Secretary for AIM Services, Inc. (a used car dealership that makes

automobiles available to the needy), Board Chairman of the Workers for the

Blind (an organization that arranges social activities for blind

individuals) and Director of Lincoln's Volunteer Lawyer Program. I

assisted him in the preparation and filing of pleadings and in his dealings

with clients. I also assisted in the maintenance of records and in the

processing of correspondence for all of these organizations. I did all of

this on a volunteer basis and a lot of it on my own time. I also assisted

two attorneys who were at different times President of Indiana Chapter of

the American Corporate Counsel Association with setting up seminars for the

Indiana Chapter. I corresponded with new members and seminars, including

making travel arrangements. I prepared and coordinated mailings of

correspondence for distribution from the National Chapter of ACCA.

Painter & Schafer

1989 - 1993

LEGAL SECRETARY, PARALEGAL & OFFICE MANAGER

This is a small law firm specializing in family law, probate, personal

injury and wrongful death. In the capacity of a Legal Secretary, I

provided administrative and paralegal support for one of the partners

specializing in personal injury and wrongful death. I served as Office

Manager and Paralegal in my final year with the firm. My duties included

the daily processing of all correspondence and pleadings, which meant

writing letters for review by the various partners, maintaining case files

and preparing all necessary legal documents. I completed any research

needed and prepared the initial pleadings. I processed attorney time

sheets, prepared and edited monthly billing statements, performed follow-up

inquiries on matters billed and on collection matters and I coordinated

travel and meeting arrangements. I maintained confidential files for

matters the firm handled, as well as for personal matters. I oversaw one

partner's Manager/Paralegal responsibilities, and I also had responsibility

for maintaining all bookkeeping (including the firm's trust accounts) and

for continually analyzing office procedures to assure that the office was

being productive and that employees' talents were being efficiently

utilized. I hired and fired personnel. I maintained all guardianship

accounts, which included court-mandated filings of accounting records every

two years.

EDUCATION:

1984-1986 Attended Ball State University

SOFTWARE/PROGRAMS/SYSTEMS FAMILIARITY:

Windows XP, Word, Excel, Outlook, Legal Files, Team Connect, Law Pack,

Lincoln supported mainframe systems (agent data base, tax system) Lexis,

QuickBooks Premier Contractor Version

REFERENCES:

References and Letters of Recommendation are available upon request.

Contact this candidate