Customer Service Manager

Relevant Work Experience:

State Farm Insurance December 2009 - July 2012

Team Member/Office Manager

. Educate clients on the importance of insurance, auto,

home, life, and health

. Prepare and execute seminars for financial/insurance services throughout

the triangle targeting Hispanic and youth

. Hold webinars pertaining to financial/insurance

services

. Customer service for clients that have issues with insurance and claims.

. Prepare and execute details for company meetings, marketing events, trade

shows and sales promotion events

. Purchase all marketing materials for trade shows and events

. Process all invoices and close out daily bank

deposits

. Track marketing strategic successes for quarterly

marketing reports

Exum Law Group April 2009-August 2009

Paralegal

. Personal Injury, Family Law and Worker's Compensation firm

. Maintain Case Management file

. Compile trial notebooks, draft summons and complaint; file

in Clerk of Court

. Contact insurance companies and medical facilities for

personal injury cases

. Prepare documents for divorce, worker's compensation domestic violence

and child custody cases

. Schedule depositions, draft Notice of Deposition, contact

court reporter

. Conduct initial phone consultation and prepare documents necessary for

consultation with attorney

Khot & Associates, Raleigh, NC - February 2008-April 2009

Paralegal

. General Practice law firm specializing in litigation, estate

administration, corporate, estate planning, family law, collections,

worker's compensation and personal injury.

. Prepare estate administration forms and assist executor/administrator

with filing all accounting forms to close an estate

. Prepare Estate Planning documents

. File documents with Clerk of Courts in all counties in NC; correspond

with Clerk regarding papers filed

. Communicate with opposing counsel, co-counsel, clients, insureds, expert

witnesses, court personnel, and others, to facilitate progress of cases

Alliance for Affordable Services January 2007-February 2008

Office Manager

. Create health insurance packages to benefit client's budget.

. Customer service for clients that have issues with

insurance and claims.

. Maintain all account receivables and payables

. Establish budget for department

. Communicate with the physicians clients had in order to ensure that they

were part of the insurance network.

. Assist physicians in becoming part of the insurance network.

. Communicate with hospitals and/or physicians when client had issues with

claims.

Keller Williams January 2007-February 2008

Office Manager/Marketing & Closing Coordinator

. Create marketing materials for selling houses using

Publisher

. Write advertisement for internet sites, i.e.,

Realtor.com, Realestatebook.com, etc.

. Enhance pictures of houses to create virtual tours,

and other advertising campaigns

. Create a marketing booklet showcasing the attributes

of houses

. Put together monthly newsletter showcasing houses on

the market this month

. Create market analysis of current houses on market

with houses in their area

. Prepare all closing materials

. Write manual on marketing a houses for sale.

. Maintain all account receivables and payables

. Establish budget for department

Time Warner Cable Media Sales December 2005-January 2007

Production & Sales Assistant

. Obtain requests for advertising and prepare advertising proposal to

related businesses (realtors, mortgage companies, home improvement)

. Converted ads to display on HBC Website

. Provided detail reports detailing actual advertising dollars versus

budget dollars, sales projections versus actual sales

. Compose proposals based on marketing reports generated

. Prepare sales forecast projections to achieve marketing campaign goals

. Maintain production schedule, advertising timeframes and managed client

billing

Day Berry & Howard LLP May 2005-December 2005

Legal Assistant/Estate Planning Document Manager

. Initial Contact with Clients to gather information

via Interview/Questionnaire

. Prepare and revise Estate Planning documents for

Final Execution

. Revisions of all Estate Planning Documents for Final

Execution

. Maintain Vault and Detailed Database of Conforming

Status

Linklaters August 2003-May 2005

Executive Assistant/Trainer

. Provided assistance to Senior Partner in bankruptcy

and litigation practice groups

. Organized the bankruptcy and litigation departments

by setting up macros and templates

. Trained all employees in software applications;

Presented new software systems to partners

. Coordinated with Help Desk in solving software

problems

. Wrote and updated all software handbooks for

simplicity and consistency

. Awarded Employee Excellence Award

Software Skills:

Microsoft Office (Word, Excel, PowerPoint, Outlook, Publisher, Access),

Quickbooks, FrontPage, Photoshop, Illustrator, GroupWise, iManage, Docs

Open, Elite, DTE, Lotus Notes, PC Docs

Notary Public

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