Legal Assistant Customer Service

Julie S. Hergott

**** *********** *****, #***, **** Mill, South Carolina 29715

704-***-**** ****************@*****.***

PROFESSIONAL SUMMARY

I am pleased to present my resume to you for review and consideration, and I am seeking this position because of my desire to assist your company for an opportunity to help achieve substantial growth. My professional experience combined with client relations makes me the ideal candidate for this role.

SUMMARY OF QUALIFICATIONS

I am an experienced professional with many years of litigation, administrative assistance and office management, client/customer service and the hospitality industry.

Client focused Excellent verbal and written skills

Problem analysis & resolution Work independently of supervision

Building relationships Strong organizational skills

Strong interpersonal skills Works well in high paced, time line driven environment

WORK EXPERIENCE

GoCLEAR ORTHODONTICS September 2023 to April 2024

Director of First Impressions

Greet patients

Answer phones

Scheduling initial consults, and obtain insurance information prior to their appointment to discuss treatment options and payment plans

Order all office supplies

Worked various marketing events representing GoClear Orthodontics

Various administrative duties

LAW OFFICES OF JENNIFER M. CREECH February 2023 to September 2023

Paralegal/Legal Assistant

Preparations of all pleadings, including initial filing, discovery, mediations and providing other documentation in areas of litigation discovery, assist in temporary and final hearings, correlate with Guardian Ad Litem on all aspects of parental conflict resolutions and custody agreements

Provided weekly detailed information regarding any cases set for temporary hearings, insure all parties are informed of scheduled events pertaining to each case

Extended legal research to the private investigator hired by the firm to locate witnesses, factual witnesses, including extensive criminal history research as well as driver research for each party to the case

Provide monthly ledger to keep client advised when their trust account needs to be replenished

Schedule initial client meetings, and attended said meetings to assist in dates, names, and any other information pertinent to their case (i.e. answer phones, opening all mail, courthouse filings)

Accounts receivable

Various administrative duties

CAROLINA CHIROPRACTIC AND WELLNESS August 2019 to October 2021

Digital Marketing Director/Practice Representative

Launched marketing campaigns for targeted audiences

Monitor and update daily multiple social media and business website (i.e. Facebook, Instagram, Next Door, Linkedin, Alignable, Yelp, Twitter, etc.)

Coordinate and participated in numerous local festivals, for promotion of chiropractic care

General clerical and administrative duties, assisting in the office with patient care, answering phones, scheduling future appointments, and conflict resolution

DOBI FINANCIAL GROUP/North Main Financial Group, LLC July 2013 to 2019

Executive Assistant to CEO

Manage daily operations

Prepare financial packets for all clients including initial set up of all investment data

Correlate travel and client accommodations as needed

Managed daily accounts receivables and payables

Assist Mr. Dobi on various charitable contributions/fundraising events

General clerical and administrative duties

MIKE LEWIS ATTORNEYS September 2011 to July 2013

Paralegal/Legal Assistant

Correlation of all pleadings and providing other documentation in areas of litigation discovery

Scheduling of depositions and mediations

Senior Paralegal assigned to all CMV litigation, CMV pre-litigation, catastrophic cases such as brain injury, wrongful death, dog bites and premises liability

Provided weekly detailed information regarding treatment of client to the attorney, as well as monitoring the medical treatment of each client

Extended legal research to the private investigator hired by the firm to locate witnesses, factual witnesses, including extensive criminal history research as well as driver research for each party to the case.

Supported the Intake/Resource Department in taking numerous potential client calls in order to determine if the firm could assist in their case

Correlated extensive and detailed Medical Treatment Summaries on all current clients for “at a glance look” for the attorney to keep their time focused on litigation and negotiations

Duncan Chiropractic, Cornelius, NC 2008 - 2011

Practice Administrator/Office Manager

Effectively managed space for Dr. Duncan and daily operations:

Correlation of Dr. Duncan’s schedule

Responsible for all insurance filings and posting of same to patient accounts

Managed patient care for personal injury cases to strengthen and ensure the integrity of their case

Created and executed business support for the office:

Managing office supplies and daily operations

Assist with team building skills and charitable donations to create more business

Developed efficient Spirit Reward process

Drove increase in satisfaction with Dr. Duncan:

Targeted increase in satisfaction re: work/life balance, organization of work, retaining the best work environment, and opportunity for advancement

Developed and implemented weekly forum to improve efficiency, effectiveness, and work/life balance

Implemented highly effective marketing campaign to pique interest in new patients

Law Office of Michael A. DeMayo, Charlotte, NC 2006-2008

Legal Assistant/Administrative Assistant

Intake specialists, spoke to potential clients, document all incoming calls, and determine if their case met the criteria that the firm had set standards upon

Was assigned cases to manage medical treatment, and documented all information pertaining to said treatment and would notify the appropriate departments of any change in the client’s case

Preparation of monthly reports for Mr. DeMayo, exclusively.

EDUCATION

Graduate Northeast Senior High School

1994 Brookstone College, Paralegal certification

North Carolina Real Estate license

South Carolina Notary Public

Proficient in Google Docs, Microsoft Office Suite, Needles Case Management and Denticon

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