Legal Assistant Case Manager

MELISSA OLIVERI

*** *. ****** *****, ***. *, Margate, Fl 33063 Phone#: 954-***-****

*******.*******@*****.***

SUMMARY

Detailed- oriented, conscientious, and organized Legal Assistant. Possesses a reputation for a professional demeanor, and provides valued support to senior attorneys. Well versed in research and drafting legal documents. Processes and maintains client records, files in an efficient manner. Possesses both excellent people, and analytical skills. Ethics oriented working style, while exercising discretion and maintaining confidentiality. Proven ability to thrive in a fast paced working environment with advanced multi-tasking skills. Schiller Kessler Group, Tamarac, Fl 2018-2021

Paralegal/Pre-Litigation Case Manager

● Fielded new potential client intake calls to secure cases would be a good fit for the firm.

● Managed over 140 cases from beginning to end.

● Worked with clients confirming they were attending their scheduled medical visits by calling to remind them of their appointments and following up with the doctors offices in order to obtain the medical notes and billing ledgers from their visits.

● Reviewed clients medical records with clients to ensure accuracy of details.

● Drafted detailed medical bill summary for each client/case matching summary with requested PIP logs and EOBs.

● Handled all client calls and questions for the cases managed.

● Worked closely with insurance adjusters providing requested information, records and facts of loss.

● Drafted demands with medical records and bills that were sent to insurance companies.

● Composed detailed client settlement statements depicting total monies obtained in pre suit settlement and outstanding medical bills, if any, to be paid out of settlements.

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Baker and Zimmerman, P.A., Parkland, Fl 2017-2018

Pre-Litigation Paralegal/Case Manager

● Handled all potential new client phone calls and set appointments for sign ups.

● Opened all new files for Personal Injury claims, including sending out the 627 letters, obtaining all liability and property damage limits and sent out letters or representation and subrogation notices to Health Insurance carriers.

● Managed a case load of over 279 files.

● Worked closely with clients to ensure they were receiving the proper medical attention without gaps in treatment, receiving the correct diagnostic exams and continuing with therapy (if necessary) as well as receiving orthopedic evaluations.

● Maintained medical summaries for all files, including treatments dates, provider name and information, total charges and outstanding balances.

● Requested and collected all medical records and bills associated with the client’s claims regarding their injuries.

● Produced between 5-7 files per week for demand packages to be sent.

● Provided status updates to adjusters as well as clients.

● Scheduled recorded statements and depositions.

● Dramatically increased the amount of settlements by working quickly but diligently, ensuring the demands were complete before being submitted to the insurance company. Law Offices of Silver & Silver, P.A., Boca Raton, Fl 2011 - 2015 Paralegal/Legal Assistant

● Opened new files for PIP claims, Personal Injury Claims and DUI cases.

● All Pre-litigation duties as well Litigation processes, i.e. drafting all Complaints, Motions, and Interrogatories and Requests for Production.

● Prepared Requests for Medical Records and Billing Ledgers.

● Drafted all statute 627 documents.

● Worked closely with all Medical providers, Health Insurance Carriers and Automobile Insurance Companies to ensure all were informed properly and all requests were met and received in a timely fashion.

● Close communication with all clients providing status updates and terms of settlement offers.

● Reviewed files before Demand Packets were sent out.

● Field all calls from potential clients to decipher the specifics of their case. Legal Solutions, Inc., Deerfield Beach, Fl 2007-2010 Consultant/Paralegal

● Devised a detailed business plan including cost analysis, demographics, training schedules and projected income.

● Coordinated and directed all presentations for prospective investors interested in opening other franchise locations.

● Drafted all legal templates utilized in the preparation of legal documents offered for purchase and sold through the company, including contracts, leases, divorces, bankruptcies and wills/trusts.

● Composed time efficient training manuals to ensure each customer was afforded the same amount of time during their consult, allowing employees to assist as many customers per hour/day as possible.

● Trained all employees on legal document preparation and legal templates without exceeding their scope of duties prohibiting them from providing legal advice, as they were not attorneys.

Complete Legal Inc., Davie, Fl 2005-2007

Paralegal/Legal Assistant/Office Manager

● Drafted and prepared all legal documents including but not limited to divorce pleadings, personal injury complaints, wills & trusts, bankruptcies, child support disputes and name changes.

● Filed all necessary pleadings and discovery with the court, while maintaining a timeline for each case so that the necessary items were filed with the court before each deadline.

● Conducted all client interviews and managed each case from start to finish, including depositions and interrogatories.

● Scheduled and transcribed all mediations so that all cases could be mitigated to avoid the complications of going to trial.

● Completed all of the required forms and applications to set up corporations for clients, which includes, registering them with the state, picking a company name that is not currently used by another, obtaining the Tax I.D. Numbers, and helping the client to decide which type of corporation to set up depending on the type of business and tax implications best suited for their business.

Weinstein & Associates, P.A., Coral Springs, Fl 2003 - 2005 Plaintiff‘s Personal Injury/ Civil Litigation

Legal Assistant

● Drafted various pleadings, including but not limited to, motions to compel, motions for partial and full summary judgment, notices of hearing, notices of depositions complaints and settlement letters.

● Coordinated depositions and all court appearances with opposing counsel and judicial assistants.

● Performed legal research and created legal memorandums pertaining to the issues involved in each individual case.

● Compiled discovery requests and discovery responses for all cases (i.e. requests to produce interrogatories and request for admissions).

● Produced comprehensive reports of all clients’ patients’ explanations of benefits, medical records and health insurance claim forms.

● Handled client’s phone calls requesting an update on their case and maintained a close relationship with them until the completion of their case.

● Remained in constant contact with the representatives of the insurance companies involved in the disputes.

PART-TIME POSITION WHILE ATTENDING LAW SCHOOL

Law Offices of Michael A. Pfundstein, P.A., Plantation, Fl 2000-2003 Personal Injury/ Civil Litigation

Law Clerk/Legal Assistant

● Researched issues and generated memorandum’s of law relating to product liability cases, patent rights, asbestos claims and all personal injury/negligence claims.

● Created various pleadings including motions for summary judgment, motions to dismiss and motions to compel discovery.

● Drafted complaints, answers, interrogatories, and requests for production. EDUCATION

Nova Southeastern University School of Law, Davie, Fl May 2004

● Juris Doctorate.

Florida Atlantic University, Boca Raton, Fl

● Bachelor of Arts, Criminal Justice. May 2000

● Minors, Political Science & Sociology.

● Graduated Cum Laude.

OFFICE SKILLS

Advanced West Law and Lexis Certified, Microsoft Word, Excel, Outlook and Word Perfect, Adobe 6-8, Quick Books and Attorney’s Information System.

* References available upon request.

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