Customer Service Paralegal

Rita Alhassan

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

**** ******* **, *********, *.C. 28216

PROFESSIONAL SUMMARY

Mature, high performing professional with extensive experience in Client/Customer Service, Insurance sales (life, health and supplemental) and consumer/residential loan processing. My career experiences also includes loan documentation and monitoring, benefits enrollment, banking/financial credit wherein I consistently exceeded quality and performance metrics. Trained new employees and assisted management with successful implementation and training for new service and compliance training. Service oriented with strong organization and communication skills; ability to communicate e ectively with Clients, businesses, as well as executive audiences. My core qualifications include licensed in health and life insurance; Benefits Enrollment Advocate, Paralegal degree, and Mortgage processing professional. SKILLS

• Complaint resolution • Problem solving • Good presentation abilities • Multi-tasking and negotiation

• Strong communication abilities • Outstanding people skills

• Certified paralegal • Extensive investigative skills • Legal records management

• Understanding of health

administration • Clear oral and written

communication

• Customer satisfaction

EXPERIENCE

Insurance Sales

Self-employed – Charlotte, North Carolina October 2012 - Current

● Conduct virtual consultative meetings with Clients for future financial planning through life insurance plans

● Customized services and products to meet customer needs

● Assessing needs to supplement Medicare with Supplemental and Advantage plans for care and budgeting

● Excellent customer service at all levels of the experience.

● Prepare sales and policy contracts

● Remain current with new products and services by participating in continuing education and training

● Provide yearly reviews for existing clients and recommended changes as life circumstances dictated Paralegal

Self-employed – Charlotte, North Carolina October 2012 - Current

● Filing of small court claims and simple divorces

● Review and research of property records

Benefits Advocate

Randstad Professional Sta ng – Charlotte, N.C. June 2017 - January 2018

● Advisement of all Benefits o ered by Fortune 500 companies for employees and their families to exceed their expectations

● Completed enrollment of benefits packages for employees annual enrollment (medical, dental, vision, health savings accounts and voluntary benefit o erings) on SAP platform

● Maintained records of sales

● Received 50 to 80 calls per day with quality metrics meeting and exceeding expectations

● Advocate duties for over 65 Medicare Supplement and Advantage plans post transition from company Life and Health benefit plans

Benefits Advisor Medicare

Aon Corporation-Charlotte, N. C. May 2013-February 2014

● Conducted needs assessments for Fortune 500 companies Retirees for Medicare Advantage and Supplement plan to replace former company benefit plans

● Completed enrollment on Insurers platforms

● Maintained records of calls and outcomes on company SAP. Receiving 46-60 calls per day with quality metrics meeting and exceeding expectations

● Follow up calls after enrollment for any questions or concerns Credit Associate

Bank of America Corporation – Charlotte, N.C. July 1996 - October 2012

● Loan processing from submitted applications through Underwriting.

● Regulation B review for citing of incomplete documents, credit report review, background investigation requests, review of tax returns, financial statements and Dunn and Bradstreet reporting.

● Post closing review for errors and omissions of legal documents, closing instruction verification, set up of new commercial and residential loan cites for missing or incorrect documentation on internal CRMS, STARS platform.

EDUCATION

Bachelors

Post University June 2020

GPA: 3.91, successfully completed relevant Human Services courses, biology, art and communications courses. AAS

Central Piedmont Community College December 1990 GPA: 3.58

Extensive legal training to assist Lawyers, Judges and agencies with all services except court representation.

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