STEPHANIE MCRARY

Conover, NC ***** • 828-***-**** • advrhi@r.postjobfree.com

Professional Summary

Professional businessperson with over 15 years of legal industry experience in pre-litigation complex personal injury claims management. Organized and dedicated with a proven record of accomplishment of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple concurrent tasks. Self- motivated work ethic with the ability to perform effectively independently or in team environments.

Skills

Dedicated Team Player

Organized and Efficient

Records Management

Flexible and Energetic

Active Listening

Legal Documentation

Legal Correspondence

Complex Problem-Solving

Client Communication

Case Summaries

Case Management

Document Organization

Work History

PRE-LITIGATION PI LEGAL ASSISTANT, 09/2021 to 01/2023 THE LAW OFFICE OF JASON E. TAYLOR – Hickory, NC

Administrative duties included answering phones, faxing, scanning, copying, scheduling appointments, and opening office mail.

Managed assigned personal injury cases from assignment to settlement. Primary point of contact for client communication and assistance. Ordered, obtained, reviewed, and summarized medical records and billing information. Compiled, drafted, and delivered demand packages.

Assisted with lien and bill reduction requests.

ADMINISTRATIVE ASSISTANT, 05/2019 to 02/2021

MASSMUTUAL DBA PREMIER WEALTH TRANSFER – Charlotte, NC Handled management of communication to executives by taking and making telephone calls, reviewing, prioritizing mail, and composing correspondence. Greeted visitors or callers daily to handle financial inquires or direct to appropriate persons. Organized and maintained filing and document management systems by coordinating, updating, archiving, and purging files

Scheduled office meetings and client appointments for 2 professional financial advisors who are both owners and managing directors.

Managed phone and email correspondence and handled incoming and outgoing mail and faxes.

Facilitated timely delivery of special projects to meet organizational and departmental objectives.

Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests. LEGAL ASSISTANT, 11/2018 to 05/2019

STILES BYRUM & HORNE, LLC – Charlotte, NC

Researched documents and publications for case altering details and evidence establishment. Provided administrative support and conducted research to assist attorney in civil litigation preparation.

Performed routine office duties including filing, copying, scanning, and mailing. Prepared medical and bill summaries for attorney review and approval. Aided with interrogatories and witness statements. Performed any ad hoc duties requested by supervising attorney. LEGAL ASSISTANT, 02/2018 to 07/2018

THE KARNEY LAW FIRM – Charlotte, NC

Identified and solved complex problems that could impact the legal team and business direction.

Researched documents and publications for case-altering details and evidence establishment. Administrative duties included answering phones, faxing, scanning, copying, scheduling appointments, checking supplies, opening, and distributing office mail. Managed assigned personal injury cases from intake to settlement. Primary point of contact for client communication and assistance. Ordered, obtained, reviewed, and summarized medical records and billing information. Compiled, drafted, and mailed demand packages.

Assisted with lien and bill reduction requests.

FRONT OFFICE ASSISTANT, 04/2017 to 01/2018

ADVANCED FAMILY EYECARE CENTER – Denver, NC

Handled requests for information, delegating tasks to appropriate employees to optimize customer service.

Provided clerical support to all team members to improve office efficiency and enhance productivity.

Collected copays, account balance payments, and updated account records. Completed patient check-in processes by verifying insurance and submitting forms to clinical team.

Reviewed and updated customer information in database for accuracy. Responded to inquiries from callers seeking information. Coordinated master schedule by booking and rescheduling appointments and balancing workloads.

PRIORITY CASE MANAGER, 02/2011 to 09/2016

THE LAW OFFICES OF MICHAEL A. DEMAYO – Charlotte, NC Corresponded daily with clients, insurance adjusters, doctors, and attorneys. Maintained knowledge of case status for each client, reviewed relevant records and reporting back to clients and attorneys.

Fostered a positive public attitude towards the firm by being a participant in community outreach events.

Drafted, organized, and mailed demand packages.

Maintained 125+ complex case files on a regular basis with duties including, retrieving customer data, presenting relevant claim information, transcribing medical records and general correspondence.

Education

BACHELOR OF ARTS: PSYCHOLOGY

LENOIR RHYNE UNIVERSITY

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