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Executive Assistant Claims Adjuster

Location:
Woodland Hills, CA
Posted:
April 29, 2023

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Resume:

JENNIFER THAO TRAN

Woodland Hills, CA

818-***-****

Employment

BONDY LAW GROUP, LLC, Encino, CA June 2021-present

(Workers’ Comp Defense)

Senior Paralegal/Office Manager

Managing Heavy Desk of three attorneys: One is the managing partner (CEO), another one is also a partner, and an associate. Heavy caseload of about 75-100 files per attorney. Included but not limited to Efiling docs on EAMS

(C&R, DORs, Med-Legal Reports, Objections to DOR, Petition to Compel Attendance of Panel QME, etc.), Prep of Notice of Hearing: MSC, Trial, Status Conference, Expedited Hearing, Lien Conference. Set up Depo of Applicant/Set up Cross-x of Panel QME Doctors. Prep Notice of Depo, Notice of Cross-x with Friendly Subpoena; Order/Subpoena Records, Set up Panel QME appt., Prep Notice of appt. letters to all interested parties: One to EE, one to AA, one to client/adjuster for mileage check request. Calendar events (Hearings, Depos, Cross-x, etc., Calendar reminders for sending meds and proposed cover letter to AA for upcoming Panel QME appt., Calendar Med-Legal appts., setup interpreter if needed, call court reporter for Depo, cross-x, etc., and so so much more. Working on Merus.

LEWIS BRISBOIS BISGAARD & SMITH, LLC, Los Angeles, CA Sept. 2013-March 2021

(Workers’ Comp Defense)

Paralegal/Notary

Managed heavy desk with three attorneys: one was an equity partner, non-equity partner and associate. Included but not limited to: Efiling Documents with the WCAB Board via EFile (NORs, DORs, Objection to DOR, Panel QME Reports, C&Rs, Stip with Request for Award, etc.). Preparation of NOR, 4906(h), SOA. Set up Panel QME/AME appts.; prep notices of appt., set up translation/transportation. Set up Depositions/Cross-examination of Panel QME/AME Dr.’s. Prep Notice of Deposition to all interested parties. Calendar Hearings, Prep Notices of Hearings (Status Conference, MSC, Lien Conference, Expedited Hearing, Trial, Lien Conferences, etc.) Prep Exhibits for Trial (PTCS). Communicated with TPA, Lien Claimants (case-in-chief has not settled yet, try again :)). Worked with NetDocs.

Notarized and swore in newly Barred Associates.

Law Offices of Timothy Kaften, Westlake Village, CA Mar. 2008 - 2013

(Workers’ Compensation Defense)

Paralegal, included Filing and Services of Declaration of Readiness to Proceed to all interested parties (lien claimants, applicant’s attorney, claims adjuster (examiner), familiar with using EAMS. Responsible for scheduling medical appointments and Depositions and scheduling necessary transportation and or translators. Calendaring hearings such as MSC and Depositions and serving notice to all interested parties, communication with all interested parties, such as court reporters, applicant’s attorney, and translators, and confirming what is on calendar the following day. Heavy Dictations: editing, proof reading, and transcribing in a timely matter. Responsible for contacting the WCAB to make sure there is not a calendaring mistake, or something that was on Calendar that we didn’t receive Notice of. Copying Medical Records and forwarding them to Medical Examiners

(AMEs, Panel QMEs), communication with lien claimants telling them whether or not the case-in-chief settled on the case. Communicate with claims adjuster regarding the status of the case. Prepare Pleadings and Exhibits. Communication with the EDD regarding how much benefits were paid out to the applicant. Familiar with using Tabs3/Practice Master for billing hours for myself as well as anything the attorneys had missed, and but not limited to file management/opening files

Executive Assistant/Legal Assistant, Preferred Tax Relief Inc. Century City, CA Dec. 2007- Jan. 2008 Executive assistant, tending to the CPA’s/Attorney’s/business management needs, helped with financials and Offer in Compromise for tax negotiation.

Executive Assistant/OIC Specialist, Associated Tax Relief Inc., Los Angeles, CA Mar. 2005-Nov. 2007 Executive assistant, daily communication & coordinated cases by answering client’s questions, reviewed cases and filed tax returns, and organized documents for cases to proceed to the Offer in Compromise phase. Judicial Internship, Van Nuys Superior Court, Van Nuys, CA Nov. 2005-Mar. 2006 Interned, reviewed cases and helped the law clerk and judge with any necessary documentation needed for a file or for upcoming preliminary hearings.

Executive Assistant/Tax Associate, Harry S. Slotow Accountancy, Los Angeles, CA Feb. 2001-2004 Executive assistant, included answering client’s questions about taxes, mediated between clients & CPAs. Education

MISSION COLLEGE, Dean’s List

Paralegal Certificate Sylmar, CA

UNIVERSITY

California-State University Northridge

Bachelor’s of Arts Degree: Political Science, Dean’s List Northridge, CA

Skills

-Dependable and Punctual

-Self motivated and determined

-Familiar with Excel and Word

-Quick learner and detail oriented

References available upon request



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