Customer Service Workers' Compensation

Peter J. Santana, ESQ.

Bethlehem, PA 973-***-**** **********@*****.***

Skills

Personal Lines Insurance

Client Relationship Management

Sales

Financial Consulting

Customer Service

Written & Verbal Communications

Bilingual: English & Spanish

Team Collaboration & Leadership

MS Office

Problem Solving

Negotiation & Interpersonal Communications

Pre-Trial Preparation/Litigation

Personal Injury/Workers Compensation

Leadership on Professional Teams

New Jersey Bar

Willingness to Accelerate CIC designation

Professional Experience

Law Office of Peter J. Santana, Bloomfield, NJ January 1996 – June 2022

Attorney

Conducted per diem legal appearances and managed contract cases with a focus on workers' compensation law.

Maintained nearly 25 year book of Business in workers' compensation and PI, representing individual petitioners, plaintiffs, and municipal court defendants.

Successfully settled approximately 40 workers' compensation cases annually while balancing additional per diem legal responsibilities.

Built and sustained a robust legal practice with 90% of clients being individual claimants or defendants.

American Automobile Association, Allentown, PA June 2022 – January 2024

Insurance Agent

Managed retail insurance sales, including auto, home, condo, and renter insurance policies.

Served as a bilingual agent, delivering exceptional customer service to a diverse client base and fostering strong client relationships.

Edward Jones, Short Hills/Summit, NJ April 2004 – January 2008

Financial Planning & Sales

Developed and implemented personalized financial plans for clients, focusing on retirement planning, investment strategies, and risk management.

Conducted comprehensive assessments of clients' financial situations, providing actionable recommendations to achieve short- and long-term goals.

Monitored and adjusted financial strategies based on market trends and clients' evolving needs, ensuring consistent progress toward objectives.

Built strong client relationships by delivering exceptional service, fostering trust, and maintaining a deep understanding of financial products and services.

Education

Rutgers Law School, Newark, NJ

Juris Doctor

Wesleyan University, Middletown, CT

Bachelor of Arts

Licensure & Certifications

Property & Casualty Insurance License, PA

Life & Health Insurance License, PA

Non-Resident Life & Health Insurance License, NJ

Non-Resident Property & Casualty Insurance License, NJ

New Jersey Bar, NJ

Volunteerism

Since late 2019, I have served as Board Chairman of The Table Ministry (TTM) a North Philadelphia Faith Based feeding and counseling IRC Sec. 501 (c)(3) Ministry.

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