Taylor Wagner

Experience

• 

  CL Smith

  Jun 2009 - Dec 2014

  Accounting Administrative Assistant

  • Handle overflow of general accounting work• Special projects

• 

  Easter Law Firm LLC

  Mar 2014 - Apr 2016

  Legal Assistant/Paralegal

  • Client/Attorney liaison • Conserves attorney’s time by reading, researching, reviewing, verifying, drafting, and routing correspondence, reports, and legal documents• Interact with new and current clients via face-to-face, telecommunication, and email for follow-ups and case information gathering• Maintain attorney calendar by planning and scheduling meetings, travel, court appearance dates, pleadings, and filing requirements• Maintain case file organization and preparation• Brainstorm and create new systems for a more efficient office workflow• Enhances office workflow by maintaining office supplies and organization• Represents attorney by communicating and obtaining information as well as following up on delegated assignments• Generate revenue by documenting and inputting reimbursable expenses• Draft and research client medical documents for billing and medical summary use• Project management Show less

• 

  Brown & Crouppen Law Firm

  May 2016 - Jun 2019

  Paralegal

  • Client/Attorney liaison and main point of contact with clients, insurance companies, and health providers.• Case Preparation:o Obtain and maintain information from multiple health and insurance providers.o Assist clients in obtaining and maintaining correct medical treatment • Case Management: o Maintain and organize an average of 100-150 case files. o Review client medical records for thoroughness, accuracy, and relevanceo Update attorneys on any issues of the case that may ariseo Maintain client contact regarding case, care, and deadlineso Case file negotiationso Maintain electronic case information management accuracy and completeness. o Identify policy limit case demands, medical and subrogation liens, and settlement offer accuracy prior to negotiation process. o Investigate and dispute medical and health insurances charges• Consistently achieved 95% client satisfaction award from onset of start date.• Firms managing partners acknowledged and implemented my initiative on new policy.• Go to person for special projects• Member of training team Show less

• 

  OnderLaw

  Jun 2019 - now

  Team Manager

  • Implemented new case management software firm wide.• Created departmental policies and procedures for more efficient and effective workflows to help produce positive results all while keeping accuracy in mind.• Provide workflow solutions to other departments when difficult and/or complex situations arise.• Provide sole support to Managing Partner’s cases, firm’s business items, projects, and various unrelated business ventures.• Client/Attorney liaison and main point of contact with clients, insurance companies, health providers, and opposing counsel.• Case Preparation:o Obtain and maintain information from multiple health and insurance providers.o Assist clients in obtaining and maintaining correct medical treatment.• Case Management: o Maintain and organize an average of 150-250 pre-lit and litigation case files. o Review client medical records/bills for thoroughness, accuracy, and relevance.o Update attorneys on any issues of the case that may arise.o Maintain client contact regarding case, care, and deadlines.o Case file negotiations; have successfully settled pre-lit and litigation cases for $1 million+ in settlements.o Maintain electronic case information management accuracy and completeness.o Identify policy limit case demands, medical and subrogation liens, and settlement offer accuracy prior to negotiation process. o Investigate and dispute medical and health insurances charges.o Discovery and e-filing.o Drafting of legal documents. Show less