Stephanie S. Email & Phone Number

Dallas/Fort Worth Area

SubroSmart is more than just a recovery firm. We work hard to bring innovation to comprehensive subrogation management for insurers, syndicates, self-insureds and captives. Our focus is on commercial claims that arise out of transportation, marine, property, casualty, cargo, specialty, and cyber losses. Our team consists of experienced professionals that work together to provide efficient and effective subrogation management to maximize recoveries. In addition to dramatically improving loss ratios and recovery rates, our clients appreciate our ability to manage subrogation claims of all sizes from cradle to grave across North America.

Dallas/Fort Worth Area

SubroSmart is more than just a recovery firm. We work hard to bring innovation to comprehensive subrogation management for insurers, syndicates, self-insureds and captives. Our focus is on commercial claims that arise out of transportation, marine, property, casualty, cargo, specialty, and cyber losses. Our team consists of experienced professionals that work together to provide efficient and effective subrogation management to maximize recoveries. In addition to dramatically improving loss ratios and recovery rates, our clients appreciate our ability to manage subrogation claims of all sizes from cradle to grave across North America.

Plano, Tx

- Assist attorneys with the preparation, prosecution, and maintenance of domestic and international patents- Provide general intellectual property legal assistant support- Prepare documentation and electronically filing U.S. and PCT patent applications, Declarations, Assignments, Application Data Sheets, Responses to Office Action, and other standard patent prosecution documentation- Prepare Information Disclosure Statements, including cross-referencing to extensive patent families- Coordinate preparation of Formal Drawings with patent draftsman, proofread issued patents and prepare requests for Certificate of Correction- Correspond with foreign counsel, draft reporting correspondence to clients, maintain physical and electronic files, determine next steps for incoming correspondence, including setting up shell working documents, substantively review and update patent docket sheets

Dallas, Texas

- Assist with the preparation of patents, trademark and copyright fillings with the United States Patent and Trademark Office.- Responsible for proofreading U.S. and/or foreign patents, trademarks, and patent applications.- Work with the attorney and office paralegal to ensure deadlines are met.- Transcribe, type, proofread, edit, and finalize documents, correspondence, memos, etc. Copy large volumes of documents and other materials as required.- File maintenance, dictation, preparing applications, and screening attorney’s incoming telephone calls. - Help assist attorney, patent/trademark agents, and paralegal on special projects on an as needed basis.

Contractor

- Booked events and meetings with current and potential clients. Worked closely with event planners at high end venues to ensure all fine details were met and negotiated event contacts- Created marketing material and followed up on leads- Created and processed expense reports- Filed client reports in electronic system as well as made follow up clients to ensure all files were up to date and met compliance standards- Arranged travel and made certain adherance to spending regulations- Researched for potential leads and regional data- Proficient with Microsoft 365- Kept advisors calendar and had morning phone call meetings to make sure advisor was organized and prepared for the day. Discussed events and changes of the day and ensured projects were getting done promptly

Dallas, Tx

- Verified ABA and account information on distribution forms for an ATM processing company- Entered all data into CRM for ATM settlements emailed and/or faxed into office- Worked closely with account managers to verify client and account information- Managed office logs of settlements received daily and reported logs monthly

Dallas/Fort Worth Area

- Monitored state statutory changes for insurance continuing education requirements and effectively communicate the changes to other members of the compliance team, management, and call center employees- Processed state renewals for continuing education courses for 27 states and updated course expiration information- Stayed fully informed on regulatory changes in state insurance education laws and communicated changes to WebCE staff- Performed research as directed and served as a company insurance compliance resource.- Prepared state course completion reports

Dallas/Fort Worth Area

- Created new hire process/procedure binder for sending/receiving emails and managing survey reports- Created spreadsheet to manage and track emails received/answered/resolved/pending action, which was adopted by the department and cut redundancy by at least 50%- Handled multifaceted clerical tasks (e.g., data entry, filing spreadsheets, and reports) and processed orders- Coordinated orders for continuing education for insurance producers and ensure the delivery of premium service to students- Answered approximately 80-100 emails a day with customer inquiries- Communicated effectively with multiple departments concerning student accounts and information submitted to the Department of Insurance- Sent weekly survey report to CEO and upper management- Received outstanding ratings on courtesy and diplomacy with internal customers and external contacts

Dallas/Fort Worth Area

- Processed parts orders via email, phone, and fax- Worked closely with multiple departments to ensure customer order accuracy, in a timely manner- Served as account manager for several corporate accounts- Answered customer inquiries via email and phone; approximately 60-75 emails/day and up to 60 calls/day- Handled customer parts inquiries and forwarded to correct department if further assistance needed

Dallas/Fort Worth Area

- Assisted manager and CEO with scheduling meetings, events, travel- Managed conference room reservations for meetings and clients- Organized team lunches and events, teambuilding activities and assisted team members as needed- Handled customer inquiries if having issues and forwarded them to the Sales team member in charge of their loan

Paralegal Certification, Legal Assistant/Paralegal

High School Diploma