Led development of annual growth plans with sales teams that included SWOT and industry analyses – plans led to rapidly expanding revenue streams and cross-selling of services to meet annual sales goals.• Establish annual sales, revenue, and profit targets with business leaders and reviewed monthly results to ensure client teams achieved annual sales/revenue and profit goals.• Led the creation of business development initiatives across operating companies that increased whitespace… Show more Led development of annual growth plans with sales teams that included SWOT and industry analyses – plans led to rapidly expanding revenue streams and cross-selling of services to meet annual sales goals.• Establish annual sales, revenue, and profit targets with business leaders and reviewed monthly results to ensure client teams achieved annual sales/revenue and profit goals.• Led the creation of business development initiatives across operating companies that increased whitespace growth in offices and markets.• Developed improvements and go-to-market implementation for Market Qualified Leads to build pipeline growth. • Supported sales leadership team across all Lines of Business to develop reports and dashboards to manage sales goals while providing business leaders with monthly analysis of progress.• Created sales business processes that were implemented in-market and copied across the entire region.• Assisted sales teams in proposal responses that led to new business wins.• Managed sales data, client information, and progress in CRM system.• Trained teams to use CRM system to track sales progress and conducted deep-dive reporting. Show less

Led project management initiatives for large clients to ensure deadlines were met and deliverables exceeded client expectations.• Attended client meetings with sales teams to ensure client needs were properly captured, understood, and delivered upon.• Organized teams for new business opportunities and business planning.• Managed productivity of teams and ongoing projects to meet deliverables and deadlines.• Researched companies for proposal responses and client requests.… Show more Led project management initiatives for large clients to ensure deadlines were met and deliverables exceeded client expectations.• Attended client meetings with sales teams to ensure client needs were properly captured, understood, and delivered upon.• Organized teams for new business opportunities and business planning.• Managed productivity of teams and ongoing projects to meet deliverables and deadlines.• Researched companies for proposal responses and client requests. Created presentations for delivery to existing clients and potential clients. Show less

Assistant to two shareholders and two associate attorneys in coverage litigation practice with an emphasis on the oil and gas industry insurers. Responsible for preparation of all correspondence to and reports for clients; handle court documents in Texas, Louisiana and Oklahoma, initial draft of discovery and pleadings. Research court cases and rulings. Preparation of trial documents and courtroom experience and deposition summaries. Keep in close contact with clients regarding handling of… Show more Assistant to two shareholders and two associate attorneys in coverage litigation practice with an emphasis on the oil and gas industry insurers. Responsible for preparation of all correspondence to and reports for clients; handle court documents in Texas, Louisiana and Oklahoma, initial draft of discovery and pleadings. Research court cases and rulings. Preparation of trial documents and courtroom experience and deposition summaries. Keep in close contact with clients regarding handling of files, trip itineraries, and all requests. Intense itinerary preparation; both international and domestic, as well as planning travel and entertainment for clients and shareholders. Prepare detailed expense reimbursement reports. Initial preparation of documents for attorneys. Train new employees and liaison between staff and shareholders while maintaining confidentiality. Create presentations for mediations and client meetings. Handle all personal matters for both shareholders while maintaining confidentiality. Show less

Assistant to two senior partners and three associate attorneys in civil practice with an emphasis on insurance defense litigation in silicosis and asbestosis. Review and summarize documentation for litigation, mediation, and discovery. Keep in close contact with clients on a daily basis, keeping up databases for the clients every month. Evaluate expert witness depositions, medical records and reports, investigative reports, industry and corporate records, and court records. Prepare trial… Show more Assistant to two senior partners and three associate attorneys in civil practice with an emphasis on insurance defense litigation in silicosis and asbestosis. Review and summarize documentation for litigation, mediation, and discovery. Keep in close contact with clients on a daily basis, keeping up databases for the clients every month. Evaluate expert witness depositions, medical records and reports, investigative reports, industry and corporate records, and court records. Prepare trial notebooks and exhibits. Draft pleadings and correspondence. Responsible for maintaining case status database for all matters in litigation and mediation. Client intake, courthouse research and filing, assist with file maintenance and billing as requested. Show less