Brittany Poe
Saint Louis,MO
Summary
Dynamic individual with hands-on experience in law, insurance, and talent for navigating challenges. I bring strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Area Manager-Licensed Insurance Broker
Independent
St. Louis
04.2018 - Current
- I create and manage accounts for new clients.
- I educate and offer clients various insurance plan options to suit their needs, which includes life, health, Medicare, dental, vision, and accidental.
- I recruit, hire, and onboard new agents and assist them with new agent contracting, training, and licensing.
- I complete the field underwriting for life insurance clients.
- I maintain an accurate account of client information and enrolled policies in the database.
- I calculate premiums and deductibles.
Bankruptcy Paralegal
SWMW Law Firm
07.2019
- Contacted clients via phone and correspondence to give them case updates.
- I used our legal platform to track, document, and calendar.
- I managed and conducted legal investigations for my cases.
- I processed claims and submitted them to the bankruptcy trust.
- Drafted legal documents for the client's cases and processed claims to submit them to the bankruptcy trust.
Bus Operator
Metro
09.2023 - Current
- I answer questions regarding service, routes, fares, points of interest, etc.
- I record passenger data.
- I operate the bus skillfully and safely.
- I memorized routes and fare structure.
- I maintain good relations with the general public.
- I drive the bus to transport passengers over specified routes to local or distant points according to time schedule.
Litigation Paralegal
US Bank
St. Louis
02.2021 - 06.2022
- Reviewed and collected past due accounts to achieve target delinquency goals with the lowest possible loss ratios.
- Ensured optimal performance and verified the work is completed accurately and complies with policies and procedures.
- Served as a liaison between the legal/attorney vendors and the company to coordinate information and documentation.
- Collected data, prepared reports, and completed audits for attorneys.
- Ensured compliance with applicable internal policies and procedures and regulatory requirements.
- I document regulatory and compliance issues and files related to regulatory reports, as well as prepared correspondence to the courts.
- I collect data and prepare reports and affidavits.
Education
Bachelors of Science - Paralegal Studies
Purdue Global/ Kaplan University
09-2011
Skills
- Paralegal & Criminal Justice Instructor
- Recruiter
- iTunes Tier II Supervisor
- Operations Management
- Medicare & Life Insurance Specialist
- Legal Research & Writing
- Regulatory Compliance
- Staff Training & Development
- Microsoft Office Suites
- Lexis-Nexis
- Westlaw
- Casetext
- Smart draw
- Time Matters
- Practice Panther
- Clio
Certification
- Licensed Insurance Broker - April 2018-Current
- Bus Operator-Metro CDL 2023-Current
Timeline
Bus Operator
Metro
09.2023 - Current
Litigation Paralegal
US Bank
02.2021 - 06.2022
Bankruptcy Paralegal
SWMW Law Firm
07.2019
Area Manager-Licensed Insurance Broker
Independent
04.2018 - Current
Bachelors of Science - Paralegal Studies
Purdue Global/ Kaplan University
Safety Award from Metro (2024 & 2025)
This award is awarded to local safety and performance recognitions for outstanding MetroBus operators in the bi-state region. Drivers must consistently maintain high marks in attendance, safe operation, and on-time performance, and hit notable accident-free milestones