JEROLYN
MARTINEZ
Virtual Assistant
PROFESSIONAL SUMMARY
CONTACT
Detail-oriented Virtual Legal Assistant with over 5 years of
experience in legal support and BPO environments. Proficient in
managing client intake, document retrieval, and case file organization
for personal injury and mass tort cases. Skilled in utilizing legal
software such as Filevine and CASEpeer, as well as tools like Canva
for social media management. Demonstrates strong communication
skills, ensuring confidentiality and efficiency in handling sensitive
information.
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WORK EXPERIENCES
Muntinlupa City
Admin Assistant & Intake Specialist
-
Sofia Miguel PLLC (via Virtual Staff LLC)
EDUCATION
Imus Computer College
Office Management-
Analyzed medical records to support case development.
Oversaw intake calls and client follow-ups; managed data
tracking systems to streamline workflow.
Retrieved and organized legal/medical documents for case files
using CASEpeer
Intake Caller • Social Media
Manager • Canva Designer
-
Fox McKenna PLLC
SKILLS
Case management
(Filevine, CASEpeer)
Client intake &
interviewing
Medical records &
document retrieval
Administrative support
& calendar
management
Cold calling & lead
generation
Social media content
creation & Canva
design
Microsoft Office &
Google Workspace
proficiency
Data entry &
spreadsheet
management
Strong organizational &
multitasking abilities
Professional
communication &
phone etiquette
Handled client intake, sorted case files, and managed sensitive
legal documentation.
Designed content for Facebook, Instagram, and LinkedIn to
boost firm visibility.
Supported attorneys with administrative and document
management tasks.
General Virtual Assistant
-
Fay Law Group (via Legal Support Help)
Organized client files, retrieved medical records, and coordinated
billing requests.
Handled provider communications via email and fax.
Maintained case documentation accuracy and supported
attorney workflows.
Cold Caller • Data Entry Specialist
-
Van Law Firm
Conducted intake and data entry for personal injury and mass
tort cases.
Retrieved medical summaries and maintained confidentiality
across client records.
Utilized Filevine for tracking, task updates, and document
uploads.
Customer Service & Claims
Representative
-
Asurion
Assisted clients with insurance claims via inbound calls and realtime support.
Ensured efficient, empathetic claims processing and issue
resolution.
Maintained high standards of customer satisfaction and
documentation integrity.
Healthcare Advocate
-
Optum Global Solutions / United Healthcare
Responded to high call volumes addressing health plan benefits,
billing, and appointments.
Provided compassionate assistance to members navigating
healthcare coverage.
Strengthened patient communication and insurance plan
coordination skills.
Sales and Billing Representative
-
TeleTech
Delivered high-quality support to customers via inbound
calls.
Resolved billing inquiries, account issues, and service
requests efficiently and professionally.
Maintained excellent customer satisfaction scores through
strong communication and problem-solving skills.
Documented all interactions accurately using CRM
systems while following data security protocols.
