Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Simran Kaur

Summary

  • Law and Commerce Graduate, currently working as a paralegal at MSA National.
  • 6+ years of analytical experience entailing revision of various legal/executive reporting documents relating to insurance, claims, loans, statutory declarations/KYC documents and contracts.
  • 3+ years of experience working in the banking industry in insurance claims and quality assurance.
  • 1 year of experience working in a legal environment including volunteering/internships at a criminal and family law firm and an immigration firm.

Overview

7
7
years of professional experience

Work History

Paralegal

MSA National
08.2023 - Current
  • As a paralegal in the Macquarie Bank team I am responsible for independently handling the end-to-end settlement process which entails revision of loan documents, contract of sale, title search to ensure they satisfy Macquarie Bank's regulatory requirements
  • Through this role I have had exposure to regulatory reporting obligations and complaints standards hence, always achieve KPIs whilst remaining compliant with deadlines, business standards and obligations
  • To ensure the settlement process runs smoothly and err-free on both ends, I have become proficient in using PEXA and I am also regularly liaising with the client's legal representative for instructions
  • My success in this role is clear from my achievement of accurately and successfully completing 250 settlements at a time.

Paralegal

Schreuders Compensation Lawyers
05.2023 - 07.2023
  • As a Personal Injury paralegal my duties involved drafting and filing legal correspondence and court documents accurately and within specified deadlines
  • My role involved managing client communications and appointments, ensuring timely follow ups and maintain positive client relationships
  • I have extensive experience in prepare and revising various legal documents, including briefs for counsels, contracts and settlement agreements
  • Additionally, I possess proficiency in utilising legal software such as Filepro and PIC, facilitating efficient workflow
  • My expertise extends to motor vehicle and workers compensation matters in NSWs as well as TPD matters in both NSW and WA
  • I actively participated in conferences with clients and solicitors, providing valuable support and interpretation services during legal meetings
  • With a capacity to handle over 50 files simultaneously
  • I demonstrated strong organisation skills and successfully e filed court documents while ensuring compliance with procedural requirements.

Barrister's Clerk and Marketing and Communications Manager

2 Selborne Chambers
03.2023 - 05.2023
  • During my tenure as a Clerk and Marketing and Communications Manager, I excelled in managing a diverse set of responsibilities
  • With a keen focus on customer service, I effectively handled incoming calls, inquiries, and correspondence, ensuring exceptional service delivery to clients
  • Simultaneously, I played a pivotal role in spearheading the development and execution of strategic marketing initiatives
  • My responsibilities extended to overseeing the chamber's social media presence, actively engaging with the audience, and contributing to the establishment and enhancement of the firm's brand reputation
  • In collaboration with barristers, I played a key role in creating compelling marketing materials that effectively showcased the firm's expertise and services.

Criminal and Family Law Paralegal

El Baba Lawyers
01.2023 - 02.2023
  • As a volunteer paralegal, I played a crucial role in family law matters by producing detailed chronologies for property cases and preparing business valuers for proceedings
  • Additionally, I took charge of outlining case documents for interim hearings, drafting correspondence to address client concerns with the opposing party, and preparing subpoenas for the NSW Police
  • Proficient in utilising legal software such as LEAP, I navigated through sensitive materials and interacted with clients facing diverse needs, challenging behaviours, and issues like alcohol and drug addiction, and mental health concerns
  • Operating within the high-pressure environment of a boutique law firm, I successfully researched and drafted court-related documents, including affidavits, submissions, and orders, while consistently meeting tight deadlines in a fast-paced setting
  • Moreover, I demonstrated effective calendar management by liaising with solicitors and actively contributed to the team by assisting and teaching other paralegals.

Insurance Agile Member in Insurance and Claims Teams

MLC Insurance
12.2019 - 01.2023
  • In my role, I have developed a robust understanding of insurance products, specialising in Death insurance, TPD insurance, Income Protection, and Superannuation
  • A significant aspect of my responsibilities involved engaging in discussions with managers to identify gaps in existing business processes and subsequently enhancing these processes to optimise team productivity
  • Collaborating closely with the IT team, I conducted risk assessments on current and new processes, ensuring adherence to controls and guidelines
  • I played a key role in creating and updating process maps to address potential concerns
  • I provided comprehensive training for team members and served as a subject expert for various products and internal stakeholders, including projects and change teams
  • My proactive approach extended to assisting in the development of more efficient task processing methods, leading meetings and workshops to ensure team members were well-versed in new procedures
  • Building relationships with financial advisers and external stakeholders, such as reinsurers, was an integral part of my role
  • Staying abreast of regulatory and legislative changes, I translated these into underwriting best practices, ensuring compliance
  • I provided crucial information regarding requirements for superannuation, pension, insurance, and investments
  • In collaboration with financial advisors and clients, I ensured all requests were completed in a timely manner, consistently delivering a high level of customer service
  • My multifaceted experience reflects my commitment to driving operational excellence and fostering positive relationships in the insurance sector.

Paralegal Intern

No Borders Migration
12.2018 - 02.2019
  • In my role as a Paralegal Intern, I undertook a diverse set of responsibilities integral to the immigration practice
  • I honed my skills in drafting visa applications, encompassing a spectrum from Partner Visas to Student Visas and Temporary Work Visas
  • A crucial aspect of my contribution was providing essential support to Migration Agents, Lawyers, and clients in the meticulous organization of information and supporting documentation for visa applications
  • Regular communication with clients was paramount, as I guided them through the intricacies of the submission process, demonstrating my commitment to client satisfaction
  • My responsibilities extended to the establishment and maintenance of client files, ensuring accuracy and accessibility
  • Utilising LEAP, I maintained electronic records of client documents, facilitating efficient record-keeping
  • Undertaking legal, legislative, and departmental policy research became second nature as I strived to stay informed of the evolving landscape
  • Efficient diary management of deadlines in collaboration with immigration lawyers and agents showcased my organisational process
  • Coordinating with third-party providers for client applications emphasised my attention to detail and commitment to seamless processes
  • Handling incoming calls with professionalism, screening, and forwarding them as necessary underscored my ability to manage diverse tasks within the dynamic realm of immigration law.

Marketing and Data Assistant

Rohlig Logistics
07.2017 - 03.2018
  • In my role as a vital member of the marketing team, I actively contributed to both internal and external marketing initiatives, collaborating closely with sales and marketing teams
  • I facilitated effective communication by liaising with developers and technical business analysts to scope requirements for various projects
  • A key focus of my responsibilities was dedicated to the Courier product, where I devised and implemented strategies to foster its growth
  • Leveraging advanced Excel functions, I proficiently generated spreadsheets and pivot tables to support data-driven decision-making processes
  • My role extended to conducting comprehensive market research, collecting, analysing, and summarising data and trends to inform strategic marketing approaches
  • I took charge of planning and executing internal marketing campaigns and actively participated in user acceptance testing
  • Financial reporting to the accounts payable team, including generating monthly invoices and maintaining updated customer files, showcased my meticulous attention to detail
  • Engaging in internal customer support with empathy, I supported both internal customer service and the sales team, playing a crucial role in fostering positive relations with Rohlig Australia in relation to the Courier product
  • Additionally, I handled external customer support queries, demonstrating problem-solving skills by clarifying complaints, determining root causes, and providing effective solutions to ensure prompt resolution.

Education

Skills

  • Programs: DocuSign, Leap, Pexa, CRM/Compass
  • Ability to work in a high paced environment
  • Office 360
  • Adobe Acrobat
  • Team work skills
  • Legal Research: Lexisnexis
  • Leadership skills
  • Problem-solving skills
  • Team member development and management skills

Languages

Punjabi
Native or Bilingual

References

References available upon request.

Timeline

Paralegal

MSA National
08.2023 - Current

Paralegal

Schreuders Compensation Lawyers
05.2023 - 07.2023

Barrister's Clerk and Marketing and Communications Manager

2 Selborne Chambers
03.2023 - 05.2023

Criminal and Family Law Paralegal

El Baba Lawyers
01.2023 - 02.2023

Insurance Agile Member in Insurance and Claims Teams

MLC Insurance
12.2019 - 01.2023

Paralegal Intern

No Borders Migration
12.2018 - 02.2019

Marketing and Data Assistant

Rohlig Logistics
07.2017 - 03.2018

Similar Profiles

CREATE PROFILE
Simran Kaur