MARJORIE ANN FRAGO
1673 KC 22 Kaagapay St Karangalan Village Brgy. Manggahan Pasig City,Philippines
Summary
Legal Assistant with extensive experience in supporting legal operations. Proficient in managing case files, drafting legal documents, and coordinating schedules to improve efficiency. Strong communication and research skills enhance team performance while upholding confidentiality standards.
Overview
14
14
years of professional experience
Work History
Fronter Virtual Assistant - Intake Specialist
GENIUS LAW LLC
California, USA
06.2025 - 01.2026
- Managed incoming calls, emails, and online inquiries from clients promptly and professionally.
- Conducted client intake interviews for real estate, family law, and disability law matters.
- Assessed client information to evaluate potential cases and directed matters to appropriate legal teams.
- Scheduled consultations while coordinating attorney calendars for efficient client appointment management.
Legal Virtual Assistant - Intake Specialist
LAW OFFICES OF DANIEL KIM
Costa Mesa, California , USA
11.2024 - 06.2025
- Managed auto accident property damage claims with a focus on efficiency.
- Initiated contact with insurance companies to expedite claim filings and document retrieval.
- Drafted legal correspondence, including Letters of Representation and Designation of Attorney.
- Created and submitted DMV SR-1 forms online while preparing SR-19 forms for compliance.
- Processed and organized legal documents received via mail, email, and fax.
- Maintained accurate client records to support ongoing claims management.
- Streamlined workflows for property damage specialists, enhancing administrative support throughout claim resolution.
- Provided reliable intake support for effective claims management.
Tracking/Monitoring Specialist/Appointment Setter
ALLIANCE PROSTHETICS & ORTHOTICS
Whittier, California, USA
12.2023 - 11.2024
- Ensured smooth client progression through therapeutic interventions by coordinating Orthotics and Prosthetic appointments.
- Updated treatment schedules, maintaining precise communication records aligned with monitoring procedures.
- Conducted follow-ups to confirm appointments, secure billing documents, and gather treatment updates.
- Maintained tracking systems like dashboards, monitoring case progress and treatment phase transitions.
- Coordinated medical documentation acquisition to support accurate billing and administrative compliance.
- Alerted case managers or legal representatives regarding treatment completions or delays for timely updates.
Disability Evaluation & Application Specialist
TABAK LAW LLC
Wisconsin , USA
10.2021 - 10.2023
- Reviewed disability documentation and supporting records to determine applicant eligibility in accordance with program guidelines and criteria
- Maintained and monitored active disability cases, ensuring timely follow-up, accurate documentation, and consistent application of policies
- Conducted assessments and examinations of applicants, including review of medical and health records, to evaluate functional limitations and benefit eligibility
- Interviewed applicants to gather relevant personal, medical, and functional information, clarifying documentation and resolving discrepancies
- Evaluated disability benefit applications by synthesizing medical evidence, interview findings, and program requirements to support eligibility decisions
- Provided support and problem-solving assistance to applicants, addressing questions about the evaluation process and available disability programs
- Helped individuals understand their disabilities, rights, and program options, using clear explanations to support informed decision-making
Customer Care Representative
EPERFORMAX-TMOBILE
Pasay City, Philippines
07.2021 - 09.2021
- Managed customer accounts and meticulously documented all interactions, inquiries, and complaints
- Delivered high-quality customer support by providing accurate information and resolving questions promptly
- Addressed and resolved customer complaints, billing issues, and disputes in a timely and professional manner
- Applied expertise in mobile phone activation and related customer service processes to support customer requests
- Maintained detailed and organized records of customer interactions, transactions, comments, and complaints
Customer Service Specialist
CONCENTRIX (AETNA & HEALTH INSURANCE INNOVATIONS)
Quezon City, Philippines
08.2017 - 05.2021
- Processed billing transactions accurately, handling customer payments and coordinating refund requests.
- Demonstrated expertise in fulfillment services, managing order processing and cancellation efficiently.
- Managed high volume of inbound and outbound customer calls, focusing on satisfaction.
- Resolved inquiries and complaints promptly to ensure positive service experiences.
- Processed account transactions including deposits, withdrawals, and transfers per established procedures.
- Conducted provider verification to enhance accuracy in claims processing.
- Assisted members in finding nearby providers to improve access to necessary services.
Team Member - FOH/Cashier
PHILIPPINE PIZZA INC
Batangas City, Philippines
07.2012 - 04.2013
- Managed cash register operations and transactions efficiently.
- Engaged with customers to promote a positive dining experience.
- Maintained cleanliness and organization of front-of-house area to improve customer satisfaction.
Skills
- Document management
- Legal research and drafting
- Tracking and monitoring
- Client intake
- Appointment scheduling
Accomplishments
- Top Performer for Quarter I,II, III & IV- SSD Evaluation Specialist - TABAK LAW LLC
- Outstanding Performer for Q3 2019 – Health Insurance Innovations
- Top Agent for month of June 2019 – Health Insurance Innovations
- 100% Conformance for the Month of March 2018 - AETNA Provider Outreach
- Top Performer for Q4 2018 PS Outreach (4.6 MIP Score, 99.98% Attendance) - AETNA
- Top Agent of Q3 for Outbound 2017 – Provider Outreach Health Care – AETNA
- CMS Hero 2012 - Pizza Hut Batangas
References
- Raymond Go, Actra Outreach, 1109175320915
- Vanessa Angelica Rona, Tak Law, 109565955885
- Therence Certeza, Unknown, Unknown
EDUCATION
BATANGAS STATE UNIVERSITY
Bachelor of Science in Customs Administration
Language
- English
- Spanish
Timeline
Fronter Virtual Assistant - Intake Specialist
GENIUS LAW LLC
06.2025 - 01.2026
Legal Virtual Assistant - Intake Specialist
LAW OFFICES OF DANIEL KIM
11.2024 - 06.2025
Tracking/Monitoring Specialist/Appointment Setter
ALLIANCE PROSTHETICS & ORTHOTICS
12.2023 - 11.2024
Disability Evaluation & Application Specialist
TABAK LAW LLC
10.2021 - 10.2023
Customer Care Representative
EPERFORMAX-TMOBILE
07.2021 - 09.2021
Customer Service Specialist
CONCENTRIX (AETNA & HEALTH INSURANCE INNOVATIONS)
08.2017 - 05.2021
Team Member - FOH/Cashier
PHILIPPINE PIZZA INC
07.2012 - 04.2013