Caitriona McOsker
Rancho Cucamonga
Summary
Positive, driven, and adaptable, equipped with essential qualifications for success in managing regional accounts. Demonstrates comprehensive understanding of market trends and customer needs, along with proficiency in CRM software and sales strategy implementation. Committed to fostering client relationships and driving business growth through innovative solutions.
Overview
10
10
years of professional experience
Work History
Regional Account Manager
Verisk - Casualty Solutions
08.2023 - Current
- Oversees the management and growth for accounts located in Southern California, Arizona, Hawaii, and Utah. In 2024, onboarded new clients and streamlined referral operations, bringing in over $30,000 of new business transactional services
- Provided exceptional customer service, leading to increased client retention rates and long-term partnerships.
- Delivered engaging presentations showcasing product offerings tailored to individual client needs, ultimately driving sales growth.
- Conducted comprehensive market analysis to identify trends, competitor activities, and potential areas of improvement. Achieved regional sales targets by developing strategic plans and executing effective account management practices.
- Increased revenue by identifying growth opportunities within existing accounts and cross-selling additional products or services.
Director of Operations
Tova
03.2023 - 08.2023
- Oversaw successful implementation of operational strategies and policies to drive organizational growth and productivity.
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
Patient Resolution Specialist
Discover Labs
10.2022 - 03.2023
- Utilized comprehensive insurance informational platforms to resolve client billing issues and implement large scale resolutions.
- Coordinated with internal departments as needed to gather information on each individual case, facilitating a more accurate and timely response.
Paralegal
Consumer Law Practice
08.2021 - 02.2022
- Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
- Assisted counsel in conducting discovery calls and gathering other case information.
3rd Grade Teacher | Science & STEM Teacher
Saint Hilary School
08.2019 - 10.2022
- Prepared and administered grade-specific tests and examinations regulated by school district to monitor students' growth and to report progress to parents.
- Incorporated cross curriculum assignments into science & STEM activities utilizing Differentiated Instruction and Universal Design for Learning practices
Law Clerk - Consumer Protection & Child Abduction
San Diego City Atty / Los Angeles District Atty
06.2016 - 08.2017
- Created and prepared legal drafts by organizing and assembling information for legal documents and forms.
- Supported legal team by conducting research, drafting briefs, gathering information and interpreting legal documents.
Legal Administrative Assistant
Smiley Wang-Ekvall, LLP
12.2014 - 07.2015
- Supported multiple attorneys simultaneously by efficiently prioritizing tasks according to urgency or deadline requirements.
- Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
- Streamlined legal processes by drafting and proofreading documents, ensuring accuracy and timely completion.
Education
Juris Doctor - Concentration in Capital Lawyering (legislation and public policy)
University of The Pacific, McGeorge School of Law
05.2018
ABA-Approved Professional Certificate - Paralegal Studies
University of California, San Diego
06.2014
Bachelor of Arts - Psychology
San Diego State University
08.2013
Skills
- Territory management
- Performance and trend tracking
- Revenue growth
- Public speaking
- Client engagement
- Market analysis
- Customer relationship development
- Teamwork and collaboration
- Problem-solving abilities
- Excellent communication
- Customer satisfaction
Community Service and Educational Involvement
- Criminal Law Society, Secretary, 2016-2017
- Public Legal Services Society, Vice President & Executive Board Member, 2016-2018
- Legislative and Public Policy Clinic, 2016-2017
- Campaign volunteer for City Council Member Tim McOsker
Publications
San Diego City Attorney, Consumer and Environmental Protection Unit Newsletter, Summer 2016
Hobbies
I have a newfound passion for lagree, a pilates-like workout. When I am not taking a lagree class I enjoy hanging out with my dog, friends, and family.
Timeline
Regional Account Manager
Verisk - Casualty Solutions
08.2023 - Current
Director of Operations
Tova
03.2023 - 08.2023
Patient Resolution Specialist
Discover Labs
10.2022 - 03.2023
Paralegal
Consumer Law Practice
08.2021 - 02.2022
3rd Grade Teacher | Science & STEM Teacher
Saint Hilary School
08.2019 - 10.2022
Law Clerk - Consumer Protection & Child Abduction
San Diego City Atty / Los Angeles District Atty
06.2016 - 08.2017
Legal Administrative Assistant
Smiley Wang-Ekvall, LLP
12.2014 - 07.2015
Juris Doctor - Concentration in Capital Lawyering (legislation and public policy)
University of The Pacific, McGeorge School of Law
ABA-Approved Professional Certificate - Paralegal Studies
University of California, San Diego
Bachelor of Arts - Psychology
San Diego State University
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