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Skills

  • MS Office
  • Team management
  • Supervision
  • Client issue resolution
  • Multitasking
  • Data-driven decision making
  • Client Retention Strategies
  • Claims Dispute Mediation
  • Cross-departmental collaboration
  • Process improvement

Work Experiences

  • Achieved a resolution success rate of 53%.
  • Coordinated with legal teams.
  • Achieved an average increase of 33%.
  • Collaborated with IT and legal teams to implement security protocols that reduced data breaches by 19% and safeguarded sensitive customer information.
  • Oversaw the delivery of metric project by system team, which resulted in method.
  • Built strong relationships with major insurance providers.
  • Achieved savings during 2024.
  • Conducted routine audits and training.
  • Looked for industry trends on social media and through online sources.
  • Collaborated with insurance agents.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Insurance Service Specialist with 6 years of experience, dedicated to providing personalized, courteous service.
  • Adept at streamlining claim-handling workflows.
  • Recognized on a regular basis for outstanding performance and contributions to the Customer Service industry's success.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the method business.
  • Achieved a 47% increase in premium upselling.
  • Achieved a 17% reduction in escalations.
  • Accomplished Insurance Service Specialist who has advised hundreds of policyholders and boosted client satisfaction by 46% through tailored customer service and consultative coverage recommendations.
  • Adapts quickly to new systems and processes.
  • Insurance Verification Specialist with 12 years of experience explaining benefits and tracking coverage.

Accomplishments

  • Assisted in preparing documentation for program audits, ensuring 10% adherence to required standards.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Coached 3 junior staff on risk assessment techniques, fostering a 82% improvement in their claims evaluation capabilities.
  • Led initiatives to increase upselling for Workday, contributing to $17 in additional revenue over 18 months.
  • Developed cross-selling strategies for framework insurance, resulting in a revenue increase of $10 monthly.
  • Partnered with product teams to update insurance tools, enhancing user interface and client satisfaction by 83%.
  • Identified gaps in training materials, producing new guides that improved employee onboarding effectiveness by 48%.
  • Assessed claims data for 8 transactions, influencing refined underwriting guidelines and reducing operational risk by 78%.
  • Created customized dashboards that provided real-time analysis of claims trends, reducing processing time by 80%.
  • Managed escalated claims with a 39% success rate in dispute resolutions, leading to increased client satisfaction.

Affiliations

  • Jaycees
  • Association for Computing Machinery
  • Project Management Institute
  • International Association of Administrative Professionals
  • National Society of Insurance Premium Auditors (NSIPA)
  • Insurance and Risk Management Society (IRMS)
  • National Insurance Crime Bureau (NICB)
  • Association for Insurance Compliance Professionals (AICP)
  • Health Care Compliance Association (HCCA)
  • American Council of Life Insurers (ACLI)

Certifications

  • Associate in Commercial Underwriting (AU)
  • Associate in Surplus Lines Insurance (ASLI)
  • Certified Professional Insurance Agent (CPIA)
  • Accredited Advisor in Insurance (AAI)
  • Certified Customer Service Manager (CCSM)
  • Apple Certified Associate (ACA)
  • Certified Insurance Service Examiner (CISE)
  • Claims Adjuster License
  • Advanced Claims Certification in Oregon
  • Certified Fraud Examiner (CFE)

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