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Skills

  • Budgets
  • Results-oriented
  • Damage assessment
  • Strong attention to detail
  • Communications
  • Claims handling
  • Endorsed enhancements
  • Policy quoting and pricing
  • Analytical
  • Loss protection

Work Experiences

  • Identified and contacted sales prospects in agency databases.
  • Promoted ancillary products to 5 existing and new customers each month.
  • Processed 14 invoices and mailed documentation to clients each one year.
  • Calculated quotes and provided information on insurance options to potential clients.
  • All premiums were collected on or before the effective date of coverage.
  • Reviewed police reports, medical treatment records, and physical property damage to determine the extent of liability.
  • Completed the sales process and collected the necessary deposits.
  • Looked for industry trends on social media and through online sources.
  • Met with 17 existing and prospective clients to help them choose the right insurance policies every week.
  • Accelerated the claims process.

Summaries

  • Oversee 18 cases per month with care.
  • Licensed Broker with 15 years of experience in auto, home, and life insurance, as well as a track record of customer retention and growth.
  • Looking for a job that will provide me with new challenges as well as opportunities for career growth and advancement.
  • Strong communication and organizational skills.
  • With strong case management and relationship-building abilities, I am meticulous, systematic, and highly experienced.
  • Auto Claims Adjuster who can determine settlements in accordance with company policies and procedures.
  • Strengths in budget management and cross-functional collaboration backed up by Insurance training.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Listening to customers, meeting productivity goals, and staying current on company offerings are all skills she possesses.
  • Review documentation and assess properties efficiently to determine damage levels, complete cost estimates, and maintain liability control.

Accomplishments

  • Consulted
  • Business Development: Initiated two key partnerships which resulted in method revenue growth.
  • Championed customer service initiatives, resulting in a 71% increase in customer satisfaction for auto claims resolution processes.
  • Researched
  • Recommended
  • Assessed claims in collaboration with external appraisers, resulting in settlements that optimally balanced fairness and company profitability.
  • Managed
  • Expanded business by 9% while maintaining 17% rate of customer retention.
  • Guided
  • Identified

Affiliations

  • Affiliate of the International Association of Special Investigation Units (IASIU)
  • Association for Computing Machinery
  • Involved in the Property Casualty Insurers Association of America (PCIAA)
  • Society of Women Engineers
  • Toastmasters
  • Member of the American Association of Insurance Services (AAIS)
  • Supporting member of the Claims and Litigation Management (CLM) Alliance
  • Project Management Institute
  • American Medical Informatics Association
  • Accredited member of the National Association of Subrogation Professionals (NASP) since 2016

Certifications

  • Certified Public Accountant (CPA)
  • Google Certified Professional Cloud Architect
  • Certified Auto Appraiser (CAA) | I-CAR
  • National General Insurance Certification | Meridian
  • CompTIA Security+
  • Chartered Life Underwriter (CLU)
  • Commercial Auto Claims Certification | system
  • Auto Collision Estimating Certification | National Auto Body Council
  • Property and Casualty (P&C) License | program
  • Certified Professional in Disability Management | Vantage

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