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Skills

  • Multi-Task Management
  • Loss prevention
  • Customer service excellence
  • Renewing policies
  • Call Routing
  • Inputting claims
  • Organized
  • Client relations expert
  • Complex problem-solver
  • Process improvement

Work Experiences

  • Got better.
  • Reviewed open requests and redirected workloads to ensure that projects were completed on time.
  • Provided agency management with up-to-date activity and production logs for review.
  • Recommendation
  • Collaborated with category customers to determine their needs and deliver process service.
  • Presented account proposals in a timely and professional manner.
  • Advised
  • Started it.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Asana tracking spreadsheets were created and updated by me.

Summaries

  • a resourceful customer service specialist looking to apply her skills in an A/P or A/R role with a forward-thinking company.
  • Adaptive quality assurance specialist who uses cutting-edge methods and techniques to boost productivity, customer satisfaction, and profits.
  • Customer-focused, strategic-thinking salesperson with more than 20 years of experience in developing relationships, cultivating partnerships, retaining top accounts, and expanding profit channels.
  • Over 3 years of experience as a high-performing leader and operations manager, delivering successful improvements in business operations, profitability, and team development.
  • To drive profitability and growth, skilled operations manager with solid experience managing all levels of multiple projects, including budgeting, inventory control, and administration.
  • Claims Assistant is articulate and driven to succeed.
  • As an Intern, I'm an ambitious Insurance student looking for hands-on experience in client relations underwriting.
  • Articulate
  • Bilingual Insurance Sales Agent with a knack for driving business development and customer base growth.
  • Customer service, multitasking, and making decisions with little supervision are all skills that a seasoned administrative team member possesses.

Accomplishments

  • Increased sales 12% over 6 months.
  • Handled sensitive client medical and financial data in full compliance with privacy regulations such as HIPAA and GDPR.
  • Trained team members on new claims processing software, boosting department productivity by 23% over three years.
  • Expanded book of business for property and casualty insurance for small business owners, and commercial and residential accounts from $11 to $8 million.
  • Decreased the time to process claim-related payments by 85% by adopting SAP automation methods.
  • Received the “All-Star Award” for earning $14 in commissions and securing $13 million in life insurance sales.
  • Revised and updated claims-related documentation to reflect the latest regulation changes, minimizing compliance risks.
  • Executed comprehensive claims auditing, reducing processing errors by 16%, boosting team performance metrics.
  • Led a project to automate claims data entry, reducing manual input errors by 48% and improving reporting accuracy.
  • Contributed to a successful fraud prevention initiative, identifying and halting fraudulent claims efforts worth $15 in 2020.

Affiliations

  • American Marketing Association
  • Certified Disability Management Professional (CDMP)
  • Association of Information Technology Professionals
  • Lions Club
  • Society of Claims Law Associates (SCLA)
  • Certified Claims Professional Accreditation Council (CCPAC)
  • International Council of Nurses
  • Professional Liability Underwriting Society (PLUS)
  • Legal Technology Core Competencies Certification Coalition (LTC4)
  • Society of Human Resource Management

Certifications

  • First Aid/CPR Certified
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Salesforce
  • CompTIA Security+
  • Association for Project Management (APM)
  • Cisco Certified Internetwork Expert (CCIE)
  • Professional Claims Manager (PCM) - National Association of Subrogation Professionals (NASP)
  • Fellow, Life Management Institute (FLMI) – procedure
  • Advanced Excel for Claims Analytics Certification - Udemy or Coursera
  • SHRM Certified Professional (SHRM-CP)

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