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Skills

  • Production-oriented
  • CRM Systems
  • Client relations expert
  • Excellent communication skills
  • Retirement planning
  • Operational improvement
  • Accounts payable/receivable
  • Business operations
  • Analyzing data
  • Territory Sales Experience

Work Experiences

  • Conducted interviews with potential clients to learn about their financial needs and to discuss any existing insurance coverage.
  • Got better.
  • Invented
  • Reduced
  • Kept track of everything.
  • Presented account proposals in a timely and professional manner.
  • Increased client retention by providing excellent service and following up.
  • Called 16 warm leads to expand my client base each week.
  • Transported Asana to several months customer locations.
  • Streamlined the process.

Summaries

  • Excellent communicator and team player looking for a position as a QA analyst with a forward-thinking company.
  • Service-driven
  • Dedicated to learning, growing, and succeeding in Insurance.
  • Senior Claims Specialist with 8 years of successful budget management and project management experience.
  • Over 2 years of experience as a high-performing leader and operations manager, delivering successful improvements in business operations, profitability, and team development.
  • dependable self-starter looking for a position as a customer resolution specialist with a forward-thinking company.
  • Financial analysis, reconciliation, mortgage collections, loan documentation, SBA liquidation, credit and risk management assessment, and customer service are all areas of expertise for me.
  • Leadership skills that have been demonstrated to drive enterprise optimization goals and improve organizational operations.
  • To drive profitability and growth, skilled operations manager with solid experience managing all levels of multiple projects, including budgeting, inventory control, and administration.
  • Motivated graduate looking to start a career in underwriting in workflow optimization.

Accomplishments

  • Collaborated with the compliance team to ensure that claims procedures aligned with the latest regulatory requirements, reducing compliance risks by 34%.
  • Played instrumental role in root cause analysis of recurring claims issues, leading to a 69% reduction in repeated incidents over two years.
  • Designed and presented workshops for internal teams on best practices for high-value claim resolution, improving overall handling speed by 82%.
  • Proactively audited and reconciled claims data, identifying discrepancies resulting in a 16 recovery for the company.
  • Facilitated continuous improvement initiatives, resulting in department-wide accuracy gains of 49% in claim adjudication.
  • Increased sales 17% over two years.
  • Negotiated settlements for large claims worth $16, maintaining profitability while ensuring policyholder satisfaction.
  • Developed and maintained relationships with third-party vendors, enabling faster and cost-effective claim resolutions.
  • Prepared summary reports for senior management, outlining claims trends and KPIs, contributing to strategy adjustments that drove a 52% increase in departmental performance.
  • Faced with a backlog of claims, strategically implemented a prioritization system, reducing backlog by 21% in one year.

Affiliations

  • International Federation of Adjusting Associations – Property Claims Liaison
  • Association of Claims Professionals (ACP) – Active Member
  • National Association of Subrogation Professionals (NASP) – Affiliate
  • Society of Human Resource Management
  • Toastmasters
  • Professional Liability Underwriting Society (PLUS) – Professional Member
  • Insurance Institute of the West Coast – Claims Specialization Certification
  • International Association of Special Investigation Units (IASIU) – Fraud Claims Affiliate
  • American Institutes for CPCU & Insurance Institute of America – Instructor
  • Society of Insurance Research (SIR) – Active Participant in Annual Conference

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA A+ Technician
  • Program license
  • Certified Forensic Claims Auditor (CFCA)
  • CompTIA Security+
  • Certified Litigation Management Professional (CLMP)
  • SHRM Certified Professional (SHRM-CP)
  • Professional in Risk and Insurance Management (PRIM)
  • Licensed Claims Adjuster in Ohio
  • Apple Certified Associate (ACA)

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