Andretta Steele
Claims Adjuster
Eight Mile,AL
Summary
Involved in many industries for the past seven years, ranging from Insurance to Accounting and Tax Preparation. These roles have enabled me to become well-versed. Productivity and results are top priorities. I am seeking employment at a company where I can enhance these skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Property Claims Adjuster
CNC Catastrophe & National Claims
04.2022 - 06.2023
- Reviewed files and endorsements to ensure coverage and eligibility met to approve payment
- Electronically entered payments on submitted documents and photos to be reviewed for claim settlement review
- Entered information on submitted claims to ensure the timely progression of claim determination and eligibility
- Analyzed first and the third party claims to determine the extent of the company's liability
- Established and maintained a high level of positive working relationships with internal and external customers, ensuring satisfaction with company services
- Quickly and effectively solve customer challenges
- Used service-oriented approach to handle numerous types of losses and perils with a focus on theft claims, as well as following industry established best practices that provide fair settlements on claim resolutions, customer satisfaction, and excellent cost management
- Conducted research to determine the current market value of a loss as well as prepare structure damage estimates and work together with agents and vendors daily
- Applied specific policy coverage such as limits and denials and advising insured of specific options as available to increase their coverage and referring the customer to their agent, if needed, to increase possible limits
- Prepared sketch of floor plan and roofline and entered data into Xactimate to develop line-by-line item costs of damages.
- Used Xactimate to compile estimates for personal property and structure damage.
Inside Auto Claims Adjuster
River Tree Insurance Services
04.2021 - 12.2021
- Evaluated insurance policies and analyzed damages to determine coverage.
- Prepared summaries of damage, payments, and policy coverage.
- Established relationships with clients and insurance companies to foster timely claims resolution.
- Answered customer questions regarding deductibles.
- Verified insurance claims and determined fair amount for settlement.
- Researched and analyzed policy contracts to verify proper payment of claims.
Customer Service Representative-Remote
Assurance Healthcare Services
08.2016 - 02.2021
- Complete all necessary paperwork, documentation, and follow-up in accordance with Case Management
- Services Center For Medicare Services (CMS) guidelines
- Screen applicant eligibility; review and validate documentation necessary for enrollment into NYS sponsored Health Insurance Programs; provide client education; provide timely follow-up to obtain missing or additional information to complete the application; input necessary information into applicable computer systems in a timely fashion
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Consistently demonstrate the ability to overcome market objections when selling Assurance Healthcare
- Consistently demonstrate a desire to reach and exceed departmental and personal goals
- Interact with senior population aged 65+ and conduct presentations at senior group/centers, churches, their homes, etc
- To sell and promote Medicare product
- Answer incoming phone calls from prospective members and identify the type of assistance and information the customer needs with the goal to convert the caller to a qualified lead
Tax Preparer
Jackson And Hewitt Tax Services
11.2017 - 03.2020
- Jackson Hewitt
- Ensuring clients comply with federal and state tax laws/Interviewing clients to get an exact picture of the financial situation
- Responding to internal revenue service, state and local government notices, and document requests
- Utilizing information provided by clients to prepare individual tax returns and inputting them into tax preparation software
- Assisting in providing exceptional client services to establish and maintain strong working relationships with clients and increase retention by solving their taxation issues in a timely and efficient manner
- Preparing tax returns in compliance with the firm's policies and adhering to the firm's written tax practice standards as well as the 1040 procedure manual
- Staying and maintaining up-to-date knowledge of the latest tax laws, regulations, and changes as well as researching tax questions
Education
Computer Information Systems
University of South Alabama
Mobile, ALHigh School Diploma -
John L Leflore Preparatory Accademy
Mobile, ALSkills
- Texas #2646986-Home State
- Customer Service
- attention to detail
- organizational skills
- problem-solving
- excellent communication skills
- problem-solving
- excellent communication skills
- problem solving
- QuickBooks and Income tax software
- problem solving
- QuickBooks and Income tax software
- problem-solving
- excellent communication skills
- problem solving
- QuickBooks and Income tax software
Certification
State Farm Auto -Certified
State Farm Property -Certified
GOAT Ladder Assist -Certified
Hail and Wind Damage to Residential Roofing -Certified
NICTA-Certified
California Claims-Certified
Timeline
Property Claims Adjuster
CNC Catastrophe & National Claims
04.2022 - 06.2023
Inside Auto Claims Adjuster
River Tree Insurance Services
04.2021 - 12.2021
Tax Preparer
Jackson And Hewitt Tax Services
11.2017 - 03.2020
Customer Service Representative-Remote
Assurance Healthcare Services
08.2016 - 02.2021
Computer Information Systems
University of South Alabama
High School Diploma -
John L Leflore Preparatory Accademy