B. Patrick Cooper
Rancho Santa Margarita,CA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
11
11
years of professional experience
Work History
Membership Sales Representative
Lake Forest Chamber Of Commerce
Lake Forest, CA
12.2023 - Current
- Boosted membership sales by developing and implementing targeted marketing strategies.
- Expanded client base through effective networking, relationship-building, and follow-up techniques.
- Generated leads by researching potential clients and identifying key decision-makers to approach.
- Enhanced customer satisfaction with personalized service, understanding individual needs, and offering appropriate membership plans.
- Fostered positive relationships with local businesses to increase referrals and enhance brand visibility within the community.
Claims Adjuster
National General Insurance
Ontario
11.2021 - 12.2023
- Investigate and assess auto insurance claims promptly, gathering necessary evidence and conduct interviews to accurately determine coverage and liability
- Collaborate closely insurance agent, policyholders and claimants to ensure timely and accurate processing of claims, maintaining a high level of customer service
- Consistently reduced rental fees, storage fees, and close claims at 100%.
- Developed strong relationships with repair vendors, ensuring quality service and fair pricing for clients in need of repairs after an incident.
- Mentored junior adjusters on best practices and industry regulations, contributing to their professional growth and development.
Claims Adjuster
Infinity Insurance
Cerritos, CA
01.2013 - 01.2021
- Investigate, evaluate, and settle auto property damage claims
- Successfully managed over 100 claims
- Provided training to trainees on word tracks, handling claims, and system procedures
- Settled total loss and theft claims
- Settled early bodily injury claims
- Expose potential fraud to Special Investigative Unit.
- Evaluated coverage accurately by interpreting complex insurance policies and applying them to specific claim scenarios.
- Provided exceptional customer service during emotionally difficult situations for policyholders following accidents or natural disasters.
Education
B.A. - Business Management
University of Phoenix
A.S - Economics
Los Angeles Valley College
Liability
American Educational Institute
2018
Claims Law
American Educational Institute
2019
Skills
- Computer skills include Microsoft applications:
- Word, Excel PowerPoint, Access, and Outlook
- Member Retention
- Customer Service
- Lead Follow-Up
- Client Needs Assessment
- Critical Thinking
- Fraud Detection
- Providing Feedback
Additional Information
- Awards , Kemper Insurance Encore Award – Outstanding Customer Service
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Membership Sales Representative
Lake Forest Chamber Of Commerce
12.2023 - Current
Claims Adjuster
National General Insurance
11.2021 - 12.2023
Claims Adjuster
Infinity Insurance
01.2013 - 01.2021
B.A. - Business Management
University of Phoenix
A.S - Economics
Los Angeles Valley College
Liability
American Educational Institute
Claims Law
American Educational Institute