Brandi Martinez
Cibolo,TX
Summary
Hardworking employee enthusiastic about learning product quality and compliance field inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Senior Service Advisor
USAA Insurance
01.2001 - Current
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
- Skilled at working independently and collaboratively in a team environment.
- Managed time efficiently in order to complete all tasks within deadlines.
- Passionate about learning and committed to continual improvement.
- Liaised and collaborated with client teams to identify potential risks and pain points in deliverables and services.
- Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
- Designed and implemented risk management system to identify and mitigate potential risks.
- Mapped processes to holistically examine business flow and identify improvement opportunities.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Maintained database systems to track and analyze operational data.
Education
Bachelor of Science - Business Management
University of Phoenix
Tempe, AZ01.2012
Skills
- Client Rapport-Building
- Records Maintenance
- Handling Customer Complaints
- Complaint Resolution
- Solution Implementation
- Customer Service Process Improvement
- Multitasking Abilities
- MS Office
- Analytical and Critical Thinking
- Training and Development
Accomplishments
- Collaborated with team of 5 individuals to draft communication plan with Manager Talking Papers, Front Line Digest, to include Q&A questions in the development of Michigan Reform, and EQD.
- Achieved Michigan Insurance Reform through effectively helping with gaps and communication documents to help with training.
- Documented and resolved Early Quote Discount Issue which led to restitution of over $56K without the need to add interest.
- Managed quality chat conversations, including on-site and third party site evaluations, internal audits, and customer surveys.
- MSR Lab rotation to build, test, & implement innovative tools to include our HR feedback tool, Desktop manager too, and USAA Mobile Apps.
- Served four years on the Bristol Forest Homeowners Association Board of Directors.
- Community volunteer including serving as teacher assistance and member of Project Graduation at Steele High School.
Certification
- Licensed Texas General Lines - Property & Casualty - 22 years
- Rally Training
- MetricStream Training
- iGrafx Mapping Training
- MS Office Acumen
Timeline
Senior Service Advisor
USAA Insurance
01.2001 - Current
Bachelor of Science - Business Management
University of Phoenix
Similar Profiles
Barry EwartBarry Ewart
All Lines Claims Adjuster at USAA InsuranceAll Lines Claims Adjuster at USAA Insurance
Margaret (Meg) KinderMargaret (Meg) Kinder
SIU Investigator (S1) at USAA InsuranceSIU Investigator (S1) at USAA Insurance
Gwyneth VoigtGwyneth Voigt
Insurance Adjuster at USAA InsuranceInsurance Adjuster at USAA Insurance
Danielle MoraDanielle Mora
Licensed Claims Contact Center Rep at USAA InsuranceLicensed Claims Contact Center Rep at USAA Insurance
Terri Casey-McGrathTerri Casey-McGrath
Long-Term Substitute Teacher, Third Grade at Deerfield Run Elementary School (PGCPS)Long-Term Substitute Teacher, Third Grade at Deerfield Run Elementary School (PGCPS)