Insurance Adjuster with background in construction, real estate, and financial services. Strong work history in business management, sales, and customer relations.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Independent Claims Adjuster
Self-Employed
Post Falls, ID
07.2022 - Current
Completed required investigations on referred files within established timeframes.
Analyzed reports, conducted research, and verified data to effectively negotiate and resolve claims.
Prepared detailed reports outlining findings from investigations and evaluations of claims.
Investigated and evaluated claims to determine coverage, scope of liability and extent of damages.
Engaged with claimants, attorneys, witnesses and other involved parties during the claims process.
General Contractor - Owner
Brookfield Construction, LLC
Prescott, AZ
09.2002 - 07.2022
Negotiated, facilitated and managed real estate transactions.
Managed operations budgeting, accounts payable and accounts receivable and payroll.
Managed customer relationships and expectations.
Established work, budgets and construction timelines to manage and plan projects.
Oversaw and coordinated construction for expansion of commercial and residential buildings.
Coordinated phases of construction projects from inception to completion.
Planned, budgeted and directed numerous construction projects each year.
Financial Advisor
Thrivent Financial
Prescott, AZ
09.2007 - 07.2013
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
Consulted with clients to assess and meet short- and long-term financial goal.
Advised on investment portfolios with 401k, pension and tax-sheltered annuity products.
Analyzed wills, insurance policies and investment portfolios.
Developed and expanded financial planning relationships with customers.
Education
Independent Adjuster Certification - Adjuster Pro
Licensed In ID, WA, MT, OR, FL, & TX
07.2022
Insurance License - Health, Life, Series 7 and 66
10.2007
Licensed Realtor in AZ, ID, and WA
09.1998
Maricopa Community Colleges - Phoenix College
Phoenix, AZ
05.1991
Skills
Construction Operations Oversight
Commercial/Residential Construction
Verbal and Written Communication
Customer Service Management
Complex Problem Solving
Multiple Priorities Management
Documentation and Reporting
Scheduling
Damage Assessment
Claims investigations
Certification
Adjuster License in Idaho, Washington, Montana, Oregon, Florida, and Texas
Independent Adjuster Certification through Adjuster Pro