Carla Green
Mobile,Alabama
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Independent Adjuster-Property Claims Adjuster
Various Insurance Agencies
08.2017 - Current
- Analyzing investigative and condo claims using Nextgen and X1
- Settling claims once approved by management and providing excellent customer service
- Increased accuracy in estimates by utilizing industry-standard software tools for calculating repair costs based on collected data.
- Conducted effective interviews with policyholders, witnesses, contractors to gather comprehensive information related to a claim''s investigation process.
- Negotiated settlement of claims of varying complexity and peril, achieving prompt, fair and equitable settlement of claim in cases of policy liability.
- Reduced claim costs by negotiating fair settlements with policyholders and third-party contractors.
- Ensured regulatory compliance in handling claims by adhering to state laws, insurance policies, and company guidelines.
- Investigated and assessed damage to property and reviewed property damage estimates.
Tax Preparer and Operations Manager
CTS Tax
01.2007 - 12.2022
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Assessed client tax situations to determine best filing options.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
Education
Skills
- Liability analysis
- Claims investigation
- Damage assessment
- Property inspection
- Policy interpretation
- Problem-solving
- Attention to detail
- Multitasking and organization
- Caseload management
- Conflict resolution
- Risk assessment
- Workflow management
- Microsoft Suites
- Customer service
Certification
CVE Claims Virtual Estimating System
8 Adjusters license
Xactimate
Timeline
Independent Adjuster-Property Claims Adjuster
Various Insurance Agencies
08.2017 - Current
Tax Preparer and Operations Manager
CTS Tax
01.2007 - 12.2022
CVE Claims Virtual Estimating System
8 Adjusters license
Xactimate
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