Carlos Enrique Perez
Torrance,CA
Summary
Results-driven Insurance Claims Specialist with expertise in analyzing complex claims data and providing tailored financial solutions. Enhanced client satisfaction and promoted financial well-being through proactive advocacy and collaboration. Committed to personal and professional growth while delivering value in both independent and team environments.
Overview
12
12
years of professional experience
Work History
Claims Specialist
Progressive Insurance
Torrance, CA
10.2024 - Current
- Analyze claim data, damage estimates, liability determinations, financial documentation, and supporting records to determine appropriate outcomes and settlements.
- Evaluated and resolved complex insurance claims through professional-level analytical and investigative work.
- Communicated analytical findings to internal stakeholders, customers, and external parties with clarity and precision.
- Prepared detailed analyses, reports, and electronic documentation for quality assurance, audits, and management review.
- Research and interpret policies, procedures, and regulatory requirements to ensure compliance and consistency.
- Exercise independent judgment while managing a high-volume workload and meeting strict performance and timeliness standards.
Senior Personal Financial Advocate
Kinecta Federal Credit Union
Rolling Hills Estates, CA
10.2021 - Current
- Assists members with financial goals and development
- Guides members in achieving financial goals and personal development
- Collaborated with team members to support shared goals and initiatives
- Managed processes from inception to completion, ensuring accountability and thoroughness
Personal Banker/ Small Business Specialist/ Manager on Duty
JP Morgan Chase
Hermosa Beach, CA
05.2018 - 10.2021
- Tailored financial solutions for personal and business clients, enhancing client satisfaction and retention
- Communicated with clients promptly to foster lasting relationships and trust
- Managed branch operations of the branch in the absence of the manager
- Analyze reports to improve branch scorecard
Customer Service Representative
Bank of America
Manhattan Beach, CA
04.2016 - 04.2018
- Identified customer needs and provided tailored financial improvement advice
- Assisted clients with digital banking tools to enhance user experience
- Manage cash box as a bank teller
- Guided clients through digital banking features to improve their banking experience.
Sales Associate/Stockroom
Vans
Torrance, CA
10.2014 - 12.2015
- Engaged with diverse customers to provide tailored shopping experiences
- Managed stock and shipments to ensure timely product availability
- Maintained a clean and organized store and stock
- Processed customer transactions efficiently
Merchandise-Team LA Employee
AEG Worldwide
Carson, CA
07.2014 - 02.2015
- Counted inventory and restocked clothing to maintain stock levels
- Assisted customers with purchases and handled payments accurately
- Managed team to rotate roles and enhance collaboration
- Maintained a secure and enjoyable atmosphere for customers and staff
- Counted inventory and restocked clothing
Education
Bachelor of Science Degree - Business Management, Finance
Cal State Dominguez Hills
Carson, CAHigh School Diploma -
Gardena Senior High School
Gardena, CASkills
- Claims management
- Customer service
- Problem assessment and resolution
- Time management
- Organizational management
- Multitasking
- Adaptability
- Leadership
- Performance improvement
- Client-focused
- Interpersonal skills
- Ability to maintain organization
Capabilities And Skills
- Outstanding ability to maintain organization
- Capable of handling more than one task at a time
- Ability to assess situations and address problems from start to finish
- Perform multiple tasks and adapt to changing conditions
- Driven leader and motivator
Timeline
Claims Specialist
Progressive Insurance
10.2024 - Current
Senior Personal Financial Advocate
Kinecta Federal Credit Union
10.2021 - Current
Personal Banker/ Small Business Specialist/ Manager on Duty
JP Morgan Chase
05.2018 - 10.2021
Customer Service Representative
Bank of America
04.2016 - 04.2018
Sales Associate/Stockroom
Vans
10.2014 - 12.2015
Merchandise-Team LA Employee
AEG Worldwide
07.2014 - 02.2015
Bachelor of Science Degree - Business Management, Finance
Cal State Dominguez Hills
High School Diploma -
Gardena Senior High School