Charmaine Roberts
Dacula,GA
Summary
Analytical problem-solver with excellent communication skills. Effective at interviewing claimants, compiling records and documenting findings. Well-versed in insurance policies, practices and standards.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Express Claims Associate
State Farm
10.2022 - Current
- Worked productively in fast-moving work environment to process large volumes of claims.
- Analyzed and addressed escalated claims to resolve issues quickly.
- Collaborated with internal departments and external vendors to achieve fast resolution of claims.
- Followed up with customers on unresolved issues.
- Maintained accurate and up-to-date records of claim information for future reference.
- Interviewed policyholders to verify information and obtain additional details.
- Updated claims system to track claim status and provide relevant information to other department.
- Established weekly metric goals for peers
- Participates in Job shadow bridge training events for new hires
Licensed Health Insurance Agent
Teleperformance USA
06.2021 - 10.2022
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options
- Adhered to health and prescription insurance products, delivery systems and claims systems.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Independent Insurance Agent
AllState
07.2020 - 06.2021
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Investigated and processed claims swiftly to keep customers satisfied.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Obtained underwriting approval by completing application for coverage.
- Utilized CRM software to manage client relationships.
- Maintained high standards of customer service by building relationships with clients.
Insurance Sales Associate
State Farm Independent Agent
11.2019 - 06.2020
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Education
Associate of Arts - Business Administration
American InterContinental University
Schaumburg, IL04.2013
Skills
- Policy Knowledge
- Accident Review
- Claims Evaluations
- Accident Investigations
- Health Insurance Industry Knowledge
- Prospecting Clients
- Production Goals
- Microsoft Office
- Coverage Determination
- Team Meetings
- Liability Determinations
- Analyzing Claims
- Customer Relationship Management
Certification
- Licensed Claims Adjuster - Multiple States
Timeline
Express Claims Associate
State Farm
10.2022 - Current
Licensed Health Insurance Agent
Teleperformance USA
06.2021 - 10.2022
Independent Insurance Agent
AllState
07.2020 - 06.2021
Insurance Sales Associate
State Farm Independent Agent
11.2019 - 06.2020
Associate of Arts - Business Administration
American InterContinental University
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