Christa Morales
Albuquerque,NM
Summary
Gifted in working with stressed and or confused individuals in need of benefits information and supportive guidance to navigate through the claims process. Successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with the willingness to take on any challenge while maintaining customer satisfaction and contribution the company success.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Claims Specialist
State Farm
12.2023 - Current
- Strengthened policy holder relationships by providing clear communication throughout claims process, ensuring all parties were well-informed of progress and outcomes.
- Enhanced customer satisfaction by efficiently managing insurance claims processes and providing timely resolutions.
- Boosted company reputation by delivering exceptional customer service during claim investigations and settlements.
- Maintained compliance with industry regulations and standards by staying current on relevant laws, policies, and best practices for handling insurance claims.
- Skilled at working independently and collaboratively in team environment.
- Passionate about learning and committed to continual improvement.
- Applied effective time management techniques to meet deadlines.
- Worked effectively in fast-paced environment.
Small Business Owner
C-Fit Nutrition
12.2020 - 12.2023
- Established loyal customer base by providing personalized attention, cultivating client relationships, and creating environment that exceeded expectations.
- Increased revenue by implementing effective marketing strategies and establishing strong customer relationships.
- Launched new products by conducting market research, identifying opportunities, and developing targeted promotional campaigns.
- Interacted well with customers to build connections and nurture relationships.
- Evaluated sales reports and financial statements to manage cash flow and develop techniques to improve business.
Mortgage Loan Processor
WAFD Bank
02.2019 - 12.2020
- Optimized workflow management by prioritizing high-priority tasks and meeting strict deadlines consistently.
- Reduced loan application errors by implementing a thorough quality control process for all submitted applications.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Assisted underwriters in approving loans by verifying financial information and ensuring accurate documentation.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
Client and Participant Senior Manager
Fidelity Investments
09.2011 - 09.2018
- Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Recruited, interviewed and hired managers and employees and implemented mentoring program to promote positive feedback and engagement.
- Led cross-functional teams to achieve project milestones and deliver high-quality results.
Skills
- Claims Investigation
- Decision-Making
- Attention to Detail
- Claims adjustment
- Critical Thinking
- Verbal Communication
- Organizing and Prioritizing Work
- Flexible and Adaptable
- Analytical and Critical Thinking
- Customer Relations
- Calm Under Pressure
- Interpersonal Communication
Certification
- Licensed in GA, KY, LA, NC, NM, OK, SC, and TX
Timeline
Claims Specialist
State Farm
12.2023 - Current
Small Business Owner
C-Fit Nutrition
12.2020 - 12.2023
Mortgage Loan Processor
WAFD Bank
02.2019 - 12.2020
Client and Participant Senior Manager
Fidelity Investments
09.2011 - 09.2018
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