DANA POLICE
Phillips Ranch,CA
Summary
Qualified Claims Representative versed in investigating claims, verifying information and managing settlements. Friendly and upbeat team player with organized and disciplined approach. Offering 3+ years of insurance experience.
Overview
14
14
years of professional experience
Work History
Claims Representative II
National General Ins. Co./Allstate Ins Co
Ontario, CA
06.2019 - 02.2023
- Develop a working knowledge of systems and policies used within the company to review claims data, investigate the loss, determine coverage and liability and finalize within authority.
- Determine subrogation and fraud potentials.
- Authorize payment and settlement options.
- Manage 50+ claims weekly using appropriate customer service.
- Identifies suspicious losses and recommends referral to SIU where appropriate and may assist SIU in their investigation and settling of claim.
- Keeps the insured and others informed about the claim's status with clear, timely and accurate written/oral communications.
- Affirms or denies coverage of the claim based on the facts and the policy terms and conditions.
- Meet time requirements of the policy and fair claims handling practices.
- Experienced in California Oregon and Washington claims and policies.
- Experience with non standard policies.
Certified Income Tax Preparer
Optima Tax Relief LLC
06.2017 - 01.2019
- Identify the root of the prospect's tax problem.
- Qualify tax clients for one of Optima Tax Relief services.
- Contacting tax clients and field new calls from individuals in trouble with the IRS.
- Calculate tax information.
- Compute taxes owed or overpaid.
- Verify accuracy of records.
- Develop financial plan for clients.
- Explain Federal and State tax laws for individuals and businesses.
- Explain regulations, policies and procedures.
- Skilled at working independently and collaboratively in a team environment.
- Worked flexible hours across night, weekend and holiday shifts.
Certified Income Tax Preparer
DP Tax Service
01.2009 - 04.2017
- Facilitated integration of modern tax software with client accounting software.
- Analyzed financial records to verify accuracy of tax returns.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Utilized tax software to prepare returns and meet deadlines.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Facilitated communication between clients and tax authorities.
- Researched tax implications for various deductions and credits.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Calculated estimated tax payments for clients.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Researched complex tax issues utilizing online resources and professional tax software.
Education
Bachelor of Arts - Criminal Justice
California State University - Fullerton
Fullerton, CA01.1990
Skills
- Microsoft Office: Word, Excel and Powerpoint
- Accident Investigations
- Coverage Determination
- Insurance Industry Experience
- Critical Thinking
- Negotiation
- Time Management
- Liability Determinations
- Insurance Terminology
- Work Organizing and Prioritizing
- Policy Knowledge
Timeline
Claims Representative II
National General Ins. Co./Allstate Ins Co
06.2019 - 02.2023
Certified Income Tax Preparer
Optima Tax Relief LLC
06.2017 - 01.2019
Certified Income Tax Preparer
DP Tax Service
01.2009 - 04.2017
Bachelor of Arts - Criminal Justice
California State University - Fullerton
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