Summary
Overview
Work History
Education
Skills
Languages
Community Service
Training
Timeline
Generic

David Freitas

West Hartford

Summary

Dedicated claims professional with expertise in claim assessment and resolution strategies. Proven track record of effectively managing diverse caseloads and achieving high levels of client satisfaction through clear communication and thorough claim evaluations. Strong collaboration skills and ability to adapt to dynamic environments ensure timely and accurate claim settlements. Passionate about property, with experience in property management and construction. Enjoys hands-on work, driving, and giving back to the community.

Overview

10
10
years of professional experience

Work History

Auto Express Claim Representative

Travelers Insurance
04.2024 - Current
  • Analyze complex auto claims, determine liability, and negotiate settlements to ensure fair outcomes.
  • Utilize data-driven insights to streamline claim processes, enhancing efficiency and customer satisfaction.
  • Collaborate with legal teams, adjusters, and policyholders to facilitate smooth claim resolutions.
  • Review claim documentation meticulously, conduct thorough investigations, and assess damages accurately.
  • Guide policyholders through the claims process, providing empathetic support and clear explanations.

Chief Operating Officer

Evolution Property Management
09.2022 - 07.2023
  • Oversaw day-to-day operations to keep organization running smoothly while meeting business goals.
  • Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback; fostering a culture of continuous learning and development within the organization.
  • Oversaw day-to-day operations across multiple departments, ensuring timely delivery of projects and streamlined workflows.
  • Guided teams through periods of significant change by providing clear communication and decisive leadership during transitions.
  • Created succession plans to provide continuity of operations during leadership transitions.

Fintech & Communications

Wealth Management Group of North America, LLC
09.2022 - 07.2023
  • Developed Emoney software, enhancing client financial management and reporting.
  • Produced detailed quarterly investment reports using Tamarac for strategic decisions.
  • Led social media campaigns, increasing brand reach and client engagement.
  • Organized networking events, building strategic partnerships and client relationships.
  • Implemented wealth management strategies, optimizing client portfolios for substantial returns.

Finance Intern/ Part-Time Staff

Wealth Management Group of North America, LLC
02.2021 - 09.2022
  • Generated financial reports and updated CRM systems, improving advisor efficiency and data accuracy.
  • Reviewed and corrected quarterly reports, ensuring precise financial reporting and regulatory compliance.
  • Collaborated with marketing to produce social media content, enhancing online presence and client engagement.
  • Streamlined data processes, reducing report generation time and improving database integrity.
  • Managed client files and translated financial data into accessible formats, supporting advisor decision-making.

Founder and CEO

The Blade of the Grass
03.2015 - 08.2022
  • Analyzed local demand, generating over $5,000 annually with 12 clients.
  • Designed and distributed marketing materials to grow client base.
  • Oversaw all landscaping and yardwork operations, managing finances using Excel.

Student Worker

University of Hartford
02.2020 - 05.2022
  • Handled mail, files, and calls, ensuring smooth administrative operations and improved efficiency.
  • Implemented digital solutions, enhancing workflow and reducing processing time.
  • Proposed and established a new filing system, improving data accessibility and accuracy.
  • Maintained detailed records, allowing professors to focus on academic responsibilities.
  • Automated routine tasks, increasing overall productivity and reducing retrieval time.

Finance Intern

PQ Controls Inc
05.2021 - 12.2021
  • Reconciled daily general ledger with bank accounts, ensuring financial accuracy and compliance.
  • Managed weekly payroll and logistics, optimizing operational efficiency and cash flow.
  • Generated sales invoices and work orders, meeting deadlines and enhancing cash flow.
  • Implemented rigorous daily bank reconciliation procedures, minimizing discrepancies.
  • Partnered with cross-functional teams to align financial reporting with operational goals.

Finance Intern

Bridge Energy Services, LLC
05.2021 - 08.2021
  • Conducted ad hoc analysis and market research, supporting multi-million-dollar audits and budgets.
  • Proposed process improvements, enhancing operational efficiency and driving measurable results.
  • Managed contract database and EWAIM data input, ensuring accuracy in financial data management.
  • Coordinated bids, contributing to informed decision-making and business growth.
  • Built relationships and managed heavy workload, fostering a cooperative and productive environment.

Camp Counselor

Renbrook Summer Adventure
06.2016 - 08.2019
  • Supervised children, ensuring safety and engagement, resolving conflicts with parents effectively.
  • Collaborated with staff to create a supportive environment, fostering teamwork and communication.
  • Implemented conflict resolution strategies, leading to improved parent satisfaction and trust.
  • Monitored children's activities, promoting a positive and inclusive atmosphere.

Education

Master of Business Administration, M.B.A. -

University of Hartford
West Hartford, CT
05.2022

Bachelor of Science in Business Administration - Finance

University of Hartford
West Hartford, CT
05.2021

Skills

  • Strategic Planning
  • Decision Making
  • Relationship Building
  • Communication (Verbal & Written)
  • Detail Orientation & Data Analysis
  • Database & Financial Management
  • Budgeting, Forecasting & Reporting
  • Risk & Cost Analysis
  • Regulatory Compliance & Accounting Principle
  • Problem Solving
  • Claims investigation
  • Microsoft office
  • Insurance regulations
  • Trade policy
  • Team collaboration
  • Time management
  • Decision-making
  • Flexible schedule
  • Conflict resolution
  • Interpersonal communication
  • File management
  • Insurance claims review

Languages

Spanish (Proficient)
Portuguese (Native)
English (Highly proficient)

Community Service

  • Junior Treasurer Portuguese Club of Hartford, 2023, Present, Coordinate board meetings. Spoke at General Assemblies, Led fundraising and rebuilding for club with a sustainability plan
  • College: Barney Leadership Council, 2019, 2023
  • Travelers Volunteer Events: 1) Hole in the wall, 2) Knox Community Gardens, 3) Gather 55, 4) Travelers Championship, 5) College Career Fair ambassador for Travelers

Training

  • Bloomberg Terminal at University of Hartford
  • Broad-based training in asset and wealth management with emphasis on managed solutions at Envestnet Institute program
  • 2020

Timeline

Auto Express Claim Representative

Travelers Insurance
04.2024 - Current

Chief Operating Officer

Evolution Property Management
09.2022 - 07.2023

Fintech & Communications

Wealth Management Group of North America, LLC
09.2022 - 07.2023

Finance Intern

PQ Controls Inc
05.2021 - 12.2021

Finance Intern

Bridge Energy Services, LLC
05.2021 - 08.2021

Finance Intern/ Part-Time Staff

Wealth Management Group of North America, LLC
02.2021 - 09.2022

Student Worker

University of Hartford
02.2020 - 05.2022

Camp Counselor

Renbrook Summer Adventure
06.2016 - 08.2019

Founder and CEO

The Blade of the Grass
03.2015 - 08.2022

Bachelor of Science in Business Administration - Finance

University of Hartford

Master of Business Administration, M.B.A. -

University of Hartford

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