David Lucas
Tremont,IL
Summary
Personable and dedicated with extensive experience in the financial and tech industry. Honest team player that works best in a highly collaborative atmosphere. Upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success by paying attention to detail, collaborating with employees and clients to increase operation efficiency and provide a more valuable work environment for both the employer and the client. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
7
7
years of professional experience
Work History
Property Complex Claims Specialist
State Farm
05.2023 - Current
- Communicated with policyholders, agents office staff, body shops and other parties involved to resolve claims issues, create diligent investigation, and provide excellent customer service
- Lead team huddles on best practices for quality, increasing teams accuracy and turnaround time for claims
- Lead claims segment in digital pay enrollement - top 4%
- Implemented CHIP to Property Complex and Claims Reserve teams, then led presentations on CHIP and best practices
- Mentored new to role claims specialists by providing job shadowing and guidance
Village Clerk
Village of Tremont
03.2021 - 01.2024
- Elected Village Clerk of Tremont in April of 2021.
- Data Entry in response to payroll reporting for Village Employees
- Coordinating with appropriate staff to conduct bi monthly meetings.
- Implementation and monitoring of multiple reporting deadlines.
- Management of confidential employee documentation.
- Implementation of technical systems to streamline operations and improve efficiency.
Customer Experience Specialist II
First National Bank of Tremont
05.2019 - 05.2023
- Answering incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Management of critical internal accounts.
- Administrator for Correspondent Bank accounts.
- Manager of wire transfers for all branches.
- Manager of vendor review processes, including extensive research and analytical skills to write comprehensive reports.
- Displaying strong telephone etiquette, effectively handling difficult calls.
- Administrator for IntraFi, providing current and new customers with additional FDIC insurance on funds.
- Mentoring and training of new hires on new account procedures, vault conduct, teller operating systems.
- Implementation of custom vault procedures and training of teller and customer experience specialist staff.
Insurance Sales Agent
Bankers Life and Colonial Penn
01.2018 - 07.2018
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
- Sought out new clients and developed clientele by networking to find new customers.
Education
Bachelor of Arts - Business Administration
Lincoln Christian University
Lincoln, ILSkills
- Extensive Data Entry
- Progressive and Analytical Thinker
- Experience with computer builds
- Customer Service
- Troubleshooting application issues
- Customer Account Management
- Technical Troubleshooting
- Microsoft Windows and Office
- Account Administration
- Multitasking and Prioritization
Timeline
Property Complex Claims Specialist
State Farm
05.2023 - Current
Village Clerk
Village of Tremont
03.2021 - 01.2024
Customer Experience Specialist II
First National Bank of Tremont
05.2019 - 05.2023
Insurance Sales Agent
Bankers Life and Colonial Penn
01.2018 - 07.2018
Bachelor of Arts - Business Administration
Lincoln Christian University