Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Paddle Board, Weight Lifting, Running
Haag Education Courses
Generic

David Alan Vera

New Braunfels,TX

Summary

I am a dedicated and highly efficient desk property adjuster with proven success managing complex property insurance claims from first notice of loss through settlement. Experienced in coverage evaluation, liability determination, and negotiation of equitable settlements while maintaining full regulatory compliance. Proficient in Xactimate, XactAnalysist, and virtual inspection tools used to asses wind,hail,water, and structural damages. Multiple recognitions from peers and leadership for strong analytical abilities,attention to detail,and empathetic communication,consistently achieving top customer satisfaction and performance metrics in high volume environments with emphasis on CAT response.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Property Adjuster

Allcat Claims Service
09.2024 - Current
  • Managed high-volume CAT desk claims for USAA achieving top performance metrics
  • Investigate,evaluate and settle complex residential property insurance claims, including wind,hail,water, and liability exposures to determine coverage and settlement amounts.
  • Collaborated with policyholders, contractors, and vendors to facilitate claim resolution.
  • Conducted thorough inspections of properties to assess damages and validate claims.
  • Documented findings and prepared detailed reports for each claim processed.
  • Trained junior adjusters on best practices for claim assessments and reporting procedures.
  • Implemented process improvements that enhanced efficiency in claims handling workflow.
  • Maintained up-to-date knowledge of insurance policies and regulations affecting claims processing.
  • Led cross-functional teams to address complex claims and ensure timely resolutions.
  • Investigated claims by reviewing policy contracts to determine claim coverage based on cause and facts of loss.
  • Carefully reviewed claim information to verify accuracy and avert fraudulent claims.
  • Used Xactimate,XactAnalysis, and Guidewire to compile estimates for personal property and structure damage.
  • Developed and maintained working relationships with independent adjusters and contractors to assist in prompt claims handling.
  • Resolved disputes with policyholders, negotiating equitable settlements within policy guidelines.
  • Enhanced customer satisfaction by providing timely and empathetic communication throughout the claim process.
  • Claims operations delegate for a 12-member Independent Adjuster team successfully completing a full systems migration in one third of the scheduled timeline.

Customer Service Representative

TaskUs
03.2022 - 04.2023
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Exceeded performance metrics consistently, earning recognition as a top performer within the team.
  • Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Developed customer service policies and procedures to meet and exceed industry service standards.
  • Participated in cross-functional initiatives aimed at enhancing overall business operations and customer satisfaction levels.
  • Conducted training sessions for Customer Service Representatives on various aspects of the job including soft skills development, product knowledge enhancement, and procedural updates.
  • Trained new Customer Service Representatives on company policies, procedures, and best practices.
  • Implemented feedback loops that encouraged continuous improvement among team members by sharing insights about exceptional service delivery techniques.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Inside Sales Representative

Spectrum Lighting Inc
05.2004 - 01.2022
  • Answered customers' questions regarding products, prices, and availability.
  • Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
  • Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Managed friendly and professional customer interactions.
  • Determined needs, delivered solutions, and overcame objections through consultative selling skills.
  • Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
  • Developed strategic relationships with existing customers by learning preferences and managing regular communications.
  • Participated in industry events and trade shows to network with prospects, gather leads, and increase brand awareness.
  • Attended meeting and sales events to learn latest developments and brainstorm new sales strategies.
  • Negotiated prices and terms of sales with potential customers to reach mutually beneficial agreement.
  • Monitored industry news and trends to stay up-to-date on competitive landscape.
  • Created a supportive and motivating team environment, celebrating achievements and fostering collaboration among members.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Contributed to team objectives in fast-paced environment.
  • Negotiated prices, terms of sales and service agreements.
  • Set and achieved company defined sales goals.
  • Presented professional image consistent with company's brand values.

Education

High School Diploma -

Robert E Lee High School
San Antonio, TX
05.1994

Skills

  • Property Insurance Claims Management
  • Complex Damages & Coverage Evaluation
  • Policy Interpretation & Adherence
  • Regulatory Compliance
  • Proficient in Xactimate
  • Claim File Documentation
  • Architectural knowledge
  • Negotiation & Settlement Authority
  • Microsoft Windows and Office

Accomplishments

    Employee of the month July '25 & October '25 for outstanding teamwork and leadership

Certification

  • Licensed Insurance Adjuster Lic. # 3199421
  • Basics of Construction Certificate
  • Practical Adjusting Certificate
  • AIC, Associate in Claims, The Institutes - Dec. 2026

Timeline

Property Adjuster

Allcat Claims Service
09.2024 - Current

Customer Service Representative

TaskUs
03.2022 - 04.2023

Inside Sales Representative

Spectrum Lighting Inc
05.2004 - 01.2022

High School Diploma -

Robert E Lee High School

Paddle Board, Weight Lifting, Running

I recently fell in love with being out on the river on my paddle board. It has been a wonderful addition to my weight lifting and exercise routine that maintains my physical fitness.

Haag Education Courses

Water Mitigation Principles & Techniques

Hail & Wind Damage to Residential Roofs

Mechanical Damage to Roofs

Water Damage Repairs & Replacement

Roof Repair Vs Replace Cost Analysis

Residential Framing Systems Damage Assessment

Composition Roofs Damage Assessment

David Alan Vera