Dawn Lear
Jacksonville
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
23
23
years of professional experience
Work History
Associate Underwriter
Amwins Access
10.2022 - 12.2024
- Creating & maintenance of various reports for business activity tracking purposes
- Responsible for accuracy and maintenance of file documentation and compliance, utilizing paperless filing systems
- Data entry into multiple internet-based systems for all aspects of policy life cycle (proposals, confirmations, policy changes, etc.)
- Manage communications with retail agents and insureds for required information and resolution of issues or questions
- Collaborate with underwriting team members and interoffice personnel for meetings / service requests
- Participate in training and development activities to enhance underwriting knowledge
- Provides administrative support and other project work / assignments as needed
Client Care Specialist
JP Morgan Chase & Company
06.2020 - 09.2022
- Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
- Maintained accurate records documenting client interactions, progress updates, completed tasks, or any other pertinent information that may be necessary to effectively manage ongoing relationships with clients.
- Monitored performance metrics closely, striving for continuous improvement based on feedback from both peers and supervisors alike.
- Managed high call volume efficiently, prioritizing urgent requests and maintaining composure under pressure.
- Participated in regular team meetings to discuss strategies for enhancing overall client experience within the organization.
Fraud Detection Analyst
Bank of America
08.2015 - 05.2020
- Assisted customers in taking appropriate measures to safeguard their accounts following instances of confirmed or suspected fraud events.
- Provided exceptional customer service during the resolution of fraud cases, ensuring a positive experience for affected clients while maintaining company integrity.
- Acted as a subject matter expert within the team, sharing knowledge on emerging trends in the field of financial crime prevention and mitigation strategies.
- Collaborated with team members to discuss fraud trends and brainstorm methods to combat this type of crime.
Claims Analyst
Corvel Corporation
09.2001 - 08.2015
- Managed a high volume of claims efficiently while maintaining attention to detail resulting in minimized errors and reworkings.
- Maintained strong relationships with service providers for seamless coordination during claim resolutions.
- Boosted departmental productivity by cross-training on various roles within the claims team, providing backup support as needed.
- Followed up with customers on unresolved issues.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Checked documentation for accuracy and validity on updated systems.
- Maintained confidentiality of patient finances, records, and health statuses.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
Education
Associate's Degree - Business Supervision and Management
Florida State College of Jacksonville
Jacksonville, FL01-2016
Skills
- Research
- Customer service
- Problem-solving abilities
- Adaptability and flexibility
Timeline
Associate Underwriter
Amwins Access
10.2022 - 12.2024
Client Care Specialist
JP Morgan Chase & Company
06.2020 - 09.2022
Fraud Detection Analyst
Bank of America
08.2015 - 05.2020
Claims Analyst
Corvel Corporation
09.2001 - 08.2015
Associate's Degree - Business Supervision and Management
Florida State College of Jacksonville
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