Estrie Thomas

Assist estimator to ensure homeowners are paid fairly for filed property claims

Increase $ per roof square for contractors and homeowners

Follow up with insurance companies' inside adjuster assigned to the claim to confirm supplement estimate was received and request a timeline for review completion.

Review returned revised estimates from insurance companies for accuracy on warranted line items.

Write and send rebuttals with explanation, photos and state code requirements after revised estimates is returned by inside adjuster with unwarranted line items.

Discuss line items on estimates with adjusters stating why line items should be warranted and paid for by the insurance company.

Manage CRM-Update status, communicate with contractors, upload documents and prioritize claims.

Answer calls from homeowners and contractors and assist with questions and concerns.

• Contact leads to set appointments.
• Door knock leads who could not be reached via phone
• Conducted comprehensive needs analysis for clients to tailor life insurance packages for their unique situations.
• Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
• Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
• Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
• Fostered strong client trust, leading to high retention rates through consistent follow-ups and personalized service.

• Present and demonstrate Brivity's CRM platform to real estate agents
• Follow up on completed presentations to close the sale
• Managing contacts through CRM for follow up and retention
• Train real estate agents to set up and use new CRM platform

• Greet incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirm appointments, communicated with clients, and updated client records.
• Answer the phone promptly and assist patients with questions and scheduling appointments
• Handle sensitive information with discretion while maintaining strict confidentiality standards.
• Provided clerical support to company employees by copying, faxing, and filing documents.
• Organized, maintained and updated information in computer databases.
• Verify insurance and coverage for each individual patient
• Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments.

• Establish a comprehensive onboarding program for new hires, fostering a supportive environment that promoted growth and development.
• Train and regularly mentored managers and store level customer service trainers on performance-oriented strategies and customer service techniques.
• Train how to teach selling skills and product knowledge to all new in store trainers and managers
• Create action plans based on reports with store managers to improve sales and service
• Resolve corporate complaints and follow with store manager to retrain involved employees
• Analyze mystery shop results and strategize to improve customer service
• Visit stores with the vice president to uncover store opportunities and create strategies to improve sales and service
• Manage and train 13 locations across North Carolina