Estrie Thomas

• 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.
• Cultivated client trust through consistent follow-ups and tailored service, contributing to high retention rates.
• Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
• Scheduled appointments with prospective leads to facilitate personalized consultations.
• Executed in-person outreach to engage hard-to-reach prospects and expand client base.
• Retained up-to-date industry knowledge for accurate, well-informed customer interactions.

• Developed strategic partnerships with key stakeholders to enhance business opportunities.
• Developed relationships with potential clients to gain momentum for account development opportunities.
• Managed client relationships to ensure satisfaction and long-term engagement.
• Prepared presentations to effectively communicate value propositions to potential clients.
• Developed key relationships with customers through regular communication, meetings, and events.

-Coordinated inspections with insurance companies to ensure thorough evaluation of claims.

-Processed new claims through intake and filing procedures.

Evaluated cost estimates and secured necessary approvals.

Negotiated resolutions for disputed insurance damages, achieving fair settlements for clients.

Engaged with insurers to resolve outstanding payment issues.

Analyzed payment discrepancies by comparing estimates with actual payouts.

Monitored outgoing payments to confirm receipt.

Facilitated communication between homeowners and contractors regarding claims and insurance payouts, ensuring clarity and understanding.

Executed claim closures following confirmation of completed estimates and payment fulfillment.

Collaborated with contractors and homeowners to increase compensation per roof square

Engage adjusters in discussions to justify line items on estimates.

Ensured accuracy of warranted line items by reviewing revised estimates from insurance companies.

Provided comprehensive rebuttals including visual evidence and regulatory codes after receiving revised estimates.

Assisted estimator in advocating for fair payments to homeowners for filed property claims

Ensured efficient communication with insurance companies regarding claim adjustments.

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

Responded to calls from homeowners and contractors to address their concerns and questions. to assist with concerns and questions from homeowners and contractors.

• Present and demonstrate Brivity's CRM platform to real estate agents
• Trained real estate agents on effective use of CRM platform to maximize their sales potential.
• Executed follow-ups post-presentation to close sales opportunities.
• Organized and maintained contacts for effective follow-up. through CRM for follow up and retention

• Answer the phone promptly and assist patients with questions and scheduling appointments
• Greet incoming visitors and customers professionally and provide friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, updated client records to ensure accurate scheduling.
• Handle sensitive information with discretion while maintaining strict confidentiality standards.
• Verify insurance and coverage for each individual patient
• Balanced employee availability and customer schedules, optimizing appointment flow and resource allocation.
• Provided clerical support to company employees by copying, faxing, and filing documents.
• Organized and maintained computer databases, ensuring up-to-date and accessible information.

• 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.
• Manage and train 13 locations across North Carolina
• Created action plans with store managers, targeting improvements in sales and service
• Visit stores with the vice president to uncover store opportunities and create strategies to improve sales and service
• Analyze mystery shop results and strategized enhancements to customer service
• Trained new in-store trainers and managers on teaching selling skills and product knowledge
• Resolve corporate complaints and follow with store manager to retrain involved employees