Reading, sporting events, traveling
Herman Whitfield
Sr. Claims Examiner
Charlotte,NC
Summary
I am looking to obtain a CSR position with a progressive organization. Authorized to work in the US for any employer Claims Examiner with deep knowledge of [Type] claims industry. Solid abilities in developing objectives and strategies to settle Short-term Disability claims. Excellent skills compiling, coding, categorizing and auditing information to process claims. Motivated Senior Claims Adjuster committed to diligently investigating, evaluating and negotiating [Type] claims for policyholders. Adept at training and supporting new adjusters. Trained and knowledgeable in all state, federal and local laws. Skilled in recognizing potential fraudulent claims.
Overview
23
23
years of professional experience
1
1
year of post-secondary education
6
6
Certifications
Work History
SR CLAIMS EXAMINER
LINCOLN FINACIAL GROUP
Charlotte, NC
2022.09 - 2023.09
- Interviewed claimants and witnesses to gather factual information.
- Handled complaints and grievances using negotiating and probem-solving skills.
- Finalized files for insurance claim payment release.
- Consulted police and hospital records when needed.
- Researched claims and incident information to deliver solutions and resolve problems.
Relief Night Auditor
SREE-BALLANTYNE Springhill Suites
Charlotte, NC
2020.03 - Current
- Handling reservations,welcoming guests and getting them checked into their rooms
- Responding to guests' requests,doing some light cleaning, and coordinating with other hotel workers to handle necessary end-of-day tasks
- Performing accounting duties that include taking payments, reconciling accounts, preparing bills and balancing the front desk's cash drawer
- Competently navigating the FOSSE platform.
Customer Service Representative
Allstate Insurance Company
Charlotte, NC
2015.03 - 2022.04
- Demonstrated top-notch customer service abilities, leading to heightened levels of satisfaction and retention
- Resolved all policy inquiries in a timely manner
- Managed customer accounts
- Resolved customer issues
- Initiated supplemental insurance
- Responded to inquiries and issues
- Processed loans
Tax Expert
Intuit
Charlotte, NC
2015.12 - 2016.05
- Utilized interpersonal communication skills to successfully resolve customer inquiries via telephone
- Assisted customers with the preparation of their tax returns.
Health Benefits Advisor, Tax Assistance Center Site Coordinator
Aerotek Professionals, Community Link North Carolina
2014.01 - 2015.01
- Implemented various tactics while cold calling to successfully promote open enrollment
- Enrolled clients into ACA plans according to their needs
- Income
2013.01 - 2014.01
- Fulfilled leadership position while simultaneously ensuring accuracy throughout tax returns.
Customer Service Representative
Direct TV
Charlotte, NC
2013.01 - 2013.01
- Utilized strong service knowledge to successfully identify and troubleshoot customer issues within an inbound call center
- Recognized for providing excellent customer service and maintaining overall satisfaction.
Office Manager
Webtax
Charlotte, NC
2011.01 - 2013.01
- Thoroughly reviewed tax returns to ensure accuracy and completeness prior to submittal
- Heavily involved in oversight of all daily operations, including marketing strategy creation, scheduling and performing administrative functions.
Office Manager
H&R Block
Warner Robins, GA
2001.01 - 2009.01
- Acquired in depth understanding of tax industry; managed distribution of $5M in annual refund checks
- Utilized strong leadership skills to oversee daily operations for 11 staff members, focused primarily on tracking and increasing performance
- Conducted thorough analysis of revenue, expenses, profit margins and capital expenditures
- Implemented effective process improvement procedures, resulting in a 2% revenue increase within 2- year period.
Night Auditor
Holiday Inn, Warner Robins Hospitality LLC
Warner Robins, GA
2001.01 - 2009.01
- Maintained quality control throughout shift, providing customer service, appropriately scheduling and balancing receipts.
Education
Associate of Applied Science - Business
Central Piedmont Community College
Charlotte, NC 2013.06 - 2014.05
Skills
Customer CareCustomer SupportTax ExperienceAuditingAccount ReconciliationAccounts PayableBalance Sheet ReconciliationProcess ImprovementMilitary ServiceBranch: US Air Force ReservesRank: SSgtSeptember 1986 to October 1994F-15 Avionics TechC-5 Hydraulics TechCommendationsArmed Service Medal
Magnify Predictive Targeting System
Automated Work Distributor (AWD)
Microsoft Office Suite
Valuation knowledge
Accomplishments
- Key Areas of Expertise
- Customer Service
- Bookkeeping
- Tax Preparation
- Auditing
- Administrative Operations
- Inquiry Resolution
Certification
Administrative Operations (10+ years)
Additional Information
- Awards , CPCC Outstanding Student in Business Administration April 2014 I received the award prior to graduation upon recommendation of the faculty.
Interests
Timeline
SR CLAIMS EXAMINER
LINCOLN FINACIAL GROUP
2022.09 - 2023.09
Relief Night Auditor
SREE-BALLANTYNE Springhill Suites
2020.03 - Current
Tax Expert
Intuit
2015.12 - 2016.05
Customer Service Representative
Allstate Insurance Company
2015.03 - 2022.04
Health Benefits Advisor, Tax Assistance Center Site Coordinator
Aerotek Professionals, Community Link North Carolina
2014.01 - 2015.01
Associate of Applied Science - Business
Central Piedmont Community College
2013.06 - 2014.05
2013.01 - 2014.01
Customer Service Representative
Direct TV
2013.01 - 2013.01
Office Manager
Webtax
2011.01 - 2013.01
Office Manager
H&R Block
2001.01 - 2009.01
Night Auditor
Holiday Inn, Warner Robins Hospitality LLC
2001.01 - 2009.01