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
09.2022 - 09.2023
- 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
03.2020 - 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
03.2015 - 04.2022
- 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
12.2015 - 05.2016
- 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
01.2014 - 01.2015
- Implemented various tactics while cold calling to successfully promote open enrollment
- Enrolled clients into ACA plans according to their needs
- Income
01.2013 - 01.2014
- Fulfilled leadership position while simultaneously ensuring accuracy throughout tax returns.
Customer Service Representative
Direct TV
Charlotte, NC
01.2013 - 01.2013
- 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
01.2011 - 01.2013
- 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
01.2001 - 01.2009
- 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
01.2001 - 01.2009
- 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 06.2013 - 05.2014
Skills
undefined
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
09.2022 - 09.2023
Relief Night Auditor
SREE-BALLANTYNE Springhill Suites
03.2020 - Current
Tax Expert
Intuit
12.2015 - 05.2016
Customer Service Representative
Allstate Insurance Company
03.2015 - 04.2022
Health Benefits Advisor, Tax Assistance Center Site Coordinator
Aerotek Professionals, Community Link North Carolina
01.2014 - 01.2015
Associate of Applied Science - Business
Central Piedmont Community College
06.2013 - 05.2014
01.2013 - 01.2014
Customer Service Representative
Direct TV
01.2013 - 01.2013
Office Manager
Webtax
01.2011 - 01.2013
Office Manager
H&R Block
01.2001 - 01.2009
Night Auditor
Holiday Inn, Warner Robins Hospitality LLC
01.2001 - 01.2009
Similar Profiles
Jonathan ValerioJonathan Valerio
Security Analyst II at Lincoln Finacial GroupSecurity Analyst II at Lincoln Finacial Group
Bronda Richardson-LynchBronda Richardson-Lynch
Reinsurance Accounting Specialist at Lincoln Financial GroupReinsurance Accounting Specialist at Lincoln Financial Group
Justin VanWykJustin VanWyk
Relationship Manager - Account Executive at Lincoln Financial GroupRelationship Manager - Account Executive at Lincoln Financial Group
Kati HollifieldKati Hollifield
Learning Experience Designer at Hemsley FraserLearning Experience Designer at Hemsley Fraser
AJADA HOYLEAJADA HOYLE
Order Puller at Factory Motor PartsOrder Puller at Factory Motor Parts