Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jade Coulson

Fort Worth

Summary

Insurance professional with a track record of supporting insurance operations and administrative tasks. Known for reliability and adaptability, ensuring seamless team coordination and achieving results under tight deadlines. Skilled in policy management and customer service, with a strong focus on collaborative success and flexible response to changing demands.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Client Specialist

Teleperformance
09.2024 - Current
  • Enhanced customer satisfaction by addressing and resolving complex issues on time.
  • Processed policy updates and changes accurately to ensure client needs were promptly met.
  • Assisted clients in filing claims and coordinating with adjusters to expedite the process and secure settlements.
  • Conducted comprehensive policy reviews for clients to identify gaps in coverage and recommend appropriate solutions.
  • Collaborated with underwriters to streamline the policy issuance process for improved efficiency.

Technical Assistant

Liberty Mutual
11.2022 - 01.2024
  • Prepared files, letters and notices.
  • Ensured compliance with company policies and industry regulations through accurate documentation of claim files.
  • Managed a high volume of claims efficiently while maintaining attention to detail resulting in minimized errors.
  • Expedited payments to clients by accurately calculating settlements based on policy terms and damage assessments.
  • Developed an in-depth understanding of insurance policies and procedures.

Underwriting Assistant

State Farm
02.2019 - 11.2021
  • Reviewed policy documents for completeness and accuracy before submission, minimizing the need for revisions or cancellations due to errors.
  • Developed and maintained strong relationships with agents and brokers, ensuring smooth communication and transaction processes.
  • Improved customer satisfaction by quickly addressing and resolving queries related to underwriting processes.
  • Ensured compliance with all regulatory requirements through record-keeping and strict adherence to company policies.

Education

Saginaw High School
06-2014

Skills

  • Document review
  • Sales support
  • Teamwork and collaboration
  • Problem-solving
  • Attention to detail
  • Time management
  • Support services
  • Customer service

Certification

  • Life and Health Insurance License (TX)
  • Property and Casualty License (TX)

Timeline

Client Specialist

Teleperformance
09.2024 - Current

Technical Assistant

Liberty Mutual
11.2022 - 01.2024

Underwriting Assistant

State Farm
02.2019 - 11.2021

Saginaw High School

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Jade Coulson