Jamila K. Morgan
Houston,TX
Summary
Customer service ambassador with a solid foundation in insurance operations and claims analysis. Specializes in negotiating settlements and resolving issues efficiently while providing training and development for team members. Adept at utilizing digital tools for effective communication and claims evaluation.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Leadership Development Program
GEICO, Government Employees Insurance
Katy, Texas
04.2025 - Current
- Completed structured leadership program focused on insurance fundamentals and business operations, building foundational knowledge.
- Gained hands-on experience in team management, tackling business challenges and driving team performance.
- Developed skills to motivate and inspire teams, fostering collaboration and accountability.
- Collaborated with mentors and leaders to identify growth opportunities and enhance personal development.
- Learned to analyze business metrics and implement strategies that align with organizational goals.
- Enhanced knowledge in personal auto, commercial auto, trucking, casualty along with moderate injury claims.
Virtual Estimating Adjustor
Allstate Insurance
01.2021 - 01.2024
- Conducted virtual assessments using photos, videos, and digital tools to evaluate policy coverage and determine liability, enhancing claims accuracy
- Communicated with policyholders, claimants, and other stakeholders to negotiate settlements and ensure timely claim resolution
- Collaborated with claims professionals and field adjusters to maintain accurate records and documentation, streamlining claims processes
- Reviewed and analyzed insurance claims with close attention to detail
- Monitored industry trends, regulations, and best practices to ensure compliance and informed decision-making
- Facilitated workshops for adult learners to enhance skills in the organization. Facilitated workshops for adult learners within the organization to streamline processes and best practices
Claim Customer Service
Travelers Insurance
01.2019 - 01.2021
- Resolved escalated customer communications and concerns while offering empathetic support to guide clients through claim processes.
- Provided policy options, discounts, and responded to customers/agents' requests for quotes or changes to existing policies while facilitating timely claim resolutions through identified mitigation opportunities.
- Reviewed cancellations/reinstatements to make decisions that resolved claims and supported staff in maintaining customer connections aligned with company objectives.
Healthcare Liaison/Team Lead
Aclara
01.2017 - 01.2019
- Coordinated communication between patients, families, and healthcare organizations to ensure understanding and support.
- Oversaw appeals, error processing, and medical records management to maintain accuracy and compliance.
- Detected discrepancies in data records and collaborated with teams to develop effective solutions.
Education
Master of Science - Special Education
Walden University
Minneapolis, MN06-2024
Skills
- Claims management
- Claims analysis
- 5 Years of experience assisting with understanding of policies, claims handling
- 5 Years of coordinating/facilitating training & development utilizing both in person and online modalities for meetings and presentations with capability to be highly productive in remote environment
- Training facilitation
- 20 Years demonstrated excellence in customer service relations
- 8 years of combined leadership in management and staff supervision
- Exceptional organization, time management abilities, and attention to detail
- Excellent computer skills and expertise in platforms; Google Suite, Microsoft, Zoom
Certification
Insurance Adjuster (General Lines)
Timeline
Leadership Development Program
GEICO, Government Employees Insurance
04.2025 - Current
Virtual Estimating Adjustor
Allstate Insurance
01.2021 - 01.2024
Claim Customer Service
Travelers Insurance
01.2019 - 01.2021
Healthcare Liaison/Team Lead
Aclara
01.2017 - 01.2019
Master of Science - Special Education
Walden University