Jasmine Patterson
Princeton,TX
Summary
Experienced with building and maintaining client relationships in the insurance industry. Utilizes comprehensive knowledge of policy underwriting and risk management to provide tailored insurance solutions. Track record of achieving sales targets and enhancing customer satisfaction. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Proven track record of managing high caseloads and settling claims accurately in compliance with company standards. Known for strong collaboration with team members and adaptability to changing needs, ensuring reliable performance and positive results.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
Sentry Insurance
04.2025 - Current
- Provided exceptional customer service by assessing client needs and recommending appropriate insurance products.
- Developed in-depth knowledge of insurance policies and coverage options to effectively address client inquiries.
- Maintained accurate records of client interactions and policy details using CRM software for streamlined processing.
- Collaborated with team members to enhance sales strategies, contributing to overall department performance.
Commercial Insurance Agent
Sutherland Global Services
07.2023 - 07.2024
- Developed tailored insurance solutions for diverse commercial clients.
- Assisted clients in understanding policy coverage and claims processes.
- Conducted risk assessments to identify potential coverage gaps.
- Collaborated with underwriters to secure competitive premium rates.
Property Claims Adjuster
CMR Claims
03.2023 - 07.2024
- Evaluated property damage claims to determine validity and coverage under policy terms.
- Collaborated with policyholders to gather necessary documentation for efficient claims processing.
- Achieved timely resolution of property claims by investigating, evaluating, and settling a variety of cases.
- Conducted thorough investigations of claims, ensuring compliance with regulatory standards and company policies.
Claims Customer Service Representative
American Family Insurance
10.2021 - 01.2023
- Assisted customers with claims inquiries, ensuring clarity and understanding of processes.
- Processed claim submissions efficiently, maintaining high accuracy and attention to detail.
- Collaborated with cross-functional teams to resolve complex customer issues promptly.
- Educated clients on policy benefits, enhancing overall satisfaction and trust in services.
Licensed Insurance Sales Agent
Patracorp
09.2021 - 05.2022
- Utilized CRM software to effectively track client interactions, manage leads, and maintain accurate records of sales activities.
- Conducted regular follow-ups with prospective clients, nurturing leads and converting them into loyal customers.
- Built long-lasting relationships with clients through excellent communication and attentive service.
- Achieved top sales performance by consistently meeting and exceeding monthly quotas through effective territory management.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Generated quotes and proposals for clients to match individual needs.
Arizona State Unemployment Claims Adjudicator
Maximus
02.2021 - 11.2021
- Reviewed and processed claims to ensure compliance with policies and regulations.
- Analyzed complex claim files, identifying discrepancies and recommending resolutions.
- Collaborated with healthcare providers to obtain necessary documentation for accurate adjudication.
- Trained junior staff on claims processing procedures and best practices.
- Managed a caseload of complex claims, ensuring proper handling and timely resolution for optimal outcomes.
Education
High School Diploma -
Century High School
Los Angeles, CAAssociate of Science - Medical Assistant
San Joaquin Valley College
Temecula, CA06-2015
Skills
- Rapport building
- Lead prospecting
- Consultative sales techniques
- Sales quota achievement
- Attention to detail
- Multitasking Abilities
- Critical thinking
- Claims investigation
- Claims processing
- Settlement negotiation
- Caseload management
- Policy interpretation
- Policy investigations
Certification
Property & Casualty License - NPN - 20130916
TX License # - 30001641910
Timeline
Licensed Insurance Sales Agent
Sentry Insurance
04.2025 - Current
Commercial Insurance Agent
Sutherland Global Services
07.2023 - 07.2024
Property Claims Adjuster
CMR Claims
03.2023 - 07.2024
Claims Customer Service Representative
American Family Insurance
10.2021 - 01.2023
Licensed Insurance Sales Agent
Patracorp
09.2021 - 05.2022
Arizona State Unemployment Claims Adjudicator
Maximus
02.2021 - 11.2021
High School Diploma -
Century High School
Associate of Science - Medical Assistant
San Joaquin Valley College