Jay Davis-Curry
Phoenix,AZ
Summary
Motivated Senior Investment Specialist highly effective at working with clients of all levels and backgrounds. Passionate about helping clients reach financial goals. Friendly and personable with adaptable approach.
Overview
8
8
years of professional experience
Work History
Senior Investment Specialist
Bank of America
Chandler, AZ
10.2022 - Current
- Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals.
- Built strong client relationships through consistent communication and follow-up, fostering trust and loyalty.
CAT Field Adjuster
American Family Insurance
Phoenix, AZ
11.2021 - 07.2022
- Worked proactively with insured parties to mitigate further damage and prevent potential safety hazards on affected properties.
- Enhanced customer satisfaction by providing timely and accurate updates on the status of their claims.
- Conducted comprehensive research on industry trends to stay informed about new developments in the field adjusting profession.
- Minimized fraudulent claims by meticulously reviewing case details, identifying discrepancies, and reporting findings as necessary.
Subrogation Adjuster
U-Haul
Phoenix, AZ
02.2021 - 11.2021
- Review auto/fire claims referred to SIU to determine if the claim meets the criteria for SIU handling, analyze information and route to appropriate area for resolution
- Conduct background investigations pertinent to claim by utilizing various internal and approved external sources.
Collections Specialist
American Express
Phoenix, AZ
09.2019 - 01.2021
- Handle high-volume inbound/outbound calls on past due accounts in a dialer environment.
- Negotiate, collect and resolve accounts using persuasive communication skills and a consultative approach to encourage future card usage.
Claim Specialist- SIU
State Farm
Tempe, AZ
08.2018 - 07.2019
- Review auto/fire claims referred to SIU to determine if the claim meets the criteria for SIU handling, analyze information and route to appropriate area for resolution.
- Collect facts of case and conduct initial analysis and develop investigative plan for the case.
- Conduct background investigations pertinent to claim by utilizing various internal and approved external sources including internet search queries.
Claims Representative, Outside Property
Travelers Insurance
Phoenix, AZ
01.2018 - 08.2018
- Handle 1st party property claims of moderate severity and complexity as assigned. Complete field inspection of losses including accurate scope of damages, photographs, written estimates and/or computer assisted estimates.
- Negotiate with contractors or insured’s representatives and convey claim settlements within authority limits. Write denial letters, Reservation of Rights and other complex correspondence.
Education
BBA - Business Management
Georgia Southwestern State University
Americus, GA05.2011
Timeline
Senior Investment Specialist
Bank of America
10.2022 - Current
CAT Field Adjuster
American Family Insurance
11.2021 - 07.2022
Subrogation Adjuster
U-Haul
02.2021 - 11.2021
Collections Specialist
American Express
09.2019 - 01.2021
Claim Specialist- SIU
State Farm
08.2018 - 07.2019
Claims Representative, Outside Property
Travelers Insurance
01.2018 - 08.2018
BBA - Business Management
Georgia Southwestern State University