Jazmin Lee
Houston
Summary
Versatile insurance adjuster and tax professional with a strong background in customer service and claims management. Expertise in virtual consultations and compliance, complemented by successful marketing initiatives that boost client retention. Ready to contribute to a remote role in claims adjustment or customer service.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Tax Preparer / Franchisee
ABR TAX
Pearland-Houston
11.2018 - Current
- Operated as independent franchisee, providing professional tax preparation services to diverse clientele
- Conducted virtual tax consultations and filings, ensuring high accuracy and compliance with tax regulations
- Developed and executed targeted email and social media campaigns, increasing client engagement and expanding client base
Claims Adjuster - All Lines
Progressive Insurance
Houston
09.2023 - 02.2024
- Oversaw nationwide auto claims and investigations from initiation to settlement, ensuring timely resolutions
- Monitored compliance with company and regulatory standards throughout claims handling, mitigating risk
- Provided empathetic, efficient customer service in high-volume environment, enhancing client satisfaction
Customer Service Representative (Remote)
TTEC
Houston
11.2022 - 02.2023
- Resolved billing issues and processed payments while managing follow-up requests, ensuring customer satisfaction
- Delivered phone and online support for customer account creation and website navigation, enhancing user experience
- Maintained documentation and facilitated high-quality customer engagement, contributing to streamlined service delivery
General Manager of Operations / Bartender
Mosaic Lounge
Houston
11.2013 - 02.2017
- Increased revenue by organizing events and implementing cost-saving strategies
- Oversaw bar staff, ensured licensing compliance, and coordinated vendor relationships to maintain operational efficiency
- Managed daily operations, staffing, budgeting, inventory, and customer service to ensure seamless bar operations
Makeup Artist
Saks Fifth Avenue
Houston
11.2015 - 01.2016
- Provided professional makeup services while educating clients on effective skincare routines to enhance overall appearance
- Recommended personalized products based on individual needs and appearance goals, fostering client satisfaction and confidence
Freelance Makeup Artist
MAC Cosmetics
Houston
02.2015 - 10.2015
- Delivered creative, precise makeup services for retail and events, enhancing client satisfaction
- Provided personalized makeup consultations to clients for special events.
- Demonstrated product application techniques during in-store makeup tutorials.
- Ensured clean, organized work area, fostering brand loyalty through exceptional customer service
- Collaborated with team members to maintain an organized and inviting workspace.
Supervisor - Enrollment Services Call Center
Texas Southern University
Houston
01.2008 - 08.2013
- Supervised 12-person call center team, enhancing support for admissions, financial aid, and registration
- Developed training scripts and managed escalations for Banner and MS Office, improving team readiness
- Launched email campaigns to guide students through enrollment and financial processes, increasing engagement
Education
License Loan Origination - Real Estate Loan Origination
Champions School of Real Estate
Houston, TX05-2025
License Insurance Adjuster-All Lines - Insurance
Adjuster Pro
Remote12-2023
License Real Estate Sales - Real Estate
Champions School of Real Estate
Houston, TX03-2022
Bachelor's degree - Psychology
Waldorf College
Forest City, IA12-2013
Skills
- Writing skills
- Complaint handling
- Project management
- Communication skills
- Insurance software
- Achieving sales targets
- Computer operation
- English
- EMR systems
- Employee onboarding
- Call center training
- Credit card payment processing
- Tableau
- Microsoft Excel
- Leadership
- Inside sales
- Real Estate & Mortgage Services
- Claim appointment coordination
- Management
- DocuSign
- Zoom
- Proofreading
- VPN
- Social media strategy
- CRM/ERP Systems (Banner, PeopleSoft)
- Human resources
- Client retention strategies
- Remote claims processing
- Salesforce
- Property damage assessment
- Insurance compliance
- Client retention strategies
- B2B sales
- Pivot tables
- Call center
- Procurement
- Power BI
- CRM software
- Grammar
- Experience
- Public speaking
- Customer support
- Software troubleshooting
- Customer service
- Hotel experience
- Insurance claim evaluation
- POS & Tax Prep Software
- Call center experience
- ICIMS
- Deal closing
- Microsoft PowerPoint
- Claims logistics coordination
- Outbound calling
- Office experience
- Organizational skills
- CRM system proficiency
- Databases
- Microsoft Outlook
- Time organization
- Auto insurance negotiation
- Technical sales
- Data entry
- Computer skills
- PBX/Cisco Phone Systems
- Social media management
- Account management
- Mathematical aptitude
- Litigation
- Administrative experience
- Computer literacy
- Microsoft Office
- Insurance sales
- Financial sales
- Analysis skills
- Microsoft Office (Excel, Word, Outlook, PowerPoint)
- Word processing
- Marketing
- Business development
- Google Suite
- Closing sales
- Customer management
- Dispatching
- Claims support
- Insurance financial analysis
- Tax experience
- Apple iWork
- Accounts receivable
- Financial services
- Outbound claims outreach
- Sales management systems proficiency
- Data collection
- Disability support
- Adobe Acrobat
- Microsoft Word
- Search engines
- Outbound sales
- Supply chain
- Insurance sales
- Phone etiquette
- Loss assessment
- Claims examination
- Liability assessment
- Claim settlement negotiation
- Insurance regulations
- Regulatory compliance
- Negotiation techniques
- Risk management
- Property valuation
- Workers' compensation claims
- Property adjusting
- Casualty and property loss
- Fraud detection
- Negotiation skills
- Claim documentation
- Investigative analysis
- Property assessments
- Advanced computer skills
- Attention to detail
- Policy evaluation
- Claims administration
- Ethical judgment
- Policy investigations
- Multitasking and organization
- Claims oversight
Certification
- Property & Casualty License
- Driver's License
- Real Estate License
- MLO License
- TABC Certification
Timeline
Claims Adjuster - All Lines
Progressive Insurance
09.2023 - 02.2024
Customer Service Representative (Remote)
TTEC
11.2022 - 02.2023
Tax Preparer / Franchisee
ABR TAX
11.2018 - Current
Makeup Artist
Saks Fifth Avenue
11.2015 - 01.2016
Freelance Makeup Artist
MAC Cosmetics
02.2015 - 10.2015
General Manager of Operations / Bartender
Mosaic Lounge
11.2013 - 02.2017
Supervisor - Enrollment Services Call Center
Texas Southern University
01.2008 - 08.2013
License Loan Origination - Real Estate Loan Origination
Champions School of Real Estate
License Insurance Adjuster-All Lines - Insurance
Adjuster Pro
License Real Estate Sales - Real Estate
Champions School of Real Estate
Bachelor's degree - Psychology
Waldorf College