Summary
Overview
Work History
Education
Skills
Languages
Additional Information
Work Availability
Timeline
Hi, I’m

Jeaneth Balderrama

Phoenix,AZ
The way to get started is to quit talking and begin doing.
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Jeaneth Balderrama

Summary

Meticulous Claims Investigator effective at collecting and analyzing data used to devise fair and cost-effective settlements. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

4
years of professional experience

Work History

American Express
Phoenix, AZ

Claims Adjuster
02.2022 - 12.2023

Job overview

  • Call Center Environment
  • In-bound and out-bound calls sold, issued binders, serviced, underwrote, cancelled, rewrote, reviewed, and revised insurance policy for new and existing client.
  • Educated and mentored insurers when determining what coverage was best for them.
  • Collected insurance premiums, provided insurer's with various billing options.
  • Worked closely with insurance brokers, and financial institutions.
  • Provided all services for English and Spanish speaking insurer's.
  • Assisted in claim as a translator for Spanish speaking insurers.
  • Contacted existing insurers to avoid cancellations, collections of premium dues.
  • Negotiated and settled claims according to information presented through reports, research and data verification.
  • Identified and obtained evidence to ascertain claim value.
  • Drafted statement of loss to summarize damages, payments and underlying policy coverage.
  • Identified and collected evidence and determined value to specific claim to properly assess conditions.
  • Conducted witness interviews to assist claim information gathering process.
  • Investigated potentially fraudulent claims with focus on thoroughness, quality and cost control.
  • Investigated claims, conducted field audits, determined losses and reported findings.
  • Reviewed data to verify validity of claims and determine case management actions.
  • Completed required investigations on referred files within established timeframes.
  • Gathered information from various third parties to determine claim acceptability.
  • Investigated questionable claims to determine payment authorization.
  • Reviewed, evaluated and adjusted claims to promote fair and prompt settlement.

Qbe Insurance Group
Chandler, AZ

Insurance Agent
05.2023 - 08.2023

Job overview

  • Identified needs of customers promptly and efficiently.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Decreased value of substandard risk policy and specified endorsements.
  • Inspected financial statements, credit information and title data to complete underwriting process.
  • Leveraged customers' history, industry and demographic information to calculate renewal rates.
  • Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
  • Solicited and evaluated insurance applications to approve or decline risks based on company guidelines.

Farmers Group
Phoenix, AZ

Insurance Sales Agent
09.2019 - 08.2021

Job overview

  • Responded to inquiries and explained product features and service advantages to potential customers.
  • Upsold products to policyholders and potential new clients.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Offered policy guidance and management to promote asset protection.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Exceeded company sales goals for new policies.

Education

Grand Canyon University
Phoenix, AZ

Bachelor of Accounting from Accounting And Finance

Skills

  • Property Claims
  • Property Adjusting
  • Claims Evaluation
  • Claims Processing
  • Coverage Assessment
  • Critical Thinking
  • Relationship Building
  • Decision Making
  • Legal Documentation and Reporting
  • Property Damage Assessment
  • Sales Background
  • Strong Interpersonal and Communication Skills
  • Report Writing
  • Client Interviewing
  • Settlement Negotiations
  • Complex Problem Solving
  • Claim Form Analysis
  • Personal, casualty and property loss
  • Advanced computer skills
  • Microsoft Word
  • Administrative background
  • Underwriting knowledge
  • Valuation knowledge
  • Insurance policy coverage knowledge
  • Risk management
  • Texas Claims Adjuster License

Languages

Spanish
Native/ Bilingual
English
Native/ Bilingual

Additional Information

Licensed:

  • Claims Adjuster License
  • Notary License
Availability
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Timeline

Insurance Agent

Qbe Insurance Group
05.2023 - 08.2023

Claims Adjuster

American Express
02.2022 - 12.2023

Insurance Sales Agent

Farmers Group
09.2019 - 08.2021

Grand Canyon University

Bachelor of Accounting from Accounting And Finance

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Jeaneth Balderrama