Dedicated employee with a strong work ethic, adept at multitasking and managing time effectively. Committed to providing exceptional customer service and creating positive experiences for all clients. Motivated to tackle new challenges and continuously improve skills, with a proven track record of working independently and mastering new tasks quickly. Experienced insurance industry professional skilled in claims management, negotiation, and customer service, known for making informed decisions and achieving successful outcomes. Highly valued for teamwork, adaptability, and the ability to resolve conflicts while ensuring regulatory compliance. A reliable and flexible individual who excels in meeting evolving needs and priorities.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Claims Representative
J G Parker Insurance Associates
07.2018 - Current
Reviewed and processed incoming claims for accuracy and completeness.
Performed data entry tasks related to processing of claims information into internal systems.
Advised customers on how best to submit a claim so that it is processed quickly and efficiently.
Maintained accurate records of all transactions within the accounting system software.
Collaborated with other departments within the organization to ensure smooth delivery of services to clients.
Attended conferences, seminars, workshops, and other events related to the insurance industry.
Provided guidance and support when filing claims on behalf of clients.
Maintained pleasant and cordial attitude, remaining calm when issues arose.
Responded to customer inquiries and problems to promote great service.
Collaborated with clients to gather necessary documentation for claim processing.
Advised policyholders on claim procedures and provided timely updates on progress.
Improved customer satisfaction by efficiently handling insurance claims and providing timely resolutions.
Negotiated fair settlements with clients and third parties, maintaining positive client relationships.
Provided exceptional customer service to policyholders, addressing concerns and answering questions throughout the claims process.
Enhanced organizational skills through effective multitasking and prioritization of daily responsibilities.
Streamlined claims processes by implementing new software tools and techniques, increasing departmental efficiency.
Managed a high volume of insurance claims, ensuring accurate documentation and prompt processing.
Maintained strict confidentiality of sensitive claimant and policyholder information, adhering to company policies and industry regulations.
Worked productively in fast-moving work environment to process large volumes of claims.
Bank Teller
Oak Valley Community Bank
04.2013 - 03.2018
Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
Maintained confidentiality of bank records, transactions and customer information.
Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
Cross-sold bank products such as savings accounts and credit cards to existing clients.
Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
Performed cash handling duties including counting currency, coins and checks.
Balanced teller drawers regularly throughout the day according to established procedures.
Educated customers about different types of banking services available at the branch.
Handled large sums of money with accuracy while maintaining appropriate levels of security.
Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
Provided assistance to other tellers during peak business hours as needed.
Researched customer inquires regarding their accounts using internal banking systems.
Participated in weekly training sessions to stay abreast of changes in banking regulations.
Followed strict compliance guidelines when completing financial transactions for customers.
Assisted customers with basic technical issues related to digital banking platforms.
Prepared reports on transaction activity for management review.
Resolved customer disputes promptly in accordance with bank policies and procedures.
Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Welcomed customers and offered pleasant service during entire transaction.
Reconciled cash and checks against computer records at end of shift.
Education
High School Diploma -
Sonora Union High School
Skills
Settlement Determinations
Coverage Assessments
Documentation Review
Customer Service
Data Entry
Teamwork and Collaboration
Insurance Claim Forms Review
Outstanding Clerical Abilities
Organizing and Prioritizing Work
Attention to Detail
Exceptional Recordkeeping Abilities
Insurance Coverage Verification
Microsoft Office
Critical Thinking
Appointment Scheduling
Claims Processing
Verbal and Written Communication
Background in Insurance
Insurance claims review
Policy interpretation
Assertiveness
Claims investigation
Team collaboration
Decision-making
Flexible schedule
Conflict resolution
Certification
Property and Casualty Insurance License first issued 12/2018 to current.
Client Services Representative at Robert A. Parker Insurance & Financial ServicesClient Services Representative at Robert A. Parker Insurance & Financial Services
Instructional Design & Curriculum Developer at Fresno City College ProfessorInstructional Design & Curriculum Developer at Fresno City College Professor