Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Joana Urias

Santa Ana,CA

Summary

Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

11
11
years of professional experience

Work History

Claim Specialist

The Law Offices Of Daniel Kim
03.2025 - Current
  • Investigate property damage claims involving auto accidents, personal injuries, workers compensation including reviewing; police reports, witness statements, and damage assessments.
  • Evaluate claims and determine fair and reasonable settlements, considering policy coverage, damages, and other relevant factors..
  • Maintain accurate and detailed records of claims, investigations, and settlements.
  • Communicate effectively with customers, agents, and other stakeholders throughout the claims process.
  • Stay up to date with industry developments, regulations, and best practices to ensure compliance and minimize risk.
  • Collaborate with other adjusters, supervisors, and support staff to resolve complex claims and ensure efficient claims handling.


Claims Representative

AAA Insurance Company
08.2023 - 03.2025
  • Investigated facts, confirmed coverage and liability, negotiated settlements, and determined payments for claims.
  • Identified potential fraud indicators during the review process and reported suspicious activity accordingly.
  • Maintained detailed records of all communication with customers, claimants, providers, and internal departments.
  • Provided quality customer service to assigned, insured and claimants throughout claims process to deliver timely service to customers.
  • Assisted claimants, providers and clients with problems or questions regarding claims.
  • Handled billing related activities focused on medical specialties.
  • Reviewed and verified claim information to ensure accuracy of data and compliance with established policies.
  • Processed a high volume of claims efficiently while maintaining quality standards.

Office Manager

Caliber Collision
08.2014 - 05.2023
  • Developed and implemented office policies and procedures.
  • Assisted with the preparation of budgets, forecasts and financial statements.
  • Ordered supplies and equipment to maintain adequate inventory levels.
  • Answered phone calls, responded to emails, routed mail and coordinated courier services.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
  • Processed payroll accurately ensuring all employees were paid on time.
  • Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
  • Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
  • Organized company events including holiday parties, team building activities.
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
  • Provided training to new hires on office policies and procedures.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Handled scheduling and managed timely and effective allocation of resources.
  • Ensure OSHA compliance by conducting safety walks/compliance.
  • Responsible for hiring and termination of employees.

Education

High School Diploma -

Santa Ana High School
Santa Ana, CA
06.2006

Skills

  • Policy interpretation
  • Legal compliance
  • Claims investigation
  • Decision-making
  • Critical thinking
  • Customer service
  • Active listening
  • Organizing and prioritizing work
  • Microsoft office
  • Professional demeanor
  • Coverage determination
  • Attention to detail
  • Teamwork and collaboration

Languages

Spanish: Native/ Bilingual

Timeline

Claim Specialist

The Law Offices Of Daniel Kim
03.2025 - Current

Claims Representative

AAA Insurance Company
08.2023 - 03.2025

Office Manager

Caliber Collision
08.2014 - 05.2023

High School Diploma -

Santa Ana High School

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Joana Urias