Joanie McCoy
Forney ,TX
Summary
Experienced with assessing property claims and determining appropriate settlements. Utilizes strong negotiation skills to resolve disputes effectively and equitably. Track record of maintaining detailed documentation and adhering to industry regulations.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Claims Property Adjuster – Weekend
Automobile Club of Southern California
08.2023 - Current
- Carefully reviewed claim information to verify accuracy and avert fraudulent claims.
- Investigated claims by reviewing policy contracts to determine claim coverage based on cause and facts of loss.
- Scoped and photographed properties for defects and damage.
- Developed and maintained working relationships with independent adjusters and contractors to assist in prompt claims handling.
- Developed effective techniques to mitigate losses.
- Provided exceptional customer service while navigating sensitive situations involving property loss or destruction due to natural disasters or accidents.
- Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.
Insurance Administrator
Stevens Transport
10.2021 - Current
- Assisted claimants, providers and clients with problems or questions regarding claims.
- Maintained historical data by organizing and filing statistical reports.
- Added current information, demographic data and payment methods to client accounts.
- Processed claims for payment or forwarded to appropriate personnel for further investigation
- Kept general ledger accurate, current and compliant with regulations and helped complete timely account reconciliations.
Accounts Assistant
Legacy Electrical Services
08.2019 - 09.2021
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Communicated with vendors and clients to facilitate timely payments and reduce outstanding accounts receivable.
- Reduced financial discrepancies by accurately managing accounting documentation.
- Checked postings and documents for correctness, accuracy and proper coding.
Office Manager
Towwrk
02.2016 - 08.2019
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Administered payroll and maintained proper documentation of employee personnel.
- Used judgment and initiative in handling confidential matters and requests.
- Delegated work to staff, setting priorities and goals.
Education
Some College (No Degree) - Business Administration
Collin County Community College District
Plano, TXSkills
- Problem-Solving
- Teamwork and Collaboration
- Decision Making
- Organizing and Prioritizing Work
- Claims investigation
- Estimating repair costs
- Damage assessment
- Critical thinking
- Excellent communication
- Reliability
- Insurance policy knowledge
- Time management
Certification
- Licensed All Lines Insurance Adjuster - 2023
Timeline
Claims Property Adjuster – Weekend
Automobile Club of Southern California
08.2023 - Current
Insurance Administrator
Stevens Transport
10.2021 - Current
Accounts Assistant
Legacy Electrical Services
08.2019 - 09.2021
Office Manager
Towwrk
02.2016 - 08.2019
Some College (No Degree) - Business Administration
Collin County Community College District
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