Business Owner 26 Years 10 Months Masoner Insurance & Financial Services, Inc | Rogersville, Alabama | 01.2000 - Current
Facilitated insurance and financial services operations at Masoner Insurance & Financial Services to enhance service delivery.
Advised clients on insurance coverage and financial planning choices.
Nurtured client relationships through proactive communication and regular follow-up, fostering client loyalty.
Streamlined correspondence with carriers and financial institutions to ensure timely and accurate information exchange.
Checked policies, applications, and account records for accuracy.
Maintained compliance with insurance and financial service requirements.
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Claims Specialist 9 Years 11 Months State Farm | Meridian, Mississippi | 01.1990 - 12.1999
Applied claim guidelines to coverage terms, ensuring precise claim determinations.
Gathered customer statements and clarified claim information to support accurate claim processing.
Investigated claims details using State Farm systems and policy records.
Documented claim notes and updates in State Farm systems, maintaining detailed records for review.
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