JOSEPH LEE
Houston,TX
Summary
Analytical Claims Specialist with proven experience investigating and resolving auto insurance claims. Delivers professional and balanced customer service and meets needs of insured, claimant and internal and external customers. Insurance expert with exceptional knowledge of legal liabilities and claims practices and superior interpersonal skills.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Claims Specialist
GEICO
Katy, TX
06.2017 - Current
- Documented changes in claim statuses using specialized software systems.
- Reviewed and verified claim information to ensure accuracy of data and compliance with established policies.
- Investigated facts, confirmed coverage and liability, negotiated settlements, and determined payments for claims.
- Handled customer inquiries regarding insurance policy coverage details and payment status updates.
- Processed a high volume of claims efficiently while maintaining quality standards.
- Resolved complex discrepancies in policyholder files to facilitate accurate claim processing.
- 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.
- Delivered quality customer service to insured and claimants throughout entire claims lifecycle to promote service times.
Assistant Store Manager
Raceway Gas Station
Houston, TX
06.2015 - 06.2017
- Reconciling cash registers at the end of each shift to ensure accuracy and proper accounting procedures.
- Conducting regular inspections of pumps, tanks, hoses, meters, nozzles and other equipment for potential hazards or malfunctions.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
Licensed Personal Banker
CHASE BANK
Houston, TX
01.2010 - 10.2013
- Assisted personal bankers with client sales and service issues, and managed day-to-day banking operations.
- Performed financial analysis of customer's accounts to identify opportunities for cross-selling additional products and services.
Personal Banker
WELLS FARGO
Dallas, TX
01.2009 - 01.2010
- Demonstrated ability to achieve individual sales goals while providing outstanding service to banking customers and team members.
Senior Customer Service Representative
T.D. BANK
New York, NY
01.2006 - 01.2009
- Provided award-winning customer service to existing and prospective customers in a focused and professional manner, while promoting bank products to achieve growth and client retention.
Teller Manager
SOVEREIGN BANK
New York, NY
01.2000 - 01.2006
- Supervised and coordinated daily activities of tellers to ensure efficient and accurate workflow and quality customer service.
Education
High School and Regent Diploma -
Monsignor Farrell High School
Skills
- Customer Service
- Claims Investigation
- Policy Interpretation
- Claims Processing
- Sales Strategies/Tactics
- Business Development
- Personal Banking
- Vendor Relations
- Referral Networks
- Operations Management
- Regulatory Compliance
- Client/Account Management
- Personnel Development
- Accident Investigations
- Insurance Knowledge
- Coverage Assessments
Certification
- Texas Claims Adjuster License
- Oklahoma Claims Adjuster License
- New Mexico Claims Adjuster License
- Wyoming Claims Adjuster License
Timeline
Claims Specialist
GEICO
06.2017 - Current
Assistant Store Manager
Raceway Gas Station
06.2015 - 06.2017
Licensed Personal Banker
CHASE BANK
01.2010 - 10.2013
Personal Banker
WELLS FARGO
01.2009 - 01.2010
Senior Customer Service Representative
T.D. BANK
01.2006 - 01.2009
Teller Manager
SOVEREIGN BANK
01.2000 - 01.2006
High School and Regent Diploma -
Monsignor Farrell High School