Joseph Mcmillan
Converse,TX
Summary
Dedicated employee motivated to maintain customer satisfaction and contribute to company success. Proven ability to establish rapport with clients and exceed sales quotas. Reliable and driven, with strong time management and prioritization abilities.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Claims Manager
Allcat Claims- USAA Account
San Antonio, Texas
08.2022 - Current
- Provides AUTO claims service via internal channels (phone/email/fax/mail/other electronic channels) to clients and third parties
- Reviews coverage and liability associated with an auto claim and understand the application of both to the claim presented to ensure coverage owed
- Understands the end to end process of an auto claim and handles specific claim tasks as required to assist with advancing a claim forward efficiently and accurately to include payment of claim
- Use critical thinking and detailed analysis to understand what is owed and advance claim forward through documentation, diary adjustments, and/or communication.
- Monitored the performance of adjusters to ensure accuracy, timeliness and compliance with departmental standards.
Armed Vault Custodian
Loomis Armored
San Antonio, Texas
01.2022 - 07.2022
- Check identifying numbers or seals on bags of deposits and/or change shipments against the receipts accompanying each bag, or against the provided manifests
- Count items, record amounts and serial numbers, sign and date receipts and manifests.
Collections Agent
GM Financial
San Antonio, Texas
01.2019 - 12.2021
- ENSURE INTEGRITY OF CUSTOMER INFORMATION BY FOLLOWING ESTABLISHED PROCEDURES
- SUBMITTING REQUESTS TO UPDATE LOAN INFORMATION AND UPDATING CUSTOMER DEMOGRAPHICS
- PROVIDE EXCELLENT INTERNAL AND EXTERNAL CUSTOMER SERVICE VIA PHONE REQUESTS FOCUSING ON FIRST CONTACT RESOLUTION
- PROVIDE ASSISTANCE IN NAVIGATING GM FINANCIAL NATIONAL WEB PORTAL, GENERAL INSTRUCTIONS ON PASSWORD, SECURITY QUESTION RESETS AND NAVIGATING PAYMENT OPTIONS TO PROMOTE CUSTOMER CONFIDENCE AND SELF-SERVICE.
Customer Service Representative
BBVA Compass Banking
San Antonio, Texas
04.2015 - 12.2018
- ASSIST CUSTOMERS WITH ROUTINE ACCOUNT-RELATED REQUESTS SUCH AS: FUNDS TRANSFERS, AUTOMATIC FUNDS TRANSFERS (AFTS), STOP PAYMENTS, INQUIRIES ABOUT BANK DEPOSIT PRODUCTS AND SERVICE CHARGES, INQUIRIES ABOUT ATM AND DEBIT CARD USAGE AND LIMITS, INQUIRIES ABOUT CHECKING AND SAVINGS ACCOUNTS TRANSACTIONS, INQUIRIES ABOUT FUNDS AVAILABILITY, AND CHECK VERIFICATION REQUESTS BY THIRD PARTIES
- RESEARCH AND RESOLVE CUSTOMER PROBLEMS, ACTING AS THE CUSTOMER LIAISON BETWEEN OTHER BANK DEPARTMENTS WHEN NECESSARY
- RESEARCH CUSTOMER QUESTIONS REGARDING ELECTRONIC FUNDS TRANSFERS AND INITIATE "REG E" DISPUTES WHEN APPROPRIATE, INCLUDING THE COMPLETION OF ALL NECESSARY DOCUMENTS AND AFFIDAVITS
- CROSS-SELL BANK PRODUCTS AND SERVICES BASED ON CUSTOMER NEEDS IN ACCORDANCE WITH THE BANKS' PROGRAM STANDARDS.
Education
University of Phoenix
Hallie Turner Private School
Skills
- Customer Expectations Management
- Policy Interpretation
- Team motivation
- Claims Processing
- Procedure Implementation
- Planning and Organization
- Liability management
- Performance monitoring
- Team Management
Certification
- Level 2 & 3 Commissioned Security Officer
- Security License
- Adjuster License
- All Lines Auto Property & Casualty
Timeline
Claims Manager
Allcat Claims- USAA Account
08.2022 - Current
Armed Vault Custodian
Loomis Armored
01.2022 - 07.2022
Collections Agent
GM Financial
01.2019 - 12.2021
Customer Service Representative
BBVA Compass Banking
04.2015 - 12.2018
University of Phoenix
Hallie Turner Private School
- Level 2 & 3 Commissioned Security Officer
- Security License
- Adjuster License
- All Lines Auto Property & Casualty
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