Summary
Overview
Work History
Education
Skills
Timeline
Generic
Joshua Valinet

Joshua Valinet

Indianapolis,US

Summary

Current Claims Examiner with 6+ years of experience in the insurance industry. Proven track record in handling claims timely and providing accurate claim determinations while following AUL’s guidelines and industry best practices, resulting in achieving individual and team goals. Strong command of conflict resolution combined with excellent reporting, evaluating, and research skills has led to enhanced customer satisfaction. Thorough understanding of the claims process has fostered opportunities to provide fellow associates with real-time coaching and mentoring.

Overview

11
11
years of professional experience

Work History

Claims Associate II

AUL
05.2021 - Current
  • Worked productively in a fast-moving work environment to process large volumes of claims maintaining above 99% accuracy monetarily & procedurally.
  • Leveraging claims expertise to support company-wide objectives, participating in cross-functional projects and initiatives resulting in assisting in creating the fillable online EB claim form.
  • Improved team output by improving processes to eliminate the creation of additional work.
  • Coordinated with internal departments, policyholders, and beneficiaries to resolve outstanding issues.
  • Documented correspondence with associated details and assigned follow-up work to staff members.
  • Developed effective improvement plans in alignment with goals and specifications.
  • Maintained state ERISA guidelines having never been past the deadline for claim status letters.

Strategic Account Specialist

Colonial Penn Life Insurance Company
04.2018 - 05.2021
  • Performs as subject matter expert for internal system analysis, initial underwriting, data and quality management, and technical system maintenance, while effectively building relationships with customers and serving as liaison for Company.
  • Managed special project resulting in assisting over 70 companies in helping employees from part time to Executive Directors in enrolling in multiple benefits, technical support, taking escalated calls, claims calls, and general customer service needs.
  • Lead daily/weekly team meetings to help answer any questions, resulting in more effective calls, shorter call times, fewer escalations, and less callbacks.
  • Committee member serving on Mentor/Mentee Program and a Health Champion.

Senior Account Specialist

PAR North America
12.2015 - 09.2017
  • Supervised the Company’s communications database system for internal employees and business units.
  • Accountable for reports dealing with repossessions, bankruptcy, compliance audits, State/Federal fees/taxes within the logistics industry, and preparing/updating financial statements.
  • Independently oversaw to the weekly closing of all our rejected invoices and authorizing which invoices can be reversed.
  • Responsible for obtaining, analyzing and reporting data necessary to effectively manage the business and achieve excellence in Supply Chain administration.

Customer Advisor/Equipment Specialist

U-Haul
07.2013 - 11.2015
  • Primary responsibilities included coordinating and managing optimal logistics routes, installing hitch and wiring onto customers vehicles, basic maintenance and repairs for over 50 trucks and trailers on lot, and building compliance inspection.
  • Increased customer performance recognition as primary contact for receiving, analyzing, and remedying all customer communications, complaints and performance issues.
  • Recognized for completion of industry elective certifications, resulting in a Corporate Awards and multiple Employee of the Month honors.

Education

Bachelor of Science - Business Administration

Franklin University
Indianapolis, United States
05.2013

Skills

  • Claims Investigation
  • Policy Interpretation
  • Claims Processing
  • Customer service
  • Critical Thinking
  • Time management abilities

Timeline

Claims Associate II

AUL
05.2021 - Current

Strategic Account Specialist

Colonial Penn Life Insurance Company
04.2018 - 05.2021

Senior Account Specialist

PAR North America
12.2015 - 09.2017

Customer Advisor/Equipment Specialist

U-Haul
07.2013 - 11.2015

Bachelor of Science - Business Administration

Franklin University
Joshua Valinet