Joy Berchem
Kaukauna,WI
Summary
Detail-oriented individual who brings knowledge in sales, real estate, insurance, and financing processes. Skilled in maintaining and building relationships with clients to enhance customer service and ensure satisfactory results. Offers top-notch leadership and multitasking abilities for driving results in fast-paced environments. Proven leader dedicated to partnering with team members to promote an engaged, empowering work culture. Strengths in building and maintaining relationships with a diverse range of clients in dynamic, fast-paced settings. Licensed in Wisconsin.
Overview
15
15
years of professional experience
Work History
Licensed Residential Realtor
Landro Realty
01.2017 - Current
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through communication, personalized service, and dedication to their needs.
- Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
- Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
- Delivered exceptional customer service by addressing client concerns promptly and professionally throughout the entire transaction process.
- Streamlined contract negotiations by meticulously reviewing documents and communicating clearly with all involved parties.
- Advised and informed prospective clients on current market activities and conditions.
- Completed property walkthroughs before completing deals to uphold accuracy in listings and appraisals.
Regional Executive Administrative Assistant
Grant Thornton
08.2016 - 08.2018
- Streamlined operations for improved efficiency by reorganizing original processes and implementing new processes.
- Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics
- Maintains customer confidence and protects operations by following all protocols ensuring information is kept confidential
- Processes tax files for the Tax Department while maintain client confidentiality. Prepares files for IRS audits, file reviews and tax updates. Responsible for the electronic filing of client tax returns
- Part of resource management team that assist in managing employee schedules and placing the correct associate on the projects that best match their skill set
- Conserves executive's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications
- Maintains executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and both domestic and international travel
Personal and Commercial Liability Adjuster
Integrity Insurance Company
02.2016 - 08.2016
- Conducted field investigations to gather necessary information for accurate claim assessments, resulting in more accurate evaluations of damages and liabilities.
- Required to meet time sensitive task to ensure claim payments are correct
- Actively worked with other insurance carriers to subrogate losses and recover any settlements owed
- Correspond with insureds, witnesses, attorneys and claimants to compile information to ensure every claim is processed correctly and while following all processing guidelines
- Calculated benefit payments and approve payment of claims within a certain monetary limit
- Provided excellent customer service through understanding and empathy
- Was an active member of the Customer Experience Pledge Committee as well as part of the Claims transformation Project
- I handle home and auto liability claims with a pay authority of $100,000
Senior Claims Adjuster
Ameriprise Auto and Home Insurance
03.2010 - 04.2014
- As an adjuster my role is to investigate, analyze, and determine the extent of liability for each claim that I am assigned, as well as determining that the appropriate coverage is applied
- I was required to meet time sensitive task to ensure claim payments are correct
- This position required that I held specific licensing in various states and continue my education to stay current and compliant
- Correspond with insureds, witnesses and claimants to compile information to ensure every claim is processed correctly
- Calculated benefit payments and approve payment of claims within a certain monetary limit
- Participated in ongoing professional development opportunities such as industry conferences, workshops and webinars to stay current with industry trends and advancements.
- I also am a member of the company's Employee Satisfaction Committee, mentor program and claims improvement program. I also assisted as a trainer for New Hire training classes
- Achieved high accuracy rates in claims evaluation by consistently applying knowledge of policy coverage, liability assessment, and damage valuation.
Education
In Process of Obtaining Bachelors Degree - Business Management
University of Maine At Presque Isle
Presque Isle, MESkills
- Real Estate Management
- Insurance Policy Knowledge
- Insurance Claims Review
- Experience with claims processing
- Claims Adjustment Experience
- Appointment Coordination
- Teamwork and Collaboration
- Time Management
- Problem-solving abilities
- Excellent Communication
- Organizational Skills
- Team Collaboration
- Microsoft Office
- Flexible Schedule
- Client Relationship Management
- Sales Pipeline Management
- Investment property sales
- CMA software knowledge
- Social Media Savvy
- Articulate and Persuasive
- Purchase Agreement Writing
- Professional Demeanor
- Contract Management
- Risk Assessment
Timeline
Licensed Residential Realtor
Landro Realty
01.2017 - Current
Regional Executive Administrative Assistant
Grant Thornton
08.2016 - 08.2018
Personal and Commercial Liability Adjuster
Integrity Insurance Company
02.2016 - 08.2016
Senior Claims Adjuster
Ameriprise Auto and Home Insurance
03.2010 - 04.2014
In Process of Obtaining Bachelors Degree - Business Management
University of Maine At Presque Isle