Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Julie Lister

Summary

Self-motivated professional seeking employment as an Licensed Insurance Adjuster. Currently licensed in Texas, Louisiana and Florida and ready for desk deployment.

Overview

11
11
years of professional experience
1
1
Certificate

Work History

Property Claims Adjuster

Claims Consultant Group
06.2023 - Current
  • Handling complex claims for Florida Insurance Guaranty Association (FIGA) for insurance companies that became insolvent
  • Most claims are through public adjusters and attorneys
  • Negotiated with public adjusters, attorneys and policyholders to reach mutually satisfactory resolutions
  • Reached settlement agreements for full and final release of claims
  • Examined claims forms and other records to determine insurance coverage.
  • Researched and analyzed policy contracts to verify proper payment of claims.
  • Verified insurance claims and determined fair amount for settlement.

Property Claims Adjuster

Legion Claims
01.2021 - 04.2023
  • Handled complex public adjuster, litigation and CAT claims.
  • Reached settlement agreements for full and final releases
  • Used prescribed guidelines or policies in analyzing situations.
  • Responded to customer inquiries, made appropriate decisions and closed files.
  • Examined field adjuster reports for accuracy.
  • Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
  • Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
  • Evaluated damages and handled claim negotiations with insureds, claimants, attorneys and public adjusters.
  • Examined claims forms and other records to determine insurance coverage.
  • Conducted day-to-day administrative tasks to maintain information files and process paperwork.
  • Delivered exceptional customer service to policyholders by communicating important information and patiently to issues.

Property Claims Adjuster

Syndicate Claims
01.2018 - 01.2021
  • Evaluated insurance policies and analyzed damages to determine coverage.
  • Responded to customer inquiries, made appropriate decisions and closed files.
  • Examined claims forms and other records to determine insurance coverage.
  • Negotiated with policyholders, public adjusters and attorneys to reach mutually satisfactory resolutions.
  • Documented all investigation activity and presented reports to management.
  • Handles complex claim with public adjusters and attorneys
  • .Closed claims with settlement agreements

Sales Associate

Windsor Homes
09.2016 - 01.2018
    • Rockwall neighborhood was top selling neighborhood in Dallas-Ft. Worth. Rockwall team sold $25 million in sales annually.
    • Provided positive first impressions when welcoming potential customers.
    • Answered customer questions regarding what homes could be built to best fit their needs by asking questions.
    • Engaged with customers to effectively build rapport and have lasting relationships.
    • Maintained customer satisfaction with quick and professional handling of product of customer issues.

Sales Associate

LGI Homes
04.2014 - 09.2016
    • Consistently in top 10 sales people in Dallas-Ft. Worth area with over 150 sales people.
    • Maintained calm demeanor and professionally managed issues in busy, high-stress situations
    • Educated potential home buyers in that was easy to understand for many first time home buyers.
    • Engaged potential buyers by calling leads that came from internet lead and schedule appointments.
    • Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.

Insurance Agent

Members Insurance
04.2012 - 04.2014
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.

Education

Associate of Science - Business Administration

Richland College
Dallas, Texas

Skills

  • Symbility
  • Xactimate
  • ImageRight
  • Lightspeed
  • Citadel
  • Microsoft Office
  • Excellent Communication
  • Multitasking Abilities
  • Organization and Time Management
  • Self-Motivated
  • Attention to Detail
  • Problem-Solving
  • Good Telephone Etiquette

Certification

  • Licensed All Lines Insurance Adjuster for Texas, Louisiana and Florida

Timeline

Property Claims Adjuster

Claims Consultant Group
06.2023 - Current

Property Claims Adjuster

Legion Claims
01.2021 - 04.2023

Property Claims Adjuster

Syndicate Claims
01.2018 - 01.2021

Sales Associate

Windsor Homes
09.2016 - 01.2018

Sales Associate

LGI Homes
04.2014 - 09.2016

Insurance Agent

Members Insurance
04.2012 - 04.2014

Associate of Science - Business Administration

Richland College
Julie Lister