Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

KARINA GOMEZ

Marietta,GA

Summary

Energetic and enthusiastic insurance professional motivated to succeed in fast-paced and deadline-driven professional environment. Comprehensive knowledge of claims adjustments with special knowledge of Casualty and Property Insurance. Bilingual Insurance Sales Agent talented at directing business development and customer base expansion efforts. Natural leader willing to go the extra mile to achieve sales targets and agency goals.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Project Manager

Clark Brothers
04.2021 - 08.2022
  • Planned, designed, and scheduled phases for large projects.
  • Monitored project performance to identify areas of improvement and make adjustments.
  • Coordinated with cross-functional teams to resolve project issues and mitigate risks.
  • Achieved project deadlines by coordinating with contractors to manage performance.
  • Negotiated with other involved parties to arrange settlements for maximum results.
  • Provided advice to customers regarding claims, rights and insurance processes to prevent disputes.
  • Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.
  • Followed up with customers on unresolved issues.

Licensed Insurance Producer

A&A Insurance Agency Inc
03.2016 - 12.2020
  • License Insurance producer Casualty and Property.
  • Increased referral business by 18% in 2018
  • Skillfully and patiently explained coverage options to potential policyholder, answering any questions or concerns.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Provided quick turnaround time when customers called with questions.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Delivered outstanding customer service and built rapport with clients.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Prepared necessary paperwork to process insurance sales and renewals.
  • Processed applications, payments, corrections, endorsements and cancellations.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Provided coverage option information to assist clients in protecting assets.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Generated quotes and proposals for clients to match individual needs.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Followed up promptly with interested clients to close sales.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Educated clients on insurance policies and procedures.
  • Calculated premiums and established payment methods for sales.

Licensed Public Adjuster

A&A Public Adjusters
12.2015 - 12.2020
  • Pursued continuing education and training program.
  • Quality and customer service focused
  • obtained all necessary information to complete proper evaluation of property claims.
  • Achieve the Department’s quality and time service standards.
  • Investigate insurance claims of clients to find out the extent of liability of the insurance company and how much to be paid for settlement that would be fair to both sides.
  • Complete all appraisers in a timely manner and to identify damages involving the claim.
  • Work closely and effectively with other members of the team to ensure customers’ needs, work flow, and follow up are resolved speedily.
  • Investigate and complete over 1,000 insurance claims.
  • Responsible for managing pending files and creating correspondence relating to claims.
  • Evaluated insurance policies and analyzed damages to determine coverage.
  • Prepared summaries of damage, payments, and policy coverage.
  • Established relationships with clients and insurance companies to foster timely claims resolution.
  • Answered customer questions regarding deductibles.
  • Examined claims forms and other records to determine insurance coverage.
  • Verified insurance claims and determined fair amount for settlement.
  • Negotiated with policyholders and claimants to reach mutually satisfactory resolutions.
  • Researched and analyzed policy contracts to verify proper payment of claims.
  • Documented all investigation activity and presented reports to management.
  • Reviewed police reports, medical treatment records, and physical property damage to determine extent of liability.
  • Substantiated legitimate claims and denied unjustified claims.
  • Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
  • Mitigated risks and increased profitability with well-developed strategies for reducing future claims and costs.
  • Organized, planned and documented materials for property claims.
  • Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.
  • Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
  • Conducted day-to-day administrative tasks to maintain information files and process paperwork.
  • Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
  • Researched claims and incident information to deliver solutions and resolve problems.
  • Reviewed and analyzed suspicious and potentially fraudulent insurance claims.
  • Analyzed information gathered by investigation and report findings and recommendations.
  • Investigated and assessed damage to property and reviewed property damage estimates.
  • Analyzed information gathered by investigation and reported findings and recommendations.
  • Followed up with insured individuals regarding premium and deductibles payments.
  • Clarified coverage of losses to policyholders and provided assistance in itemizing damages and finding alternative living arrangements.
  • Assisted homeowners by coordinating vendor services, emergency repair, cleaning and contractors.
  • Visited customer locations to evaluate damage and provided cost estimates for remediation.

Education

High School Diploma -

Morton East High School
2423 South Austin Blvd Cicero, IL 60804
2009

Skills

  • Bilingual (Spanish & English)
  • Customer Service
  • Problem-solving abilities
  • Project management abilities
  • Organizational strengths
  • Team leadership
  • High-energy attitude
  • Database management
  • Strong interpersonal and communication skills
  • Xactimate specialist
  • Insurance fraud expertise
  • Team player
  • Relationship Development
  • Policy adjustment knowledge
  • Customer follow-up
  • Self-motivated
  • Influencing business growth
  • Professional Relationships
  • Client Needs Assessment
  • Insurance Industry Knowledge
  • Insurance Claim Regulations
  • Continuous Education

Certification

  • Licensed Insurance  Agent 04/25/2016-12/31/2019
  • Licence Public Adjuster 12/07/2015-02/07/2020

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Project Manager

Clark Brothers
04.2021 - 08.2022

Licensed Insurance Producer

A&A Insurance Agency Inc
03.2016 - 12.2020

Licensed Public Adjuster

A&A Public Adjusters
12.2015 - 12.2020

High School Diploma -

Morton East High School
KARINA GOMEZ