Kathleen Beaulieu
Claims Adjuster
Kissimmee,FL
Summary
Customer-oriented Property Claims Adjuster with proficiency in evaluating losses and applying creative approaches to solving complex problems. Skilled in negotiation and persuasion with a natural gift of calming down irate and angry customers. Adept at carefully reviewing claim information to avert fraudulent claims. Experience coordinating with other adjusters and professionals to assess damages.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Property Claims Adjuster
Independent Contractor
08.2017 - Current
- Examined claims, policies and other records to determine insurance coverage
- Conducted thorough property investigations to identify and classify damages for customer claims, prepare & review estimates
- Interacted with various parties involved in claims, including witnesses and claimants
- Documented all information gathered field and uploaded data to company database for efficient processing using Click Claims
- Exercised proper judgment and decision making.
- Resolved conflicts and negotiated mutually beneficial agreements between parties
- Prepared reports of findings of investigations
- Evaluated original investigation reports and documents to resolve secondary concerns/claims.
- Delivered exceptional customer service to policyholders by communicating important information and patiently listening to all issues
- Developed team communications and information for company meetings
Insurance Agent
Mango Insurance Agency LLC
06.2015 - Current
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
- Built relationships with clients through active listening and communication to provide excellent service
- Responded to customer calls within 24 hours to swiftly resolve issues and answer questions
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance
- Attended continuing education courses and workshops to gain additional insurance industry knowledge
Real Estate Broker
Beaulieu Realty LLC
05.2008 - Current
- Multi-million dollar producer
- Liaised between property owners and prospective buyers to facilitate real estate purchases
- Sales, leasing, property management for both commercial and residential properties
- Advised clients on mortgage and housing conditions to identify successful properties and promote customer satisfaction
- Negotiated real estate contracts to navigate transactions between buyers and sellers.
- Compared properties possessing similar features to determine competitive market prices.
- Carried out day-day-day duties accurately and efficiently.
Resolution Manager
Gallagher Bassett
01.2022 - 12.2022
- Compared data from surveillance footage to data on medical reports.
- Partnered with legal counsel on litigation cases.
- Maintained contact with claimants and attorneys to determine treatment status.
- Analyzed information gathered by investigations to report findings and recommendations.
- Substantiated legitimate claims and denied unjustified claims.
- Answered questions posed by insured and attorneys.
- Reviewed police reports, medical treatment records and physical property damage to determine extent of liability.
- Investigated and assessed damage to property and reviewed property damage estimates.
- Negotiated settlement agreements to resolve disputes.
- Evaluated insurance policies and analyzed damages to determine coverage.
Education
Bachelor of Arts - Organizational Management
Ashford University
San Diego, CA12.2018
Skills
- Claims adjusting & processing
- Personal accountability
- Business operations
- Relationship development
- MS Office & Mac systems
- Xactware/Xactimate
- Sales, budgeting & project management
- Negotiation skills
- Insurance policy knowledge
- Customer service
- Excellent people skills
- Organization
- Claims Evaluations
- Data Entry & Collection
- Liability Determinations
- Case Management
Certification
- Licensed Claims Adjuster - FL, AL, AZ, AR, CT, GA, ID, IN, KY, LA, ME, MI, MS, MN, MT, NC, NV, NH, NM, NY, OK, OR, SC, TX, UT, VT, WA, WV, WY
Timeline
Resolution Manager
Gallagher Bassett
01.2022 - 12.2022
Property Claims Adjuster
Independent Contractor
08.2017 - Current
Insurance Agent
Mango Insurance Agency LLC
06.2015 - Current
Real Estate Broker
Beaulieu Realty LLC
05.2008 - Current
Bachelor of Arts - Organizational Management
Ashford University
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