Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katrina Jackson

Mobile,AL

Summary

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Motivated claims adjuster specializing in personal, property and casualty loss and damages. Negotiates peaceful resolutions of all claims with emphasis on fairness and thoroughness. Trustworthy and dependable.

Overview

2
2
years of professional experience

Work History

Licensed Health Plan Advisor

Bloom Insurance Agency
10.2021 - 03.2022
  • Ability to sell in multiple states
  • Proven ability to self-manage in a fast-paced and performance-driven environment
  • A passion for helping others and supplying consultative customer advice and service
  • Excellent communication skills, both written and verbal’
  • Reviewing clients' health care plan and help them evaluate their needs against the services and coverage they are eligible to receive
  • Commitment to ongoing service, process, and efficiency improvements
  • Making recommendations about obtaining supplemental insurance and help people understand their options for prescription drug, vision, and dental policies.

Customer Service Representative

MCI Careers
01.2021 - 08.2021
  • Manage enormous amounts of inbound and outbound calls promptly
  • Follow communication “scripts” when handling different topics
  • Identify customers’ needs, clarify information, research every issue and supply solutions and/or alternatives
  • Seize opportunities to upsell products when they arise
  • Build sustainable relationships and engage customers by taking the extra mile
  • Keep records of all conversations in our call center database in a comprehensible way
  • Frequently attend educational seminars to improve knowledge and performance level

Inside Desk Adjuster

All State, Pilot Catastrophe Services
03.2019 - 03.2020
  • Communicate empathetically with customers and help them through their claim process in a fast, fair and easy manner
  • Conduct a detailed review of the property and write an estimate to capture the extent of the damage
  • Use high resolution photographs provided by virtual imagery and advanced video technology to collaborate with onsite vendors to identify damages and write a damage estimate from a virtual setting
  • Review the policy and decide how coverage applies and provide the customer with a detailed explanation of both the estimate and the policy
  • Negotiate claim settlements with customers in accordance with business unit standard methodologies
  • Investigates and determines appropriate coverage for Property claims through virtual tools, while providing exceptional customer service throughout the life cycle of the claim
  • May partner with vendors to resolve property claims
  • Determines policy coverage, sets reserves, and determines whether claim will be approved or denied
  • Clearly explains coverage to customer and notifies insured of coverage or any issues.

Education

No Degree - Health Prelicensing Training

ExamFX
Online

No Degree - ALABAMA INSURANCE CLAIMS ADJUSTER LICENSE

AdjusterPro
Online

High School Diploma -

Murphy High School
Mobile, AL
01.1991

Skills

  • Options Counseling
  • IncomeMax Software
  • Persuasive Negotiations
  • Healthcare Common Procedure Coding System (HCPCS)
  • Claim Validity Determination
  • Claim Form Analysis
  • Claims Evaluations
  • Settlement Determinations
  • Insurance Policy Coverage Knowledge
  • Asset Valuation
  • Settlement Negotiation
  • Liability Determinations
  • Property Damage Assessment
  • Service Quality

Timeline

Licensed Health Plan Advisor

Bloom Insurance Agency
10.2021 - 03.2022

Customer Service Representative

MCI Careers
01.2021 - 08.2021

Inside Desk Adjuster

All State, Pilot Catastrophe Services
03.2019 - 03.2020

No Degree - Health Prelicensing Training

ExamFX

No Degree - ALABAMA INSURANCE CLAIMS ADJUSTER LICENSE

AdjusterPro

High School Diploma -

Murphy High School
Katrina Jackson