Job Search Status
Open to workDesired start date: Immediately
Open To Work
Krystin Jordan
San Antonio,TX
Work Preference
Summary
Insurance Operations Professional with 10+ years of experience specializing in personal lines policy administration, claims processing, and regulatory compliance. Proven track record in high-volume, remote environments managing end-to-end policy lifecycles for auto, home, and property insurance. Expert in risk assessment, multi-system data management, and maintaining high accuracy standards while delivering exceptional member experiences. Texas Personal Lines Property & Casualty Producer License (Active) License #220756
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Professional – Sales & Service I
USAA
San Antonio, Texas
10.2023 - Current
- Managed high-volume Property & Casualty insurance sales through inbound and outbound member interactions across various channels.
- Conducted comprehensive consultations to assess financial risk and recommend tailored insurance solutions.
- Serviced personal lines policies by quoting, binding, processing endorsements, renewals, and billing inquiries.
- Ensured policy record accuracy and client data compliance with audit standards across multiple systems.
- Utilized extensive knowledge of personal lines insurance products to meet diverse member needs across states.
- Navigated multiple platforms efficiently in a dynamic contact center environment while maintaining member engagement.
- Proactively identified compliance issues in alignment with enterprise policies and internal controls.
- Regularly updated Property & Casualty licenses while enhancing knowledge of products and regulations.
Insurance Professional – Sales & Service III
USAA
San Antonio, Texas
02.2021 - 10.2023
- Identified and managed existing and emerging risks from business activities and job role.
- Ensured effective identification, measurement, monitoring, and control of risks related to business activities.
- Provided exceptional customer service by accurately entering and updating client information and policy details for auto, home, and property insurance.
- Followed risk and compliance policies and procedures for all business activities.
- Facilitated Property & Casualty (P&C) member experience by responding to inbound calls, emails, and other communications.
- Assessed member needs while delivering complete and accurate advice on products and services.
- Diagnosed issues thoroughly, minimizing transfers, escalations, and callbacks for enhanced efficiency.
- Operated effectively in contact center environment while navigating multiple systems to maintain engaging interactions.
Senior Processor
Nationwide Insurance
San Antonio, Texas
06.2016 - 02.2021
- Conducted policy analysis to guide customers and agents on personal lines insurance coverage.
- Processed new business and modifications for personal lines insurance, ensuring compliance with company standards.
- Managed high-volume data entry of client information, maintaining accuracy and regulatory adherence.
- Resolved processing issues escalated by team members, providing effective guidance.
- Tracked necessary forms and documents to facilitate customer requests efficiently.
- Maintained current knowledge of service techniques and product offerings across all lines.
- Handled complex cases requiring thorough research and manual intervention with precision.
- Cross-trained on all product lines to enhance team versatility and support operations.
Insurance Claims Representative
Nationwide Insurance
San Antonio, Texas
02.2013 - 06.2016
- Managed diverse service channels including phone, email, mail, and fax to assist members and colleagues.
- Documented claim details and customer information during first notice of loss for both auto and home insurance.
- Executed high-volume data entry while ensuring prompt support in initial claims processing.
- Evaluated life events to identify customer needs and provide tailored solutions.
- Collaborated with customers, insurance agents, attorneys, and public personnel involved in claims process.
- Responded to inquiries regarding service requests, coverage options, limits, and deductibles in line with company policies.
- Facilitated seamless processing of customer requests by requesting necessary forms and following up on pending documentation.
- Compiled loss reports through information gathering from policyholders, claimants, agents, or other relevant parties.
Education
Bachelors of Science - Healthcare Administration
University of The Incarnate Word
San Antonio, TX05.2024
Associate of Science - Healthcare Administration
Palo Alto College
San Antonio, TX12.2021
High School Diploma -
Pineville High School
Pineville, LA05.1996
Skills
- Leadership and communication skills
- Critical thinking and decision making
- Relationship building
- Analytical skills
- Data entry and Microsoft Office proficiency
- Sales and customer service
- Risk assessment and compliance
- Claims processing
- Policy analysis
- Data accuracy
- Compliance management
- Customer relationship management
- Regulatory adherence
- Insurance sales techniques
- Attention to detail
- Cross-functional collaboration
- Problem solving
- Time management
- Adaptability
- Data management
Certification
Personal Lines Property & Casualty Insurance Producers License (#2207506) | State of Texas | Active |
Timeline
Insurance Professional – Sales & Service I
USAA
10.2023 - Current
Insurance Professional – Sales & Service III
USAA
02.2021 - 10.2023
Senior Processor
Nationwide Insurance
06.2016 - 02.2021
Insurance Claims Representative
Nationwide Insurance
02.2013 - 06.2016
Bachelors of Science - Healthcare Administration
University of The Incarnate Word
Associate of Science - Healthcare Administration
Palo Alto College
High School Diploma -
Pineville High School