Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
SoftwareDeveloper
Lakesha McCallum

Lakesha McCallum

Dallas,TX

Summary

Insurance Adjuster skilled in investigating and analyzing liability concerning personal, casualty or property loss. Proven history of leveraging excellent negotiation skills to facilitate settlements. Excellent communication skills demonstrated through 20 years of customer service and 2 years adjusting experience interviewing specialists, witnesses and claimants to compile information.

Overview

8
8
years of professional experience

Work History

Independent claims adjuster

Alacrity Solutions
08.2021 - Current
    • Receiving and reviewing claim information
    • Applying claims settlement procedures to process claims, initiate claim payments, and close claim files
    • Communicating with customers and associates over the telephone and other communication channels
    • Working in a collaborative team environment to handle a large volume of claims and telephone calls
    • Using State Farm claims systems and other technologies to perform job duties

Client Integration Specialist

Associa
02.2021 - 08.2021
  • The Client Integration Coordinator is responsible for executing and facilitating the collection andloading of new HOA account information into Associa's systems under the supervision of the Client
  • Integration Team Lead
  • This is an accounting support position in a fast-paced centralized accountingservices environment providing financial services to community associations throughout North America
  • Candidates for this position must meet Associa's credit requirements
  • Duties include but are not limited to:
  • Responsible for coordinating the collection of new association (HOA) information from Branches andaccurately entering it into all Associa systems (C3, Strongroom, and other relevant computer systemsand portals) used by the CSSC
  • Support the set up with the home office, and use of Axapta as the HOA is "transitioned-in."
  • Accurately input and set up all relevant information from the previous management company (i.e.,owner information) including charge type, tracked items, item type, vendors, budget and financials, andother community master data, as needed
  • Initial set up of association unit types
  • Maintain customer information changes
  • Scan and categorize documentation into a scanning system, ensuring Branch Access storage for both
  • CSSC and Branch use
  • Provide feedback to Branch personnel on the progress of the "transition-in."
  • Follow-up and pursue tasks pending from other CSSC departments or Branch personnel
  • Responsible for ensuring items are completed timely by the CSSC and executed accurately
  • Responsible for meetings with branches if problems arise or additional assistance is necessary tocomplete a task
  • Other duties as assigned.

Community Archives Coordinator

Financial Products and Services, Associa
11.2019 - 02.2021
    • Process orders for Hardcopy and USB orders and prepare for shipment
    • Submit refund requests to Branches for approval and process approved refunds
    • Notify clients of declined credit card transactions
    • Respond to client emails
    • Post incoming check payments
    • Respond to charge back requests
    • Maintain monthly credit card refund reports
    • Pull and refund duplicate credit card payments weekly
    • Inventory mailroom supplies
    • Started employment as Customer Service II rep so I will assist with inbound calls if necessary.

Customer Service Representative II

Associa
09.2019 - 11.2019
  • This is a customer service position in a fast paced centralized document services environment providing services to community associations throughout North America
  • Essential Duties and Responsibilities:
  • Answers incoming calls in a timely, professional and very courteous manner
  • Exhibits professional behavior with both internal and external business associates that reflect positively on Associa and is consistent with company policies and practices
  • Demonstrates excellent flexibility and effective communication skills in their interactions with others
  • Troubleshoots and answers questions from clients relating to their Community Archives (CA) order
  • Identifies and acts upon opportunities to upsell and/or sell additional products to customers
  • Communicates with Preparers regarding order changes as required
  • Applies branch specific customer care requirements as directed
  • Ability to answer questions regarding regulatory questions regarding CA Orders
  • Must apply common sense understanding all job related tasks and interactions
  • Will follow routine protocols
  • Must be able to identify when routines do not apply in a specific situation
  • Ability to identify and escalate calls to next level for additional assistance as necessary
  • Occasional overtime may be required
  • Other duties as assigned

Consultant Support Representative

Ambit Energy
10.2015 - 08.2019
  • Ability to work in a call center environment, taking inbound calls from Ambit Energy sales consultants; inquiries include: general information, commission questions, bonuses, promotions, and marketing materials
  • Communicates with sales consultants via phone and in person at the annual Ambition conference
  • Acts with confidence by answering or finding answers to ability to build and maintain relationships ,and learn
  • Develops rapport with the consultant base; must have the ability to build and maintain relationships, and learn the knowledge required to resolve issues and answer questions
  • Promotes good customer relations and customer satisfaction with a friendly and professional demeanor
  • Maintain quality scores and call center metrics while working in a fast paced team environment

Tax Office Manager

Umbrella Financial Services
12.2014 - 05.2015
  • Ensured outstanding client service
  • Set office goals and driving performance to exceed goals
  • Responsible for all office operations, local marketing, and staffing
  • Supervised, trained, and coached of all tax office associates
  • Implemented company policies and ensured compliance
  • Served as a role model for associates on business development
  • Acted as a knowledgeable resource on tax products and topics
  • Prepared accurate and completed tax returns for clients, as needed
  • Other duties as assigned

Education

No Degree - Associate of Arts

Tarrant County College District
Fort Worth, TX

Insurance Adjuster - Insurance

1st Choice Certifications
Remote
05.2021

Skills

  • Customer Focus & Orientation — Highly Proficient
  • Call Center Customer Service — Expert
  • Sales Skills: Influence & Negotiation — Proficient
  • Written Communication — Highly Proficient
  • Verbal Communication — Expert
  • Administrative assistant/receptionist — Highly Proficient
  • Liability Determinations
  • Insurance Policy Coverage Knowledge
  • Data Analysis
  • Claims File Management Processes
  • Microsoft Word
  • Service Quality
  • Risk Management
  • Database Management
  • Appraisal and Salvage Operations
  • Advanced Oral and Written Communication Skills
  • Property Adjusting
  • NPN: 19831789
  • Resident License Texas: 2642010
  • TX, AZ, AR, FL, LA, GA,MN, MI, NV, OK Claims Adjuster Licenses
  • Personal, Casualty and Property Loss Insurance
  • Strong Communication and Interpersonal Skills
  • Claims File Documentation
  • Advanced Computer Skills
  • Interview Claimants
  • Automobile Claims Specialist
  • State Farm Alias VACDHA
  • Completed Pilot's Insider Adjuster Academy 120 hr course

Additional Information

  • Authorized to work in the US for any employer

Timeline

Independent claims adjuster

Alacrity Solutions
08.2021 - Current

Client Integration Specialist

Associa
02.2021 - 08.2021

Community Archives Coordinator

Financial Products and Services, Associa
11.2019 - 02.2021

Customer Service Representative II

Associa
09.2019 - 11.2019

Consultant Support Representative

Ambit Energy
10.2015 - 08.2019

Tax Office Manager

Umbrella Financial Services
12.2014 - 05.2015

No Degree - Associate of Arts

Tarrant County College District

Insurance Adjuster - Insurance

1st Choice Certifications

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Lakesha McCallum