Summary
Overview
Work History
Education
Skills
Certification
Employmentobjectives
References
Timeline
Generic

LaToya Richard

Lafayette,LA

Summary

Goal-oriented professional with 9+ years of experience in the insurance industry. Seeking an entry-level position as a claims adjuster to utilize extensive knowledge and expertise in insurance. Committed to maximizing customer satisfaction and ensuring fair and accurate claim settlements. Excited to contribute to a dynamic team and provide exceptional service to clients while continuously expanding skills in the field.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Licensed Professional Realtor

Independent Contractor
06.2018 - Current
  • Resolve client concerns related to home purchases to maintain high satisfaction ratings.
  • Compare recently sold area properties to determine competitive market prices.
  • Manage contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Conduct comprehensive market analysis to identify opportunities for investors.
  • Develop and maintain relationships with clients through networking, postcards, and cold calling.
  • Liaise between buyers and sellers to provide positive experiences for both parties.
  • Study property listings, interview prospective clients, accompany clients to properties and discuss condition of sales.
  • Negotiate, facilitate, and manage real estate transactions.
  • Conduct comprehensive market analysis to identify opportunities for investors.
  • Collaborate with stakeholders to complete property sales and purchases.

Licensed Insurance Agent

L.Rich Insurance Agency
01.2015 - Current
  • Exceeds corporate quotas for monthly policy sales.
  • Calculate quotes and leverage knowledge of company insurance products and services to advise customers on appropriate choices.
  • Track progress of all outstanding insurance claims.
  • Respond to customer calls swiftly to resolve issues and answer questions.
  • Recommend type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Assist with investigating and processing claims swiftly to keep customers satisfied.
  • Negotiate with insurance underwriters to obtain better coverage and improved rates for clients.
  • Answer customer questions regarding deductibles.
  • Conduct day-to-day administrative tasks to maintain information files and process paperwork.
  • Handle over 25 daily calls from customers and other stakeholders about the agency's business processes.
  • Deliver exceptional customer service to policyholders by communicating important information, patiently listening to issues, and implementing effective solutions.

Property Manager, Real Estate Investor

3Boys Investments
04.2012 - Current
  • Assist with processing claims, prevent further damage to properties, & effectively work with adjusters
  • Administer operations to handle needs of more than 40 tenants across 42 property units.
  • Handle tenant complaints promptly and appropriately, calling in repairmen, and other support services.
  • Introduce prospective tenants to types of units available and performed tours of premises.
  • Maintain operational facilities attractive to potential tenants by organizing regular maintenance, major repairs, and capital improvement projects.
  • Verify income, assets, and expenses, and completed file tracking sheet for each applicant.
  • Monitor tenant behavior and implemented corrective action to maintain order in assigned properties.

Education

MBA -

University of Phoenix
Lafayette, LA
08.2012

Skills

    • Asset protection expertise
    • Client Retention
    • Client Relationship Management
    • Negotiation
      • Risk Mitigation
      • Customer Service
      • Claims Software: Xactimate

Certification

  • State of LA Producer License (P&C) #634979, 10/2014
  • State of LA Producer License (Life & Health) #634979, 01/2015
  • State of LA Claim Adjuster License (P&C) #634979, 08/2024
  • State of Texas Claim Adjuster License (P&C) #3213731, 08/2024

Employmentobjectives

Well-rounded and highly vigilant professional with experience in the auto and property insurance industry. Seeks employment as a Claims Adjuster to utilize exceptional risk assessment, policy interpretation, and due diligence to improve claims settlement procedures. Aims to provide the highest level of client satisfaction while satisfying the organization's vision.

References

Available Upon Request

Timeline

Licensed Professional Realtor

Independent Contractor
06.2018 - Current

Licensed Insurance Agent

L.Rich Insurance Agency
01.2015 - Current

Property Manager, Real Estate Investor

3Boys Investments
04.2012 - Current

MBA -

University of Phoenix

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LaToya Richard