Leah Huff
Vista,Ca
Summary
Experienced supervisor with expertise in insurance sales and technical support. Skilled in providing training, leadership, and problem-solving. Strong work ethic, adaptability, and interpersonal skills.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Claims Processor
Automobile Club AAA
Escondido, Ca
02.2023 - Current
- Assigned to process all San Diego County Casualty Home CLAR files and copy file for defense, including estimates, XactAnalysis, policy declarations, claims portal, DMS, Hi Marley, update legal reserve if necessary, and send to DMS to be transmitted to Attorneys.
- Pull all documents for Auto CLARS, and send them to DMS for defense.
- Process all invoices and bills, including Legal-X invoice payments, and link invoices to file.
- Submit overpayment credit back forms, and send checks to claims ops.
- Receive checks, reconcile statements, and mail them to attorneys and insureds via US mail, Certified mail, or FEDEX.
- Complete special assignments, such as DOB list, when assigned.
Insurance Service Rep/ISRClerk/Cashier
Automobile Club of Southern Calif.
Oceanside, Ca
03.1990 - 12.2002
- Provide first class customer service to our members
- Service policies by processing A/O's for Auto/Home/Watercraft/Pup
- Complete vehicle inspections and use Scene Genesis
- Type Insurance Binders and Evidence of Insurance
- Accurately handle all payments for insurance
- Assess insured needs
- Maintain accurate records in compliance with audit requirements
- Balance cash drawer
- Break down memo books and receipts
- Maintain up to date files, forms, and records
- Organized and maintained filing systems for confidential documents.
- Assisted customers with inquiries and complaints in a professional manner.
- Processed payments, refunds, and exchanges accurately and efficiently.
- Operated cash register to process cash, check, and credit card transactions.
Accounting Clerk/Cash Position
Torrey Pines Bank
Solana Beach, Ca
02.1989 - 03.1990
- As an Accounting Clerk for Torrey Pines Bank I was responsible for Calculating the bank's daily cash position
- Balance general ledger accounts to include, transit holdover
- Deferred holdover
- Eft holdover and treasury tax and loan
- Process Fed Fund investments and weekly regulation and reserve requirement calculation
- Balance branch clearings and document outstanding branch clearings in log
- Calculating interest and passing GL tickets for repurchase agreements
- Reconciled financial discrepancies by collecting and analyzing account information.
Customer Service Teller
Gibralter Savings Bank
Carlsbad, Ca
09.1987 - 02.1989
- Provide quality customer service to include cashing checks
- Accepting deposits
- Processed loan payments
- Stop payments
- Bond purchase and travelers checks
- Analyzed merchants' accounts and balance ATM
Sr. Specialist/Lead Sales Associate/IBM Designee
Automobile Club of Southern Calif.
San Marcos, Ca
12.2002
- IBM Designee/Assistant to IBM
- Primary Technical Support to ISR's, Clerks and Sales Agents
- Provide first class customer service to our members
- Check New Business Auto/Home/Pup/Watercraft-Review for accuracy
- Train ISR's and Clerks
- Provide policy contract jacket to agents and our insured customers
- Counsel insureds regarding coverage and limits, Resolve customer service complaints and report to Region or Executive level when necessary
- Take PMG calls for all insurance products
- Use effective communication to resolve all issues regarding membership insurance, and billing
- Update Tracker Report and Report-all
- Cross sell Insurance products, Auto, Home, Watercraft and Umbrella
- Scrub Insurance reports, and membership reports for spin off opportunities
- Maintain current knowledge of Club products and services
- Extensive knowledge of Huon and Prime and all insurance/membership systems including Mac's MDMM and Portal
- Prepare and maintain cashiering/EFT receipts and reports for internal audit purposes
- Conduct monthly Sales Department Mini-Audit
- Upload Photos in Scene Genesis/Image On-line
- Assign and schedule duties for agents and clerks at the Sales Resource Center Region 5, (2002 thru 2004)
- Conduct new hire employee orientation/training sessions
- Develop curriculum and provide training material for new hires
- Reconcile Kronos
- Researched and analyzed customer feedback to identify areas of improvement.
- Coordinated with other departments to ensure efficient workflow processes.
Education
Insurance Sales Training
Auto Club Universtiy
01.1997
Insurance Sales Training
Auto Club University
01.1994
Associates Degree - General Education
MIRA COST COLLEGE
Oceanside, Ca01.1992
Cashier Training
Auto Club University
01.1990
Skills
- Accuracy and Precision
- Payments posting
- Data entry proficiency
- Ten-key by touch
- Type 80 to 100 words per minute
- Teamwork and Collaboration
- Records Management
- Insurance coverage limits
Certification
- Personal Lines/Insurance License #0A47379
Timeline
Claims Processor
Automobile Club AAA
02.2023 - Current
Sr. Specialist/Lead Sales Associate/IBM Designee
Automobile Club of Southern Calif.
12.2002
Insurance Service Rep/ISRClerk/Cashier
Automobile Club of Southern Calif.
03.1990 - 12.2002
Accounting Clerk/Cash Position
Torrey Pines Bank
02.1989 - 03.1990
Customer Service Teller
Gibralter Savings Bank
09.1987 - 02.1989
- Personal Lines/Insurance License #0A47379
Insurance Sales Training
Auto Club Universtiy
Insurance Sales Training
Auto Club University
Associates Degree - General Education
MIRA COST COLLEGE
Cashier Training
Auto Club University
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