LETICIA GATES
Longwood,FL
Overview
29
29
years of professional experience
Work History
Virtual Assistant
Self Dba My Scheduling Group
03.2019 - Current
- Provide calendar management and inspection coordination for adjusters, appraiser, and umpires.
- Record communications and claim progress in XactAnalysis, FileTrac, ClaimColony, and third party software.
- Initiate contact and effectively communicate with insureds and insurance professionals to facilitate my clients' work flow.
- Assist with sharing of claim and policy documentation such as SOA/DOA, SOU/DOU, LOR, ESX, and others.
Membership Recruiting Specialist
Direct Claims Management Group
03.2018 - 03.2019
- Identified, recruited, and vetted contractors nationwide for multiple carriers' managed repair/ preferred vendors programs.
- Created database and ensured vendors maintained all compliance requirements.
- Negotiated competitive rates by trade and region and acted on the client's behalf to resolve any account issues.
- Ensured contractors had adequate knowledge of claims process through original training materials and tutorials.
Internal Operations Manager
JTO Contracting, LLC
06.2016 - 02.2018
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Procured permits, materials, and production crews.
- Prepared and/or edited scopes of work in Xactimate, executed contracts, initiated and tracked all aspects of operations.
- Maintained ongoing engagement with insurance carriers/adjusters discussing estimates/photos/production documents throughout projects to settle claims.
Office Manager/Project Coordinator
Recromax, LLC
05.2013 - 05.2016
- Coordinated emergency restoration and non-emergency general construction projects from start to finish.
- Liaised between policy holders, insurance carriers, subcontractors, and other third parties to facilitate work flow.
- Prepared and/or edited internal scopes of work, estimates, budgets, and supporting documentation.
- Maintained claims records and provided regular updates and in XactAnalysys, FileTrac, and other industry related software.
Executive/Personal Assistant
Charlie Kachin d, KUS Enterprises Tampa
11.2009 - 05.2013
- Maintained a highly responsive relationship to day-to-day activities
- Arranged, prioritized and coordinated calendar, travel itineraries, meetings, presentations, conferences, etc
- Screened and interpreted correspondence, information and action requests, and ensure a prompt and proper response
- Collected, recorded and reconciled financial information, including budgetary data, project progress/completion reports, and third party investments
- Prepared and managed reports, presentations, contracts and correspondence in a manner appropriate to sensitive, private or non- routine information
- Cultivated strong and strategic partnerships, liaised and served as company representative at industry events.
Senior Account Executive
Electronic Merchant Systems, Inc
09.2005 - 08.2006
- Cultivated and maintained relationships with management, personnel and commercial customers of thirteen financialcenters
- Prospected daily, yielding new revenue in excess of quotas for EMS as well as partnered banks
- Provided directsales, training, and contract negotiation
- Consistently ranked in national top ten “BankReps”.
Credit Analyst
Kimmins Corp
01.1995 - 10.2002
- Assembled and analyzed intelligence in areas of growth and/or retention and industry fluctuations to produce market strategies and goals for each product and service.
- Attended pre-construction meetings, conventions, trade shows, and other industry functions
- Developed and fostered key account relationships at all levels (vertical and horizontal).
- Conducted due diligence and quality assurance reviews for high-risk customers, as required by existing business processes
- Monitored commercial credit accounts and executed Florida Mechanics Lien Law through the preparation of Promissory Notes, Notice to Owners, Lis Pendens, Notices of Intent to Lien, Liens, and Statements of Account.
Education
Associate of Arts - Business Management
Tampa College
Tampa1991
American Subcontractors Association
Tampa, FLSkills
- Effective & persuasive communication practices
- Practical & creative issue resolution skills
- Multifaceted and related industry knowledge of property claims and construction
- Xactimate certified
Timeline
Virtual Assistant
Self Dba My Scheduling Group
03.2019 - Current
Membership Recruiting Specialist
Direct Claims Management Group
03.2018 - 03.2019
Internal Operations Manager
JTO Contracting, LLC
06.2016 - 02.2018
Office Manager/Project Coordinator
Recromax, LLC
05.2013 - 05.2016
Executive/Personal Assistant
Charlie Kachin d, KUS Enterprises Tampa
11.2009 - 05.2013
Senior Account Executive
Electronic Merchant Systems, Inc
09.2005 - 08.2006
Credit Analyst
Kimmins Corp
01.1995 - 10.2002
Associate of Arts - Business Management
Tampa College
American Subcontractors Association
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