Lucy Peterson
Claims Specialist
Marshall,WI
Summary
Results-driven claims specialist and account manager with over 7+ years of successful sales, training, and account executive experience. Possess associate degrees in Management Development and Human Resources Management and am currently focused on earning a Bachelor's degree in Business Administration at University of Wisconsin Green Bay. Seeking to bring my skills to a position that will allow me to grow both professionally and personally.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
Work History
Claims Specialist
Jewelers Mutual Insurance Group
Neenah, WI
08.2020 - Current
- Evaluates exposure(s) based upon an office or field investigation. Directs the efforts of external claim professionals such as adjusters, SIU investigators, and attorneys in the course of the investigation.
- Investigates and reviews coverage’s in conjunction with legal precedence.
- Aggressively fights fraud and works with our SIU in compliance with local and state regulations.
- Pays claimant/insured amount due according to settlement agreement and company procedures.
Customer Service Specialist
Trilliant Food and Nutrition
Little Chute, WI
12.2019 - 08.2020
- Responsible for supply chain management, logistics, financial reporting, and account management.
- Create and maintain accurate pricing records in the ERP system.
- Assist in the coordination of EDI testing and troubleshoot issue resolution, in collaboration with IT and the third-party EDI provider.
- Proactively work with the Logistics team or carriers to resolve shipment related issues.
Account Manager
IPAP
Appleton, WI
06.2016 - 12.2019
- Management of assigned accounts, data entry related to the entire order process, reporting of key information to distributors, suppliers, and IPAP Venture Partner Members, generating and implementing ideas for cost reductions, and partnering with procurement and logistics to ensure distributor and supplier satisfaction.
- Sourcing products for targeted or assigned distributors, increasing distributor awareness of all product lines from IPAP suppliers, identifying new business opportunities, managing Venture Partner Member accounts, and providing outstanding customer service to distributors.
- Prepare and distribute monthly reports as needed (including sales measurements, vendor reports,Venture Partner Member reports).
- Provide support through the Quality Claim, Overage, Shortage and Damage process to expedite resolution.
Health Promotions Customer Service Representative
Network Health
Menasha, WI
08.2015 - 06.2016
- Maintain customer accounts and record account information.
- Oversee customer financial accounts and process customer adjustments.
- Make product recommendations or services to customers based on their needs and preferences.
- Resolved problems, improved operations and provided exceptional service.
Education
No Degree - Business Administration
University of Wisconsin - Green Bay
Green Bay, WI 09.2022 - Current
Associate of Arts - Human Resources Management
Fox Valley Technical College
Appleton, WI 01.2019 - 07.2020
Associate of Arts - Management Development
Fox Valley Technical College
09.2016 - 12.2018
Additional Information
- HONORS AND ACTIVITIES , Member of Phi Theta Kappa National Honor Society Qualified for Dean’s List, five semesters Graduated with Honors for both Associates Degrees Texas Adjusters License
Timeline
No Degree - Business Administration
University of Wisconsin - Green Bay
09.2022 - Current
Claims Specialist
Jewelers Mutual Insurance Group
08.2020 - Current
Customer Service Specialist
Trilliant Food and Nutrition
12.2019 - 08.2020
Associate of Arts - Human Resources Management
Fox Valley Technical College
01.2019 - 07.2020
Associate of Arts - Management Development
Fox Valley Technical College
09.2016 - 12.2018
Account Manager
IPAP
06.2016 - 12.2019
Health Promotions Customer Service Representative
Network Health
08.2015 - 06.2016
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