PRECILLA BARR
NY
Summary
Commercial insurance professional with deep expertise in managing client portfolios and risk assessments. Skilled in policy analysis, claims management, and client relationship building. Strong focus on team collaboration and delivering results. Adaptable to changing needs and highly reliable in high-pressure environments.
Overview
19
19
years of professional experience
Work History
Commercial Lines Account Manager
ALLAN BLOCK AGENCY
05.2023 - Current
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Provided informed guidance to assist clients in choosing commercial insurance products to suit business needs.
- Enhanced customer satisfaction by efficiently managing commercial lines accounts and promptly addressing client inquiries.
- Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
- Negotiated competitive insurance rates with carriers, maximizing value for clients.
- Maximized revenue growth by upselling additional coverages and services based on client needs analysis.
- Strengthened client relationships by providing regular updates on policy changes, industry trends, and risk mitigation strategies.
Material Damage Claims Adjuster
Utica National Insurance
06.2022 - 04.2023
- Improved claim resolution times by efficiently managing a caseload of material damage claims.
- Continuously improved professional expertise by attending training sessions and staying current on industry trends.
- Maintained strong attention to detail while managing multiple claims simultaneously, ensuring no loss of service quality.
- Developed strong relationships with vendors and service providers, fostering trust and cooperation in the claims process.
- Effectively documented all communications related to claims handling for easy reference in future situations or disputes that may arise later on.
- Coordinated work with other departments such as legal counsel or fraud investigators when needed for successful claim resolution.
- Identified subrogation opportunities through careful analysis of accident details, recovering funds for the company when appropriate.
- Maintained compliance with state regulations and company policies during the claims handling process.
- Examined claims forms and other records to determine insurance coverage.
Bodily Injury Claims Specialist
Utica National Insurance
10.2021 - 05.2022
- Achieved successful claim resolutions by thoroughly investigating and evaluating bodily injury claims.
- Delivered exceptional customer service through consistent communication regarding updates on the status of their claims.
- Reduced company exposure to potential lawsuits by identifying potential fraud and adhering to legal guidelines during claim handling.
- Conducted timely negotiations with claimants'' representatives to reach fair settlements within policy limits.
- Educated policyholders about their coverage benefits, helping them understand how their policies applied to specific situations.
- Managed a high volume of cases efficiently, prioritizing tasks based on urgency and complexity.
- Provided support to colleagues in the resolution of complex claims, sharing expertise and knowledge as needed.
Senior Bodily Injury Adjuster
Progressive Insurance
09.2015 - 03.2021
- Developed strong relationships with external partners such as law enforcement agencies and medical providers to facilitate effective information gathering during investigations.
- Proactively addressed potential issues during the claims process by engaging in open communication with all parties involved, leading to expedited resolutions and reduced litigation exposure.
- Utilized various software applications to track progress on active claims, ensuring seamless communication among all parties involved in the process.
- Collaborated with legal counsel to successfully defend the company in complex liability cases, minimizing financial exposure.
- Mentored junior adjusters on best practices in investigation techniques and negotiation strategies to improve overall team performance.
- Provided expert guidance to internal stakeholders on bodily injury claim handling best practices, contributing to the development of robust company policies and procedures.
- Exceeded performance metrics by consistently settling claims below authority levels while maintaining high levels of customer satisfaction.
- Conducted thorough investigations to identify potentially fraudulent claims, resulting in significant cost savings for the company.
Tax Preparer
Food Bank of New York
01.2015 - 04.2015
- Assisted over 75 individuals in answering their questions and preparing tax returns.
- Applied federal, state, and local codes to ensure tax compliance.
- Ensured accuracy of financial documents and entry on the correct tax form.
- Interviewed clients to identify potential deductions and credits.
- Ensured accuracy and completeness of income and deductions.
Manager
Cater to Shoes
08.2013 - 12.2014
- Completed organizational and administrative tasks to support the productivity and growth of the store.
- Negotiated vendor contracts to achieve cost-savings.
- Completed account reconciliation using QuickBooks.
- Maintained and operated several social media campaigns.
- Tracked inventory.
Personal Banker
Citibank
02.2006 - 08.2013
- Proactively acquired, maintained, and deepened business and consumer relationships.
- Implemented new strategies to continuously grow the branch's book of business.
- Opened, closed, and maintained client personal and commercial accounts.
- Guided clients in the estate planning process.
- Promptly implemented solutions in response to customers' complaints.
- Conducted seminars, micro-marketing events, promotional campaigns.
Education
Bachelor of Science - Finance
SUNY Institute of Technology
Utica, NYMaster of Science - Financial Services
Metropolitan College of New York
New York, NYSkills
- Client services
- Record keeping
- Document management
- Policy analysis
- Claims management
- Commercial portfolio management
- Account management
- Vendor relationship management
Timeline
Commercial Lines Account Manager
ALLAN BLOCK AGENCY
05.2023 - Current
Material Damage Claims Adjuster
Utica National Insurance
06.2022 - 04.2023
Bodily Injury Claims Specialist
Utica National Insurance
10.2021 - 05.2022
Senior Bodily Injury Adjuster
Progressive Insurance
09.2015 - 03.2021
Tax Preparer
Food Bank of New York
01.2015 - 04.2015
Manager
Cater to Shoes
08.2013 - 12.2014
Personal Banker
Citibank
02.2006 - 08.2013
Master of Science - Financial Services
Metropolitan College of New York
Bachelor of Science - Finance
SUNY Institute of Technology
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