Octavio Perez
Aurora,IL
Summary
Experienced analytical professional in the homeowners insurance industry. Adept at conducting thorough property investigations and verifying policy coverage. Skilled in claim management and efficiently resolving claims for a satisfactory settlement. Over seven years of hands-on experience in claims handling and customer service. Committed to delivering exceptional results and providing top-notch support to clients.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Public Adjuster
Homestate Adjusters LLC
03.2018 - Current
- Advocated and consulted homeowners on property hail and wind damage claims
- Reviewed policy documents and facts of loss to verify coverage
- Investigated each claim using technical knowledge of each insurance company’s requirements and the industry’s standards
- Diligently interviewed claimants, witnesses, and other related parties to fill in the details and make an accurate determination about the validity of each claim
- Notified the insurance of the claim
- Provided insurer claim documents and information using email, fax, and telephone
- Adjusted 244 claims at the loss locations with 36 different insurance carriers
- Kept daily claim journal to maintain objectives and expedite critical actions
- Organized digital claim files using claim management processes
- Provided policyholder prompt and frequent claim status concerning payments and coverage
- Documented and confirmed the amount of each claim payments issued
- Negotiated the final settlement of 88 claims
- Efficiently collaborated with our claims team to settle and close 105 claims
- Confirmed our clients were happy with the customer service and claim resolution
- Maintained State of Illinois Public Adjusters license completing continuing education modules and ethics trainings
Project Manager
Homestate Adjusters LLC
08.2017 - 03.2018
- Contacted potential clients using the telephone, mail, text, in person, and email
- Contracted hundreds of homeowners for home repairs
- Coordinated with various suppliers for repair supplies
- Completed daily goals to help new potential customers
- Maintained multiple project journals with notes and critical project tasks
- Safely inspected the exterior and interior of homeowner’s property
- Trained six months in the field with licensed adjusters during homeowner’s property inspections and adjustments
- Collaborated with the repair crew during 36 projects to achieve project objectives
- Contacted the customer to verify their satisfaction with the quality and result of the contracted repairs
- Inspected finished repairs, addressed concerns, and answered questions with their project
Education
Associate in Science -
College of Dupage
Glen Ellyn, IL05.2017
Skills
- Property claims management
- Insurance coverage expertise
- Experienced in thorough claim investigations
- Prioritization and scheduling
- Fluent in Spanish
- Clear and concise communicator
- Detail-oriented observation
- Data interpretation
- Compassionate listener
- Team-oriented
- Client support
- Analytical problem-solving
- Compliance management
- Claims negotiation expertise
- Effective claims resolution
- Xactimate claim estimation
Awards
Graduated with Honors GPA
Certification
State of Illinois Public Adjuster License
Timeline
Public Adjuster
Homestate Adjusters LLC
03.2018 - Current
Project Manager
Homestate Adjusters LLC
08.2017 - 03.2018
Associate in Science -
College of Dupage