Patricia Ortiz
San Antonio,TX
Summary
Dynamic Claims Adjuster with a proven track record in policy interpretation and conflict resolution. Expert in negotiating settlements and managing a caseload of 50+ claims monthly, achieving significant cost savings through effective subrogation efforts. Adept at coaching team members to enhance operational efficiency and customer satisfaction.
Diligent with strong background in evaluating and processing claims effectively. Successfully resolved numerous complex cases by applying deep knowledge of policy provisions and regulatory requirements. Demonstrated proficiency in negotiation and customer service, ensuring fair outcomes and client satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Auto Non-Injury Claims Adjuster
USAA
10.2023 - 09.2025
- Evaluated and processed insurance claims to ensure adherence to policy guidelines.
- Communicated effectively with clients to gather necessary documentation and clarify claim details.
- Analyzed factual evidence and determined coverage eligibility for various claims types.
- Collaborated with internal teams to expedite claim resolutions and enhance customer satisfaction.
- Assisted in training new team members on claims processing protocols and software usage.
- Negotiated favorable settlements with claimants, attorneys, and other insurance carriers to minimize financial risk for the company.
- Examined claims forms and other records to determine insurance coverage.
- Conducted thorough investigations of complex insurance claims, gathering evidence and analyzing relevant documentation.
- Achieved cost savings through successful subrogation efforts, recovering funds from responsible parties in various claims scenarios.
- Managed catastrophic loss events effectively by coordinating rapid response efforts and providing support to impacted policyholders.
- Improved claim resolution times by efficiently managing a caseload of 50+ claims per month.
- Identified potential fraud indicators early in the investigation process, protecting company assets from potential losses due to fraudulent activity.
- Collaborated with legal teams to defend against fraudulent claims, saving company resources and maintaining its reputation.
- Utilized computer estimating software (CCC) to verify accurate damage estimates, and negotiate repair costs.
Account Specialist II
JPMorgan Chase
01.2022 - 06.2023
- Managed client accounts, ensuring accuracy in transactions and compliance with financial regulations.
- Analyzed customer needs, providing tailored solutions to enhance satisfaction and retention rates.
- Collaborated with cross-functional teams to streamline account management processes and improve efficiency.
- Developed training materials for new hires, fostering knowledge retention and operational consistency.
- Implemented process improvements that increased workflow efficiency and minimized errors across accounts.
- Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
- Completed routine and complex account updates to resolve problems.
- Resolved complex billing and payment issues for balanced, accurate accounts.
- Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
- Adhered to standards of quality and service as well as all compliance requirements.
- Developed customized financial solutions for clients, addressing their unique needs and concerns.
- Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
- Advocated for clients internally, ensuring their needs and concerns were addressed promptly by product development teams.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Drive-Thru Cashier
Taqueria Arandas
07.2020 - 12.2021
- Processed customer orders accurately and efficiently in fast-paced drive-thru environment.
- Managed cash transactions, ensuring precise handling of payments and change.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Maintained cleanliness and organization of work area to enhance operational efficiency.
- Collaborated with team members to optimize workflow during peak hours.
- Trained new staff on drive-thru procedures and customer service standards.
- Implemented process improvements that increased order accuracy and reduced wait times.
- Monitored inventory levels, assisting in restocking supplies as needed for uninterrupted service.
- Followed food safety and sanitation guidelines at all times.
- Assisted customers with menu items and accurate order fulfillment.
- Developed strong communication skills while interacting with diverse clientele daily.
- Crosstrained in front counter operations to provide additional support as needed during busy periods or staff shortages.
- Resolved problems with orders quickly and offered refund or replacement.
- Handled customer inquiries and complaints professionally, resolving issues promptly and courteously.
- Balanced cash drawer at beginning and close of shift.
- Demonstrated adaptability by adjusting to rapidly changing situations during busy hours, providing top-notch service in spite of any challenges faced.
- Operated point-of-sale system efficiently, effectively managing transaction records for accurate financial reporting purposes.
- Used POS system to enter orders, process payments and issue receipts.
Receptionist Administrator
FN Construction
01.2018 - 04.2020
- Managed front desk operations, ensuring efficient workflow and positive visitor experiences.
- Coordinated scheduling for meetings and appointments, optimizing time management for executives.
- Assisted in maintaining office supplies inventory, implementing cost-saving measures through vendor negotiations.
- Responded to inquiries via phone and email, enhancing customer service responsiveness and satisfaction.
- Boosted company image by providing friendly, professional, and timely assistance to all visitors, clients, and vendors.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Completed bi-weekly payroll for employees.
- Oversaw inventory management, ensuring availability of essential supplies and resources.
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Scheduled appointments and conducted follow-up calls to clients.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Entered data into system and updated customer contacts with information to keep records current.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Supported project management activities, contributing to timely completion of key initiatives.
Head Bartender
Loop 13 Bar and Grill
08.2015 - 06.2017
- Supervised daily bar operations, ensuring efficient workflow and high-quality service.
- Trained and mentored junior bartenders, enhancing team performance and customer satisfaction.
- Developed innovative cocktail menus, incorporating seasonal ingredients to attract diverse clientele.
- Implemented inventory management systems, reducing waste and optimizing stock levels.
- Ensured compliance with health and safety regulations, maintaining a clean and safe environment.
- Resolved customer complaints promptly, fostering a welcoming atmosphere and repeat business.
- Analyzed sales trends to adjust drink specials, driving increased revenue during peak hours.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Monitored cash handling procedures to ensure accuracy in transactions while minimizing instances of theft or loss.
- Ensured compliance with local alcohol regulations and company policies, maintaining a safe and responsible environment for all patrons.
- Conducted regular staff meetings to discuss performance goals, share feedback, and foster teamwork among employees.
- Managed bar at special events, leading team in providing coordinated service for weddings, business meetings and social gatherings.
- Promoted special events through social media platforms, generating buzz around themed nights or guest appearances.
- Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
- Built relationships with vendors to manage orders and negotiate costs.
Education
GED -
Victory Learning Center
San Antonio, TXSkills
- Policy interpretation
- Casualty and property loss
- Sales background
- Coaching and mentoring
- Auto damage estimation
- CCC reports
- Problem-solving
- Case load management
- Multitasking and organization
- Customer service
- Data entry
- Negotiation techniques
- Conflict resolution
Certification
- Licensed P&C Adjuster - 2 years
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Auto Non-Injury Claims Adjuster
USAA
10.2023 - 09.2025
Account Specialist II
JPMorgan Chase
01.2022 - 06.2023
Drive-Thru Cashier
Taqueria Arandas
07.2020 - 12.2021
Receptionist Administrator
FN Construction
01.2018 - 04.2020
Head Bartender
Loop 13 Bar and Grill
08.2015 - 06.2017
GED -
Victory Learning Center