Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
CustomerServiceRepresentative
Raven Bartee

Raven Bartee

Dallas,TX

Summary

Highly skilled and detail-oriented insurance professional with over 5 years of experience in claims processing, commercial insurance, and policy compliance. Proven ability to analyze complex insurance documents, mitigate risks, and ensure compliance with industry standards. Seeking to leverage my expertise and proactive communication skills in a permanent Associate position to contribute to team success and client satisfaction. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Associate (Temporary)

Lument - Forrest Solutions
04.2024 - Current
  • Manage a portfolio of loans, ensuring compliance with insurance requirements for Freddie Mac
  • Review insurance policy documentation from borrowers and agents to ensure compliance with loan terms and lender requirements
  • Address insurance deficiencies through proactive communication with borrowers, insurance agents, and asset managers to remediate non-compliance
  • Analyze complex insurance policies (e.g., blanket policies, layered programs) for accuracy and compliance
  • Monitor insurance reports, tracking timelines and proactively communicating portfolio status to management
  • Utilize Servicing System and other software tools to facilitate insurance reviews for troubled/watchlist commercial real estate assets

Licensed Commercial Insurance Agent

Goosehead Insurance
05.2022 - 04.2024
  • Engage proactively with sales agents, underwriting teams, and clients for policy renewals, modifications, and education
  • Manage diverse commercial insurance policies (General Liability, Worker's Comp) ensuring optimal coverage and risk management
  • Analyze policy documents for accuracy, assist in marketing strategies, conduct policy reviews, and act as a liaison for issue resolution
  • Provide exceptional customer service, processing claims, handling ACORD submissions, and issuing certificates of insurance
  • Negotiate competitive premiums and coverage terms with carriers to ensure client satisfaction

Insurance Claims Representative

Progressive Insurance
07.2021 - 04.2022
  • Handled inbound calls regarding first notice of loss for home and auto policies, documenting and verifying loss details
  • Served as a communication liaison between claimants, adjusters, and other departments to facilitate claim resolution
  • Provided education to customers regarding the claim process and helped coordinate repairs and rental car services
  • Followed up with customers on unresolved issues.
  • Worked productively in fast-moving work environment to process large volumes of claims.

Express Claims Associate

State Farm Insurance
04.2019 - 07.2021
  • Processed claims, conducted investigations, and reviewed policies to ensure accurate and fair claim settlements
  • Evaluated claims, communicated with customers, and detected potential fraud
  • Managed inbound and outbound calls, handled claims documentation, and advocated for customers' best interests

Licensed Insurance Customer Service Representative

Liberty Mutual Insurance
04.2016 - 04.2017
  • Managed inbound calls regarding policy inquiries, claims assistance, premium payments, and policy renewals
  • Provided clients with coverage clarification, processed policy changes, and effectively addressed escalations
  • Supported client retention strategies and responded to incoming emails and faxes

Education

Bachelor of Science - Finance - Insurance

LSU
Baton Rouge, LA
05-2028

High School Diploma -

DeSoto High School
DeSoto, TX
06-2014

Skills

  • Insurance Compliance & Policy Review
  • Claims Processing & Risk Mitigation
  • Proactive Customer Communication
  • Strong Attention to Detail
  • Data Entry & Documentation Review
  • Commercial Insurance Knowledge
  • Problem Resolution & Empathy
  • Multitasking & Time Management
  • Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Acord Forms & Salesforce
  • Adaptability & Team Collaboration
  • Compliance monitoring
  • Insurance regulations

Certification

Active Property & Casualty License

References

Available upon request.

Timeline

Insurance Associate (Temporary)

Lument - Forrest Solutions
04.2024 - Current

Licensed Commercial Insurance Agent

Goosehead Insurance
05.2022 - 04.2024

Insurance Claims Representative

Progressive Insurance
07.2021 - 04.2022

Express Claims Associate

State Farm Insurance
04.2019 - 07.2021

Licensed Insurance Customer Service Representative

Liberty Mutual Insurance
04.2016 - 04.2017

Bachelor of Science - Finance - Insurance

LSU

High School Diploma -

DeSoto High School
Raven Bartee