Raven Bartee
Cedar Hill
Summary
Experienced insurance professional with a diverse background in customer service, insurance claims management, and insurance compliance. Skilled at handling complex policy issues, communicating effectively with clients and stakeholders, and ensuring smooth operations in fast-paced environments. Adept at leveraging analytical skills to review and process insurance policies, manage claims, and support loan servicing needs. Seeking a position in customer service, insurance, or loan servicing where I can apply my expertise to deliver exceptional service and operational efficiency.
Overview
9
9
years of professional experience
Work History
Insurance Associate
Lument
04.2024 - 03.2025
- Managed a portfolio of complex accounts, ensuring timely renewals and adherence to regulatory requirements.
- Performed comprehensive audits of existing policies for compliance with regulatory standards, mitigating potential legal risks.
- Effectively communicated complex policy information to clients, promoting understanding and confidence in coverage decisions.
- Collaborated with internal teams and brokers to resolve policy discrepancies and ensure smooth real estate closings.
- Identified areas for improvement within existing workflows resulting in increased efficiency and accuracy.
- Provided exceptional customer service while handling sensitive information pertaining to clients'' financial situations.
Licensed Commercial Insurance Agent
Goosehead Insurance Agency
05.2022 - 04.2024
- Managed claims processing, customer relationships, and policy renewals for commercial and property insurance clients.
- Utilized CRM tools to enhance customer satisfaction and retention, addressing claims and coverage inquiries.
- Assisted clients with workers’ compensation claims, property claims, and policy management, providing excellent customer service in a fast-paced environment.
- Processed data accurately and maintained up-to-date records for insurance documentation.
Claims Representative
Progressive
07.2021 - 04.2022
- Managed inbound claims and provided detailed explanations of coverage to insured clients.
- Mentored new employees on claims procedures and policy details.
- Handled escalated customer issues, de-escalating situations and ensuring resolution while maintaining positive client relationships.
- Collaborated with adjusters to process and resolve claims, including vehicle repairs, rental services, and settlement negotiations
- Worked productively in fast-moving work environment to process large volumes of claims.
- Improved customer satisfaction by providing timely and accurate information on claim status and resolution.
Claims Associate
Statefarm Insurance
04.2019 - 07.2021
- Took ownership of claims from start to finish, coordinating with all parties involved for timely resolution.
- Determined liability, confirmed coverage, and processed claims payouts for amounts $5K and above.
- Effectively communicated policy coverage and repair estimates to insured clients and claimants.
- Maintained accurate records and provided timely follow-up on claims status and resolution.
Server/Trainer/Shift Leader
Pappadeaux
04.2017 - 04.2019
- Delivered exceptional customer service, leading a team of 10 new employees each month in a fast-paced environment.
- Implemented company policies and maintained safety standards, contributing to an increase in sales by 20% annually.
- Trained new team members on customer service best practices and operational procedures.
- Mentored new hires through the training process, ensuring they became productive team members quickly and efficiently.
Insurance Customer Service Representative
Liberty Mutual
04.2016 - 04.2017
- Educated potential clients on policy options, calculated quotes, and took premium payments.
- Assisted with Home, Auto, Boat, Umbrella, and Renters insurance policies, providing information on coverage and policy language.
- Maintained accurate call logs across multiple systems and screens to ensure seamless service delivery.
Education
High School Diploma -
Desoto High School
DeSoto, TX06-2014
Skills
- Industry trends awareness
- Policy analysis
- Compliance monitoring
- Claims management
- Insurance regulations
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Multitasking
- Claims investigation
- Organizing and prioritizing work
- Critical thinking
- Microsoft office
- Interpersonal skills
- Policy review
Timeline
Insurance Associate
Lument
04.2024 - 03.2025
Licensed Commercial Insurance Agent
Goosehead Insurance Agency
05.2022 - 04.2024
Claims Representative
Progressive
07.2021 - 04.2022
Claims Associate
Statefarm Insurance
04.2019 - 07.2021
Server/Trainer/Shift Leader
Pappadeaux
04.2017 - 04.2019
Insurance Customer Service Representative
Liberty Mutual
04.2016 - 04.2017
High School Diploma -
Desoto High School
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