Rebecca Molina
San Antonio,TX
Summary
Insurance professional with a comprehensive background in advising clients on various insurance products. Proven track record of delivering customized solutions and maintaining client satisfaction. Focused on team collaboration and achieving outcomes, adaptable to changing needs, and valued flexibility.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Owner & Bookkeeping
RCG Bookkeeping
02.2023 - Current
- Steered diverse client portfolios to ensure tax compliance and adherence to industry norms
- Pioneered automated solutions, achieving a 60% reduction in manual entry for improved efficiency
- Executed audits to pinpoint discrepancies, promptly implementing corrective actions
- Guided clients in tax savings, maximizing deductions and credits for financial advantage
Claims Adjuster
USAA
06.2024 - 01.2025
- Demonstrated expertise in managing Auto and Casualty cases, showcasing deep knowledge of P&C Insurance Products
- Processed claim payments with precision, adhering to industry norms
- Collaborated effectively to resolve escalated issues, ensuring compliance with regulations
- Kept meticulous records of payment schedules for audit and review purposes
- Regularly met tight deadlines, enhancing team performance metrics
Excess Flood Underwriter
Southwest Business Corporation
12.2019 - 06.2023
- Enhanced underwriting quality, ensuring accuracy and compliance in flood application reviews
- Upheld underwriting excellence, collaborating with authority for accurate risk ratings
- Fostered stakeholder trust, generating competitive quotes
- Ensured regulatory compliance and program integrity, maintaining policy form consistency
Excess Flood Coordinator
Southwest Business Corporation
04.2018 - 11.2019
- Streamlined document coordination for tax and premium filings, ensuring compliance
- Enhanced operational efficiency and client satisfaction by resolving policy issues
- Maintained regulatory standards by supplying state-specific documents to Surplus Lines
- Improved risk analysis and precise quoting by assisting underwriters with documentation
Office Manager/Account Manager
Alternative Insurance Services
03.2017 - 04.2018
- Enhanced client loyalty by managing renewals and new services
- Streamlined market submissions through thorough documentation
- Supervised office staff, maintaining a compliant and professional environment
- Built and managed robust vendor relationships
- Ensured record accuracy through meticulous endorsements processing
Commercial Lines Assistant
Pathfinder Insurance
11.2016 - 02.2017
- Evaluated risk and supported auto/casualty claims using comprehensive insurance knowledge
- Swiftly resolved endorsement issues, ensuring timely delivery and compliance
- Maintained meticulous record-keeping, ensuring invoice and endorsement accuracy
- Managed premium allocation with keen attention to detail, optimizing spreadsheets
Auto Claims Adjuster
USAA
04.2016 - 10.2016
- Orchestrated auto claims management for accuracy and timeliness
- Fostered team collaboration to simplify complex claims
- Stayed abreast with insurance regulations for precise payment processing
Agent Support Unit Processor II
Nationwide Sales Solutions
12.2010 - 04.2016
- Facilitated stakeholder communication
- Led team adherence through incentive programs
- Implemented cost-saving projects, achieving $5,000 in savings
- Optimized workflow processes, reducing turnaround time
Customer Service Representative
Nationwide Insurance
08.2008 - 12.2010
- Addressed customer inquiries, improving service quality and satisfaction
- Fostered customer trust through proactive follow-ups
- Utilized customer feedback to enhance processes, meeting satisfaction goals
- Ensured positive customer interactions through professional handling of inquiries
Education
Bachelor of Business Administration (BBA) - Business Administration
Ashford University
San Diego, CA10.2012
Skills
- Comprehensive risk evaluation
- Broker client engagement
- Excess & Surplus Knowledge
- Analytical Thinking
- Risk evaluation
- Underwriting
- Data Analysis
- Customer engagement
Certification
- Texas Property & Casualty License - 2008-present
- Texas Claims Adjuster License - 2016-present
Timeline
Claims Adjuster
USAA
06.2024 - 01.2025
Owner & Bookkeeping
RCG Bookkeeping
02.2023 - Current
Excess Flood Underwriter
Southwest Business Corporation
12.2019 - 06.2023
Excess Flood Coordinator
Southwest Business Corporation
04.2018 - 11.2019
Office Manager/Account Manager
Alternative Insurance Services
03.2017 - 04.2018
Commercial Lines Assistant
Pathfinder Insurance
11.2016 - 02.2017
Auto Claims Adjuster
USAA
04.2016 - 10.2016
Agent Support Unit Processor II
Nationwide Sales Solutions
12.2010 - 04.2016
Customer Service Representative
Nationwide Insurance
08.2008 - 12.2010
Bachelor of Business Administration (BBA) - Business Administration
Ashford University
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