Rebecca Ortega
Dallas,Texas
Summary
Seeking a company whose brand, mission and vision I can embrace while contributing instrumentally to their success utilizing my broad-based experience as an Insurance Adjuster.
Skilled in investigating and analyzing liability concerning personal, casualty or property loss. Proven history of leveraging excellent negotiation skills to facilitate settlements.
Excellent communication skills demonstrated through 2 years of experience as an Adjuster interviewing specialists, witnesses and claimants to compile information. Excellent communication skills demonstrated through 20 years of experience in administrative roles working directly with corporate top associates, fellow peers and customers.
Overview
19
19
years of professional experience
Work History
Independent Claims Adjuster
EBERL CLAIMS MANAGEMENT SERVICES
03.2022 - Current
- Completed Texas All-Lines Adjuster training and received my Texas Adjuster License on March 24, 2022
Independent Desk Adjuster
AAA Florida
10.2022 - 06.2023
- Desk Adjuster for Hurricane Ian – Deployed to Tampa, FL for five months and worked from home for 4 months
- Investigated origin and cause of claims, responded to customer inquiries, made appropriate decisions and closed files.
- Evaluated damages and handled claim negotiations with insureds, claimants, attorneys and public adjusters.
- Evaluated insurance policies and analyzed damages to determine coverage.
- Negotiated with policyholders and claimants to reach mutually satisfactory resolutions.
- Substantiated legitimate claims and denied unjustified claims.
- Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.
Administrative Assistant
FEDEX OFFICE
10.2014 - 03.2022
- Supported two Vice Presidents in Field Operations and one Vice President in Operations Planning & Support
- Administrative support and department management for two different departments on two different floors
- Deck creation, Invoice Approvals, Travel/Trip Management, Calendar/Meeting Management, Expense Report Creation & Approvals of VP & their Direct Reports, In-Person & Online Meeting Management – ZOOM, WebEx, Microsoft TEAMS, Department Management – Field Operations (3) & Operations Planning & Support (70), Office supply orders, Conference room booking, Seating/Floorplan Management, Department contact for questions, Office Relocation & Return-to-Work Ambassador, Regional Administrative Assistant Team Management, Train new Regional Admins in person at Corporate Office, Create agenda and conduct monthly Admin meetings via ZOOM, Point of contact for regional questions for 10 Regional Admins in the field, Share corporate level information w/Regional Admin team when appropriate
Marketing Coordinator
AMERICAN GYPSUM
03.2005 - 05.2014
- Worked hand in hand with all departments to create sales presentations, provide customers with daily, weekly and monthly sales information and served as the point person for all marketing needs
- Created and had published our company’s first marketing advertisement
- Redesigned product packaging that is currently on all products sold by company
- Used Microsoft and Adobe products as well as other vehicles to personally create, edit and print polished, professional, effective marketing materials to support our sales force, including design and integration of graphics, photos, graphs, charts, statistics, copy, narratives, etc
- On large projects, organized and supervised the cost-efficient preparation and timely completion and printing of graphics and brochures by outside contractors against deadline
- Daily, Weekly and Monthly reports for Executives of all levels at American Gypsum and parent company Eagle Materials, including Gypsum Association information that becomes TOP PRIORITY when it is released by the Association
- Manage Trade Shows – Handle payment, booth shipment, utilities, give-a-ways and rentals needed to ensure a smooth show for the Sales Representatives attending
- Also attended shows to manage booth needs on site
- Promotional Items – Work with Vendors to receive multiple bids and then order promotional items for Customer Give-a-ways
- Coordinate with Sales Representatives on what items to order and send to their customers
- Internal Marketing – Any internal marketing needed; Anniversary Certificates, Certificates of Achievement, Maps, Presentations, Christmas Cards, etc
- Any administrative needs for the VP of Sales, Marketing and Distribution and the VP of National Accounts/Customer Support
- Ordering furniture, signage for front lobby, dry erase board with design of report I created for employee evaluation, price increase mass mailings to all customers, check requests for payment of various marketing activities and items, work with travel agent to coordinate travel for Executives.
Education
Graduated -
Chickasha High School
Chickasha, OKAssociate Degree in Graphic Design -
The Art Institute of Dallas
Dallas, TX12.2003
Part-time pursuit of Business Management degree -
University of Oklahoma
Norman, OK01.1994
Skills
- Programs: Xactimate, Microsoft Office Suite, Adobe Suite (Photoshop, Illustrator, Acrobat), PeopleSoft, Scanning Equipment and Software ZOOM, WebEx, Microsoft TEAMS
- Skills: Insurance Policy Coverage Knowledge, Project management, Internet research, writing and excellent internal/external communications and interaction skills
- Traits: Multi-tasking and, ability to work independently under general direction Stress resilience, Sense of urgency on all tasks Stress-resilient High integrity, loyalty, strong work ethic, compassion
References Available
True
Timeline
Independent Desk Adjuster
AAA Florida
10.2022 - 06.2023
Independent Claims Adjuster
EBERL CLAIMS MANAGEMENT SERVICES
03.2022 - Current
Administrative Assistant
FEDEX OFFICE
10.2014 - 03.2022
Marketing Coordinator
AMERICAN GYPSUM
03.2005 - 05.2014
Graduated -
Chickasha High School
Associate Degree in Graphic Design -
The Art Institute of Dallas
Part-time pursuit of Business Management degree -
University of Oklahoma
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