Samantha Mortimer

• Help with insurance claim files and use Xactimate for supplements.
• Provide basic support to sales representatives when contacting insurance companies and homeowners.
• Keep track of homeowner files, and make sure information is entered correctly.
• Answer calls, emails, and other messages for the office.
• Assist with bookkeeping and simple data entry tasks.
• Help organize payments, and reach out to homeowners when needed.
• Put together basic reports or paperwork when requested.
• Cooperate with team members to complete daily office duties.

Key Accomplishments:

• Rookie Of The Year Award after 6 months of employment
• Helped improve claim organization, communication, and efficiency.
• supported office flow through new and more accurate record-keeping

• Streamlined office operations, improving administrative efficiency and reducing processing times.
• Coordinated scheduling and resource allocation for multiple departments, enhancing team collaboration.
• Managed vendor relationships, negotiating contracts to optimize service delivery and cost-effectiveness.
• Developed and implemented office policies, ensuring compliance with organizational standards and procedures.
• Scheduled, planned, and organized travel and stay for co-workers

• Drafted professional memos and letters.
• Reviewed invoices prior to approval.
• Provided clerical support to company employees.
• Reviewed and routed business correspondence to the correct departments and staff members.

• Supervised daily operations to ensure high-quality resident care and service delivery.
• Trained and mentored staff on best practices for resident engagement and safety protocols.
• Implemented workflow improvements that enhanced team efficiency and resident satisfaction.
• Coordinated with interdisciplinary teams to address resident needs and resolve issues promptly.