Samira Rosas
Lakewood,CA
Summary
Organized, dedicated and detail-oriented office manager. Determined in ensuring that all high priority tasks are thoroughly completed and accurately documented. Strong work ethics, responsible and reliable.
Overview
17
17
years of professional experience
Work History
Insurance Claims Processor
California Fair Plan Association
Los Angeles, CA
05.2022 - Current
- Reviewed customer insurance claims to ensure accuracy and completeness of information.
- Assisted customers in filing new insurance claims and provided status updates on existing ones.
- Maintained detailed records of all claim activities including correspondence and payments.
- Participated in training sessions conducted by insurers on new products and services.
- Participate in the verification process of settlements related to a claim
Insurance Solicitor
Larry Howell and Nancy Howell State Farm Agency
Cypress, CA
08.2021 - 03.2022
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
OFFICE MANAGER / INSURANCE AGENT
STATE FARM
Hawthorne, CA
07.2007 - 06.2021
- Recruit and train, staff members on customer service skills, insurance knowledge, sales, and State Farm documentation standards
- Due to the multiple state licensing obtained: daily sales for home, life, auto, business, fire, health, disability incomes and IRA policies
- Process client applications and coordinate with State Farm Underwriting to ensure all records comply with State Farm regulations
- Assist staff with insurance and underwriting compliance
- Perform, assist and manage daily insurance complaints and client claim applications
- Coordinate with the Claims Department, auto repair shops, field representatives, mortgage lenders, escrow agents, real estate brokers, property owners and HOA's
- Coordinate, manage and insure all team members have performed required updated training classes required for State Farm policies and procedures
- Process client payments online and in-person
- Performed bank deposits, month end and year end bank reconciliation
- Maintain and submit all staff monthly sales and commission reporting
- Responsible for maintaining all client physical records and performing year end client file purging
- Performed document notarization.
Education
ASSOCIATE IN SOCIOLOGY -
EL CAMINO COLLEGE
TORRANCE, CALIFORNIA05-2010
Skills
- Poised under pressure
- Computer Literate
- Bilingual
- Teamwork and Collaboration
- Customer Service
- Claims Processing
Timeline
Insurance Claims Processor
California Fair Plan Association
05.2022 - Current
Insurance Solicitor
Larry Howell and Nancy Howell State Farm Agency
08.2021 - 03.2022
OFFICE MANAGER / INSURANCE AGENT
STATE FARM
07.2007 - 06.2021
ASSOCIATE IN SOCIOLOGY -
EL CAMINO COLLEGE
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