Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
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SANTIAGO ZAPATA

Winter Park,FL

Summary

Highly motivated and detail-oriented professional. Eager to leverage my professional background across different Business Management roles to secure entry-level Financial Analyst position. Skilled in working under pressure and adapting to new situations and challenges to best meet company goals in a team environment.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Self-Employed Public Adjuster

United Claims Specialists
08.2021 - Current
  • Negotiates with insurance companies and employers on behalf of clients to maximize claims settlements.
  • Conducts interviews, gathered detailed information and completes field investigations.
  • Examines claims forms and other records to determine insurance coverage.
  • Prepares accurate financial reports and monthly statements for accounts receivable using MS Excel.

Self-Employed Health Advisor

USHEALTH ADVISORS
07.2020 - 07.2021
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Recognized for achieving a key sales quota benchmark of $100,000 in annual value in under 12 weeks
  • Communicated features, disadvantages and advantages of policies to promote insurance sales.
  • Invited to join a management development group for high performers under the Regional Manager.

Auto Claims Adjuster

LIBERTY MUTUAL
02.2020 - 07.2020
  • Promptly identified and coordinated investigations with SIU and Legal when a claim warranted involvement.
  • Mentored employees at the Branch level by providing training on achieving company goals and metrics.
  • Provided claims handling with an average caseload of 50 claims with a focus on automotive accident claims.
  • Contributed to achieving customer service satisfaction goals by following and supporting company protocols.

Regional Sales Manager

American Freight Furniture
12.2013 - 01.2016
  • Increased sales by over $510K within 15 months, thereby exceeding the sales quota for the period by over 20%.
  • Lead the new Little Rock location and managed a 16-staff team to achieve a 3-week grand opening deadline.
  • Obtained the highest customer service rating in the company with perfect customer reviews on Google.
  • Recruited and trained over 10 employees with over 5 of them reaching higher levels of management.

Education

Bachelor of Science - Business Administration, Finance

University of Central Florida
07.2020

Associate of Arts - General Studies

Valencia College
Orlando, FL
01.2018

Skills

  • Microsoft Office Proficiency
  • New Business Development
  • Financial Administration
  • Team Training
  • Adaptable and Flexible
  • Interpersonal Communication
  • Accounts Payable and Accounts Receivable
  • Customer Service

Certification

  • Licensed 3-20 Public Adjuster - Florida Department of Financial Services
  • Licensed 2-15 Life Incl Var Annuity & Health - Florida Department of Financial Services

Languages

Spanish
Native or Bilingual

Timeline

Self-Employed Public Adjuster

United Claims Specialists
08.2021 - Current

Self-Employed Health Advisor

USHEALTH ADVISORS
07.2020 - 07.2021

Auto Claims Adjuster

LIBERTY MUTUAL
02.2020 - 07.2020

Regional Sales Manager

American Freight Furniture
12.2013 - 01.2016

Bachelor of Science - Business Administration, Finance

University of Central Florida

Associate of Arts - General Studies

Valencia College

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