Dedicated insurance professional known for strong negotiation skills and a focus on regulatory compliance. Experienced in claims investigation and coverage analysis, ready to leverage expertise to enhance client satisfaction and drive business growth.
Overview
10
10
years of professional experience
Work History
Licensed Insurance Agent
Self-Employed
Forney, TX
2023.06 - Current
Independently managed client acquisition, policy quoting, and binding for auto, home, and renters' insurance.
Maintained relationships with multiple carriers to match clients with optimal coverage and pricing.
Provided claims guidance and advocacy to ensure timely and fair outcomes.
Handled renewals, policy reviews, endorsements, and compliance for a growing book of clients.
Utilized digital marketing and community outreach to build clientele and retain existing business.
Claims Adjuster
State Farm Mutual Automobile Insurance Company
Irving, TX
2022.06 - 2023.06
Investigated liability and property claims, issued coverage determinations, and facilitated settlements.
Managed a high-volume caseload while maintaining customer satisfaction above 95%.
Evaluated insurance claims for accuracy and compliance with company policies.
Reviewed repair estimates and assessed property damage to determine coverage.
Communicated claim decisions clearly to policyholders via phone and email.
Licensed Insurance Agent
Freeway Insurance Services
Richardson, TX
2018.06 - 2019.07
Sold P&C policies across multiple carriers; built book of business and ensured customer retention.
Advised clients through claim processes and monitored settlements to ensure fairness and compliance.
Conducted thorough assessments of client insurance needs and risks.
Facilitated policy renewals and changes for existing clients.
Utilized CRM software to track client interactions and manage leads.
Licensed Insurance Agent
Farmers Insurance Group
Las Vegas, NV
2016.01 - 2018.05
Sold personal lines policies, conducted policy reviews, and managed renewals.
Trained office staff and improved productivity through effective coaching and workflow redesign.
Facilitated policy renewals and changes for existing clients.
Identified opportunities for cross-selling additional policies or services to existing customers.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Upsold products to policyholders and potential new clients.
Education
Bachelor of Science - Nursing
Arizona College of Nursing
Dallas, TX
Skills
Property & Casualty Sales & Service
Auto & Homeowners Policy Quoting / Binding
First & Third Party Claims Investigation
Coverage Analysis & Liability Determination
Negotiation & Settlement Facilitation
Underwriting & Risk Assessment Support
Regulatory Compliance (TX P&C License)
CRM & Claims Systems (Salesforce, Xactimate, Guidewire)
Highlighted Achievements
Successfully grew an independent insurance business from the ground up.
Resolved a complex BI claim while at State Farm, preventing litigation and saving over $30K.
Maintained 90%+ client retention rate across all insurance roles.