Sheldon Roberts
Trenton,NJ
Summary
Detail-oriented account owning/servicing offering 7+ years of client management.
Experienced first point of contact liaison and client relations expertise.
Communicative and assertive with commitment to accurate and timely account/data management.
Overview
8
8
years of professional experience
Work History
Account Manager
NCC Group
11675 Rainwater Dr Ste 260 Alpharetta, GA
02.2022 - Current
- Direct first point of contact for client accounts handling intellectual properties and source code software.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction and retention
- Built and maintain long-lasting client relationships based on accurate price quotes and customer-driven performance quotas
- Oversaw new business development and customer servicing including verification projects and source code exhibits.
- Contributed to annual revenue goals by new services sign ups and developing new accounts.
- Managing client accounts by addressing 50 -100 highly detailed emails daily.
Auto Claims Adjuster
Progressive Insurance
Mount Laurel, NJ
10.2019 - 02.2022
- Owed and managed high number of new individual auto claim daily.
- Accurately analyzed first and third party claims to determine extent of company's liability and auto coverage for all parties involved.
- Contacted and facilitated investigation with 3rd parties such as police departments, law offices and local companies for liability determination including police report interpretation, Letter of Representation for attorney assigned parties , and video surveillance review.
- Responsible for regulating, accounting and disbursing large amounts of funds being paid for vehicle repairs and property damage reimbursement.
- High level documentation of all findings in concise reports for each claim.
Catastrophe Claims Adjuster
Progressive Insurance
Mount Laurel, NJ
04.2020 - 09.2020
- Performed the vital role of claims ownership for high level weather catastrophe claims on highly trained team.
- Directed and coordinated various investigations conducted by field investigation teas for damage to vehicles caused by natural weather catastrophes.
- Prepared summaries of damage, payments and policy coverage for high number of weather catastrophe auto claims daily.
- Evaluated all evidence with ultimate goal of creating positive outcomes for client's claims.
- Documented all investigation activity and presented reports to management for non-covered and coverage denial claims.
Client Relations Specialist
Cenlar FSB
Ewing, NJ
08.2015 - 10.2019
- Directly responsible for management of multiple client accounts and first-point-of-contact resolution with client customers/members.
- Responsible for timely response/resolution of all inquiries received and provision of confidential documentation.
- Proficient in the utilization of multiple special service software/programs which aid in the accurate and correct handling of any and all inquiries/tasks.
- Proficiently perform high quality assurance performance rating above 95%.
Education
High School Diploma -
Trenton Central High School
Trenton, NJSkills
- Customer service expertise
- Territory Volume
- Knowledgeable in Microsoft Office& Multiple data accessing software
- Detail-oriented
- Demonstrates ability to handle highly confidential personal and financial information professionally
- Revenue Growth
- Verbal and Written Communication
- Acquisition and Retention Strategies
- Financial Recordkeeping
- CRM Software
- Account Management
Languages
Spanish
Elementary
Timeline
Account Manager
NCC Group
02.2022 - Current
Catastrophe Claims Adjuster
Progressive Insurance
04.2020 - 09.2020
Auto Claims Adjuster
Progressive Insurance
10.2019 - 02.2022
Client Relations Specialist
Cenlar FSB
08.2015 - 10.2019
High School Diploma -
Trenton Central High School
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