To acquire a challenging career within a solid company utilizing the opportunity to offer proven and developing skills within a company.
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
10
10
years of professional experience
Work History
Relationship Manager
Morgan Stanley
03.2022 - Current
Built and maintained relationships with new and existing clients while providing high level of expertise.
Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Online Inspector/Claims Adjuster
Safeguard Products International
10.2019 - 12.2021
View photos to make sure damages meets the terms and conditions of contract
Assist with online and mobile applications
Claims Investigation & Evaluation: Conducted thorough investigations to determine the legitimacy of claims, gathering evidence through interviews and third-party consultations.
Assessed property damage, bodily injury, and liability claims, ensuring compliance with Safeguard's policies and industry regulations.
Reviewed medical reports, repair estimates, and other documentation to determine the extent of damages and establish appropriate settlement amounts.
Claims Processing & Negotiation: Evaluated claims based on policy terms, conditions, and applicable laws to recommend and authorize settlements.
Negotiated settlements with claimants, vendors, and legal representatives to ensure fair outcomes, balancing company interests with customer satisfaction.
Worked closely with claims specialists to manage complex claims and ensure optimal resolution.
Customer Service & Communication: Maintained regular communication with policyholders, providing timely updates on the status of their claims and explaining the claims process.
Delivered exceptional customer service, addressing concerns and resolving conflicts with professionalism and empathy.
Prepared clear and concise reports for clients and internal stakeholders detailing claims findings and recommended actions.
Documentation & Reporting: Accurately documented all claim-related activities, ensuring all case files were up-to-date and compliant with company procedures.
Generated detailed claims reports for management, summarizing key findings, settlement amounts, and any potential legal implications.
Compliance & Risk Management: Ensured claims were processed in compliance with state and federal regulations, minimizing the risk of legal disputes and penalties.
Identified potential fraudulent claims and worked closely with the fraud investigation team to flag suspicious activity.
Collaboration & Teamwork: Collaborated with underwriters, legal, and risk management teams to ensure seamless claims handling.
Assisted in training and mentoring junior adjusters, sharing best practices and providing guidance on complex claims.
Key Achievements:
Reduced average claims processing time by 15% through the implementation of streamlined evaluation and approval processes.
Successfully negotiated settlements for complex, high-value claims, maintaining a high level of customer satisfaction while protecting company interests.
Skills & Expertise:
Insurance Claims Management
Claims Investigation & Assessment
Customer Relations & Communication
Negotiation & Conflict Resolution
Regulatory Compliance
Risk Mitigation & Fraud Prevention
Microsoft Office & Claims Management Software
Maintained compliance with state regulatory requirements through meticulous documentation and adherence to company policies.
Teller
Synovus
08.2017 - 08.2019
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.