TARA FLETCHER
Portland,TX
Summary
Highly motivated Insurance Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased revenue, improving buying experience and elevating company profile with targeted markets. Consistently recognized for sales performance and excellence in customer service.
Background includes Automotive claims processing in fast-paced environments. Adept at handling uncomplicated claims from first contact through final settlement.
Overview
12
12
years of professional experience
Work History
Sales Associate
Farmers Insurance Steve Collins Agency
Albuquerque, NM
10.2002 - 09.2008
- Retained 90% of policyholders during annual renewal period
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage
- Processed applications, payments, corrections, endorsements, and cancellations
- Developed, implemented, and monitored new underwriting guidelines
- Promoted agency products to customers
- Compiled coverage and rating information
- Prepared necessary paperwork to process insurance sales and renewals
- Managed over 400 policy renewals each year
- Followed up with potential clients regarding online information requests
- Presented and clearly explained insurance policy options to clients based on their needs and goals
- Developed productive working relationships with car dealers, loan processors and other business partners
- Called 10 lapsed customers each week to inquire about continuing needs
- Drafted quarterly reports for management review
- Coded claims forms and mediated disputes between carriers and clients
- Promoted client retention through high-quality service and follow through
- Presented account proposals
Claims Associate
Farmers Insurance
Houston, Texas
10.1996 - 05.2002
- Reduced loss ratios through fair and prompt processing of claims
- Obtained relevant evidence and information regarding suspicious claims
- Interviewed claimants, medical specialists and employers to determine pertinent claim information
- Conducted interviews, gathered detailed information and completed field investigations
- Investigated any potentially fraudulent claims
- Mentored 10 new team members
- Conducted claim and estimate re-inspections
- Communicated with insured individuals to explain audit classifications and computations
- Reviewed collection files to determine next steps in collection process
- Completed required investigations on referred files
- Monitored quality of independently conducted investigations
- Analyzed first reports of loss and underlying file material to determine if claim was suspect
- Reviewed data to verify validity of claims
- Drafted statement of loss to summarize damages, payments and underlying policy coverage.
- Affirmed or denied coverage fairly based on thorough investigations
- Worked with claims adjusters and examiners to expedite processing in alignment with procedures
- Followed up with customers on unresolved issues
Education
High School Diploma -
Spring High School
Spring, TX1996
Skills
- Claims file management processes
- Critical thinker
- Database management
- Sales background
- Casualty auto insurance
- Client relations expert
- Property and casualty products
- Complaint handling and resolution
- Self-motivated
- Team player
- Excellent communication skills
- Complex problem solver
- Organized
- Thrives under pressure
Accomplishments
- Qualified for quarterly sales bonuses by exceeding sales target by 50%
- Expanded business by 50% while maintaining 100% rate of customer retention
- Placed up to 25 new lead calls per day
- Promoted from File Clerk to Phone Operator to Claims Clerk to Claims Associate in my six years of employment.
Timeline
Sales Associate
Farmers Insurance Steve Collins Agency
10.2002 - 09.2008
Claims Associate
Farmers Insurance
10.1996 - 05.2002
High School Diploma -
Spring High School
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