Client-focused Customer Service and Claims Professional with 12+ years of experience in insurance, finance, and banking. Proven ability to resolve high-volume claims, handle complex customer issues, and manage auto, loan, and property-related accounts with care and accuracy. Known for empathy, problem-solving, and exceeding client expectations across multiple high-pressure industries. Skilled in fraud detection, underwriting support, and policy servicing.
Overview
11
11
years of professional experience
Work History
Business Client Care Servicing Specialist I
Truist Bank
11.2024 - Current
Analyzed customer inquiries to resolve issues efficiently and enhance satisfaction.
Developed and maintained knowledge base for service processes, improving team support capabilities.
Implemented process improvements that streamlined workflows and reduced resolution time for customer requests.
Handle 100+ inbound inquiries regarding business products, accounts, and policies.
Act as a client advocate to ensure accurate and timely resolution of account issues.
Track complaints, follow-up requests, and unresolved problems with empathy.
Maintain high service standards while educating clients on system tools and updates.
Delivered exceptional customer service as a dedicated point of contact for high-priority clientele, addressing their unique concerns and requirements.
Claims & Insurance Support (Contract Assignments)
State Farm, Esurance, Allstate, Nationwide, Farmers, ADT, Humana
03.2016 - 06.2024
Self-motivated, with a strong sense of personal responsibility.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Investigated and processed complex insurance claims including total loss, fraud detection, and property damages.
Resolved inbound inquiries related to policy provisions, underwriting, and settlements.
Guided policyholders through escalated claims processes while ensuring compliance.
Worked across multiple systems, supporting auto finance, auto, and home insurance policies.
Paid attention to detail while completing assignments.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Learned and adapted quickly to new technology and software applications.
Proved successful working within tight deadlines and a fast-paced environment.
Achieved performance goals in call handling, accuracy, and satisfaction across all client contracts.
Banking & Loan Support Specialist – Contract Roles
Capital One, US Bank, Wells Fargo Dealer Services, PLS Financial
09.2014 - 11.2022
Facilitated loan application processing, ensuring compliance with regulatory requirements and internal policies.
Collaborated with cross-functional teams to streamline communication and improve loan processing timelines.
Analyzed borrower documentation for accuracy, identifying potential discrepancies to mitigate risk.
Supported auto loan refinance and mortgage processing for pre-approved clients.
Processed transactions, answered loan payoff questions, and ensured regulatory compliance.
Delivered high-level service during phone, chat, and in-person support interactions.
Provided guidance on payment options, refinancing terms, and new account setup.
Processed transactions accurately and efficiently using point-of-sale systems.
Managed cash drawer, ensuring accurate cash handling and reporting discrepancies.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Built relationships with customers to encourage repeat business.
Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
Holiday Clerk Assistant
United States Postal Service, USPS
12.2018 - 01.2019
Assisted in sorting and distributing mail efficiently during peak holiday periods.
Collaborated with team members to ensure timely processing of packages and shipments.
Managed customer inquiries, providing accurate information and support regarding services.
Maintained organized records of incoming and outgoing mail for improved tracking.
Assisted customers with postal transactions and mail processing during peak season.
Managed inventory, organized displays, and ensured timely package distribution.
Education
High School Diploma -
South Oak Cliff High School
Dallas
06-2013
Skills
Problem resolution
Decision-making
Cross-functional coordination
Customer service
Problem-solving
Attention to detail
Time management
Teamwork and collaboration
Problem-solving abilities
Multitasking
Excellent communication
Critical thinking
Timeline
Business Client Care Servicing Specialist I
Truist Bank
11.2024 - Current
Holiday Clerk Assistant
United States Postal Service, USPS
12.2018 - 01.2019
Claims & Insurance Support (Contract Assignments)
State Farm, Esurance, Allstate, Nationwide, Farmers, ADT, Humana
03.2016 - 06.2024
Banking & Loan Support Specialist – Contract Roles
Capital One, US Bank, Wells Fargo Dealer Services, PLS Financial