Tyler Nelson

• Investigating, evaluating, negotiating, and settling auto claims in an assigned area to include verification of coverage, legal liability and extent of damage to persons and property, which may require contact by telephone, correspondence, in person, or various electronic media

• Applying knowledge of policies, procedures, laws, statutes, and insurance regulations when

determining coverage, liability, damages of injury (first and third party) and property damage

• Recognizing and reviewing claims requiring specialized handling, including identifying issues that may

require the use of independent experts or vendors

• Using various electronic resources for claim handling

• Working in partnership with and provides instruction to claim associates

• Improved claim processing efficiency by streamlining workflows and implementing time-saving strategies.
• Reduced claim processing errors by conducting thorough investigations and accurately interpreting policy details.

• Most importantly delivering a remarkable customer experience through handling claims involving

injury

• Investigated claims by reviewing policy contracts to determine claim coverage based on cause and facts of loss.
• Improved claim resolution times by efficiently managing a caseload of property claims.
• Reduced costs for the company by accurately estimating repair and replacement expenses.
• Investigating, evaluating, negotiating, and settling property claims in an assigned area to include verification of coverage, legal liability and extent of damage to persons and property, which may require

• Accurately maintains commission records.
• Reviews and enters broker adjustments into BETA; generates corresponding journal entries required.
• Recognize/Defer Managed Account Fees
• Adjust Managed Account Fees
• Terminated Accounts
• Terminated FAs
• Error Charges
• Employee Expense (EEXP) charges
• Non-ticketed items
• Manual Adjustments
• Special Products including prepaid programs
• Mutual Funds/12b-1 fees
• Setup and maintain broker numbers on BETA.
• Researches and resolves broker problems.
• Performs general ledger account reconciliations and prepares journal entries as required.
• Distributes daily and weekly reports corporate wide.
• Special projects as requested.
• Other duties as assigned by Supervisor
• Set up Broker to Broker, Certified Sales Assistant (CSA), & Financial Advisor Assistant (FAA) payments.

• Identified firms with affiliates by reviewing financial documents
• Enhanced fundraising efforts by researching potential donors and developing targeted outreach materials.
• Assisted in grant writing for successful project funding, contributing to the organization''s growth.
• Collected required data on several affiliated firms to provide analytical data for department Compliance Analysis
• Entered required data for several certified firms into the Certification and Compliance Management
• System (CCMS)
• Identified firms not eligible for the program due to small business size standards
• Identified firms with missing gross receipts/revenue information
• Found documents in the MWAD and/or CCMS system to identify gross receipts
• Identified gross receipts data from appropriate documents
• Entered gross receipts information into the CCMS and Excel spreadsheet for tracking gross receipt information

• Reviewed and corrected accounting entries
• Enhanced financial accuracy by diligently reviewing and reconciling accounts on a regular basis.
• Streamlined accounting processes by assisting with the implementation of new software and tools.
• Worked with City Auditor to conduct audit fieldwork, document audit testing and reviewed recommended audit findings
• Analyzed residential and non-residential information during the auditing process
• Organized airline landing fee reports in the Accounts Receivable system