Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tyler Nelson

West Palm Beach,FL

Summary

Friendly professional experienced in investigating and processing insurance claims along with accounting and finance. Hardworking and communicative individual excels at interpreting policies and negotiating payment solutions. Recognized for providing optimum service to policyholders and quickly identifying fraudulent claims.

Have a lot of experience examining claims, negotiating and processing settlements and verifying insurance coverage. Attentive team player consistently treats clients fairly and equitably. Motivated to succeed in fast-paced and deadline-driven professional environment.

Overview

8
8
years of professional experience
1
1
Certification

Work History

IBHS Fortified Home Inspector

Pilot Catastrophe
01.2022 - Current
  • Enhanced client satisfaction by conducting thorough and accurate home inspections.
  • Identified potential safety hazards for homeowners through diligent inspection of electrical systems, plumbing, and structural components.
  • Streamlined inspection processes by implementing time-saving techniques and tools.
  • Document contractor roofing material like shingles, nails, roof decking nails, etc.
  • Re-inspected commercial and residential constructions which previously failed inspections.

Property Desk Adjuster

State Farm
12.2021 - 11.2023
  • Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.
  • Performed 30 field investigations of damaged properties every month. Up to 12/12 steep roof.
  • Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
  • Conducted comprehensive interviews of witnesses and claimants to gather facts and information.
  • Investigated and assessed damage to property and reviewed property damage estimates.
  • Writing estimate with Xactimate at proficient level

CAT Field Property Adjuster

State Farm
08.2021 - 12.2021
  • Investigated claims by reviewing policy contracts to determine claim coverage based on cause and facts of loss.
  • Performed 4 property inspections per day and wrote 4 estimates per day
  • Used Xactimate to compile estimates for personal property and structure damage.
  • Improved claim resolution times by efficiently managing caseload of property claims.
  • Reduced costs for company by accurately estimating repair and replacement expenses.
  • Investigating, evaluating, negotiating, and settling property claims in assigned area to include verification of coverage, legal liability and extent of damage to persons and property, which may require

Senior Accounting Associate

Stifel Financial Corp.
06.2019 - 09.2021
  • 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 prepare journal entries as required.
  • Distributes daily and weekly reports corporate wide.
  • Other duties as assigned by Supervisor
  • Set up Broker to Broker, Certified Sales Assistant (CSA), & Financial Advisor Assistant (FAA) payments.

Business Diversity Development Intern

St. Louis Lambert International Airport
05.2018 - 08.2018
  • 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 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 Certification and Compliance Management
  • System (CCMS)
  • Identified firms not eligible for program due to small business size standards
  • Identified firms with missing gross receipts/revenue information
  • Found documents in MWAD and/or CCMS system to identify gross receipts
  • Identified gross receipts data from appropriate documents
  • Entered gross receipts information into CCMS and Excel spreadsheet for tracking gross receipt information

Seasonal Accountant Intern

St. Louis Lambert International Airport
05.2016 - 06.2017
  • Reviewed and corrected accounting entries
  • Enhanced financial accuracy by diligently reviewing and reconciling accounts on regular basis.
  • Streamlined accounting processes by assisting with 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 auditing process
  • Organized airline landing fee reports in Accounts Receivable system

Education

Bachelor of Science -

Xavier University of Louisiana
Louisiana
05.2019

Skills

  • Pivot Tables, Vlookups, etc
  • General ledgers and financial statements, Tax Accounting with Vita Tax Pro
  • Strong interpersonal skills and ability to build effective working relationships throughout organization
  • Excellent attention to detail
  • Xactimate, Settlement Determinations, Accident Investigations, Documentation Review

Certification

All lines adjuster license

State farm auto and property certificates

Timeline

IBHS Fortified Home Inspector

Pilot Catastrophe
01.2022 - Current

Property Desk Adjuster

State Farm
12.2021 - 11.2023

CAT Field Property Adjuster

State Farm
08.2021 - 12.2021

Senior Accounting Associate

Stifel Financial Corp.
06.2019 - 09.2021

Business Diversity Development Intern

St. Louis Lambert International Airport
05.2018 - 08.2018

Seasonal Accountant Intern

St. Louis Lambert International Airport
05.2016 - 06.2017

Bachelor of Science -

Xavier University of Louisiana
Tyler Nelson