Wesam Bakhat
Conroe,TX
Summary
Recent graduate with foundational knowledge in data visualization , data analysis , and business intelligence. With hands-on experience gained through academic projects and professional studies. Prepared to start career and make meaningful contributions with commitment and drive.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
Work History
Claims specialist
Progressive
Springs , TX
2023.09 - Current
- Worked effectively in fast-paced environments.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Negotiated favorable settlements with claimants, attorneys, and other insurance carriers to minimize financial risk for the company.
- Conducted thorough investigations of complex insurance claims, gathering evidence and analyzing relevant documentation.
Insurance Sales Producer
Allstate
2022.10 - Current
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Obtained information needed to start a claim and advised clients on the claim process.
- Serviced accounts by updating coverage, contact information , etc
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Insurance Professional
USAA
2022.02 - 2022.10
- Handled inbound insurance calls regarding property
- Evaluated current insurance policies and cross sold insurance products based on the clients needs
- Educated clients on insurance products
- Achieved insurance sales metrics
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Obtained information needed to start a claim and advised clients on the claim process,
- Generated quotes and proposals for clients to match individual needs.
Business Specialist
Wells Fargo Bank N.A
2016.05 - 2018.11
- Built relationships with existing small business clients
- Develop prospects for new small business and retail clients
- Offered deposit, lending, and other small business product solutions
- Conduct educational small business seminars in the community
- Excelled in sales and customer services satisfaction metrics.
Personal Banker
Wells Fargo Bank N.A
2015.01 - 2016.05
- Maintained Friendly and professional client interactions
- Cross sold banking products such as credit cards, personal loans, line of credit, and auto loans
- Educated clients on credit, banking products, and mortgages
- Excelled in sales and customer satisfaction metrics
Customer Service representative
Wells Fargo Bank N.A
2014.08 - 2015.01
- Maintained and balanced cash drawer
- Opened bank products
- Followed up with customers
- Scheduled appointments
- Hit sales goals and metrics
Teller
Wells Fargo Bank N.A
2013.11 - 2014.08
- Maintained and balanced a cash drawer
- Processed customer transactions
- Hit sales referrals metrics
- Cross-sold bank services and products
Education
MBA - Data Analytics
Colorado Technical University
Colorado Springs, Co. 2022.10 - 2024.10
Bachelor of Arts - Criminology
University of Colorado
Denver, Co.08.2020
Skills
- Business intelligence tools
- Statistical modeling
- Cluster Analysis
- Big Data Analysis
- Problem-Solving
- ANOVA Models
- Linear Regression
- Multivariate Analysis
- SQL and Databases
- Tableau
- SAS
Languages
Arabic
Native or Bilingual
Timeline
Claims specialist
Progressive
2023.09 - Current
Insurance Sales Producer
Allstate
2022.10 - Current
MBA - Data Analytics
Colorado Technical University
2022.10 - 2024.10
Insurance Professional
USAA
2022.02 - 2022.10
Business Specialist
Wells Fargo Bank N.A
2016.05 - 2018.11
Personal Banker
Wells Fargo Bank N.A
2015.01 - 2016.05
Customer Service representative
Wells Fargo Bank N.A
2014.08 - 2015.01
Teller
Wells Fargo Bank N.A
2013.11 - 2014.08
Bachelor of Arts - Criminology
University of Colorado
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