Hi, I’m
William Ross
Dallas,TX
Summary
Energetic and enthusiastic insurance professional motivated to succeed in fast-paced and deadline-driven professional environment. Talented claims adjuster emphasizing effective time management, cost control, mediation, and attention to detail. Policy language proficient, Self-motivated and customer-focused. All lines adjuster actively licensed in 14 states.
Overview
18
years of professional experience
Work History
Alacrity SolutionsDallas, TX
Insurance Adjuster
02.2020 - Current
Job overview
- Negotiated and settled claims according to information presented through reports, research and data verification.
- Drafted statement of loss to summarize damages, payments and underlying policy coverage.
- Analyzed and audited open claims to calculate additional payments owed.
- Scheduled and confirmed appointments.
- Maintained daily calendars, set appointments with clients and planned daily office events.
- Updated reports and daily logs for management use and permanent files.
- Reviewed, evaluated and adjusted claims to promote fair and prompt settlement.
- Answered incoming calls and emails. Provided highest level of professionalism and knowledgeable service to every customer.
- Analyzed claim data such as photographs, diagrams, witness statements, and police reports.
- Prepared detailed written reports outlining investigation results.
- Monitored progress of outstanding claims ensuring timely resolution.
- Maintained accurate records of all claims files including notes from meetings, correspondence sent and received.
- Assessed damage to properties.
- Explained loss coverage, assisted policyholders with itemizing damages and coordinated alternative living arrangements.
- Explained supplement process to policy Holders
- Prepared Estimates using Xactimate.
- Facilitated appeals of denied claims containing issues and lack of prior authorization.
Lonestar Home Health ServicesIrving, Texas
Executive Assistant to the Chief Executive Officer
04.2015 - 02.2020
Job overview
- Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
- Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Managed daily invoices, reports and proposals.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Managed and tracked expenses to meet company budget requirements.
- Coordinated meeting and work schedules for staff teams and executives.
- Followed proper accounting and bookkeeping procedures to support audits.
- Supervised executive and management calendars while allocating tasks to administrative support team for smooth operational flow.
- Manage personal contact list
Iconic Salon SuitesDallas, TX
Manager of Operations
09.2010 - 04.2015
Job overview
- Hired and onboarded team members to meet immediate and expected demand.
- Evaluated and enhanced workflow to implement best practices, reduce costs and increase staff motivation and satisfaction.
- Established and maintained positive working relationships with community organizations, acting as corporate representative at meetings and events.
- Reviewed production costs and product quality and modified inventory control programs to maintain and enhance annual business plan.
- Engaged with existing and potential clients to gain insight into needs.
- Prepared staff work schedules and assigned team members to specific duties.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Implemented successful business strategies to increase revenue and target new markets.
AAA TexasIrving, TX
Initial Loss Reporting Associate
05.2006 - 09.2010
Job overview
- Delivered an exceptional level of service to each customer by listening to concerns and answering questions
- Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve customer satisfaction
- Quickly determined locations and needs of callers to accurately send service providers for assistance
- Accurately and efficiently responded to daily requests
- priorities regularly based on caller needs
- Kept detailed and updated records of calls in physical and electronic databases
- Provided dispatch support for roadside assistance calls
- Performed initial loss reporting and data entry of claims into the system.
- Communicated with clients via telephone, email or fax to obtain additional information regarding losses.
- Worked closely with internal departments such as Underwriting, Claims, Legal., to ensure timely resolution of claims.
- Responded calmly and promptly to emergency conditions, safety hazards and threats to life or property.
Education
The Institutes Knowledge Group
Certificate from Property Claims Handling
10-2023
American International Technical Institute, Atlanta, GA
Certificate of Completion from Rope And Harness For Adjusters
04-2022
The Adjuster School, Houston, TX
from All lines Insurance Adjusting
University Overview
- Additional Coursework in Property Claims
Skills
- Property Adjusting
- Complex Claim Adjusting with Attorney Involvment
- Accurate Claims File Management Processing from Beginning to Close
- Expert Knowledge of Estimate Writing Using Technology
- Xactimate Proficient
- Xact contents
- Freeze Claims
- Water mitigation
- Conflict Resolution
- Critical Thinking
- Legal Documentation and Reporting
- Claims Evaluation
- Proficiency with Microsoft Office suite
- Decision Making
- Settlement Negotiations
- Coverage Assessment, Analyzing Coverage Concerns by Reviewing Prior Loss History
- Database Management
- Claims File Management Processes
- Policy Language Proficient
- Total Loss Adjusting
- Catastrophe Loss Adjusting
- Knowledge of Underwriting Processes
- Able to Analyze and Review Lines of Business
- Communicates Clearly and Professionally
- Great Team Player
- USAA Certified
- State Farm Certified
- Tower Hill Certified
- Rope and Harness Certified
- Property Field Adjusting
- Soft Skills
- Ability to Travel
- Customer service 15 Years
- Inbound and Outbound Call Handling
- Preparing Correspondence Letters
- Customer Support Communication
- Problem Resolution
- Processing Accurate Payments
- Calendar Management
Timeline
Insurance Adjuster
Alacrity Solutions
02.2020 - Current
Executive Assistant to the Chief Executive Officer
Lonestar Home Health Services
04.2015 - 02.2020
Manager of Operations
Iconic Salon Suites
09.2010 - 04.2015
Initial Loss Reporting Associate
AAA Texas
05.2006 - 09.2010
The Institutes Knowledge Group
Certificate from Property Claims Handling
American International Technical Institute
Certificate of Completion from Rope And Harness For Adjusters
The Adjuster School
from All lines Insurance Adjusting
References
Jo’el Elony - Office Manager, Madsen Orthopedics. 469-216-9203
Sonoma Gordon - FedEx. 305-804-0014
Danielle Bell - HR. 512-576-2935
Kristian Johnson - HR. Vizient inc. 469-223-9084
References
Jo’el Elony - Prosperity Bank. 469-216-9203
Sonoma Gordon - FedEx. 305-804-0014
Danielle Bell - HR. 512-576-2935
Kristian Johnson - HR. Vizient inc. 469-223-9084
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