Summary
Overview
Work History
Education
Skills
Timeline
Generic

Willie Philon

BROOKHAVEN

Summary

Dynamic Claims Adjuster with a proven track record at Progressive, excelling in critical thinking and customer service. Expert in claims investigation and regulatory compliance, driving best practices and achieving a 95% accuracy rate in coverage assessments. Highly motivated and empathetic, fostering team collaboration and effective conflict resolution.

Overview

2027
2027
years of professional experience

Work History

Health Insurance Sales Agent

Assurance
  • Evaluated and processed insurance claims to determine coverage and settlement amounts.
  • Collaborated with policyholders and service providers to gather necessary documentation for claims resolution.
  • Investigated claims by analyzing accident reports, medical records, and witness statements.
  • Communicated claim decisions effectively to clients, ensuring clarity in coverage explanations.
  • Maintained accurate records of all claims interactions within company systems for compliance purposes.
  • Developed recommendations for process improvements based on recurring claim trends observed during investigations.
  • Examined claims forms and other records to determine insurance coverage.
  • Conducted thorough investigations of complex insurance claims, gathering evidence and analyzing relevant documentation.
  • Prepared summaries of damage, payments, and policy coverage.
  • Contributed to a positive work environment through active participation in team meetings and collaborating on cross-functional projects.
  • Provided exceptional customer service during emotionally difficult situations for policyholders following accidents or natural disasters.
  • Achieved high customer satisfaction ratings by providing clear and timely communication throughout the claims process.
  • Answered customer questions regarding deductibles.
  • Improved claim resolution times by efficiently managing a caseload of 50+ claims per month.

Claims Adjuster

Progressive
Duluth, GA
11.2024 - Current
  • Evaluated and processed insurance claims to determine coverage and settlement amounts.
  • Collaborated with policyholders and service providers to gather necessary documentation for claims resolution.
  • Investigated claims by analyzing accident reports, medical records, and witness statements.
  • Communicated claim decisions effectively to clients, ensuring clarity in coverage explanations.
  • Maintained accurate records of all claims interactions within company systems for compliance purposes.
  • Developed recommendations for process improvements based on recurring claim trends observed during investigations.
  • Examined claims forms and other records to determine insurance coverage.
  • Conducted thorough investigations of complex insurance claims, gathering evidence and analyzing relevant documentation.
  • Prepared summaries of damage, payments, and policy coverage.
  • Contributed to a positive work environment through active participation in team meetings and collaborating on cross-functional projects.
  • Provided exceptional customer service during emotionally difficult situations for policyholders following accidents or natural disasters.
  • Achieved high customer satisfaction ratings by providing clear and timely communication throughout the claims process.
  • Answered customer questions regarding deductibles.
  • Improved claim resolution times by efficiently managing a caseload of 50+ claims per month.

Insurance Sales Consultant

Progressive
Atlanta, GA
05.2023 - 11.2024
  • Crafted customized insurance solutions aligned with client needs and comprehensive risk assessments.
  • Executed comprehensive policy reviews to guarantee adherence to industry regulations.
  • Developed and maintained strong client relationships through strategic communication and proactive follow-up.
  • Partnered with underwriters to assess coverage options and pricing structures.
  • Optimized client account management through implementation of streamlined processes.
  • Mentored junior consultants on product offerings and advanced sales techniques.

Account Manager

State Farm Agency
11.2021 - 05.2022
  • Developed and maintained strong client relationships to enhance customer satisfaction and retention.
  • Facilitated insurance policy reviews to ensure compliance with industry regulations and client needs.
  • Coordinated account management processes, streamlining communication between clients and internal teams.
  • Executed strategic marketing initiatives to promote agency services and increase brand awareness.
  • Analyzed client feedback to identify improvement areas, driving service enhancements and operational efficiency.
  • Implemented CRM systems to track client interactions, optimizing follow-up processes and improving response times.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.
  • Actively participated in networking events within the industry, expanding professional connections and generating leads.
  • Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.

Education

Bachelor of Science - Management

University of Phoenix
Tempe, AZ

Associate of Science - Information Technology

University of Phoenix
Tempe, AZ
05.2017

Associate of Arts - Human Resources Management

Ashworth College
Norcross, GA
02.2011

Skills

  • Critical thinking
  • Claims investigation
  • Active listening
  • Highly motivated
  • Claims processing
  • Team collaboration
  • Decision-making
  • Risk assessment
  • Casualty and property loss
  • Sales background
  • Regulatory compliance
  • Policy investigations
  • Damage assessment
  • Best practices implementation
  • Accident scene investigations
  • Coverage assessments
  • Automobile claims specialist
  • Customer service
  • Problem-solving
  • Multitasking and organization
  • Attention to detail
  • Empathy and patience
  • Verbal and written communication
  • Conflict resolution
  • Workflow management
  • Evidence reviews

Timeline

Claims Adjuster

Progressive
11.2024 - Current

Insurance Sales Consultant

Progressive
05.2023 - 11.2024

Account Manager

State Farm Agency
11.2021 - 05.2022

Health Insurance Sales Agent

Assurance

Bachelor of Science - Management

University of Phoenix

Associate of Science - Information Technology

University of Phoenix

Associate of Arts - Human Resources Management

Ashworth College
Willie Philon