Joshua James

MCM Claims Adjuster at Lozano Insurance Adjusters, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Orlando, Florida, United States, US

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • MCM Claims Adjuster
      • Jul 2023 - Present

      * Handles heavy caseload of 25+ full daily claims from FNOL to settlement. * Handles claims in accordance with Citizens MCM Best Claims Practices & Estimating. * Provides communication with insured, investigate, securing recorded statements and coverage analysis. * Analyzes field assignments to determine if scope is accurate and apply to policy coverages.

    • United States
    • Real Estate
    • CEO
      • Nov 2018 - Present

      Orlando, Florida Area • Assist in underwriting and conducting thorough due diligence on real estate investment opportunities. • Analyze leases, term sheets, loan agreements, purchase and sale agreements, contracts. • Maintain various spreadsheets utilized by the asset management team. • Assist in a variety of projects related to portfolio management, risk management, and investor relations.

    • United States
    • Insurance
    • 700 & Above Employee
    • Customer Service Claims Representative
      • Feb 2023 - Aug 2023

      Orlando, Florida, United States *Handled personal lines insurance claims including auto, homeowners, marine and liability claims. *Carefully reviewed client's auto/home/umbrella policies to determined how coverage applied. *Consulted customers on recommended coverage upgrades and discounts that were available to them. *Organized and handled full claim ownership through CRM software such as Guidewire, etc. *Maintained an open line of communication between insured and carrier during entire claim process.

    • United States
    • Insurance
    • 100 - 200 Employee
    • Insurance Sales Agent
      • Jun 2022 - Feb 2023

      Lake Mary, Florida, United States Currently licensed in AL, AZ, CA, DE,FL, GA, IL, IN, KY, LA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA and WI. Answer incoming calls, make outbound calls and connect individuals with Medicare products offered from national insurance providers such as Humana, Aetna, Cigna, Anthem, Blue Cross Blue Shield, etc. Follow all federal and insurance guidelines to provide information to Medicare/Medicaid beneficiaries. Analyze and review clients'… Show more Currently licensed in AL, AZ, CA, DE,FL, GA, IL, IN, KY, LA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA and WI. Answer incoming calls, make outbound calls and connect individuals with Medicare products offered from national insurance providers such as Humana, Aetna, Cigna, Anthem, Blue Cross Blue Shield, etc. Follow all federal and insurance guidelines to provide information to Medicare/Medicaid beneficiaries. Analyze and review clients' Medicare insurance policies, copayments, deductibles, premiums and coverage from various carriers. Guide customers through Medicare product selection and the application process. Utilize a consultative sales approach with industry leading technology. Utilize customer relationship management software such as Salesforce, Sunfire and Five9 to nurture long term connections with clients. Effectively sell and close sales, ensuring 100% customer happiness. Show less

    • United States
    • Consumer Services
    • 700 & Above Employee
    • Account Specialist
      • Apr 2021 - Jun 2022

      Orlando, Florida, United States • Answering incoming calls about our products and services with existing customers. • Retaining ADT customers by problem solving, deescalating customer issues, and resolving account issues. • Reviewing all contacts for accuracy while enhancing the department’s ability to maximize profitability and resolution.

    • United States
    • Freight and Package Transportation
    • 700 & Above Employee
    • Seasonal Package Handler
      • Nov 2021 - Jan 2022

      Orlando, Florida, United States • Manually move material in packages from the truck to the end client, from one truck to another. • Work material moving machine operators and material recording workers to handle items, keep a record of items. • Handle physically demanding movements like pushing, pulling, bending down and lifting of packages.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Account Manager
      • Jan 2021 - Apr 2021

      Orlando, Florida, United States • Calling buyer-initiated leads generated through various marketing channels. • Meeting and building rapport with business owners in various industries. • Listening to merchant’s needs and provide the best payment processing solutions. • Constructing customized rates for prospective clients. • Collaborating with sales team to achieve overall success for company goals.

    • United States
    • Retail
    • 700 & Above Employee
    • Sales Representative
      • Jul 2019 - Dec 2020

      Orlando, Florida Area • Organize and manage your prospective guest database by identifying and qualifying leads generated from prior guest visits. • Helps with customer account inquiries, schedules deliveries, and directs calls to the appropriate parties when necessary. • Utilizing an iPad to present and discuss various home furnishings product options based upon your discovery of the prospective customer's lifestyle, needs and goals. • Assisting customers in… Show more • Organize and manage your prospective guest database by identifying and qualifying leads generated from prior guest visits. • Helps with customer account inquiries, schedules deliveries, and directs calls to the appropriate parties when necessary. • Utilizing an iPad to present and discuss various home furnishings product options based upon your discovery of the prospective customer's lifestyle, needs and goals. • Assisting customers in financing, purchasing, delivery, and ultimate satisfaction. • Greeting guests upon their arrival in our retail showroom and learning the motivation for their visit; developing long-term relationships. Show less

    • United States
    • Hospitality
    • 700 & Above Employee
    • Training Coordinator
      • Apr 2018 - Apr 2019

      Orlando, Florida Area • Build rapport with a recurring group of 15+ trainees and new hires to encourage them to develop trust in one another so they can rely on each other in the field. • Create detailed training schedules that includes all areas of sales and operations, including data collection and selling techniques for new hires and trainees. • Evaluate a continuous group of 15+ newly hired sales and operations employees’ performance to ensure incorporation of accurately taught techniques. •… Show more • Build rapport with a recurring group of 15+ trainees and new hires to encourage them to develop trust in one another so they can rely on each other in the field. • Create detailed training schedules that includes all areas of sales and operations, including data collection and selling techniques for new hires and trainees. • Evaluate a continuous group of 15+ newly hired sales and operations employees’ performance to ensure incorporation of accurately taught techniques. • Select the most appropriate training method based on the needs of the current sales and operations training class. • Assess instructional effectiveness and determine the impact of training on new employee skills and KPIs. Show less

    • United States
    • Travel Arrangements
    • 700 & Above Employee
    • Sales Management Trainee Intern
      • Jan 2017 - Apr 2018

      Orlando, Florida Area • Create and sell car rental packages to current and prospective customers through excellent customer service • Verify auto coverage, process claims and set up insurance reservations for claimants and insured customers • Appropriately allocate fleet of 300 + rental cars to prospective customers, body repair shops and insurance companies. • Collaborate with team to create and implement sales and marketing strategies to increase profitability and manage expenses

    • United States
    • Retail
    • 700 & Above Employee
    • Sales Associate
      • Feb 2012 - Mar 2017

      Orlando, Florida Area • Assessed customers’ needs by providing assistance and information on product features. • Processed payments by totaling purchases; using cash, and store or other credit cards. • Maintained company standards regarding personal and store sales performance metrics. • Provided world-class customer service by building rapport with customers, along with corporate manufacture.

    • United States
    • Non-profit Organizations
    • 300 - 400 Employee
    • Elementary Co Teacher
      • May 2016 - Dec 2016

      Orlando, Florida Area • Keep track of a consistent headcount on 80+ children present at site on a daily basis and communicate changes with all other staff. • Develop interactive activities for 80+ children through academics, sports and arts and craft on a daily basis. • Consistently demonstrate positive interaction with 80+ children which involves talking to them and treating them with dignity and respect • Consistently demonstrate and reinforce the Company’s values of caring, respect, honesty and… Show more • Keep track of a consistent headcount on 80+ children present at site on a daily basis and communicate changes with all other staff. • Develop interactive activities for 80+ children through academics, sports and arts and craft on a daily basis. • Consistently demonstrate positive interaction with 80+ children which involves talking to them and treating them with dignity and respect • Consistently demonstrate and reinforce the Company’s values of caring, respect, honesty and responsibility Show less

    • Social Media Specialist
      • Jul 2011 - Sep 2016

      Winter Garden, Florida • Update 50+ clients on basketball personal training information and events' listings on social media; Facebook, Instagram, Twitter, Craigslist, Youtube. • Increase amount of views and followers in each platform to generate maximum amount of leads. • Build and execute social media strategy through competitive research, platform determination, benchmarking, messaging and audience identification. • Generate, edit, publish and share daily content (original text, images, video or HTML)… Show more • Update 50+ clients on basketball personal training information and events' listings on social media; Facebook, Instagram, Twitter, Craigslist, Youtube. • Increase amount of views and followers in each platform to generate maximum amount of leads. • Build and execute social media strategy through competitive research, platform determination, benchmarking, messaging and audience identification. • Generate, edit, publish and share daily content (original text, images, video or HTML) that builds meaningful connections and encourages community members to take action. Show less

    • United States
    • Entertainment Providers
    • 700 & Above Employee
    • Food and Beverage Attendant
      • Jun 2011 - Feb 2012

      Lake Buena Vista, Fl • Ensured tables are correctly set, side stations are tidy, and side work is appropriately completed. • Provided timely, pleasant, and polite food and beverage service to guests. • Maintained sanitation of the restaurant including floors, tables, ledges, and counters. • Consistently used a point-of-sale system, making bills and receiving payment.

Education

  • University of Central Florida
    Bachelor’s Degree, Integrated Business
    2014 - 2019
  • Valencia College
    Associate’s Degree, General Studies
    2011 - 2014

Community

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