Rebecca Terry, PCLA
Claims Manager at Cross Country Adjusting- Claim this Profile
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English -
Topline Score
Bio
LinkedIn User
It was such a pleasure working with Rebecca. She is a natural leader with excellent problem solving skills. Truly a team player who's advice has lead me to professional success!
Elyse Halvorson, AIC-M
I worked with Rebecca in the past and we continued on with a very long friendship. Rebecca is a forward thinker always looking to improve processes, talent and herself. Over the years she has positioned herself to become very well rounded in insurance sales, claims, agency management, retention and production. She would be an asset to anyone looking for a fresh perspective.
LinkedIn User
It was such a pleasure working with Rebecca. She is a natural leader with excellent problem solving skills. Truly a team player who's advice has lead me to professional success!
Elyse Halvorson, AIC-M
I worked with Rebecca in the past and we continued on with a very long friendship. Rebecca is a forward thinker always looking to improve processes, talent and herself. Over the years she has positioned herself to become very well rounded in insurance sales, claims, agency management, retention and production. She would be an asset to anyone looking for a fresh perspective.
LinkedIn User
It was such a pleasure working with Rebecca. She is a natural leader with excellent problem solving skills. Truly a team player who's advice has lead me to professional success!
Elyse Halvorson, AIC-M
I worked with Rebecca in the past and we continued on with a very long friendship. Rebecca is a forward thinker always looking to improve processes, talent and herself. Over the years she has positioned herself to become very well rounded in insurance sales, claims, agency management, retention and production. She would be an asset to anyone looking for a fresh perspective.
LinkedIn User
It was such a pleasure working with Rebecca. She is a natural leader with excellent problem solving skills. Truly a team player who's advice has lead me to professional success!
Elyse Halvorson, AIC-M
I worked with Rebecca in the past and we continued on with a very long friendship. Rebecca is a forward thinker always looking to improve processes, talent and herself. Over the years she has positioned herself to become very well rounded in insurance sales, claims, agency management, retention and production. She would be an asset to anyone looking for a fresh perspective.
Credentials
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Property Claim Law Associate
American Educational Institute, Inc.Nov, 2022- Nov, 2024 -
Legal Principles Claim Specialist
American Educational Institute, Inc.May, 2020- Nov, 2024 -
Claims Adjuster
North Carolina Department of InsuranceNov, 2013- Nov, 2024 -
Xactware Level 2 Certification
XactwareDec, 2019- Nov, 2024 -
Xactiware Level 1 Certification
XactwareMar, 2019- Nov, 2024 -
Medical assistant
Porter and Chester Institute
Experience
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Cross Country Adjusting
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United States
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Insurance
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1 - 100 Employee
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Claims Manager
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Jun 2022 - Present
Coaching and developing a team of 3-5 claims representatives/specialists responsible for the management, investigation, and resolution of claims, ensuring a high quality work product, while continuously developing talent by assisting with the selection of top talent. Promoting a culture of claims customer service excellence where all are committed to providing a differentiated customer experience.
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Senior Claims Examiner
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Jul 2021 - Jun 2022
Obtains and prepares the necessary documentation associated with the prompt, accurate, and thorough verification of losses and administration of claims. Follows established policies, procedures, and processes in preparing information, and submits reports and documents in a timely manner and in accordance with insurer’s standards and expectations.
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Claim Toolkit
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United States
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Insurance
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1 - 100 Employee
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Account Manager Consultant
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May 2021 - Jul 2021
I manage existing and new audit customer applications and customer rollouts. Providing In-depth research on various specialized business operations to ensure optimal customer application rollouts. While remaining informed of industry developments through review of trade publications, maintenance of related manuals, and meeting participation. I have participated in departmental planning meetings and other meetings, as necessary. All while continuously assisting in special projects and partnering… Show more I manage existing and new audit customer applications and customer rollouts. Providing In-depth research on various specialized business operations to ensure optimal customer application rollouts. While remaining informed of industry developments through review of trade publications, maintenance of related manuals, and meeting participation. I have participated in departmental planning meetings and other meetings, as necessary. All while continuously assisting in special projects and partnering with other company departments, as necessary. Show less I manage existing and new audit customer applications and customer rollouts. Providing In-depth research on various specialized business operations to ensure optimal customer application rollouts. While remaining informed of industry developments through review of trade publications, maintenance of related manuals, and meeting participation. I have participated in departmental planning meetings and other meetings, as necessary. All while continuously assisting in special projects and partnering… Show more I manage existing and new audit customer applications and customer rollouts. Providing In-depth research on various specialized business operations to ensure optimal customer application rollouts. While remaining informed of industry developments through review of trade publications, maintenance of related manuals, and meeting participation. I have participated in departmental planning meetings and other meetings, as necessary. All while continuously assisting in special projects and partnering with other company departments, as necessary. Show less
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Vanguard Adjusters Group, Inc.
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United States
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Insurance
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1 - 100 Employee
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Senior Quality Assurance Claims Analyst
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Mar 2020 - 2021
Track and capture report data for training and performance reviews. Responsible for ensuring each Adjusters’ report is correct with the correct recommendation on the claim and ensuring all corresponding documents are included with the claim. Responsibilities include but are not limited to claim review, report review, and sending preliminary information to the adjuster before site inspection. Interact with Adjuster and Examiner within designated timeframes throughout the claim life cycle… Show more Track and capture report data for training and performance reviews. Responsible for ensuring each Adjusters’ report is correct with the correct recommendation on the claim and ensuring all corresponding documents are included with the claim. Responsibilities include but are not limited to claim review, report review, and sending preliminary information to the adjuster before site inspection. Interact with Adjuster and Examiner within designated timeframes throughout the claim life cycle. Respond to inquiries, resolve issues, and develop coaching techniques for “Best Practices” in adjusting reports. I created a best practices playbook and trained claims department staff to those standards. Created professional development plans for each adjuster to assist the manager with a formal development plan. Show less Track and capture report data for training and performance reviews. Responsible for ensuring each Adjusters’ report is correct with the correct recommendation on the claim and ensuring all corresponding documents are included with the claim. Responsibilities include but are not limited to claim review, report review, and sending preliminary information to the adjuster before site inspection. Interact with Adjuster and Examiner within designated timeframes throughout the claim life cycle… Show more Track and capture report data for training and performance reviews. Responsible for ensuring each Adjusters’ report is correct with the correct recommendation on the claim and ensuring all corresponding documents are included with the claim. Responsibilities include but are not limited to claim review, report review, and sending preliminary information to the adjuster before site inspection. Interact with Adjuster and Examiner within designated timeframes throughout the claim life cycle. Respond to inquiries, resolve issues, and develop coaching techniques for “Best Practices” in adjusting reports. I created a best practices playbook and trained claims department staff to those standards. Created professional development plans for each adjuster to assist the manager with a formal development plan. Show less
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Kemper
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United States
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Insurance
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700 & Above Employee
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Claims Auditor
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Oct 2018 - Mar 2020
I performed reviews of property estimates and all related activity within the claim’s organization. Reviewing claim files to comply with all internal, state, and national requirements. Create a high level of policyholder satisfaction by reviewing claims and making sure they comply with standards for timeliness of contact, follow-up, payments, and the Unfair Claim Practice Act. Perform other related job duties as directed or needed, such as providing additional training and identifying areas of… Show more I performed reviews of property estimates and all related activity within the claim’s organization. Reviewing claim files to comply with all internal, state, and national requirements. Create a high level of policyholder satisfaction by reviewing claims and making sure they comply with standards for timeliness of contact, follow-up, payments, and the Unfair Claim Practice Act. Perform other related job duties as directed or needed, such as providing additional training and identifying areas of opportunities within specific teams. Utilize computerized software applications for writing and reviewing building damage estimates. I sat in on team manager meetings to provide quality guidance and performed side-by-side live feedback and guidance to staff. I collaborated with directors to discuss top opportunities within each managing team. I created large presentations for the organization's senior leaders at a director, Vp, and Avp level on suggested training and top opportunities. Show less I performed reviews of property estimates and all related activity within the claim’s organization. Reviewing claim files to comply with all internal, state, and national requirements. Create a high level of policyholder satisfaction by reviewing claims and making sure they comply with standards for timeliness of contact, follow-up, payments, and the Unfair Claim Practice Act. Perform other related job duties as directed or needed, such as providing additional training and identifying areas of… Show more I performed reviews of property estimates and all related activity within the claim’s organization. Reviewing claim files to comply with all internal, state, and national requirements. Create a high level of policyholder satisfaction by reviewing claims and making sure they comply with standards for timeliness of contact, follow-up, payments, and the Unfair Claim Practice Act. Perform other related job duties as directed or needed, such as providing additional training and identifying areas of opportunities within specific teams. Utilize computerized software applications for writing and reviewing building damage estimates. I sat in on team manager meetings to provide quality guidance and performed side-by-side live feedback and guidance to staff. I collaborated with directors to discuss top opportunities within each managing team. I created large presentations for the organization's senior leaders at a director, Vp, and Avp level on suggested training and top opportunities. Show less
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The Hartford
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United States
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Financial Services
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700 & Above Employee
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Outside/Field Claims Adjuster
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Oct 2017 - Oct 2018
Perform on-site and virtual inspection of damages within the regional territory. Document all claim activity to support the claim file. Comply with all internal and external reporting requirements. Create a high level of policyholder satisfaction by complying with standards for timeliness of contact, follow-up, payments, and Unfair Claim Practice Act. Perform other related job duties as directed or needed, such as providing on-call duty and immediate response and service in emergency and… Show more Perform on-site and virtual inspection of damages within the regional territory. Document all claim activity to support the claim file. Comply with all internal and external reporting requirements. Create a high level of policyholder satisfaction by complying with standards for timeliness of contact, follow-up, payments, and Unfair Claim Practice Act. Perform other related job duties as directed or needed, such as providing on-call duty and immediate response and service in emergency and catastrophe situations. Utilize computerized software applications for writing and reviewing building damage estimates.
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New Agency Appointment Recruiter
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Sep 2015 - Oct 2017
Recruiter for a large Northeast territory which includes Connecticut, Massachusetts, Maine, New Hampshire, Rhode Island, Vermont, Pennsylvania, New York, and New Jersey. I created a business plan for the agencies including loss ratios, performance, and targeted markets for senior leadership's approval. I worked with the agencies to schedule training and on-boarding. Furthermore, actively helping the agency learn The Hartford appetite within their unique territory. Finally, working with the… Show more Recruiter for a large Northeast territory which includes Connecticut, Massachusetts, Maine, New Hampshire, Rhode Island, Vermont, Pennsylvania, New York, and New Jersey. I created a business plan for the agencies including loss ratios, performance, and targeted markets for senior leadership's approval. I worked with the agencies to schedule training and on-boarding. Furthermore, actively helping the agency learn The Hartford appetite within their unique territory. Finally, working with the agents to drive engagement and also help them achieve profit sharing within the first 3 years of appointment. I also terminated agencies that were nonperforming within their specific areas.
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Inside Claims Adjuster
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Nov 2013 - Sep 2015
Handled fire/ water claims within values of $2,000 to $100,000 in home property losses. Coordinated with the insured, Vendors, and the contractors to successfully restore the insured back to a pre-loss state. Finally, coordinated policy coverage values, speed of recovery, and mitigation with in state and federal regulations.
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Sales Representative
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Nov 2010 - Nov 2013
As an AARP coverage specialist, I tailored policy coverage’s to the specific needs of my customers. Averaging over 1 million in policy premiums per year. Assisting management with on-boarding of new hires and cross training into a team environment from an individual contributor. My involvement also included the team’s engagement committee, coaching to metrics, and team meeting minutes. As a result, I won the Sales Achievement award in July -December 2013 for finishing within the 10 top in… Show more As an AARP coverage specialist, I tailored policy coverage’s to the specific needs of my customers. Averaging over 1 million in policy premiums per year. Assisting management with on-boarding of new hires and cross training into a team environment from an individual contributor. My involvement also included the team’s engagement committee, coaching to metrics, and team meeting minutes. As a result, I won the Sales Achievement award in July -December 2013 for finishing within the 10 top in sales metrics for that time period.
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Barnum Insurance Agency
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Stratford -CT
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Producer
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Jul 2007 - Jul 2011
Started as an administrative assistant working my way to licensed producer within year one. I worked to get the agency to a paperless work environment. I was responsible for the training of the agency management system through Applied Client Network of Connecticut. Within the first year, I increased revenue within the agency by 10% as well as worked on marketing material to drive business relations. I also helped with on-boarded new staff and teach them the agency operating system. Started as an administrative assistant working my way to licensed producer within year one. I worked to get the agency to a paperless work environment. I was responsible for the training of the agency management system through Applied Client Network of Connecticut. Within the first year, I increased revenue within the agency by 10% as well as worked on marketing material to drive business relations. I also helped with on-boarded new staff and teach them the agency operating system.
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Money Mailer
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United States
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Advertising Services
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200 - 300 Employee
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Sales Representative/ Creative AD Designer
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Jun 2010 - Jun 2011
I created e-mail marketing campaigns to solicit new business partners. I developed and execute social media initiatives and translate marketing ideas and concepts into effective marketing materials for franchise sales. I also leverage broker Internet websites to gain opportunities In a business to business environment. I created e-mail marketing campaigns to solicit new business partners. I developed and execute social media initiatives and translate marketing ideas and concepts into effective marketing materials for franchise sales. I also leverage broker Internet websites to gain opportunities In a business to business environment.
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Education
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2011 - 2012
Porter and Chester Institute of Stratford
Medical assistant, Medical/Clinical Assistant -
2020 -
American Educational Institute Inc
Associate's degree, Property
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