Client Engagement Specialist

• Sep 2022 - Present

Workers Compensation Claims Adjuster

• Feb 2018 - Present

Refinance Mortgage Loan Officer

• Jul 2021 - May 2022

Collected financial information, evaluated creditworthiness and eligibility for obtaining a mortgage loan. Interviewed clients, guided clients through refinance loan options and process. Prepared and submitted mortgage loan applications. Ensured data was in line with national and local financial rules. Monitored and reported on application processes. Informed clients a bout loan approval or rejection, helped solve problems with loan applications. Ensured compliance with privacy laws and confidentiality policies throughout the process. Show less

Underwriting Assistant

• Feb 2015 - Dec 2016

•Review new account submissions for acceptability within established underwriting guidelines •Evaluate each new and renewal account to identify coverage needs, proper pricing, and any required underwriting referrals •Develop account proposals for delivery by our Account Executives and quotes for our select sub-producers •Coordinate required independent property inspections •Develop and maintain relationships with our insurance carrier partner(s), clients and producers •Coordinate/communicate with other departments Show less

Insurance Agent

• Feb 2014 - Feb 2015

Sell, issue and process new auto and renters insurance policies. Make modifications to existing policies. Obtain information from policyholders to verify the accuracy and completeness of applications and related documents. Resolve billing, some underwriting issues and other various issues on policies. Update policies, company records and submit endorsements to the insurance companies. Perform vehicle inspections Sell, issue and process new auto and renters insurance policies. Make modifications to existing policies. Obtain information from policyholders to verify the accuracy and completeness of applications and related documents. Resolve billing, some underwriting issues and other various issues on policies. Update policies, company records and submit endorsements to the insurance companies. Perform vehicle inspections

Claims Processor

• Mar 2012 - Jun 2014

Responsible for generating claims revenue, networking, and contracting perspective clients to the company Generated over 1 million in potential company revenue with business client claims Cold-calling (face-to-face and phone), follow up phone calls, quote calls, and walk-ins to build interest, match needs with products and services, and close the sale to meet the agreed upon production goals. Maintained a blended revenue generating portfolio of both retail clients and individuals Responsible for managing P&L statements Responsible for preparing economic damage claims for submission to BP and the Deepwater Horizon Court-Supervised Settlement Program Oversee claim process for junior agents, audit and verify claim documentation Gather claim documentation, contact clients, and attorneys to provide status updates and request/supply additional information for processing. Review variances and take appropriate action Compile reports for over 150 outstanding claims subject to sanctions and process adjustments as needed Show less

Senior Membership Relationship Specialist

• Jun 2007 - May 2010

Trained and mentored new employeesHandled escalated calls from customers that less tenured representatives were unable to handleUsed underwriting skills to determine the risk for both members and the company by using age, value and other characteristics of the home and location

Member Relationship Specialist

• Sep 2002 - Jun 2007

Analyzed customers’ life circumstances to provide them with guidance in determining the insurance and financial products that best suited needsProficient in issuing auto, property, renters and valuable personal property insurance policies

Administrative Support Service

• May 1994 - Aug 2002

Handle inbound and outbound calls for mail order prescription services Establish a rapport with patients while helping to educate them about their prescription drug program Conduct simple and complex transactions such as billing inquiries, filing claims and processing payments Apply problem solving skills to customer service inquiries and problems Handle inbound and outbound calls for mail order prescription services Establish a rapport with patients while helping to educate them about their prescription drug program Conduct simple and complex transactions such as billing inquiries, filing claims and processing payments Apply problem solving skills to customer service inquiries and problems