Insurance Customer Service

Summary

Professional offering seven years of experience in senior management,

consulting, strategic planning, and sales training in the insurance

industry. Progressive advancement to multi-million dollar responsibilities

based on personal and professional growth, and attainment of goals and

objectives. Outstanding communication, interpersonal, analytical, and

decision-making skills. Demonstrated success managing projects to

completion.

Experience

Travelers Insurance, Houston, TX 2009 to 2010

Claims Adjuster

Managed an active average monthly caseload of two hundred and fifty

clients. Interviewed clients and determined eligibility. Adjudicated claims

and negotiate settlements. Represented the company in lawsuits and trials.

Referred questionable claims to company investigator. Provided top-notch

claims service to both personal and commercial policyholders. Obtained

recorded or written statements and collected supporting documentation

including police reports, surveillance reports, and medical information.

Investigated auto accident claims by examining damaged vehicles, taking

pictures, and interviewing injured people, medical staff, and insurance

representatives. Interviewed claimants and inspected damages to personal

property. Researched problem claims. Conducted thorough reviews of claim

files to recognize subrogation potential. Investigated questionable claim

items by corresponding with agents and claimants. Channeled new and

continuing claims for payment, investigation and/or denial. Completed

accident and injury forms. Compared data on claim applications with policy

statements and other company records to ascertain completeness and validity

of claim.

United Health Care, Americhoice, Houston, TX 2008 to 2009

Customer Care Professional

Performed all aspects of customer service and satisfaction, including

answering busy multi-line phone system, coordinating special promotions,

and providing detailed information for various products. Communicated with

customers daily. Answered dealer inquiries concerning AmeriChoice policies

and products. Responded to inbound customer inquiries regarding claim

procedures. Provided superior customer service and work quality while

demonstrating attention to detail, flexibility and innovation in resolving

problems. Possess effective communications skills, and work well with

others at all levels.

Schmerler Insurance Agency, Bellaire, TX 2004 to 2008

Insurance Agent, Trainer, Manager

Wrote policies and processed claims for Farmers Insurance. Achieved sales

success through an informational, knowledgeable sales approach, and a focus

on customer satisfaction, striving to "educate" the consumer, building

positive professional relationships through strong interaction skills and

sound investment advice. Maintained thorough records of sales and database

of client information. Successfully marketed and sold a full line of

products for the company. Independently managed the entire sales cycle,

from initial client consultation, product presentation, pricing and

contract negotiation, to the final sales closing. Prospected and set

appointments based on leads, coordinated corporate office staff, maintained

quality control, networked, prepared various reports, designed and

delivered presentations to current and prospective clients, and managed all

other aspects of sales and service. Specialized in providing individualized

services for commercial insurance, upgrading existing policies, servicing

existing accounts, making presentations, and initiating the claims process

for clientele.

Education

University of Phoenix, Houston, TX, PURSUING

B.A., Business Administration

Texas Department of Criminal Justice, Rosharon, TX, 2001

Certificate, Corrections

U.S. Military Police School, Fort Leonard Wood, MO, 2000

Diploma, Military Police

Houston Community College, Houston, TX, 1997

Certificate, Bank Teller/ Proof Operator

Licenses

Adjuster License, Florida Department of Insurance, Houston, TX, 2009

Adjuster License, New Mexico Department of Insurance, Houston, TX, 2009

Adjuster License, Louisiana Department of Insurance, Houston, TX, 2009

Adjuster License, Oklahoma Department of Insurance, Houston, TX, 2009

Adjuster License, Texas Department of Insurance, Houston, TX, 2009

Life & Health Agent License, Texas Department of Insurance, Houston, TX,

2004

Property & Casualty Agent License, Texas Department of Insurance, Houston,

TX, 2004

Honors

Ruby Award, United Healthcare, Houston, TX, 2009

Diamond Award, United Healthcare, Houston, TX, 2008

Toppers Club, Commercial Insurance, Farmers Insurance, Houston, TX, 2007

Commercial Elite, Farmers Insurance, Austin, TX, 2007

Achievement Award, Farmers Insurance, Houston, TX, 2007

Most Improved Agency Award, Farmers Insurance, District 65, Houston, TX,

2006

Sprint to the Summit, Farmers Insurance, Simi Valley, CA. 2006

Toppers Club, Commercial Insurance, Farmers Insurance, Houston, TX, 2006

Achievement Award, Farmers Insurance, Houston, TX, 2006

Contact this candidate