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Administrative Assistante- Insurance-Banking

Location:
Lake Mary, FL, 32746
Salary:
Open
Posted:
May 15, 2017

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Resume:

PATRICIA ARROYAVE

Lawrenceville, GA

Phone #: 470-***-**** E-mail: ac0bld@r.postjobfree.com

Career Profile

Highly accomplished and skilled claims specialist with over Twenty-Eight years in claims, subrogation, litigation, collection, file management for commercial and administrative office, and personal banker experience with proven success in obtaining the most detailed and accurate information for exceptional customer satisfaction. Excellent communication; in both English and Spanish, with extensive experience in group leadership, and highly reliable and focused Personal Banker with an exceptional client service record and extraordinary depth of credit knowledge; supporting the branch with operational activities, and assisting customers in their selection of various accounts and financial services, Disciplined and creative team leader and ensuring customer satisfaction while exceeding goal expectations. Adept at working independently or as part of a professional baking team.

Areas of Expertise

Organizational Expertise

Familiarity with a variety of retail banking credit options

Superior incoming and outgoing wire processing abilities

Extensive experience in banking retail Customer service provision

Excellent Communicator -Bilingual: English/Spanish

Enthusiastic and creative self starter Oral and Self-Motivated

Education

Bachelor of Business Administration, Bolivariana University

Miami Dade College- English Studies-Bussiness

Gwinnett Community College- Banking and Business

Professional Experience

Best Bank Atlanta

Sr. Sales Customer Service: Branch Department - June 2016 to present

Carefully define Customer needs, and cultivate relationships.

Access customers needs and provide assistance and information on product features conducting individual financial analysis to determine appropriate loan and credit options. Works directly with potential customers to determine their financial services. Using many different methods to appeal to various customer bases and sell products, including by telephone or face to face.

Remain knowledgeable on products offered and discuss available options, committed to listening and inspiring the customers with smart financial solutions, building productive trust relationship with new and existing customers.

Processing all new accounts transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank’s products and services; opening, maintaining and closing of all account types; promoting business for the Bank by maintaining good customer relationship, discussing and accepting credit applications.

Solid communication and interpersonal skills- Customer service focus- Track record of over-achieving sales quote

Strive to create long term relationships that will lead to increased sales and profitability. Ensure the customer has an informative and positive experience by using good customer service skills and knowledge of products. As a Bank Sales Consultant works with customer’s needs, answering their questions and matching them to financial services they may find helpful.

Use sales process and financial needs – Primary focus on cross-selling to existing and new customers base – Consistently meet and exceed customer experience and individual team production goals. Adhere to established policies and procedures while opening full range of Retail products.

Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Allstate Insurance Company, Atlanta,GA

Sr. Administrative Assistant- Sales Department 3/2006- 6/2013

Highly accomplished and skilled specialist with over twenty-Eight years in file management for commercial and administrative office, with emphasis in banking and financial field.

Evaluated personal and commercial policies for new and existing customers.

Assists Customers in all questions they have in regards to their policies, renewals, and payments

Assisted customers in exploring potential options and available financial services

Assists Customers in get the best policy according to their needs.

Responded Underwriting concerns and issues.

Assists Allstate Agents scanning documents, getting the policies and an accurate customer’s information.

Obtaining information from claimants, clients, vendors, to conducts limited investigations.

Assists claim adjuster in contacting insured, claimants and other involved parties to obtain missing information.

Monitor and accurately attached mail, e-mails and all regular mail to open and closed files.

Request off-site records and follow up on outstanding files, searching for missing information, mail and files.

Pulled and directed files for file reviews or internal Audit reviews.

Convert files to Claim-Vision system within establish service guidelines.

Financial responsibilities included but not limit to make payments to 3rd parties, check printing, process stop payments and voids, request returned checks, match attachments to checks, cash receipts.

Executed collection procedures for unpaid invoices and maintained information for all insufficient funds received.

Perform coverage match at agent's request-direction.

Maintain records and logs of claims status and other billing information. Submitted tracks and investigated shipping claims with retailers and vendors.

Run and work a summary weekly and monthly report. Interact with 3rd party payers as required to obtain payment for pending claims

Monitor work-groups and process task requested by the claim adjuster/unit leader.

Takes personal accountability and collaborates for Allstate’s success by handling a variety of duties requested by the claim adjuster, such as: ordering of bills and records for all claims and processing checks and status letter for each claim/file.

Maintains effective and ongoing communication with various internal and external customers.

Within approved limits, applies claims settlement procedures to process claims, initiated claim payment process and or electronic assignment.

Organizes and processes assigned work of claims utilizing appropriate procedures with minimal or no assistance required.

Organized and maintained file system, and other correspondence and records. Worked with Corporate accounting for credit and debit activities in retailer’s accounts. Responsible for obtaining bank and internal information for company check acceptances.

In accordance with the company’s reserving philosophy, establishes and reviews proper reserves for each claim based upon through investigation, and evaluation.

Proved evidence of integrity in the performance of job responsibilities. Exhibited a caring attitude towards both customers and fellow employees.

Demonstrated initiative in carrying dedication to the company’s goals beyond the parameters of a job description.

Skills:

Problem solving, Time Management, Prioritization, Project Management and Organization Skills, Excellent interpersonal, Customer Service and Problem-Solving skills. Diplomacy, Teamwork, Compassion, and respect toward others, as well as integrity, accountability, open and honest communication, and a commitment to continuous improvement and professional development.

Bilingual: English-Spanish – Self motivated, Attention to detail, Ability to work in a collaborative team environment.

Microsoft Office skills: Word, Power Point, Access, Microsoft Excel, and Quick book Efficient, Social Media, and standard office equipment, internet communication tools, skilled in use of internet for business research purposes.

Qualifications: 24 years of experience in Insurance and Banking Industry.



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