Insurance Customer Service
Resume:
S helley Fariss
R oanoke, VA 24018
s ********@*****.***
O bjective: To obtain a challenging position to use my knowledge and skills in a professional environment and provides opportunity for growth and development.
Computer Skills: Microsoft Word, Excel, Access, PowerPoint, Publisher, Outlook, Strong Utilization of Windows NT, Windows XP, QuickBooks, Word Processing, Adobe Acrobat. Professional Experience:
I NDEPENDENT AGENT- Roanoke, Virginia 1 0/2016 – 3/2017
*Selling Med Supplements, Life Insurance and Drug Plans ANTHEM- temporary contract R oanoke, Virginia 2 /2016 – 9/2016 Medicare Supplement Specialist
*P rovider line helping with coverages issues, claims and general questions A FLAC/AmeriLife & Health Services/TransAmerica Roanoke, Virginia 8/2014 – 1/2016 Career Agent
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Calculate premiums and establish payment method.
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Confer with clients to obtain and provide information when claims are made on a policy.
Customize insurance programs to suit individual customers, often covering a variety of risks.
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Select company that offers type of coverage requested by client to underwrite policy.
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including life, health and annuities.
A llstate Insurance Company Roanoke, Virginia 7/2001 - 1/2014 Injury Adjuster
Manages, processes and resolves claims assigned by Claims Team Manager. Evaluates liability and settles claims within prescribed authority.
Communicates with policyholders, witnesses, and claimants in order to gather information regarding claims and refers tasks to auxiliary resources as necessary. Responds to various written and telephone inquiries including status reports.
Ensures adequacy of reserves.
Confirms or denies coverage and liability and advises policyholders and claimants as to proper course of action.
Makes effective use of loss management techniques (Direct Dealing; ICP; V3 checks; open end release; first call settlements). Negotiates settlements with attorneys, claimants, and/or co-defendants. Arranges for expert inspections involving third party or potential fraud actions as needed.
Updates files and provides comprehensive reports as required.
Identifies and recommends referral of potentially fraudulent claims to the SIU. AFSA Data Corporation U tica, New York 9/1997 - 5/2001 Team Leader
Assisted overall development and training of fellow teammates
Coordinated with management staff for proper enhancements to ensure the most accurate and effective handling producers remained in place.
Responsibilities included managing 25-40 direct reports for both collections and customer service in a federal student loans call center
Education/Training:
California Coast University (B.S. Business Management) 925 N Spurgeon St
Santa Ana, CA 92701
References:
Penny Cundiff
Allstate – Former Colleague Retired
Courtney Bowles
Anthem – Former Colleague
Daniela Hannah
Transamerica – Former Colleague Recruiter
Contact this candidate