TRAKEIA S. CARTER

**** ****** ****

Auburn, Georgia 30011 ad3w62@r.postjobfree.com 678-***-****

Insurance Representative/Customer Service/Sales

An Effective Insurance Claims Representative with 20+ years of experience Results-driven, customer service professional with exceptional organization, communication, time management and analytical skills thriving and working in fast paced and performance driven environments. Always aiming to consistently achieve record-high customer satisfaction rankings, improvements to the bottom line and turnaround of underperforming staff members and operations. Profoundly capable demonstrating depth of experience in policy understanding, documentation review and abilities, coverage assessments, accident investigations, settlement determinations, account management, reporting skills, data management, insurance claims processing, account management, data security procedures, scrupulous records management and telephone etiquette. Acute knowledge of the organization possessing the ability to think strategically, creating, and analyzing data demonstrating emotional intelligence, listening skills with adaptability to change exemplifying strong client service orientation, creativeness and professional approach adding strength to the management of the business. Extremely experienced and self-confident candidate possessing great research and analytical ability. Special expertise in building productive relationships with clients, colleagues, and stakeholders. Utilizes extensive knowledge of software and technical systems to deliver quality service to staff and clients.

Core Competencies

• Data Analysis • Strategic Planning • Business Analysis • Process Improvement

• Compliance • Time Management • Oral & Written Communication

• Performance Management • Strategic Thinker • Technology Management

• Strong People-Management Skills • Managing Project Schedules

• Collaborative & Inclusive Decision Maker • Facilitation • Analytical Skills

• Budgeting • Expense Reporting • Front-Line Supervision • Logistic Management

• Quality Assurance • Strategic Planning • Customer Service Management

• Organizational Abilities • Negotiation Skills • Strategy • Risk Management

• Superior Knowledge of Industry Regulations & Operational Guidelines

• Motivational Skills • Accounting/Finance • Legal, Regulatory & Governance

• Consultative • Project Management • Problem Solver • Special Projects

• Team Leadership • Decision Influencer • Onboarding • Navigational Skills

• Training & Development • Customer Satisfaction Enhancement EDUCATION

● Business Management, University of Phoenix, 2016 COMPUTER SOFTWARE/SYSTEMS KNOWLEDGE

• Auto Fusion • Collector Pro • Reged • Finra • Beta • Emerald and AS400 • Spectrum TRAKEIA CARTER, PAGE 2

PROFESSIONAL EXPERIENCE

US-Auto Sales Corporation 08/2011–Present

Insurance Claims Representative Duluth, GA

An automotive company established to provide quality personal vehicles regardless of the customer's prior derogatory credit history.

● Verify and update insurance for all in house accounts, contact insurance companies in reference to all insurance claims.

● Follow up on claims, and intent to cancel insurance in a timely and efficient manner, communicate and return all calls for insurance companies, complete and submit letter of guarantee and any other forms required.

● Contact and follow up with customers regarding open claims, ensures inventory is coded to the correct lot and location in the Dealer Management System, Idms.

● Ensures all vehicles are transported to the correct locations, performs cosmetic inspections and quality control checks.

● Verifies vehicle meets cosmetic standards, operates vehicle functions such as radio, windows, air conditioning controls and lights to ensure mechanical standards are met.

● Verifies all repairs have been performed on vehicles and ensures there are no check engine, ABS or SRS lights illuminated in the vehicle, utilizes the photo and pricing software to accurately market inventory that will be sent to lot locations.

● Photographs each vehicle in inventory to US-Auto guidelines and uploads photographs to the dealer website, ensures all buyer's guides, stickers and branding materials adhere to standards.

● Process and open repair orders, add labor lines, if needed, quickly and effectively investigates claims, negotiates equitable settlements and authorizes prompt payments to policyholders. Wachovia/AG Edwards Licensing 02/2007–05/2010

Assistant Supervisor, Appointments/Retirement Representative Charlotte, NC A diversified financial service holding company that provided via its operating subsidiaries, a broad range of banking, asset management, wealth management, corporate and investment banking products, and services.

● Directed and delegated work responsibilities amongst a team of 20 people to assure accurate and timely process of Brokers appointments and Brokers dealer changes, averaged 120 appointments requested per day, reduced appointment setting time from 24 hours to four hours.

● Provided support to Insurance Brokers which increased their processing efficiency up to 80% regarding a quick turnaround of received broker dealer changes.

● Communicated with brokers on outstanding issues in a timely manner and processed any trade-in that would be delayed.

● Executed wired transfers to and from insurance carriers for payouts, monitored internal beta accounts related to trade executions to ensure accounts were balanced daily.

● Managed, and resolved participant escalations and requests.

● Led major initiatives, successfully managed affluent personal and business portfolio to proactively cross-sell additional products and services.

● Reviewed social security, Medicare, annuities, and tax related questions, provided fund performance information and counseled 401k participants on mutual fund options.

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