Activity Coordinator Claims Representative

Bobbi Carson

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

Raymore, MO *****

816-***-**** ************@*****.***

PROFESSIONAL OBJECTIVE

Obtain a position with a well-established organization that will lead to a lasting relationship and enables me to use my strong analytical and organizational skills, educational background, initiative, and ability to work well with others.

WORK EXPERIENCE

Little Learning Daycare Owner 2019-Present

• Handle finances for the whole program

• Take care of budgeting: IE payroll, food, entertainment, cleaning expenses, and school supplies

• Hiring qualified candidates to teach children under district guidelines

• Teach using district standards for preparation of Elementary

• Network with other daycares for support, learning activities, and field trips. Lockton Affinity Rating and Underwriting/Operations 2013 - 2019

• Collect client data and then add, cancel, reinstate, and endorse hundreds of policies weekly.

• Perform audits, non-renewals, AARO adjustments, and policy renewals for upwards of 15,000 clients annually and finish before internal and external deadlines.

• Support various client-specific applications, set up, training, and resolving data reconciliation/integrity issues.

• Answer questions and assist with policies for clients via email and phone daily.

• Update/generate methods and procedures.

• Create/format Excel spreadsheets and formulas specific to business needs.

• Ensure team meets or exceeds all client expectations and manages relationships of clients.

• Provide on-the-job training to staff and assist new staff with understanding job responsibilities.

• Resolve client issues.

• Help other departments with gathering information to inform or support a client.

• Cross-train different departments to aid with their workload while learning new programs.

• Quote potential clients’ new policies and draw up proposals.

• Bind contracts and handle accounting for new or terming clients.

• Review monthly reports and perform Q&A on employees to avoid potential fines. Two-time recipient of the “We Live Service Award” Award is given out to only one person or team per year.

Justice (Tween Brands) Sales Representative 2005 - 2017

• Manage the point of sale system.

• Handle cash/credit transactions while making specific amounts balance correctly.

• Support customers with any questions/concerns they may have.

• Ensure my team maintains a good client relationship and follows all company protocols.

• Help my store to reach in-store and companywide goals.

• Assist in inventory checks.

• Aid in opening and closing of the store.

CONTINUED

Bobbi Carson Page 2

Farmers Insurance Claims Representative 2012 – 2013

• Filed claims for insured, claimants, attorneys, agents, and other insurance carriers.

• Took recorded statements from all necessary parties involved in an auto accident.

• Handled and processed claims in their entirety.

• Requested/ordered police reports if needed.

• Examined impact points on vehicles and/or objects to help with liability decisions.

• Reviewed videos ordered from police to determine the fault of auto accidents.

• Sent out all documentation, ensuring it contained mandatory language required by the Department of Insurance for each state.

• Determined liability status for all parties.

• Set up vehicles for repairs.

• Sent liability status to insured, claimant/claimants, underwriting/rating department, attorneys, and agents. Patriot Income Tax Tax Consultant 2004 – 2005

• Prepared and filed tax information for clients.

• Assisted Clients with questions regarding documents needed and when to file taxes.

• Performed credit verifications and business credit references for loan applicants. EDUCATION

• Bachelor of Science Degree, Business Administration, University of Missouri - Kansas City, Kansas City, MO

• Grandview High School, Grandview, MO

EXTRACURRICULAR & COMMUNITY INVOLVEMENT

• Involved in the Mentor Program for Lockton 2015-present

• Member of Service Committee for Lockton 2014-present

• Member of Wellness Committee for Lockton 2013-present

• Volunteer activity coordinator at Life Care Center Grandview, MO (1992-1995) COMPUTER PROFICIENCY

• Microsoft Word

• Microsoft Excel

• Microsoft PowerPoint

• Lotus Office

• Microsoft Publisher

• Java

• Velocity

• WCS

• Heart

• PeopleSoft

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