Jeff Copeland
**** *********** **, *********, ** 28216
*********@*****.***
Premier Property Insurance Adjuster seeks employment with your company. I have over 20 years in the insurance business to include Property Adjustment, Sales, Service, Commercial Construction review, Auto Bodily Injury Claims, Sales and Service Management. I am a professional with a proven track record of getting assignments done.
General Work Experience the last 12 years
Field Property Claims Adjuster
State Farm-Charlotte, NC
January 2021 to December 2024
PROXIMITY CLAIMS FIELD INSPECTOR
STATE FARM - Charlotte, NC 2021-Present
CHIEF DUTIES
Examine and document damages through site visits, photos, and detailed reports, ensuring adherence to company guidelines and industry standards.
Analyze insurance policy terms and conditions to determine coverage and identify potential exclusions.
Manage a caseload of up to 50 claims per month, ensuring timely and accurate processing of claims from initiation to settlement.
Negotiate with policyholders, contractors, and vendors to reach fair settlements, consistently achieving an average settlement time of [4] days.
Maintain thorough and accurate documentation in claims management systems primarily using, Xactimate to ensure all interactions and decisions are well-recorded for audit purposes.
Underwrite new business submitted to carrier to include pre-policy inspections for both residential and commercial property.
Managed over 2000 property claims.
FINANCIAL REPRESENTATIVE & SALES MARKETING REPRESENTATIVE
STATE FARM-Charlotte, NC
2015 to January 2021
•Chief duties are to grow agency book of business.
•Attend trade shows and show case the company’s products and services
•Design marketing campaigns that promote our local agency
•Talk to small and large groups about company products and services
•Responsible for knowing policies and technical information for company products• Chief duties on a daily basis are to solicit personal and business clientele to grow the agency main book of business. I have developed strategies and methodologies that grow the book and help customers understand the company’s products and services.
•I meet daily with personal lines and business lines customers for consultations about the companies auto property, commercial, life and banking products. I travel at times to different locations to assist customers with their business needs.
FINANCIAL REPRESENTATIVE
AIG FINANCIAL GROUP/WESTERN SOUTHERN FINANCIAL-Charlotte, NC
2012 to 2014
Chief duties are to market companies products and services to my natural market and the greater Charlotte area.
•Developing business strategies, customer service and sales action plans that further the company's sales and service objectives.
•I have been the number three sales representative for the North Carolina region.
•Won Top Gun Sales and Leadership Award
•The primary products that the company sells are Health Life Annuities 401K, Disability and Property and Casualty products.
Further duties include managing final expense claims when customers expire. My duties are to look up beneficiaries and making sure that payments for annuities and life insurance are paid to the right persons. In some instances, it is a requirement to deliver payments or have office consultations for survivors of the deceased that are in my book of business.
SALES AND SERVICE MANAGER
ALLSTATE-Charlotte, NC
2010 to 2012
Responsible for managing sales and service teams to meet companies sales and service objectives. My duties included making sure that my teams were receiving phone calls and selling the companies specialized lines of insurance to include, auto, home, renters, motorcycle, boat and condo insurance. My service teams consistently placed in the top five in service level objectives and challenging sales goals.
ALLSTATE-Charlotte, NC
November 2007 to December 2012
I have performed several rotations in underwriting and claims support. The chief duty was reviewing all applications for property and casualty products submitted by agents. My job included researching company guidelines and applying them to all open applications. I scheduled property examinations and also helped with managing the application to where it could be issued or denied. Further worked with metric teams to design metrics for call center employees in reference to time between calls call service times and breaks. I also worked to develop employee training metrics in how to handle inbound service calls.
SALES AND PROPERTY UNNDERWRITING
ALLSTATE-Charlotte, NC
2007 to 2010
Responsible for selling Property and Casualty Insurance Products via phone at the inbound call center located in Charlotte NC. My duties were to receive phone calls and sell the companies specialized lines of insurance to include, auto, home, renters, motorcycle, boat and condo insurance. Managed several sales teams and customer service teams.
• Manage sales and service teams, and in the top twenty in reference to sales and production requirements within the call center.
Specialty experience:
Rotations were served in auto liability and auto property claims resolution. I was responsible for settling auto claims under a certain authority to include bodily injury and auto property damage claims.
Education
Bachelors of Arts
Bowie State University - Bowie, MD 1996
Skills
•Project Management (10+ years)
•Customer Service (10+ years)
•budget (10+ years)
•Scheduling (10+ years)
•Estimating (5 years)
•Program Management (10+ years)
•Project / Program Management (10+ years)
•Telemarketing (10+ years)
•Insurance Sales (10+ years)
•Contract Negotiation
Certifications and Licenses
Property and Casualty Adjuster License
Present
Additional Information
Project Management Certificate, UNC Charlotte 2009