Customer Service Representative

Objective: Seeking a position utilizing my extensive knowledge in the insurance industry and/or office administrative assistant with the ability to advance into a managerial and/or supervisory position.

Summary of Qualifications:

Offering comprehensive experience and expertise in the following areas:

Extensive experience planning, organizing, evaluating, and following up varied responsibilities in a

timely manner.

Proficient in developing excellent relationships with clients, agents, policyholders as well as claimants.

Experienced in analyzing provisions and exclusions of policies to determine eligible benefits.

Proficient at organization and resolving problematic cases that may arise in daily activities.

Experience:

09/24 – 11/24 CADC LLC Merced, CA

Canvasser

Responsible for going door to door to obtain community involvement with the election for Congress 2025.

Completing questionnaires addressing individuals concerns with today’s issues (inflation, environment, politics etc.,). Taking photos and videos.

04/22 – 10/23 Farmers Insurance Atwater, CA

Customer Service Representative

Responsible for initial contact with all incoming clients/prospects/vendors. Reception, Clerical, Processing Payment(s).

. Assist clients/prospects and vendors regarding coverages, quoting, making policy

changes, updating information and processing payments in person, via telephone and email.

. Answer, screen and direct all incoming calls.

. Set up appointments.

. Keeping a diary on all policies up for renewals, notices of cancellation for non-payment,

retention and following-up with clients.

. Vendor Fairs.

. Perform other clerical, receptionist duties such as filing, photocopying, transcribing, faxing,

scanning and uploading documentation.

01/08 – 10/17 Kemper Specialty Woodland Hills, CA

Claims Representative III

Responsible for processing of high-volume claims, extensive telephone contact with policyholders, claimants and attorneys to examine, evaluate and conclude the claims for property damage, personal injury and commercial claims.

Accountable for planning, organizing, evaluating, and approving up to 110 active claims in process.

Responsible for taking recorded statements of policyholders, claimants and independent witnesses

In addition to evaluating the statements in comparison to damages being claimed.

Evaluated medical reports and performed analytical analysis of bodily injury claims on MC Excel.

Negotiated personal injury settlements with policyholders, claimants as well as

Attorney representatives.

Set-up reserves, assigned independent appraisers, reviewed property damage appraisals and

issued loss and expense payments.

Prepared written communications to policyholders, claimants, and attorney representatives.

Handled Total Loss Settlements.

Processed Arbitration.

Cross-trained new employees in Customer Service and Claims Representatives.

Maintained control of active claims to final disposition.

01/01 - 08/06 Commerce West Insurance Company Pleasanton, CA

Claims Representative I and II

Responsible for processing of high-volume claims, extensive telephone contact with policyholders, claimants and attorneys to examine, evaluate and conclude the claims for property damage, personal injury and

commercial claims.

Accountable for planning, organizing, evaluating, and approving up to 130 active claims in process.

Responsible for taking recorded statements of policyholders, claimants and independent witnesses in

addition to evaluating the statements in comparison to damages being claimed.

Evaluated medical reports and performed analytical analysis of bodily injury claims on MC Excel.

Negotiated personal injury settlements with policyholders, claimants as well as attorney

representatives.

Set-up reserves, assigned independent appraisers, reviewed property damage appraisals and

issued loss and expense payments.

Prepared written communications to policyholders, claimants, and attorney representatives.

Handled Total Loss Settlements.

Processed Arbitration.

Cross-trained new employees in Customer Service and Claims Representatives.

Maintained control of active claims to final disposition.

09/93 - 01/01 Commerce West Insurance Company Pleasanton, CA

Subrogation Specialist (Northern & Southern California)

Responsible for collecting monies due to company from policyholders, claimants, claimant carriers, attorney representatives and body shops. Position required a strong emphasis on oral and written communications. Generated over $5 Million Net Worth for Company in a four-year span.

Researched via Datasearch, ATXP.DBT-Online as well as utilizing vendors to locate individuals

and obtain records to determine their net worth for recovery purposes.

Accountable for adding back recovery received, issuing expense and loss payments to vendors

and policyholders.

Processed Arbitration.

Accountable for all clerical associated with case handling.

Cross-Trained new employees for Subrogation Department.

Technical Skills:

Proficient in MS Windows (Word, Excel, Access, PowerPoint). Guidewire, Apex, Diamond, EPICS,

PMSC System, IBM System 34, Internet, Zoom, Webinars, Dictaphone, 10-Key, Typewriters, Photocopy Machines, Facsimile Machines. Telephone Systems (TT and Executione as well as other systems). General Office Equipment. Accounting, Customer Service.

Education:

Grant High School Oakland, CA

Laney Community College Oakland, CA

Certificates: California Fair Claims Settlement Practices Regulations 98' through 17’

References Upon Request

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