Customer Service Claims Adjuster
Resume:
DONYA BURNETT
Murfreesboro, TN *****
***************@*****.***
I am a License Claims Adjuster with a background in Customer Service, Finance and Management. I received a degree in Accounting and Finance. My core competencies are construction management, restoration, tax compliance, customer service, and sales. I would like the opportunity to continue growth as an insurance claims adjuster with a company who will continue to enhance my current abilities for future growth. The company will utilize my assets as an effective team member, astute individual, deescalate matters and a leader with intent.
In my most recent roles, construction, and sales management. I generated new business, provide oversight to residential and restoration projects. Management I oversaw, coached, and developed a team of employees, analyzed, and tracked key performance indicators, and led local marketing and community outreach efforts. I continue to live by this motto “Take care of Business and Business will take care of you.”
Work Experience
Customer Service Representative
The General Insurance-Nashville, TN
June 2024 to Present
• Answer incoming call center questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries
• Demonstrate accuracy in processing client policy modifications based on the data given
• Verify new customers coverage and present policyholders with proof of insurance paperwork
• Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies
• Responds to customer service inquiries related to renewal and service activities requiring extensive client contact via email, fax and phone
• Coordinates all service requirements and client inquiries with primary responsibility for resolving client problems as they arise, including endorsements
Marketing Sales Agent
Allstate Insurance-Nashville-Davidson, TN
January 2024 to April 2024
• Meet new business production goals and objectives as established.
• Solicits for new business via telephone, networking, and other lead sources.
• Secure all Trailing Documents from customers.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
General Store Manager
TitleMax
December 2022 to December 2023
(1 year 1 month)
• Oversee, coach, and develop all store Team Members in order to build new business and maintain store profitability.
• Manage overall store performance by meeting or exceeding Company performance standards, including Key Performance Indicators (KPIs). Track, analyze, and train Team Members on various performance reports.
• Lead your team to reach or exceed sales goals by selling loan or pawn products to consumers, identifying local marketing strategies, leveraging business-to-business partnership opportunities, obtaining referrals, and hosting and participating in community events.
• Supervise and maintain office security and conduct proper opening and closing procedures, including management of vault, cash drawer, and bank deposits.
• Ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations.
• Maintain a visually pleasing and professional atmosphere that aligns with the values and mission of the Company.
• Utilize personal vehicle to complete bank deposits and other Company business throughout the workday.
• Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
• Utilize strong interpersonal skills to communicate and interact with customers and Team Members at all levels.
Senior Personal Banker
Truist
April 2022 to November 2022
(8 months)
• Monitored daily operations and supported Branch Manager in necessary duties.
• Provided bank leadership in absence of branch manager.
• Developed strategy to achieve target sales goals.
• Built client rapport through frequent individualized recommendations for financial products and services.
• Maximized sales potential by training new members in improved sales strategies.
• Demonstrated expertise and reasoned guidance regarding loan products, lines of credit and account options.
• Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
• Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads.
• Networked within communities to identify and capitalize on business opportunities Senior Consultant
Regions Bank
June 2021 to April 2022
(11 months)
• Advise clients on a range of financial services and decisions, including budgeting, saving for big purchases, retirement planning, investing, and trust and estate planning.
• Collaborates with other financial planners and manage a book of business.
• Monitored daily operations and supported Branch Manager in necessary duties.
• Planned work schedules to maintain adequate staffing levels.
• Managed and inspired team members to perform to full potential, driving branch profitability.
• Educate and advise customers on Regions Consumer and Business products and services, including all loan and deposit types
• Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations to acquire new customer relationships and to expand existing customer relationships
Relationship Banker II
First Horizon Bank
March 2020 to June 2021
(1 year 4 months)
• Assist with dual control vault responsibilities and assists with audit controls.
• Participate in client/prospect calling activities during special deposit/loan campaigns.
• Responsible for opening checking accounts, savings accounts, Business accounts, CD accounts, and IRA accounts and provide all other deposit product services at the customer’s request.
• Looks for products/services to benefit customers & actively informs/sells these benefits/products to clients.
• Assist branch management with ‘on the job training” of new employees.
• Attend client meetings, prospect meeting, and client/marketing events
• Provide assistance in mortgages to market programs, promotions and initiatives.
• Consultative selling of mortgage programs in a fast paced telephone sales center environment such As HELOC’s and HELOAN.
Relationship Banker
Ascend Federal Credit Union
September 2018 to March 2020
(1 year 7 months)
• Advised customers on bank products, services and financial planning options.
• Completed thorough and accurate documentation for money movements, deposits or withdrawals.
• Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
• Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
• Developed culture of success rewarding performance, productivity and sales results.
• Reduced bank losses by setting successful risk management policies.
• Generated about $250,000.00 dollars on referrals to Financial Advisors at Ascend Credit Union
• Interview the consumer loan applicant, explain loan options, rates, terms, and collateral requirements; prepare all necessary documents; verify employment; obtain credit reports; and assess member needs and cross-sell credit union services based on business that can be obtained from the credit report and member cues.
Tax Specialist
H&R Block
January 2016 to August 2018
(2 years 8 months)
• Conducted research on different tax issues and remained up to date on tax law changes.
• Educated clients on complex tax issues by explaining details in understandable terms.
• Worked with tax, legal, IT and accounting teams to improve tax compliance and reporting processes and developed integrated solutions to complex client and business issues.
• Examined accounting systems and records to determine appropriateness of methods and controls.
• Prepared briefs, sought out records and produced documentation in support of court cases.
• Ensuring that tax returns are filed in accordance with tax authorities. Education
Bachelor's degree in Accounting and Finance
Western Governors University
August 2022 to December 2025
Associate's degree in Accounting and Finance
Motlow State Community College
August 2017 to May 2021
Skills
• Contract Negotiation
• Restoration
• Tax Preparation
• Income Tax
• Personal Income Tax Returns
• Contractors
• Xactimate
• Construction
• Casualty Insurance
• Tax Law
• Account Management
• Payroll
• Office Management
• Merchandising
• Account Reconciliation
• Supervising experience
• Customer service
• Cash register
• Communication skills
• Microsoft Office
• Microsoft Excel
• Microsoft Outlook
• Data entry
• Sales
• Marketing
• Salesforce
• CRM software
• Microsoft Word
• Windows
• Budgeting
Links
linkedin.com/in/donya-terrell-burnett-364764303
Certifications and Licenses
Insurance Adjuster - The Adjuster School
March 2024 to March 2026
• Issued Mar 2024 – Expires Mar 2026
• Credential ID License No: 3146149
• National Producer # 21105726
Contact this candidate