Customer Service Claims Adjuster

Brett Peterson AIC BSBA

**************@****.*** • 206-***-****

Qualification Profile

Dynamic professional with 10+ years of combined experience in claims management, generating new business, promoting marketing excellence, and supporting profit generation and goal achievement across multiple sectors. Adept at examining claims, gathering client information, identifying and resolving claim issues, and approving or denying claims based on findings. Instrumental in authorizing claims payment, instructing clients to select the best insurance products, negotiating deals, and securing contracts. Collaborative professional, efficient in assisting insurance agents in customer correspondence, mail processing, and client records management.

Areas of Expertise

• Claims Processing & Payment Disbursement

• Strategic Negotiations

• Property Claims Management

• Claims Handling & Adjustment

• Market Trend Analysis & Forecasts

• Cold-Calling & Presentation

• Relationship Building

• Customer Service

• Team Supervision

Career Experience

Wisdom Life 10/2021 - Present

Broker and CEO

Provide information and description of multiple insurance products to educate consumers on market trends, with the focus on closing coverage gaps while generating sales. Engaged in creative cold-calling methods while contacting potential clients to identify insurance needs. Set up appointments with multiple insurance companies to offer the best coverage and premium options tailored to individual financial needs and goals.

• Recognized as a trusted agent by acquiring nationwide licenses to sell insurance.

• Contracted with independent marketing organizations to close new business.

Joy Ride 06/2017- Present

Owner and Driver

Pick up customers at the requested location and drop them off at their destination utilizing app-based communication. Maintained good customer service while improving the rider experience by offering premium amenities. Frequently received recognition with strong scores from customers. Effectively resolved customer issues and complaints.

Paccar Parts Division, Renton, WA 07/2021 – 04/2022 Warranty Claims Specialist

Analyzed simple to moderate in complexity warranty claims utilizing multiple computer applications. Approved 9M in truck claims for 12 federal recalls. Created process decision guides for quick resolution in meeting claim deadlines. Developed summary reports of daily claims handling, including approvals, denials, and duplicates, with claims troubleshooting, while working closely with division leads.

State Farm Insurance Company, Dupont, WA 04/2019 – 01/2020 Express Claims Representative

Executed modern customer service techniques and delivered expert-level consultation services to customers and staff members in claim handling while ensuring a positive attitude with clients to increase customer satisfaction.

• Managed and processed large volumes of claims work in a high-production team; authorized up to $25K in claims payments.

• Graduated from State Farm Claims University.

• Conducted in-depth investigations to identify facts of losses, along with determining at-fault liability.

Anderson and Steinssen, Renton, WA 3/2018 – 10/2018 Business Development Manager

Implemented solution-based selling techniques and acquired new business accounts by contracting with an international organization. Created new business leads along with commercial clients in a B2B marketplace. Updated with modern techniques related to highly technical applications of high-purity chemicals by actively participating in training.

• Efficiently established a CRM database with hundreds of B2B internet leads.

• Successfully closed a business deal with military contractors for large quantities of carbon nanotubes. The

Allstate Corporation, Lakewood, WA 6/2017 – 01/2018 Licensed Sales Professional

Delivered interactive presentations in office meetings as well as negotiated deals to secure new accounts. In a challenging environment, achieving enhanced business growth can be facilitated by utilizing modern business techniques and effective customer service skills.

• Nominated as a subject matter expert specializing in all insurance forms in WA and OR.

• Acknowledged for sales leadership and high-impact results, generating deals and winning commissions.

• Boosted business bottom line and completed nine force policies worth $ 9K using sales techniques.

• Efficiently devised a referral compensation program, securing relationships with regional businesses.

• Earned “Commitment to Excellence” award for excellent performance.

Comcast Corporation, Fife, WA 7/2015 – 7/2016

Account Executive III

Steered entire business operations across all product and service lines through product promotions, technical skillsets, and value propositions to win deals. Maximized profits using communication, service, and research strengths.

• Surpassed allocated business targets, earning $22K in commissions with an awarded bonus of $600+ for excellent results.

• Successfully delivered world-class customer service with exceptional call quality control scores.

Vivint Inc., Liberty Lake, WA 10/2013 – 4/2014

Inside Sales Representative

Attracted new clients and cultivated recurring business by executing cold-calling sales strategies and presenting security and home automation systems to potential customers across the territory.

• Improved customer experience, ensured regulatory compliance, and grew the book of business.

• Tracked, monitored, and followed up with clients using Salesforce CRM to document the activity.

• Exceeded daily/weekly goals consistently by providing effective strategies during all customer interactions.

Symetra Financial, Bellevue, WA 8/2010 – 05/2011

Sales Support Representative

Directed multiple business development initiatives, representing the company with superior account management skills and insurance expertise. Collaborated with customers on various life and annuity offerings to start and expand policies.

• Distinguished for ensuring prompt and professional follow-up, increasing loyalty, and meeting customer needs.

• Secured three major annuity deals worth $217K, including fixed deferred and income immediate annuities.

• Augmented customer satisfaction by identifying and resolving customer concerns and documenting them in the CRM system.

Additional Experience

Marketing Team Lead, A Place for Mom Seattle, Washington

Education

Associate in Claims designation (AIC)

The Institutes, Malvern, PA

Bachelor of Science, Business Administration, Marketing Management Central Washington University, Ellensburg, WA

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