Financial Services & Auto Claims Advisor

Travis Clower

Glendale, *****, 623-***-****, *********@*****.***, LinkedIn

SUMMARY A seasoned professional with over 15 years of experience in financial services, insurance, and auto claims adjustment. Proven ability to drive sales growth, enhance client satisfaction, and manage complex portfolios through detailed data analysis and strategic client engagement. Recognized for consistently exceeding performance metrics, including being named top advisor in multiple roles. Possesses expertise in financial assessment, investment review, and risk evaluation, with a strong background in developing training programs and serving as a subject matter expert.

WORK EXPERIENCE

Auto Damage Adjuster

GEICO

01/2018 – 09/2021 Phoenix

Inspected and appraised vehicle damage resulting from all types of accidents.

Estimated vehicle repair costs and negotiated equitable settlements for customers.

Collaborated with fellow adjusters, supervisors, body shops, rental partners, and parts providers.

Wealth Advisor

USAA

12/2010 – 04/2015 Phoenix

Delivered comprehensive financial lifestyle assessment and investment review reports to clients, utilizing complex data analysis and professional presentation.

Consistently met report and project deadlines for USAA's high-net-worth members as an advisor on the Mass Affluent Relationship Team. Served as the designated subject matter expert for Morningstar Investment Review, providing technical guidance and enhancing advisors' proficiency in its utilization.

Financial Solutions Advisor

USAA

11/2009 – 12/2010 Phoenix

Generated sales growth through adept data analysis and client engagement.

Proactively developed analytical, client communication, and leadership proficiencies through collaborative interactions with team members. Led the department in 4 out of 5 sales categories, earning recognition as the top overall advisor in 2010.

Member Advice and Solutions Representative

USAA

04/2007 – 10/2009 Phoenix

Achieved continuous improvement in client satisfaction and retention by performing detailed analyses tailored to customer needs. Ranked among the Top 5 advisors company-wide for three consecutive years, based on retention, client satisfaction, and demonstrated sales performance.

Developed and presented staff training programs as lead advisor for Southwest Policy Service Mission Readiness events. Field Inspector

Property and Casualty Surveys of the Southwest Inc. 11/2006 – 02/2007 Phoenix

Established robust reporting procedures and processes for assessing risk through detailed home inspections.

Interfaced with a significant number of homeowners' insurance providers for underwriting purposes.

Property and Casualty Specialist

MetLife Auto & Home Insurance

07/2005 – 10/2006 Phoenix

Cultivated new business relationships by identifying client needs and delivering tailored insurance solutions.

Executed research on local market opportunities and leveraged reports to generate new business.

Captive Agent

American Family Insurance

12/2003 – 07/2005 Phoenix

Managed clients' insurance and investment portfolios through effective engagement, presenting detailed action plans to achieve objectives. Refined communication and client management skills. Received recognition as the top new district agent in 2004. Data Analyst

AdvancePCS, Inc.

EDUCATION

University of Phoenix

Bachelor of Science, Business Management

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