Experienced licensed professional with over 28 years in financial administration, insurance, auto and property claims, casualty adjusting, sales, marketing, and civil service. Strong communicator and team player who excels in challenging environments, takes initiative, and consistently meets goals.
Overview
30
30
years of professional experience
Work History
Auto Adjuster III
USAA Insurance Company
04.2013 - 12.2023
Handling inbound calls and resolving auto non injury claims. Making claim payments and sending compliance letters. Coaching and mentoring with new employees. Awarded Innovation Certification for DAT 2019, Toastmasters 2017-2018, Treasurer and Public Relations offices held. Won Toastmasters Area Speech Contest 2018.
Auto Adjuster II
USAA Insurance Company
01.2011 - 03.2013
Adjusting and setting reserves for injury claims and settling lawsuits with attorneys and claimants. Attention to detail, and knowledge of the insurance industries’ policies and procedures. Composing and processing correspondence in compliance with regulatory laws and rules.
Multi-Line Auto IRU Auto Adjuster and Property Insurance Adjuster
USAA Insurance Company
01.2001 - 01.2011
Keying accident claim reports and adjusting payments for repairs and rentals, within one year promoted to senior auto claim representative, handling liability auto claims, coverage investigations, adjusting homeowner, personal property claims, multi-tasking skills such as negotiating, strong communication and intense computer skills.
Loan Associate
Consumer Finance Corporation (subsidiary of Chevy Chase Bank)
01.1999 - 01.2001
Processed loan applications efficiently, ensuring compliance with regulatory standards.
Reviewed credit reports and financial documents to assess borrower eligibility and risk.
Educated clients on loan products, terms, and application procedures to enhance understanding.
Collaborated with underwriters to expedite loan approvals and resolve discrepancies.
Implemented streamlined workflows that increased processing accuracy and reduced turnaround time.
Received “Focus Award” for handling of customers when placing collection calls and handled interoffice conflicts among staff effectively.
Bookkeeper-Accounts Payable
The Finance Company
01.1997 - 01.1999
Reconciled bank statements monthly, ensuring consistency with general ledger entries.
Implemented a more efficient filing system for financial documents, improving accessibility and organization.
Managed and responded to correspondence and inquiries from customers and vendors.
Card Activation Customer Service Representative
Interim Personnel for Nations Bank
01.1997 - 01.1998
Conducted security checks when activating new credit cards for banking customers, blocking lost and stolen credit cards, processing incoming credit cards, processing incoming customer account information, balance dues, finance charges, interest rates, late payments, and disputes, as well as opening and closing accountings and giving credit ratings.
Related to customers when processing account information.
Resolved customer inquiries efficiently, ensuring high satisfaction levels through effective communication.
Computed and calculated interest rates, finance charges and late fees assessed on client accounts.
Researched customer past transactions to follow-up on charge disputes.
Customer Sales Representative
Publishers Marketing Bureau/PUBSCO, Inc.
01.1995 - 01.1997
Handled service checks on magazine subscriptions, prepared renewal orders and utilized account information to resolve customer complaints.
Offered subscription renewals to customers at discounted prices and serviced customer complaints with enthusiasm and professionalism such as delivery problems, gift subscriptions, etc.
Achieved “Top Producer” status three months in a row-quarterly statistics averaged over 65% of company profits.
Undertook a marketing training sales position leading to opening own branch office. Responsible for recruiting and training of staff. Governed inventory, payroll and served as liaison between administration and staff.
Supervised personnel for distributing products, motivated and influenced staff to improve their self-worth and income.
Conducted interviews, coordinated schedules for remote location trips and worked side-by-side when training staff.
Managed and motivated employees to be productive and engaged in work.
Insurance Professional-Sales and Service II at USAA Property and Casualty Insurance CompanyInsurance Professional-Sales and Service II at USAA Property and Casualty Insurance Company
Life, Health and Annuity Service Specialist II at USAA Life Insurance CompanyLife, Health and Annuity Service Specialist II at USAA Life Insurance Company