Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Claims Specialist
State Farm
08.2023 - Current
Reviewed insurance and claims documents to verify required information and secure any missing data for settlements.
Followed up with customers on unresolved issues.
Monitored compliance with regulations and industry best practices to promote fair and proper treatment for insured customers.
Performed administrative duties by verifying documentation, researching facts and contacting other parties involved to determine fault percentages and minimize potential losses.
Understood requirements for disputes, gathered evidence to support claims and prepared customer cases to handle appeals.
Conducted full claim investigations and reported updates and legal actions.
Posted payments to accounts and maintained records.
Online Services Training Mentor
Arizona Financial Credit Union
01.2018 - 02.2023
Responsible for company Social Media pages including Instagram, Twitter & Facebook
Organized and maintained periodic inspection of online procedures and processes within the organizational knowledgebase
Facilitated training and support to new and current employees specific to Technical Support, Business Banking and new employee onboarding
Developed enhanced training materials for technical support representatives including Zelle (Compass), Bill Pay (CST) and the online banking platform provided by NCR
Reviewed and evaluated voice calls, chats and email communication for efficiency and quality
Provided one-on-one call reviews and coaching with individuals to identify areas of opportunity
Utilized appropriate organization applications such as LiveEngage, Okta, ServiceNow, SilverCloud, and Shortel phone systems.
Facilitated virtual, in-person and blended learning sessions.
Coordinated training schedules across sites with supervisors and managers to optimize training initiatives and work-flow management
Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
Built and maintained professional relationships with vendors and suppliers.
Eservices Consultant
Arizona Financial Credit Union
01.2016 - 01.2018
Held various positions including customer service with communication channels via phone, email, online chat, and video support
Supported employees as an Organizational Help Desk representative, providing assistance and offering solutions within the organization
Provided continuous support for internal employees and external lines with customers through various communication channels
Communicated with external vendors such as NCR and Fiserv to ensure product quality and functionality for online and mobile banking platforms.
Maintained high customer satisfaction standards to meet or exceed targets.
Handled customer issues with confidence, using complex problem solving to provide effective resolution.
Teleservices Consultant I & II - Organizational Help Desk
Arizona Financial Credit Union
01.2013 - 01.2016
Effectively developed multitasking skills to effectively communicate by phone while strengthening computer skills and product knowledge within the organization.
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Answered constant flow of customer calls with minimal wait times.
Updated account information to maintain customer records.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Education
Associate in Arts, Emphasis in Science -
Rio Salado College
Tempe, AZ
Skills
Accident Investigations
Compliance Management
Coverage Assessments
Documentation Review
Policy Interpretation
Customer Service
Decision Making
Time Management
Certification
Florida Adjuster License - August 2023
Timeline
Claims Specialist
State Farm
08.2023 - Current
Online Services Training Mentor
Arizona Financial Credit Union
01.2018 - 02.2023
Eservices Consultant
Arizona Financial Credit Union
01.2016 - 01.2018
Teleservices Consultant I & II - Organizational Help Desk
Arizona Financial Credit Union
01.2013 - 01.2016
Associate in Arts, Emphasis in Science -
Rio Salado College
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