independent claim researcher resume example with 20+ years of experience
Highly motivated, strategic-thinking sales and service professional with over 30 years of expertise in relationship building, cultivating partnerships, securing and retaining top accounts and growing profit channels. Highly adept at multi-tasking, self-starter and self-motivated leader with expertise on expanding network connections, persuasively introducing and revealing customer needs to deliver solutions. Proficient in communicating with policyholders, claimants and key personnel in regards to underwriting, servicing, claim status, internet research, claims processing, working through any questions or concerns, delivering accurate and prompts answers, completing all due diligence, securing and retaining required trailing documents and most importantly, mature, trust-worthy and able to maintain utmost confidentiality while working with clients, employees, co-workers and management. Proactive, well-organized, out-going personality and successful at meeting and exceeding goals through utilizing excellent and proven skills to sell and close based upon empathy and listening cues. Able to work through and adapt closing skills to enable successful relationship building with persons in all demographics including multi-millionaires to impoverished individuals. Proven track record of success.
- Excellent Communication Skills - Written and Oral
- Customer Sales and Service Oriented
- Reliable, Trustworthy, Punctual
- Strong Relationship Building
- Results oriented
- Empathic Listening skills
- Outgoing personality
- Team player mentality
- Provide professional and confidential assistance to owners &/or their heirs in the process of locating and recovering funds that have been escheated to state treasury departments across the United States.
- Complete full owner discovery, skip tracing, heirship determination, research diligently and efficiently to determine the rightful owners or heirs of an escheated asset, compilation of family history, genealogical research, creating in depth family trees.
- Make outbound calls to potential owners and heirs until the rightful owner/heir is discovered.
- In depth conversations and trust building to convince the potential owner or heir that our company is legitimate and the assets are available for claiming.
- Generate legal contracts and follow through until contracts are signed and returned by potential claimants.
- Order required legal documents from US Vital Statistics &/or US Consulate Office when death occurred outside of the United States.
- Promote and protect good sales practices.
- Highly experienced in making outbound sales calls, explaining processes, setting expectations and closing sales over the phone.
- Fluent in note taking and file documentation.
- Excellent follow through and consistently close new sales.
- Prepare documentation for submission to the state treasury departments for approval of releasing funds.
- In December 2019, I sold C. L. Claire Insurance, LLC to Ephlin Insurance Group, Inc.
- Communicated with vendors to place and receive orders, request maintenance services and deliver instructions.
- Directed customer communication to appropriate department personnel, in addition to providing information to resolve inquiries and bolster customer satisfaction.
- Planned and executed corporate meetings, lunches and special events for groups and employees.
- Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and ensure compliance with company and state policies and procedures.
- Created email messages, memos and business letters for management and proofread all documentation to provide error-free correspondence.
- Retained product, service and company and state policy knowledge to serve as resource for both coworkers and customers.
- Trained all new employees on effective sales, service and operational strategies to maximize team performance.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Coached team members on security risks and loss prevention to aid in mitigating insurance fraud and employee dishonesty.
- Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals.
- Mentored team members in mastering sales techniques to consistently exceed objectives.
- Sold various products by explaining unique features and educating customers on proper application.
- In September 2017, C. L. Claire Insurance, LLC merged with 3 other Nationwide Insurance Agencies and formed Ephlin Insurance Group, Inc. Through the acquisition and merger process, we created one of the largest Nationwide Insurance Agencies in the region.
- Cultivated professional relationships to establish long-term profitable partnerships.
- Resolved issues quickly through meticulous fact finding, research and communication.
- Engaged customers and provided high level of service by carefully explaining details regarding policy and coverage.
- Generated and maintained business portfolio by promoting, selling and servicing insurance policies.
- Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
- Assisted in all areas of Underwriting, Sales, Service and Claim processing and settlement.
- Developed insurance cross-selling opportunities through fact finding and conversational sells practices.
- Drove insurance sales through cold-calling and creating partnerships with financial advisors, mortgage originators, auto dealerships, Centers of Influence for the development of new clientele.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns in regards to policy and claim procedures and settlement.
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Delivered outstanding customer service and built rapport with clients.
- Revitalized business plans and realigned company objectives to increase overall profits.
- Developed and monitored internal control systems.
- Hired, trained, evaluated and retained high-performing, effective, and diverse team embodying organizational culture.
- Maintained excellent Fiduciary Audit Regulations and procedures.
- Secured new clients by optimizing business strategies, cold-calling and partnering with financial advisors, mortgage originators, realtors and auto dealerships to build agency and customer relations.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Assisted with any claim questions, disputes and settlement options.
- Provided quick turnaround time when customers called with questions.
- Determined and detailed gaps in process, procedure and system controls.
- Assessed potential risks, evaluated controls and conducted compliance audits.
- Facilitated successful internal and external audits through sound and thorough documentation.
- Worked with colleagues to review and accept or deny new and renewal business.
- Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
2011 Completed Coaching Multi-Lining and Retention Training
2010 Outstanding Leader Award for :Positive DWP Growth
2007 Completed Professional Selling Skills Training
2007 Conference of Champions Sales Award
2006 Completed Making of a CEO Training
2006 Conference of Champion Sales Award
2005 Secured Series 6 License (Retired)
2005 Secured Series 63 License (Retired)2004 Secured Series 6 Securities License
2004 Secured Series 63 Securities License
1999 Co-Founder of Business Referral Network (BRN) of Memphis
1999 Co-created the Operational By-Laws of BRN
1995 Secured Life Insurance Agents License
1995 Secured Accident and Health Insurance Agents License
1987 Secured Property and Casualty Insurance Agents License
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Resume Overview
School Attended
- The American College
- Bartlett High School
Job Titles Held:
- Independent Claim Researcher
- Chief Operating Officer/Associate Principal Agent
- President/Owner
- Partner/Licensed Insurance Agent
Degrees
- Insurance And Financial Advisor
- High School Diploma
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