Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Focused customer service professional skills, customer relationship development and sales. Accomplished in providing unsurpassed support to demanding customers. Offering over 15 years of experience in related roles, as well as passion for always improving numbers, enhancing knowledge and exceeding expectations.

  • Insurance claims and denial processes
  • Leadership and team building
  • Insurance claims
  • Efficient and reliable team player
  • Strong leadership skills
  • Approachable
  • Self-sufficient
  • Friendly
  • Organised
  • Goal-orientated
  • Creative
  • Problem solving
  • Interpersonal skills, patient and have the ability to stay calm in stressful situations.
Work History
02/2001 to 09/2016 Insurance Home Claims Team Leader Heartland Bank & Trust Co | Bloomington, IL,
  • Researched and updated all required materials needed for firm and partners.
  • Worked closely with claims consultants to maintain optimum levels of communication for the effective and efficient completion of home claims.
  • Maintained smooth operations of claims files processed through effective and efficient customer service.
  • Improved company service rating by offering superior customer service and handling customer complaints within a reasonable time frame.
  • Handled the day-to-day running of processing building and contents claims, ensuring high levels of productivity within my team.
  • Authorising large payments for claims upto $150,000.
  • Carried out authorising cheques and ensure compliance with relevant insurance regulations.
  • Supported Claims officers in improving operations and resolving issues to deliver top-notch customer service.
  • Managed team of 10 employees, overseeing the hiring, training, and professional growth of employees.
  • Delivered an exceptional level of service to each customer by listening to concerns and answering questions.
10/1993 to 02/2005 Retail Assistant Pma Usa | Tolleson, AZ,
  • Continually replenished stock in line with sales records for well-maintained displays and customer ease.
  • Provided an outstanding in-store experience through positive and attentive customer service.
  • Provided service with a smile, offering courteous, helpful advice to best-meet customer needs.
  • Addressed customer inquiries and concerns to facilitate decision-making and minimise anxiety or hesitation.
  • Met customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
  • Fostered relationships with customers to expand customer base and enhance loyalty and retention.
  • Opened, shelved and merchandised new products in visually appealing and organised displays for optimal sales promotions.
  • Maintained up-to-date knowledge of store sales, payment policies and security standards.
  • Listened to customer needs and desires to identify and recommend optimal products.
01/1999 to 02/2001 Insurance Underwriter Hannan Home & Car | City, STATE,
  • Built relationships with clients through active listening and offering appropriate insurance cover.
  • Supported the Claims team in improving operations and resolving issues related to policy wording to deliver top-notch customer service.
  • Handled the day-to-day running of sending out insurance renewals to the customers and chasing up customers that haven't renewed their insurance policy on time.
  • Ensuring high levels of productivity and sending out documents to the correct address
  • Worked closely with the Claims Managers to establish what policy wording staff and customers find difficult to understand, so changes can be made where needed.
  • Oversaw daily operations so new and existing customers where happy and paid their annual or monthly premiums on time.
  • Reviewing policy schedules and insurance renewals before sent to customers.
  • Typing in clear notes in customer files, so all of the insurance team can understand what was agreed by the customer and I.
07/1997 to 01/1999 Insurance Sales Consultant NRMA | City, STATE,
  • Extremely knowledgeable in regards to company's products and services to advise customers on choices for their needs.
  • Met with customers face to face at the branch, to provide information about available products and policies.
  • Calculated quotes and educated potential customers on insurance options.
  • Directed clinical support of actuarial, underwriting and claims management in identifying and managing client specific risks and risk trends.
  • Retained policyholders during annual renewal period.
  • Followed up with customers on unresolved issues.
  • Contributed ideas and offered constructive feedback at weekly meetings.
  • Calculated premiums and established payment methods for sales.
  • Finalised sales and collected necessary deposits.
Expected in 12/2017 Certificate IV in Education Support | Education Support BCA National Training Group , Sydney NSW , GPA:
Expected in 12/1999 Graduate Certificate in Change Management | Management TAFE, Bankstown NSW , GPA:
Expected in 12/1998 Diploma of Management And Leadership | Management TAFE, Bankstown NSW , GPA:
Expected in 12/1997 Statement of Attainment in Accounts Payable | Accounts TAFE, Bankstown NSW , GPA:

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School Attended

  • BCA National Training Group
  • TAFE
  • TAFE
  • TAFE

Job Titles Held:

  • Insurance Home Claims Team Leader
  • Retail Assistant
  • Insurance Underwriter
  • Insurance Sales Consultant


  • Certificate IV in Education Support
  • Graduate Certificate in Change Management
  • Diploma of Management And Leadership
  • Statement of Attainment in Accounts Payable

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