Bertha Garcia Email & Phone Number

North Liberty, Iowa, United States

Specializing in managing complex tasks such as filing disputes, processing wire transfers, and addressing high-level concerns with precision. Committed to delivering accurate, high-quality work and enhancing member satisfaction through advanced problem-solving and comprehensive product knowledge.Proactively support Specialist I team members by providing guidance and addressing their questions, fostering a collaborative and efficient team environment. Actively seek opportunities for process improvement.

North Liberty, Iowa, United States

Dedicated Credit Union professional prioritizing member needs and delivering accurate, high-quality work. Adept at problem-solving and collaborating within a team, while actively seeking opportunities for process improvement. Proactively assist members over the phone, provide effective solutions, and contribute to sales goals achievement through comprehensive product knowledge.

Cedar Rapids, Ia, United States

-Evaluated and analyzed documentation thoroughly to determine claim processing according to policy/certificate provisions and state regulation with limited authority limits.-Analyzed any additional information/documentation received to determine how to proceed with a review of claim under supervision and determine methods of obtaining information from alternative source.-Managed the review of a claim and the outside sources used in the review.-Thoroughly documented correspondence and conversations. -Corresponded verbally and in writing with claimants, financial advisors, and attorneys.-Worked closely with legal counsel, claims assistants, and other departments.-Monitored claims or fraud and proceed accordingly.-Maintained compliance with regulations and respond to any insurance department complaints.

Cedar Rapids, Ia, United States

-Evaluated and analyzed documentation thoroughly to determine claim processing according to policy/certificate provisions and state regulation with limited authority limits.-Analyzed any additional information/documentation received to determine how to proceed with a review of claim under supervision and determine methods of obtaining information from alternative source.-Managed the review of a claim and the outside sources used in the review.-Thoroughly documented correspondence and conversations. -Corresponded verbally and in writing with claimants, financial advisors, and attorneys.-Worked closely with legal counsel, claims assistants, and other departments.-Monitored claims or fraud and proceed accordingly.-Maintained compliance with regulations and respond to any insurance department complaints.

Cedar Rapids, Iowa, United States

-Processed an average of 70 customer transactions per day, maintaining 99% accuracy and efficiency, exceeding departmental targets.-Achieved a daily cash handling accuracy rate of 100%, ensuring minimal errors and discrepancies in financial transactions.-Consistently met or exceeded monthly cross-selling goals, resulting in an average of 15 additional banking products sold to customers each month.-Reduced wait times for customers by 15% through efficient transaction processing and effective time management.-Maintained an average cash drawer balance within $1,800 of the assigned limit, demonstrating strong attention to detail and accountability.-Contributed to a 30% decrease in operational errors by implementing stricter verification and validation processes in transaction processing.

Cedar Rapids, Iowa, United States

-Managed initial notice of loss for auto insurance companies during non-business hours, ensuring prompt and accurate documentation of incidents.-Responded to approximately 85 incoming calls daily from policyholders, insurance agents, and auto glass shops, demonstrating strong understanding and responsiveness to customer and vendor needs.-Diligently gathered necessary information for each claim, verified insurance coverage and deductible amounts, ensuring accurate and timely processing of customer information.-Provided exceptional customer service by utilizing the production/shop locator system to promptly connect clients with suitable auto glass vendors for efficient vehicle servicing.-Facilitated effective communication by translating Spanish-English claim details for non-native English-speaking clients.