• Analyze policy coverage, communicate with insured individuals, claimants, and legal professionals to determine moderate to complex liability.• Identify and resolve minor injury claims proactively, aiming for early settlements to avoid transferring files to the Casualty Unit.• Evaluate claims for potential fraudulent activities and collaborate with the Special Investigations Unit, as necessary.• Assess the actual damages linked to claims and negotiate settlements.• Take charge of arranging rental car reservations and managing Copart assignments.

•Conducted interviews with golfers to understand their objectives and preferences, ensuring optimal club recommendations for their game.• Employed the Trackman device to collect data on more than 30 parameters, aiming for the most suitable fitting outcome and enhanced golf performance, leading to a more enjoyable game experience.• Provided post-fitting and post-purchase follow-ups, addressing issues effectively and identifying opportunities for additional sales.

Custom solutions point for all clients. Subject matter expert regarding specialty inventory and modifications. Work with clientele by appointment to analyze their needs.

Managed assets, finanacial planning, estate planning, life insurance, disability insurance, trained new advisors