Karen H

Karen H Email and Phone Number

Client Services Manager and Executive Assistant @ American National
San Diego, CA, US
Karen H's Location
San Diego, California, United States, United States
Karen H's Contact Details

Karen H work email

Karen H personal email

n/a
About Karen H

I'm an experienced, solutions-oriented customer service leader with over 8+ years of experience elevating operational efficiency, productivity, and customer care across different environments. I have strong people management and project management skills. Intrigued by leveraging new technology, project management tools, and CRMs to work smarter and applying creative approaches to solve complex problems.✨Outside of work you can catch me writing, journaling, blogging, attending an open mic night, near the beach or working out.✨Core skills: Empathy, Critical Thinking, Problem Solving, Self Reliance, Decision Making, Time Management and Active Listening have shaped me to be a successful team member and a better person all around

Karen H's Current Company Details
American National

American National

View
Client Services Manager and Executive Assistant
San Diego, CA, US
Website:
anico.com
Employees:
5203
Karen H Work Experience Details
  • American National
    Client Services Manager And Executive Assistant
    American National
    San Diego, Ca, Us
  • American National
    Client Services Manager & Executive Assistant
    American National Aug 2018 - Present
    San Diego, California
    Provides administrative support to two leadership executives (agency owners) and manages a client book of 2K+ clients and prospects.- Compile daily reports regarding client and prospect requests where I then provide strategic counsel to the agency owners regarding solutions and opportunities to increase new business.Partnered with the IT team to implement new operating systems and deploy training materials to agents.- Manage and resolve all business & client requests that include but not limited to billing, invoicing, underwriting and policy inquiries. - Created and implemented a comprehensive knowledge base of self-service documentation for prospects and clients using Hubspot which helped reduce call volumes by 50%.- Increased operational efficiency by designing email automation workflows for lead capture, outreach, and follow-up. - Onboard and train new agents on our company CRM and overall processes.- Coordinated client & corporate meetings, seminars & remote training sessions which includes drafting agendas, recording meeting notes, and distributing recaps.
  • Harness Magazine
    Contributing Author
    Harness Magazine Nov 2021 - Present
    United States
  • Progressive Insurance
    Auto Claims Adjuster
    Progressive Insurance May 2017 - Oct 2017
    Greater San Diego Area
    Negotiated equitable resolutions for auto claims.-Managed multiple cases until file closure simultaneously, which included tracking and documenting claims activity through daily, weekly & monthly diary management as well as communicating claim statuses to all parties involved. -Served as a customer advocate where I explained policy regulations, contract exclusions, and coverage details to the insured to ensure fair and equitable settlement for all parties.Consistently settled total loss claims and processed the appropriate paperwork ahead of schedule where I exceeded recovery targets every month.
  • Geico
    Subrogation Specialist And Arbitration Panelist
    Geico Jun 2012 - Apr 2017
    Poway, California, United States
    Recovered GEICO revenue spent on behalf of policyholders through negotiation, arbitration, mediation, and litigation. -Exceeded monthly goals by recovering on average $150,000 in monthly recovery targets. -Collaborated with the management team to develop and implement new weekly and bi-weekly diary procedures to increase team efficiency.-Audited open & closed cases along with identifying any missed subrogation opportunities to help drive and increase recovery results.- Attended & settled 10 monthly arbitration hearings where I independently evaluated and resolved disputed liability claims.
  • Geico
    Quality Assurance Tester
    Geico May 2011 - May 2012
    Poway, California, United States
    Tested and rated the quality of various company-wide tools and software.-Participated in monthly testing of new and updated company software to determine if programs work smoothly without bugs.-Compiled detailed briefs to the QA Engineers outlining defects, results, and recommendations to improve software prior to company-wide implementation. -Assisted with creating and refining training materials regarding new software releases and project management tools.
  • Geico
    Claims Service Representative
    Geico Dec 2008 - May 2012
    Tucson, Arizona, United States
    Served as the intermediary between insurance companies and customers to determine the validity of claims.-Broke the claims floor record by achieving 0 seconds between processing “next in line” queued calls.- Identified and annotated possible fraudulent claims which I would then submit to the special investigations unit for closer inspection and monitoring.-Investigated, resolved & closed non-disputed liability claims within Western region states while abiding by states specific statutes.
  • West Asset Management
    Recovery Agent
    West Asset Management Aug 2006 - Oct 2008
    Tucson, Az
    Developed positive customer relationships through friendly greeting and excellent service.- Expert familiarity with FDCPA (fair debt collections practices act) to resolve, negotiation and collect on past due debts.- Exceeds in weekly, bi weekly and monthly collection goals.- Resolved disputes in past due debts with first party clientele.

Karen H Education Details

Frequently Asked Questions about Karen H

What company does Karen H work for?

Karen H works for American National

What is Karen H's role at the current company?

Karen H's current role is Client Services Manager and Executive Assistant.

What is Karen H's email address?

Karen H's email address is ka****@****ico.com

What schools did Karen H attend?

Karen H attended Cairo American College, California State University-Long Beach.

Who are Karen H's colleagues?

Karen H's colleagues are Riza Dickerson, Bobbie Gaylord, Linda Craft, Knight Henderson, Fscp, Alex Everhart, Victor Perales, Nathan Happel.

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