Coordinated with customers, vendors, and colleagues to ensure claims were handled efficiently while maintaining a positive customer experienceReferred customers to select auto body shops based on an assessment of their vehicle and repairs neededApplied various claim scenarios to Utah Auto Policy jacket to determine coverage outcomes and limits of liability Investigated auto accidents by conducting recorded statements and requesting/reviewing accident photos, scene reviews, police documentation, and private video surveillance prior to making a liability decisionNegotiated with other carrier’s claims adjusters to attempt to resolve claims without arbitration

Communicated with underwriters and other third parties to determine the most effective way to get a borrower fully approved for a mortgage loan.Organized the flow of communication between the loan officer (LO) and the assistant by creating a shared “Pipeline” spreadsheet showing all pertinent information the LO might need access to.Noted all important details on every loan file so unique processes and situations are detailed if another loan requires a similar resolution.Established relationships with new investors and account executives to expand the products and rates available for our clients.Created marketing material to send as a weekly "Market Update Newsletter" via MailChimp. Monitored marketing analytics to establish the most proficient approach to generating phone calls.

Created processes and training material for help desk, verification, and collection teams, and presented to groups including new hires, experienced employees, and operation directors.Communicated with all parties via inbound customer service calls, outbound follow-up calls, and email.Reviewed “Dead Debt” spreadsheet and collected funds for over 50% of prescription bills that accounting/finance teams had already considered “dead.”

Monitored and reviewed all prescription bills for assigned insurance groups. Worked on Wellness Committee to organize 5k's, company sport teams, and other wellness benefits. One of my greatest contributions to this team was generating and presenting an Excel spreadsheet showing the benefits of blocking specific payer groups from using our services. Our Operations Director ended up making the decision to block these payers, thus reducing our bad debt.

Interviewed, trained, and managed 10+ employees for two separate kiosks. Consistently ranked as a top salesman at both Del Sol and Cariloha.