***Certified Xactimate Level 3 Estimator***
Work Experience:
*Insurance Claim Estimator (Xactimate & Symbility)
Estimator / Supplementer / Insurance Claim Writer
Claim writing and estimating using Xactimate and CoreLogic/Symbility (photo labeling, estimating, sketching and general loss report)
Estimating repairs for roofs, exteriors, interiors, other structures, and personal property due to hail, wind, water/flood, and fire damage.
Writing for different adjusters with claims from various insurance carriers like USAA Alacrity, USAA AllCat, TD Insurance (Calgary), TD
insurance (interior flood), ASI Lighthouse, Progressive, The Hartford, TWIA/TFPA, Frontline, MSI, Liberty Mutual, SageSure, AllState
(Symbility), Swyfft, Horrace Mann, Citizen, Wellington, Safety Insurance, Assurant, National General, Lemonade and American Family
Used Hover, EagleView and Matterport as reference for sketching
Writing estimates and supplements for both residential and commercial insurance claims. Communicate with customers, public adjusters,
law firms, and insurance carriers until the file is closed.
*Financial Advisor / Insurance Consultant (Agent):
-(Sales) Setting appointments, meeting with clients and providing financial solutions through insurance protection and investment plans
-Doing after sales service to clients (e.g. policy servicing, assisting policy claims, regular policy review, financial plan updates, etc.)
-Selling insurance and investment plans online through Social Media Marketing and Advertising (Facebook and Instagram Ads, Meta
Business Suite)
*Advisor Development Program Manager / Head:
-Supervised and monitored 11 Business Units/Teams with over 100 Financial Advisors/Agents in total
-Created activity monitoring tools and system to increase each teams' productivity
-Tracked each advisors' training and checked their sales progress
-Worked with the management team to find ways on how to further improve the advisors' sales performance
-Conducted trainings to support every advisor's development (e.g. insurance product orientation, financial planning, etc.)
Technical Skills:
Estimating Software (Xactimate and CoreLogic/Symbility), Phrase expander, MS Office Apps (Word, Excel, Powerpoint), Google Workspace(docs, sheets, slides, etc), Programming (C, C++, HTML, mySQL, CSS, WordPress), Engineering Softwares & Hardwares (AutoCad, Matlab, Arduino, STM32, NRF51822, Raspberry Pi, etc.)
Interpersonal Skills: Active Listener, People-oriented, Analytical and Critical Thinker, Team-player, Versatile Communication Skills: English and Filipino