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SUMMARY
........................
* Skilled financial analyst with drive, detail orientation and problem-solving e
xpertise to produce results
* Effective communicator with award winning teamwork, negotiation and customer s
ervice skills
EXPERIENCE
........................
Cash Flow Specialist II
Zurich Financial Services/North America, Schaumburg, IL, 2007-2009
* Analyzed claim activity, interpreted complex legal/financial documents, adjust
ed loss sensitive commercial liability policies and prepared
premium invoices for 275 middle market clients ($10-$50MM annual spend)
* Increased total dollars invoiced in territory by 18% through more accurate pre
mium formula application and billing, previously missed by
other Cash Flow Specialists
* Exceeded performance benchmarks by 35% for policy terms invoiced in 2008, rank
ing among the highest performers of 15 person team
* Collaborated with Programming and Project Management teams to test new invoici
ng system; nominated for a "Bronze Award" for working beyond
job responsibilities
Claims Representative, Total Loss Division
State Farm Mutual Auto Insurance, Duluth, GA, 2005-2007
* Investigated, evaluated and negotiated claims, settling 8-12 daily and process
ing 200+ simultaneously
* Member of team earning #1 and #2 ranking among nine teams for efficiency in lo
ss reimbursement and claim settlement, significantly reducing
overall claim handling costs
* Consistently resolved difficult claim issues through research and effective wr
itten communication in the form of customized letters;
received "Circle of Excellence Award" for taking initiative beyond job responsib
ilities
* Chosen by Claims Training Manager to instruct 13 new trainees in Auto Policy I
nterpretation and State Farm Policy and Liability exam
preparation; selected for thorough technical understanding of policies
Financial Counselor
Consumer Credit Counseling Services of Atlanta, Atlanta, GA, 2003-2005
* Managed up to 250 clients per week in telephone call center setting providing
financial counseling, credit analyses, general finance
education and housing delinquency options to consumers for non-profit entity
* Consistently met or exceeded all performance benchmarks, converting 40% of cal
lers to attend debt management training (20% above average);
appointed "Team Lead" after one year, leading team of three
* Earned "Outstanding Client Service Award" for achieving highest quality assura
nce scores among 12 counselors for empathy, professionalism
and resourcefulness
* Initiated and authored 25-page "Reference Guide to Consumer Economics" distrib
uted to all staff
EDUCATION
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Keller Graduate School of Management, Chicago, IL
- Financial Analysis Certificate Courses:
* Accounting and Finance: Managerial Use and Analysis
* Managerial Accounting
University of Pittsburgh, Pittsburgh, PA
- Bachelor of Arts, Economics, May, 2002