Summary
Overview
Work History
Education
Skills
References
Timeline
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Halee Falkenham

Western Shore

Summary

Resilient Catastrophe Claims Adjuster with over 7 years of Insurance experience, known for high productivity and efficient task completion. Skilled in damage assessment, claims negotiation, and policy interpretation to deliver accurate resolutions swiftly. Possesses key soft skills such as empathy, adaptability, and effective communication, ensuring smooth interactions with claimants under stressful circumstances. Excel in leveraging analytical thinking to solve complex problems, streamlining the claims process from initial contact to resolution.

Overview

8
8
years of professional experience
8
8
years of post-secondary education

Work History

Catastrophe Claims Adjuster

TD Insurance
Halifax
12.2024 - Current
  • Organized claim files and maintained accurate records within the company system.
  • Communicated claim status updates to clients and addressed their inquiries regularly.
  • Investigated claims by reviewing reports, photographs, and witness statements.
  • Collaborated with policyholders to gather necessary documentation and information.
  • Coordinated with contractors and service providers for assessments and repairs.
  • Advised clients on policy coverage, exclusions, and the claims process effectively.
  • Negotiated settlements with claimants in order to resolve disputes quickly and effectively.
  • Provided training and mentoring services for new adjusters entering into this field of work.
  • Maintained a 100% customer satisfaction rate over the course of my first year on the team.

Insurance Advisor

TD Insurance
Halifax
02.2019 - 12.2024
  • Advised clients on various home and automobile insurance policies based on their specific needs.
  • Work in conjunction with other departments like underwriting, claims and accounting.
  • Exceeded insurance policy sales targets and became one of the top sellers on my team (Atlantic Market).
  • Accomplished files efficiently, based on customer wait times, talk times and hold times.
  • Analyzed client needs to recommend suitable products.
  • Excelled as an LEI champion on my team. Recording a 100% LEI score on 16 surveys.
  • 2024 Q3 Rising Star recipient.

Customer Support Team Member

TD Insurance
Halifax
11.2018 - 01.2019
  • Reprinted documents at clients request in a timely and professional manner.
  • Cross sell automobile and home insurance at every opportunity to gain sales.
  • Processed payments with a keen eye to detail to ensure accuracy.
  • Effectively communicated with the appropriate colleagues to ensure clients needs were met.
  • Promoted client loyalty through relationship building.

First Response Claims

TD Insurance
Halifax
05.2018 - 08.2018
  • Explained with detail insurance policy and coverage to customers and accurately explained details of the claims process.
  • Promptly communicated with other insurance companies, auto body shops and rental car companies to continue the claims process.
  • Proudly held a 100% call evaluation record over my 4 month contract.
  • Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.

Education

Chartered Insurance Professional (CIP) -

Insurance Institute
Halifax, NS
12.2018 - 12.2025

College Diploma - Financial Services

NSCC Ivany Campus
Halifax, NS
09.2017 - 04.2018

Some College (No Degree) - Business Administration

NSCC Kingstec Campus
Kentville, NS
09.2016 - 04.2017

Skills

  • Customer service
  • Insurance coverage
  • Underwriting procedures
  • Claims processes
  • Compliance guidelines
  • Leadership skills
  • Team motivation
  • Attention to detail
  • Productivity improvement
  • Error reduction
  • Documentation management
  • Team collaboration

References

Available upon request.

Timeline

Catastrophe Claims Adjuster

TD Insurance
12.2024 - Current

Insurance Advisor

TD Insurance
02.2019 - 12.2024

Chartered Insurance Professional (CIP) -

Insurance Institute
12.2018 - 12.2025

Customer Support Team Member

TD Insurance
11.2018 - 01.2019

First Response Claims

TD Insurance
05.2018 - 08.2018

College Diploma - Financial Services

NSCC Ivany Campus
09.2017 - 04.2018

Some College (No Degree) - Business Administration

NSCC Kingstec Campus
09.2016 - 04.2017
Halee Falkenham