Judy Ho

• Review and interpret policy wordings, determine policy coverage, and communicate coverage decisions to members.

• Establish timely and accurate loss and expense reserves throughout the life of the claim through evaluation of relevant information from various sources such as independent adjusters, medical, legal, financial, and vocational.

• Ensure a comprehensive investigation is conducted on all files to determine coverages and liability, while adhering to adjusting guidelines, and recognizing when to engage appropriate internal and external resources.

• Coordinate and manage services with vendors and services providers.

• Adjust property claims with integrity and respect in a timely manner to ensure fair settlements and identifying claims that require further investigation.

• Develop individualized action plan for conducting investigations and with colleagues to reach fair decisions.

• Gather and analyze information, interpret insurance policy wordings, determine coverage, and assess damages.

• Perform high quality of work and demonstrate excellent customer service, communication skills as well as high level organizational and file keeping.

• Draft and/or prepare various legal documents such as Transfer of Land, Mortgage documents.

• General administrative and clerical duties such as answering phone calls to filing and making copies.

• File management, including maintaining file lists and electronic and physical file organization and scheduling.

• Conduct and review due diligence searches including title, survey, financing, and addressing any closing matters searches, as required.

• Create report package to client/lenders.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Restocked supplies and placed purchase orders to maintain adequate stock levels.
• Executed record filing system to improve document organization and management.
• Scheduled office meetings and client appointments for staff teams.

• Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
• Provided first-rate service to all customers and potential customers.
• Built rapport with customers and assessed needs to make product recommendations and upsell.
• Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.