
Tess Harper
Operations Clerk

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About me
Client Insights Manager
Education

Chapel Hill High School
2004 - 2008
University of North Carolina at Greensboro
2008 - 2012Bachelor of Arts (B.A.) PsychologyActivities and Societies: Sigma Sigma Sigma, National Panhellenic Conference
Experience

Wells Fargo Advisors
Jan 2011 - Jul 2012Operations Clerk- Perform all typical administrative functions for Vice President as well as maintain records of more than 3,000 accounts so they are organized, up-to-date, and easily retrievable.- Conducted independent research in the areas of home equity and mortgage rates for the purpose of financial analysis. - Prepare new sales materials, as wells as organize monthly sales reports to show monthly, quarterly, and yearly profit-loss data.

Wells Fargo
Jul 2012 - Oct 2013Teller- Efficiently handles various customer service functions daily, including processing bank transactions, providing customers with product information, and suggesting beneficial financial solutions.- Continually exceeds sales quotas by presenting bank products to both non-customers and returning clients, through effective needs assessment and product knowledge.

National General
Oct 2013 - Feb 2016Claims Specialist- Conduct unbiased investigations into loss event by obtaining facts and statements from all involved parties. - Evaluated practicality of repair as opposed to payment of market value of vehicle before accident.- Prepared insurance forms to indicate repair cost estimates and recommendations.- Reviewed repair cost estimates with automobile repair shop to secure agreement on cost of repairs - Prepared succinct, sound, well-reasoned, and high-quality interview and investigation summaries and reports. Show less

AAA Carolinas
Feb 2016 - Jan 2017Special Investigator- Interpreted personal auto policy contractual language, statutory regulations and analyzed legal liability and tort laws.- Handled high volume of claims in accordance with state laws and company audit requirements. - Managed the loss reserves and expenses for each claim file. - Handled many diverse situations including arbitration, litigation, underwriting notices, bodily injury settlements and concluding salvage auctions for totaled vehicles. - Utilized extensive customer service, investigation and negotiation skills with insureds, claimants, attorneys, medical providers and various venders throughout entire automobile claims process. Show less

Penn National Insurance
Feb 2017 - Apr 2022Claims Representative 1- Examines claims forms and other records to determine insurance coverage. - Investigates and assess damage to property and review property damage estimates. - Interviews or corresponds with policyholders, agents, witnesses, police, or other relevant parties to determine claim settlement, denial, or review. - Analyzes information gathered by investigation, and report findings and recommendations. - Prepares report of findings of investigation. - Negotiates claim settlements and recommends litigation when settlement cannot be negotiated. Show less

Circana
Jul 2022 - nowClient Insights Analyst
Licenses & Certifications
- View certificate

SQL (Basic)
HackerRankApr 2022 
Associate in Insurance Services (AIS)
The Institutes Knowledge GroupFeb 2019
Associate in Claims (AIC)
The Institutes Knowledge GroupJan 2019
Certified Insurance Service Representatives (CISR)
Risk & Insurance Education AllianceJan 2018
Associate in General Insurance (AINS)
The Institutes Knowledge GroupJan 2018- View certificate

Python (Basic)
HackerRankMay 2022
Volunteer Experience
Financial Advisor
Issued by Sigma Sigma Sigma National Sorority on Aug 2020
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