Tess Harper

Tess Harper

Operations Clerk

Followers of Tess Harper94 followers
location of Tess HarperWinston-Salem, North Carolina, United States

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  • Timeline

  • About me

    Client Insights Manager

  • Education

    • Chapel Hill High School

      2004 - 2008
    • University of North Carolina at Greensboro

      2008 - 2012
      Bachelor of Arts (B.A.) Psychology

      Activities and Societies: Sigma Sigma Sigma, National Panhellenic Conference

  • Experience

    • Wells Fargo Advisors

      Jan 2011 - Jul 2012
      Operations 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 2013
      Teller

      - 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 2016
      Claims 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 2017
      Special 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 2022
      Claims 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 - now
      Client Insights Analyst
  • Licenses & Certifications

    • SQL (Basic)

      HackerRank
      Apr 2022
      View certificate certificate
    • Associate in Insurance Services (AIS)

      The Institutes Knowledge Group
      Feb 2019
    • Associate in Claims (AIC)

      The Institutes Knowledge Group
      Jan 2019
    • Certified Insurance Service Representatives (CISR)

      Risk & Insurance Education Alliance
      Jan 2018
    • Associate in General Insurance (AINS)

      The Institutes Knowledge Group
      Jan 2018
    • Python (Basic)

      HackerRank
      May 2022
      View certificate certificate
  • Volunteer Experience

    • Financial Advisor

      Issued by Sigma Sigma Sigma National Sorority on Aug 2020
      Sigma Sigma Sigma National SororityAssociated with Tess Harper