Josh Lee
San Antonio
Summary
Results-driven claims adjuster with strong time management and interpersonal communication skills. Proven ability to navigate complex claims processes, ensuring compliance and delivering exceptional customer service.
NPN 19541204 TX Lic #2529474
Overview
17
17
years of professional experience
1
1
Certification
Work History
Total Loss Payments Team
Allcat Claims Service
San Antonio
12.2022 - Current
- Review claims files for total loss settlement statuses, deductibles, prior payments and coverage limits
- Follow company provided guidelines to quickly and accurately issue total loss payments to lienholders and owners
- Consistently reach and exceed daily production numbers
- Cited by manager for work ethic as well as quantity and quality of work
Financial Resolution
Allcat Claims Service
San Antonio
10.2022 - 12.2022
- Researched outstanding checks by reviewing claims documentation to determine what payments were issued for and to which party
- Determined if payment was a duplicate payment
- Determined to escheat payment, or reissue payment by calling involved party to research why payment is outstanding and if payment is still owed.
Supplement Property Claims Adjuster
Allcat Claims Service
San Antonio
06.2021 - 10.2022
- Reviewed, evaluated, and adjusted low to moderately complex property claims.
- Confirmed coverage and equitably settled claims in accordance with carrier guidelines and in compliance with all state regulatory requirements.
- Adjusted repair estimates using Xactimate
- Effectively communicated loss coverage and coverage decisions to policyholders and contractors
- Supported workload surges and/or catastrophe operations as needed to include working significant overtime during designated catastrophe events.
- Complied with company and insurance client's guidelines in claims processes, estimate writing and closing of claims.
- Provided quality customer service throughout claims process by communicating information and actively listening to concerns to deliver timely service to customers.
- Mentored 3 new members of claims staff in proper procedures.
Receiving Lead/Operations Specialist
Bed Bath & Beyond
San Antonio
03.2016 - 06.2021
- Communicated with floor managers to determine merchandise placement.
- Forecasted manpower requirements based on daily workload and company targets.
- Received and staged incoming inventory for movement to storage or sales floor.
- Promoted accuracy in inventory and records by comparing shipment contents with paperwork.
- Oversaw a 2-person stock team, delegating assignments and training new employees.
- Opened and checked deliveries to verify contents and resolve issues with vendors in a timely manner.
- Organized storage areas to maximize efficiency of materials movements and minimize labor required.
- Kept stockroom free of hazards, working efficiently and properly organized.
- Motivated and led team members to work together to achieve common performance
- Enhanced operational performance by developing effective procedures.
- Supervised warehouse personnel to provide operational guidance and ensure optimal inventory control and productivity.
- Tracked inventory, conducted cycle counts and audits and resolved issues to maintain accurate records.
- Oversaw shipping and receiving of inventory and supplies.
- Performed inventory counts
Merchandise Associate
Bed Bath & Beyond
San Diego
06.2013 - 02.2016
- Moved merchandise to retail areas and added new products to shelves, racks and bins in neat and well-presented fashion.
- Updated seasonal displays such as windows and mannequins to highlight current product lines.
- Constructed aisle displays and arranged end caps to promote specific products.
- Arranged items in favorable positions and areas of store to attract customers and optimize sales.
Insurance Agency Intern
State Farm
San Diego
05.2009 - 08.2009
- Answered office phones and took messages, efficiently transferring calls and information.
- Provided administrative support such as filing documents, copying paperwork and delivering packages.
- Replenished office inventory, removed trash and delivered files to employees.
Intern
Humboldt Film Commission
Arcata
9 2011 - 10 2012
- Managed reception area and took telephone calls.
- Provided administrative support such as filing documents, copying paperwork and delivering packages.
- Entered invoice data and updated details, including customer contacts
- Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports and lists.
Education
Adjuster's License - All Lines Adjuster
The Adjuster Academy of Texas
San Antonio, TX05.2020
Bachelor of Arts - Film
Humboldt State University
2012
Skills
- Team management and oversight
- Interpersonal communication
- Customer service orientation
- Customer relationship management
- Claims investigation
- Claims processing
- Xactimate proficiency
- Claims documentation
- Coverage confirmation
- Problem solving
- Time management
- Team collaboration
- Training and mentoring
- Windows proficiency
Certification
- Certified Xactimate X1, Level 1 - 2022
Timeline
Total Loss Payments Team
Allcat Claims Service
12.2022 - Current
Financial Resolution
Allcat Claims Service
10.2022 - 12.2022
Supplement Property Claims Adjuster
Allcat Claims Service
06.2021 - 10.2022
Receiving Lead/Operations Specialist
Bed Bath & Beyond
03.2016 - 06.2021
Merchandise Associate
Bed Bath & Beyond
06.2013 - 02.2016
Insurance Agency Intern
State Farm
05.2009 - 08.2009
Intern
Humboldt Film Commission
9 2011 - 10 2012
Adjuster's License - All Lines Adjuster
The Adjuster Academy of Texas
Bachelor of Arts - Film
Humboldt State University