Anny Galo

• Documented and communicated timely claims information while supporting accurate outcomes.
• Handled claims consistent with client and corporate policies, procedures, best practices and regulations.
• Determined proper course of action for claims processing.
• Gathered sensitive information to update customer profiles and help with appeals process.
• Championed insurance claims process by providing expert knowledge and building positive, trusting relationship to support clients during challenging times.
• Manage up to [Number] calls and up to [Number] scheduled appointments daily to gather information to initiate claims process.

• Monitored emails, organized inbox, and prioritized messages for supervisor.
• Set up virtual Zoom meetings, invited guests and disseminated agendas.
• Elevated client experience by providing timely customer support via phone calls, emails, and live chat platforms.
• Conferred with customers by telephone, chat or email to provide information.
• Answered and screened calls to provide information, schedule appointments and take detailed messages.
• Ensured client deliverables were met on time by closely monitoring deadlines and coordinating task completion across teams.
• Maintained a well-organized database system for improved information accessibility in daily operations.
• Enhanced client satisfaction by efficiently managing and organizing schedules, appointments, and travel arrangements.
• Upheld the highest standard of confidentiality when handling sensitive information related to clients'' personal or business affairs.
• Managed multiple priorities effectively under tight deadlines while remaining detail-oriented throughout each task.
• Managed CRM input, exports and clean up.
• Assisted in the recruitment process through candidate screening, interview scheduling, and onboarding support.
• Scheduled and coordinated appointments, enabling better time management and meeting logistics for clients.

Coordinated roofing projects from scheduling to completion.
Managed communication between homeowners, crews, suppliers, and insurance companies.
Monitored project timelines and ensured deadlines were met.
Scheduled inspections, material deliveries, and installation crews.
Followed up on homeowners’ insurance claims until approval.
Maintained accurate project records and updated internal systems.
Resolved customer concerns and ensured high client satisfaction.
Assisted with invoicing, supplements, and production reporting.