Michael Marquez
Denver
Summary
15 years of administrative, analytical and financial support in Financial Services, Wealth Management and Client Services industry.
Overview
18
18
years of professional experience
Work History
Claims Adjuster
Progressive Insuranc
Denver
09.2022 - Current
- Analyzed facts of loss including photographs, diagrams and other evidence to identify potential sources of recovery.
- Interpreted policy language to determine coverage for insureds under various lines of business.
- Conducted interviews with claimants, witnesses and medical professionals to obtain additional information about the claim.
- Worked collaboratively with team members across multiple departments; identified areas where processes could be improved.
- Reviewed medical records, police reports and other documents related to claim investigations.
- Ensured timely follow-up on all open matters; kept stakeholders informed regarding status updates.
- Utilized computer systems such as Microsoft Office Suite and specialized software programs used by the company.
- Decreased loss ratios through fair and timely claim processing.
- Completed required investigations on referred files within established timeframes.
- Drafted statement of loss to summarize damages, payments and underlying policy coverage.
- Organized files into logical categories; maintained complete records according to established procedures.
- Presented cases at mediations or arbitrations as needed in order to facilitate dispute resolution process.
- Developed relationships with attorneys, experts and vendors in order to ensure prompt service when necessary.
- Investigated insurance claims, reviewed coverage and liability, prepared reports and recommended payment or denial of claims.
Account Manager
All Copy Products
Denver
03.2015 - 05.2022
- Manage and maintain all inventory at the Canon branch.
- Provide support for up to twelve equipment representatives as well as the main contact for customer needs and questions.
- Monitor new revenue, customers and sales for all representatives.
- Compile and prepare metrics reporting items for upper management.
- Track and report closing ratios and sales margins for all sales representatives.
- Prepare quotes for current and new customers.
- Follow up on all active sale leads and keep system clear of dead leads.
- Met all summer sales and consistently meets or exceeds quota and goals set.
Expense Analyst
ALPS, A DST Company
Denver
05.2013 - 03.2015
- Assist in budgeting and processing of expenses for various funds.
- Reviews monthly fund expenditures and allocate fund invoices.
- Assist in establishing and maintaining policies and procedures for the Expense team.
- Analyzes and monitors reoccurring monthly, quarterly and annual expenses to ensure no discrepancies.
- Prepare annual operating expense budget and set accrual levels.
- Calculate, review and monitor expense ratios.
- Prepare periodic accrual analyses and make necessary accrual adjustments.
- Research and assist in special projects as they arise.
Quality Control Representative, Team Lead
02.2011 - 05.2013
- Maintains a high level of organization, excellent verbal and written communication skills with an analytical mindset.
- Works directly with multiple departments through email and work flow request.
- Ensure that all SEC and compliance rules and regulations are being met.
- Part of the quality control team that crosschecks financial packets making sure all money movement is accounted for.
- Works directly with financial service professionals to compile data for audits and on-going projects.
- Review new accounts established.
- Review daily trades and wires.
- Review maintenance correspondence.
- Produce and analyze various control reports.
Senior Client Relations Representative
Fiserv Investment Support Services/Lincoln Trust Company
Denver
10.2007 - 02.2010
- Acted as a liaison between the front office, product operations and the client by providing close communication to ensure timely resolution to the client needs.
- Responded to client inquiries.
- Processed account transactions.
- Placed trades via fax, email and mail.
Education
Bachelors of Science - Business Management
University of Utah
01.1996
Skills
- Salesforce
- Cold Calling
- Budgeting
- Business Development
- Account Management
- Office Administration
- Claims investigation
- Policy interpretation
- Documentation management
- Loss assessment
- Negotiation techniques
- Relationship building
- Attention to detail
- Analytical thinking
Timeline
Claims Adjuster
Progressive Insuranc
09.2022 - Current
Account Manager
All Copy Products
03.2015 - 05.2022
Expense Analyst
ALPS, A DST Company
05.2013 - 03.2015
Quality Control Representative, Team Lead
02.2011 - 05.2013
Senior Client Relations Representative
Fiserv Investment Support Services/Lincoln Trust Company
10.2007 - 02.2010
Bachelors of Science - Business Management
University of Utah