Katherine Montalvo
Pottstown
Summary
Experienced claims management professional with strong focus on team collaboration and achieving results. Skilled in risk assessment, negotiation, and conflict resolution. Adept at adapting to changing needs and ensuring reliable outcomes. Known for fostering positive team environments and driving efficiency.
Overview
2025
2025
years of professional experience
Work History
Property Damage Claims Adjuster
Allstate/ National General Insurance-ARS
01.2024 - Current
- Investigating claims
- Taking driver's statements
- Obtaining and fully understanding police reports
- Setting up inspections
- Assessing liability
- Reading and fully understanding estimates
- Paying out Third Party claims, including total losses
- Handling Subrogation demands (E-Hub)
- Answering arbitrations
- NY, USA- Fully Remote Position/2024- Present
Claims Department Representative
NYAB Insurance
01.2021 - 01.2024
- Taking calls and driver's statements over the phone and in person
- Preparing MV104s and accidents reports
- Reporting Insurance Claims (First Party
- Third Party)
- Obtaining and understanding police reports
- Assisting TLC Insurance companies with claims investigations
- Handlings courts summonses
- Handling Third Party Claims
- Providing outstanding in person, and over-the-phone customer service
Claims Department
TLC Insurance Agency
- I worked in the Claims Department of a busy TLC Insurance Agency in New York City, for almost 3 years, during my first three months, I started in a different position, then I was promoted to the Claims Department, where I was guiding TLC (Uber and Lyft) drivers through their First Party and Third Party claim processes, as well as providing Third Party representation on behalf of the agency, representing clients as a separate service, and also reporting accidents to their insurance companies on behalf of the clients.
Translator/Voice over artist English/Spanish
- I have worked as a freelance translator and voice over artist for several projects where they needed me to translate documents from English to Spanish, or record words and sentences in Spanish, for language learning apps from countries like China.
Sales Representative
T-Mobile and MetroPcs
09.2011 - 01.2012
- I worked as a Sales Representative in the City of New York for two Telecommunication companies, T-Mobile and MetroPcs, selling phones and offering mobile service to new customers, meeting or exceeding sales goals, negotiating contracts with prospective clients, and preparing weekly and monthly reports.
Commercial Insurance Quote Assistant
Commercial Insurance broker
- I worked as a Commercial Insurance quote assistant for a Commercial Insurance broker based in New York City, with a branch office in Ecuador, performing tasks such as calling clients to gather information from them, maintaining insurance records, preparing documentation, creating insurance proposals to present to prospective clients, handling emails, calculating insurance premiums, asking Insurance companies for quotes, and sending new clients documents to be insured after quote's acceptance.
Finance and Accounting
- I worked as an investment assistant to the director of the company, for10 months in my home country, Ecuador, requesting the sell and purchase of company's stocks, checking the U.S
- Stock Market every day, handling personal email, managing personal bank accounts abroad (Luxembourg) making payments to cover personal and company related needs.
Drama Teacher
Escuela de Formación Artística Logos Academy
01.2020 - 01.2021
- Preparing Lessons
- Teaching children and teens
- Assigning homework
- Attending staff meetings
- Presenting projects and proposing new ideas to improve the content of what's being taught
CSR
Ideas Unlimited
01.2019 - 01.2020
- Placing calls to obtain information for health insurance companies from patients.
Investments assistant
Parisco S.A.
06.2014 - 01.2015
- Handling personal email
- Managing foreign personal bank accounts
- Selling and purchasing stocks in the U.S
- Stock Market
- Making personal and company related payments
Quotes assistant
Popular Brokerage Corp
01.2013 - 01.2014
- Answering phone calls (English/Spanish)
- Translating phone calls for staff in the Ecuador office
- Handling corporate email
- Gathering client information
- Typing client's information in the commercial insurance software (Applied)
- Asking Insurance companies for quotes
- Preparing proposals
- Sending proposals for clients to be reviewed
- Asking Insurance companies for coverage when proposal is accepted and signed
- Keeping internal contact with other different departments, such as the renewal, and the accounting department
Customer Service Representative
Ameritel-T Mobile USA
01.2012 - 01.2013
- Selling phones/lines
- Creating new contracts
- Activating new lines
- Performing basic tech support
- Handling customer calls
- Providing service to customers face to face
- Handling bill payments through T Mobile software
- Keeping cash control
- Counting and delivering money to main office
- Making bank deposits
Customer Service Representative
MetroPCS Wireless
01.2011 - 01.2012
- Selling phones/lines
- Creating new contracts
- Activating new lines
- Performing basic tech support
- Handling customer calls
- Providing service to customers face to face
- Handling bill payments through Metro Pcs software
- Managing service reactivations
- Making calls to offer a new service, or to see if old customers want to get the service back
Claims department assistant
Speedimpex USA
01.2010 - 01.2010
- Answering phone calls
- Handling corporate email
- Creating Excel sheets to keep a file of the weekly claims
- Reviewing and closing claims
- Resending orders from the warehouse to the customer
- Assigning corrected orders a route with drivers
- Helping with the organization of events for warehouse employees
Quotes Assistant
Popular Brokerage Corp.
01.2009 - 01.2010
- Answering phone calls (English/Spanish)
- Handling corporate email
- Gathering client information
- Typing client's information in the commercial insurance software (Applied)
- Asking Insurance companies for quotes
- Preparing proposals
- Sending proposals for clients to be reviewed
- Asking Insurance companies for coverage when proposal is accepted and signed
Education
ELASH2 Certification - B2 High Intermediate English as a Second Language Diploma
Puerto Rico Schoolboard
01.2019
Performing Arts Degree - undefined
ITV ECUADOR
01.2019
Clinical Psychology Major (Studied)
La Guardia College
New York, New York01.2012
General Insurance Course - Property and Casualty
Pohs Institute
New York, New York01.2009
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American School of Guayaquil
01.2008
Skills
- Great verbal and written communication
- Team worker
- Problem solver
- Ability to work with different systems such as Macintosh
- Capability of performing assigned tasks responsibly and at a fast pace
- Willingness to learn new things Fast learner
- Ability to work under pressure
- Reliable, responsible worker
- Great adaptability
LANGUAGES
English (Fluent) Spanish (Native Language)
Timeline
Property Damage Claims Adjuster
Allstate/ National General Insurance-ARS
01.2024 - Current
Claims Department Representative
NYAB Insurance
01.2021 - 01.2024
Drama Teacher
Escuela de Formación Artística Logos Academy
01.2020 - 01.2021
CSR
Ideas Unlimited
01.2019 - 01.2020
Investments assistant
Parisco S.A.
06.2014 - 01.2015
Quotes assistant
Popular Brokerage Corp
01.2013 - 01.2014
Customer Service Representative
Ameritel-T Mobile USA
01.2012 - 01.2013
Sales Representative
T-Mobile and MetroPcs
09.2011 - 01.2012
Customer Service Representative
MetroPCS Wireless
01.2011 - 01.2012
Claims department assistant
Speedimpex USA
01.2010 - 01.2010
Quotes Assistant
Popular Brokerage Corp.
01.2009 - 01.2010
Translator/Voice over artist English/Spanish
Commercial Insurance Quote Assistant
Commercial Insurance broker
Finance and Accounting
Performing Arts Degree - undefined
ITV ECUADOR
Clinical Psychology Major (Studied)
La Guardia College
General Insurance Course - Property and Casualty
Pohs Institute
undefined
American School of Guayaquil
Claims Department
TLC Insurance Agency
ELASH2 Certification - B2 High Intermediate English as a Second Language Diploma
Puerto Rico Schoolboard
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