Work
Claims
Claims Representative

Product
Online Form
Duration
Apr 2017 - Oct 2018
Role
Claims Representative
Tools
Excel, Typeform, Jotform
Overview
I led the redesign and optimization of the customer claims process, focusing on improving efficiency, reducing claim rates, and increasing digital adoption. By standardizing internal workflows and applying user feedback, I helped create a smoother experience for both customers and internal teams.
My Role
I managed customer claims and escalated factory issues when defect thresholds were exceeded. After identifying gaps in the existing workflow, including the absence of a tracking system, a lack of documentation, and frequent claim losses through email and fax. I advocated for a user-centered redesign informed by research and feedback to create a more reliable and efficient claims process.
Results
Claim rate reduction: Decreased average claim rates from 4% to 1%
Digital adoption: 80% of customers transitioned to filing claims online
Operational improvement: 30% reduction in lost claims
Improved internal efficiency and customer satisfaction
Strategy & Execution
1. Process Standardization
Created a standardized claims tracking process using Excel, improving visibility and consistency across teams.
2. Digital Form Creation
Designed and launched an online claims submission form to replace manual and fragmented workflows.
3. User-Centered Improvements
Collected customer feedback to identify pain points in both the claims process and product design.
Applied insights from user feedback to refine product details, reducing recurring issues.
4. User Testing & Iteration
Conducted user testing to redesign the claims form for clarity and ease of use.
Simplified required fields and instructions to reduce submission errors.