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Work

Claims

Claims Representative

Mountain View
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.

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