I am a thirty-five year veteran in the area of Insurance and Risk Management. My career has been positive and successful and contribute that success to the nature of being a driven, ability to listen and determine the obstacles that might lie ahead. People will describe me as honest, motivated, and a person of integrity and passionate. A strength that attributes to my success is the ability to partner with clients both internally and externally to create collaboration and direction together to achieve goals and objectives. Extensive experience Enterprise Risk Management and Property and Casualty insurance programs. Those skill are enhanced by experience in loss control, safety and emergency management programs as well as wellness programs. I am a veteran of risk management and safety with a high-degree of experience at a management level.
Risk Analyst – School District Liaison May 2004 – July 2009
• Management of assigned book of business consisting of twenty-three School District clients and their Property Casualty risk programs
• Managed and developed Risk Strategic plans based upon client’s needs.
• Worked independently with client’s personnel to complete the action plan items.
• Analyzed client’s Human Resource policies and procedures to ensure the clients’ are in compliance with the federal, state and local rules and regulations.
• Partnered with internal departments to provide loss prevention training identify risk exposures and customize solutions for each individual client.
• Worked closely with the claims Department to resolve any client issues, address loss trending and propose solutions.
• Ensure that clients were educated on regulatory compliance standards.
Workers Compensation Claims Supervisor -
School District Division- Workers Compensation January 2001 – May 2004
• Supervised claims staff of 6 individuals to ensure compliance within the rules and regulations according to State laws.
• Managed staff and individual clients to establish a plan of action that would ultimately lead to claim resolution.
• Conducted file reviews with clients.
• Performed internal case reviews for compliance, organizational goals and initiatives.
• Management of employees, personnel actions, and performance reviews.
• Established and conducted client and employee trainings.
• Developed and implemented workflow processes for better efficiency and productivity.
Workers Compensation Sr. Claims Examiner July 2000 – January 2001
• Management of assigned client’s workers compensation claims handled from cradle to grave.
• Partner with Risk Analyst to develop a plan best suited to assist getting their employees back to their pre-injury status.
• Directed injured employees through the workers compensation process.
• Provided medical case management, while partnering with physicians and nurses to get the injured employees back to work.
• Ensured compliance of timely and proper notices to all parties; managed litigated claims, negotiating settlements, verifying Medicare set aside issues and presented claim reviews to assigned clients.
• Management of assigned client’s workers compensation claims handled from cradle to grave.
• Partner with assigned clients to develop a plan best suited to assist getting their employees back to their pre-injury status.
• Directed injured employees through the workers compensation process.
• Provided medical case management, while partnering with physicians and nurses to get the injured employees back to work.
• Ensured compliance of timely and proper notices to all parties; managed litigated claims, negotiating settlements, verifying Medicare set aside issues and presented claim reviews to assigned clients.
• Management of assigned client’s workers compensation claims handled from cradle to grave.
• Partner with Risk Analyst to develop a plan best suited to assist getting their employees back to their pre-injury status.
• Directed injured employees through the workers compensation process.
• Provided medical case management, while partnering with physicians and nurses to get the injured employees back to work.
• Ensured compliance of timely and proper notices to all parties; managed litigated claims, negotiating settlements, verifying Medicare set aside issues and presented claim reviews to assigned clients.
Enterprise Risk Management
Risk Analysis
Risk Transfer
Contract Experience
Litigation Experience
Restorative Justice Facilitator
California Department of Self Insurance Plans
California Certified Workers Compensation Claims Administrator and Certified State Examiner
Certified Schools Risk Management designation
Formerley held my Property and Casualty license for the state of California
I believe life is a journey not a destination and you are the only one in charge of the journey. Enjoy all life has to offer never stop learning and always strive to improve your mind and well being whatever that may look like.