Confident and analytical professional with strong attention to detail and problem-solving abilities. Demonstrates solid understanding of claims processing and regulatory compliance, coupled with proficiency in data analysis and documentation review. Committed to driving efficient claims resolution and maintaining high standards of customer satisfaction.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Claims Manager & Business Analysis Assistant
GeoVera Insurance / Global Risk Solutions
01.2020 - 01.2025
Review quality statistics/trends; coordinate efforts with the Quality Assurance Department to implement necessary steps for improvement
Ensure timely, accurate and quality claim processing; provide strategy and direction when needed and as directed by client carrier
Prepare daily reporting for Senior Management created from data driven resources in Excel/Tableau to provide metrics to client carrier
Assisted with testing of RPA for letter automation, was selected to provide needed input to ensure automation clarity and bridge the gap between claims department and IT
Continually monitor data/metrics and trends to assist in developing strategy to coordinate efforts with the client carrier regarding pre lit claims defenses and strategies
Heavily involved in creating technical guide for company wide training and usage based on technical understanding of organizational needs and requirements
Collaborated with other departments to improve overall organizational effectiveness in addressing client needs.
Streamlined communication between adjusters and clients, expediting claim resolution times.
Implemented quality assurance measures, monitoring staff performance and providing constructive feedback for continuous improvement efforts.
Managed a team of adjusters, providing coaching and performance feedback for improved productivity.
Developed targeted strategies for reducing overall company exposure while maintaining customer satisfaction levels through effective risk mitigation practices within the claims department.
Mentored new hires on company policies/procedures enabling them to quickly become proficient in managing claims.
Director of Operations
Claims Questions LLC
01.2017 - 01.2020
Coordinate all human resources, payroll, billing, and operational processes while effectively communicating with client, TPA and and additional vendors as needed
Developed, maintained, and grew client relations to a degree of being trusted to pilot new and innovative billing procedures in order to increase efficiency
Developed, maintained, and grew client relations to a degree of being requested to expand operation from 32 adjusters to 115+
This was successfully accomplished within3 months as well as acquiring and converting10,000sf facility into fully functioning CAT/LIT operations center
Responsible for the preparation and processing of weekly payroll for all employees; review and ensure accuracy of approved timesheets; submit payroll to employer system and client systems for review and processing
Monitor efficiency levels and financial resource utilization for all Florida locations by evaluating office production, revising procedures, creating new forms to improve workflow efficiency by continually monitoring and being highly involved with staff daily
Analyze and implement upgrades/updates for hardware and software standardization allowing ease of use, if possible, for the user; creating a more user-friendly experience when possible
Diagnose and resolve unique, nonrecurring problems associated with application software and operating systems; determine the source of problems and solve
Create alternative methods of completing tasks, correcting user issues, system errors and inconsistencies to improve the desktop adjuster team function and effectiveness
Install and maintain software, manage software licensing, and create policies and procedures for upgrades to ensure productivity is maintained
Implemented use of monitoring software to enable remote IT assistance, viewing and shut down of any laptops if required
Daily/Disputed Claims Examiner
Allied American
01.2015 - 01.2017
Ensure proper guidelines were followed during claim phases
Review claims to determine if costs were reasonable
Check applications for completeness and accuracy regarding material representation
Consult policy files to verify information reported in a claim is accurate
Evaluate damages to ascertain compensation amount is true and accurate
Consult police records if necessary
Consult with construction workers, engineers, and outside counsel to obtain expert evaluation
Listen to audio surveillance statements to verify loss account
Accurately document claim information, status, and direction in carrier systems
Evaluate all information to determine how claim should proceed
Negotiate with claimant or representative to settle claim
Litigation, Multi State and CAT Adjuster
ROL Consulting
01.2013 - 01.2015
Accountable for the performance and directing of defense counsel to ensure efficient handling of the claim as well as monitoring all litigation procedures
Communicate with internal and external customers to ensure adequate understanding on all fronts of the litigation process
Evaluate claims in litigation and provide guidance and settlement authority to defense counsel
Manage loss, defense and litigation expenses, and indemnity reserves for claims in litigation
Coordinate adjusting companies, vendors, counsel and claimants, as necessary
Effectively identify complex property claims and develop a litigation strategy and settlement solution
Effectively interact with external business partners and exercise independent judgment based on past experience
Review and interpret legal pleadings and case law as necessary to assist defense in determining the best course of action
Actively participate in the preparation of settlement evaluations and negotiation of settlements
Attend mediations, trial and other legal proceedings when needed
Review and analyze litigation claims on an ongoing basis
Review and evaluate new lawsuits to determine appropriate future strategy
Review budgets and approve legal expenses
Field Claims Manager/CAT Manager
American Integrity Insurance
01.2012 - 01.2013
Work with team members and managers to identify and resolve any performance gaps, personnel issues or improvement opportunities
Identify and participate in training and development needs of all subordinate staff; conduct, assist in, or supervise employee training and orientation regarding catastrophe scenarios
Review job performance, hiring and merit reviews subject to manager's approval
Continually evaluate direct reports reserving practices and claims activity of the individual adjuster for regular business and CAT
Identify and advise management of trends, problems, and issues, as well as recommended course of action; inform management of new procedures and ideas for continuous process improvement; and coordinate with management projects for the office
Administer company personnel policies in all areas and follow company staffing standards and training recommendations
Participated in the training and mentoring of strategic business partners and internal staff
Provide support, guidance, leadership and motivation to promote maximum performance
CAT Claims Coordinator & MCM Field Manager
CPIC
01.2010 - 01.2012
Supervised desk and field independent adjusters to establish an effective team structure for a range of claim types
Participated in catastrophe response planning to verify the strengths and weakness essential for preparedness on behalf of the state of Florida in the event of a disaster
Used discretion and independent judgment in settling claims up to $150,000
Coordinated the workflow of claims examiners while performing open and closed claim file reviews to evaluate and document overall operational value
Developed audit plans and measurement tools as a quality assurance auditor for identifying trends in claims handling
Participated in the training and mentoring of strategic business partners and internal staff
Trained, mentored and guided external business partners and less experienced staff
Catastrophe / Litigation Adjuster
Pilot Catastrophe Service
01.2004 - 01.2010
Investigated policy holder real property and personal property items to verify terms of coverage and estimate property value
Estimated and evaluated scope of physical damage utilizing client company software
Applied correct policy parameters to claim coverage determination and interpreted third party claim findings for further application
Developed case file for management review and recommended claim resolution strategies to senior management for approval
Consulted with agents concerning lack of coverage or possible underwriting issues
Acted as liaison between defense counsel and management, and elicited cooperation from any insured representative, Public Adjuster or Attorney
Worked with home office general counsel and retained defense counsel to close post-hurricane claims
Communicated effectively with policyholders to ensure understanding of the claims process and results, achieving100% customer satisfaction
Education
Graduate Candidate - Risk Management & Compliance
Texas A&M School of Law
01-2027
B.S. - Mass Communications, Minor History
Texas Wesleyan University
01.2002
Skills
Experienced in translating complex ideas for differing skill types from carrier systems/[programs into technical manuals and guides
High comfort level with providing daily reporting to support management based on data extraction and analysis from Tableau and Excel
Skilled in Microsoft Outlook, Word, Excel, Tableau, Power Point, SharePoint, SnagIt, and Smart Draw
Act as a liaison between end user and operations department to further enhance end user experience
In depth understanding of insurance trends and compliance further assisting the development of strategy to coordinate efforts with the client carrier regarding claims defenses and strategies
20 years in catastrophe assessment, talent procurement and claim resolution
Certification
Industry Designations
AIC | AIS | AINS
Timeline
Claims Manager & Business Analysis Assistant
GeoVera Insurance / Global Risk Solutions
01.2020 - 01.2025
Director of Operations
Claims Questions LLC
01.2017 - 01.2020
Daily/Disputed Claims Examiner
Allied American
01.2015 - 01.2017
Litigation, Multi State and CAT Adjuster
ROL Consulting
01.2013 - 01.2015
Field Claims Manager/CAT Manager
American Integrity Insurance
01.2012 - 01.2013
CAT Claims Coordinator & MCM Field Manager
CPIC
01.2010 - 01.2012
Catastrophe / Litigation Adjuster
Pilot Catastrophe Service
01.2004 - 01.2010
B.S. - Mass Communications, Minor History
Texas Wesleyan University
Industry Designations
AIC | AIS | AINS
Graduate Candidate - Risk Management & Compliance
Texas A&M School of Law
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