Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic

Dylan Walters

Leander,TX

Summary

Claims professional with robust experience in claims management and advocacy on behalf of commercial clients. Known for collaborating effectively with teams and adapting to changing needs to achieve results. Possesses strong analytical and communication skills. Skilled in policy analysis, dispute resolution, and customer service.

Overview

23
23
years of professional experience

Work History

Senior Claims Executive

Gallagher Australia
03.2023 - 10.2024
  • Manage a portfolio of ISR, Public Liability and Professional Indemnity claims across a broad range of industrial sectors, including health, construction and retail
  • Regular claims advocacy on behalf of clients to ensure timely settlement of claims and drafting submissions to insurers where indemnity or service was in issue
  • Provide claims reporting to specific clients on a needs basis
  • Manage relationships with insurers and other service providers to establish sound claims service models for the mutual benefit of clients and insurers

Reason for leaving: relocation to USA

Claims Specialist

360 Underwriting
01.2023 - 03.2023
  • Company Overview: 360 Underwriting – Specialised Insurance Solutions for the Broker Market
  • Manage and settle property ISR and Public Liability claims for SME commercial insured clients of360uw

Reason for leaving: appointed Senior Claims Executive with Gallagher

Senior Claims Executive

Gallagher Australia
08.2016 - 10.2022
  • Manage a portfolio of ISR, Public Liability, Professional Indemnity and Management Liability claims across a broad range of corporate and commercial sectors, with a larger focus on Professional Indemnity and Management Liability
  • Regular claims advocacy on behalf of clients to ensure timely settlement of claims and drafting submissions to insurers where indemnity is in issue
  • Provide claims reporting to specific clients on a needs basis
  • Manage and assist clients in settling under deductible Public Liability claims
  • Manage relationships with insurers and other service providers to establish sound claims service models for the mutual benefit of clients and insurers

Reason for leaving: relocation to USA (postponed)

Claims Consultant

Aon Risk Solutions
01.2011 - 08.2016
  • Company Overview: Sydney, Australia
  • Manage a large portfolio of Property ISR and Public Liability claims on behalf of Commercial and Corporate clients. Major client: DEXUS Property Group
  • Manage a portfolio of Professional Indemnity claims on behalf of commercial/corporate clients in the health and finance sectors
  • Liaise with all service providers including insurers and adjustors to ensure timely settlement of claims
  • Prepare submissions to insurers on behalf of clients in the event of denials or complex claims
  • Provide detailed quarterly reporting to clients which highlights industry trends, documents general claims statistics, identifies risk management issues and updates recent changes in insurance law
  • Manage and settle under deductible Public Liability claims

Reason for leaving: appointed Senior Claims Executive with Gallagher in August 2016

Product Support Manager

CommInsure
05.2010 - 12.2010
  • Company Overview: General Insurance: Home, Contents & Auto
  • Chief liaison between the GI Product team and Claims team on product developments and Policy interpretation
  • Coach members of the GI Product team on the claims process and application of Policy wording to real claims scenarios
  • Assist the GI Product team manager to develop new business case initiatives

Reason for leaving: appointed Claims Consultant with Aon Risk Services in January 2011

Specialist Case Manager, Technical Claims and Liability Claims

CommInsure
03.2008 - 05.2010
  • Manage a portfolio of claims valued at $30,000 or more and total loss claims
  • Claims registration, appointment of third party service providers-assessors/investigators, building consultants
  • Determine liability according to policy terms and conditions and relevant legislation, process payments, provide emergency assistance to customers where required, assist team members where required, see claims through to resolution and keep customers informed throughout the claims process according to relevant service level agreements
  • Manage a portfolio of common law public liability claims- determine indemnity and liability according to relevant legislation and case law
  • Instruct solicitors when claims become litigated
  • Educate customers and claimants regarding the common law duty of care
  • Weigh up the expense of denying liability and defending claims with taking a purely commercial approach and making the appropriate decision based on overall quantum and common sense


In the process of finalising a portfolio of around one hundred total loss claims arising from the Victorian bushfires in February 2009, I received a number of letters from customers expressing their gratitude for everything I had done for them in helping to put their lives back together

Reason for leaving: appointed Product Support Manager in May, 2010

Claims Case Manager

CommInsure
12.2007 - 03.2008
  • Manage a portfolio of claims valued at $29,999 or under
  • Claims registration, appointment of assessors/investigators and/or building consultants, determine indemnity according to policy terms and conditions and relevant legislation, process payments, assist team members where required, see claims through to resolution and keep customers informed throughout the claims process according to relevant service level agreements

Reason for leaving: appointed Specialist Case Manager in March 2008

Customer Service Representative, Client Assist Team

CommInsure
04.2007 - 12.2007
  • Claims registration, appointing assessors/investigators/builders and other suppliers where appropriate, taking calls from customers and assisting with their inquiries regarding policy coverage and liability, taking messages for customers and forwarding to relevant case managers

Reason for leaving: appointed Claims Case Manager in December 2007

Support Team Manager, Accounts, Compliance and Quality

CommInsure
12.2006 - 04.2007
  • Coordinate/delegate work within the team
  • Assist GICC sales and service representatives with regard to all queries in relation to premium payments and adjustments
  • Administration and maintenance of insurance policies on behalf of customers, including endorsements, cancellations, premium adjustments, policy refunds, drawing cheques
  • Liaise regularly with other departments within CommInsure regarding underwriting issues, customer complaints, business system issues and compliance issues
  • Overseeing the daily cheque print run
  • Complaints handling
  • QA call monitoring
  • Training and supervision of temporary employees with regard to our business systems, claims registration and procedures

Reason for leaving: appointed Support Team Manager, Accounts, Compliance and Quality in December 2006

Customer Service Representative, Accounts, Compliance and Quality

CommInsure
11.2005 - 12.2006
  • Assist GI sales & service regarding all queries in relation to premium payments and adjustments
  • Administer/maintain insurance policies on behalf of customers, including endorsements/cancellations, premiums, refunds, drawing cheques
  • Overseeing the daily cheque print run
  • Complaints handling
  • QA call monitoring
  • Training/supervision of temporary employees regarding business systems, claims registration and procedures
  • December2005 – appointed subject matter expert for a new business system (Fineos) roll-out to the call centre

Reason for leaving: appointed Support Team Manager, Accounts, Compliance and Quality in December 2006

Sales and Service Representative, General Insurance Contact Centre

CommInsure
03.2005 - 11.2005
  • Take sales and service calls from new and existing customers for all queries in relation to home and contents insurance
  • Provide quotes
  • Convert quotes to new business and send relevant policy documentation to customers
  • Administer insurance policies on behalf of customers, including endorsements, cancellations, updating personal details
  • Explain policy benefits, limits, coverage and terms and conditions
  • Liaise with other departments on customers’ behalf including Underwriting, Accounts and Claims to assist with queries in relation to these areas

Reason for leaving: appointed Customer Service Representative in Accounts, Compliance and Quality in November 2005

Sales and Service Representative (telesales)

Cellarmasters The Wine Cellar
08.2004 - 02.2005
  • Sell wine to new and existing customers of the wine club and organise delivery
  • Resolve customer issues and complaints
  • Update customers’ personal details on the central database

Reason for leaving: appointed Sales and Service Representative for CommInsure in March 2005

Paralegal

CGU Workers Compensation (NSW) Ltd
09.2001 - 02.2004
  • Assist solicitors in the management of litigated workers compensation claims (as well as common law liability claims arising from workplace injuries) on behalf of employers in the interests of CGU as the insurer
  • Prepare matters (Defences) for hearing in the Compensation Court of NSW (now defunct)
  • Write letters to opposing sides and serve relevant medical evidence or Subpoenas to Produce
  • Arrange factual investigations and surveillance to assist in the preparation of Defences
  • Attend at Court to file Defences, Subpoenas, Notices of Motion and other relevant Court documents
  • Attend at Court (and the District Court of NSW for common law matters) to appear before the Registrar, Judges or Commissioners in mentions, call-overs, status conferences, directions hearings, to argue Notices of Motion and claims for privilege over disputed documentary evidence
  • Attend at Court on hearing days to liaise with and instruct barristers on behalf of the instructing solicitor
  • This involves mentioning Counsel before Judges on Counsel's behalf, keeping a record of settlement negotiations and providing instructions regarding same, attend to the signing of settlement documents and filing with the Court when matters had settled

Reason for leaving: involuntary redundancy

Education

The Complete Financial Analyst Course -

Udemy
Online
01.2025

Diploma - Financial Services (Financial Planning)

Kaplan Professional
Sydney Australia
12.2011

A+ certification - computer hardware and software fundamentals

Computer Technology Industry Association
Sydney Australia
2004

Diploma - Law (not Completed)

Legal Profession Admissions Board
Sydney Australia

Skills

  • Claims management expertise
  • Insurance policy sales
  • Assertiveness
  • Investigative skills
  • Claims analysis
  • Claims processing
  • Policy interpretation
  • Customer expectations management
  • Financial acumen
  • Customer service
  • Team collaboration

Accomplishments

    Gallagher Australia places a professional liability scheme on behalf of Senators and Members (MPs) of the Australian Federal Parliament. As senior claims executive, I was appointed to manage the claims portfolio for the benefit of this cohort of clients.

    The Policy provides coverage for the legal costs incurred by Senators/MPs when compelled to appear before Parliamentary inquiries. A Member lodged a claim after voluntarily appearing before a committee of inquiry which implicated his department. He incurred legal costs in the process.

    The insurer declined the claim at first instance, arguing that the Member had not been compelled to appear thus failing to satisfy the Policy condition. I successfully argued that the Member would have been subpoenaed in any event if he had not appeared voluntarily and that waiting for a subpoena would not have looked favourable in the eyes of the committee.

    The insurer ultimately accepted my argument. I achieved a saving of around $80,000 in legal costs for the MP.

Interests

  • Avid Reader
  • Martial Arts
  • Creative writing
  • Music (drums and guitar)

Timeline

Senior Claims Executive

Gallagher Australia
03.2023 - 10.2024

Claims Specialist

360 Underwriting
01.2023 - 03.2023

Senior Claims Executive

Gallagher Australia
08.2016 - 10.2022

Claims Consultant

Aon Risk Solutions
01.2011 - 08.2016

Product Support Manager

CommInsure
05.2010 - 12.2010

Specialist Case Manager, Technical Claims and Liability Claims

CommInsure
03.2008 - 05.2010

Claims Case Manager

CommInsure
12.2007 - 03.2008

Customer Service Representative, Client Assist Team

CommInsure
04.2007 - 12.2007

Support Team Manager, Accounts, Compliance and Quality

CommInsure
12.2006 - 04.2007

Customer Service Representative, Accounts, Compliance and Quality

CommInsure
11.2005 - 12.2006

Sales and Service Representative, General Insurance Contact Centre

CommInsure
03.2005 - 11.2005

Sales and Service Representative (telesales)

Cellarmasters The Wine Cellar
08.2004 - 02.2005

Paralegal

CGU Workers Compensation (NSW) Ltd
09.2001 - 02.2004

The Complete Financial Analyst Course -

Udemy

Diploma - Financial Services (Financial Planning)

Kaplan Professional

A+ certification - computer hardware and software fundamentals

Computer Technology Industry Association

Diploma - Law (not Completed)

Legal Profession Admissions Board
Dylan Walters