Summary
Overview
Work History
Skills
References
Timeline
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JOANN MCDONALD

JOANN MCDONALD

Pleasanton

Summary

Results-driven insurance claims adjuster and team lead with 7+ years of experience in managing property and catastrophe claims, achieving a 90% closure rate. Proven expertise in team leadership, policy interpretation, and negotiation, leading to a 30% increase in operational efficiency. Skilled in training and compliance, effectively reducing disputes and enhancing carrier recovery. Licensed across multiple states with certifications from top insurance carriers, ensuring excellence in claims handling.

Overview

22
22
years of professional experience

Work History

DESK INSURANCE ADJUSTER & TEAM LEAD

AMIG/LIBERTY MUTUAL/TWIA/OLYMPUS/TOWER HILL/USAA
10.2017 - Current
  • Managed claims as desk adjuster and payment coordinator.
  • Verified claim details to ensure accurate payments to insured clients.
  • Facilitated communication with contractors and insureds for comprehensive file reviews. Worked with Engineers, and coordinated expert inspections when necessary.
  • Negotiated equitable compensation with PAs, attorneys, and contractors after CAT events.
  • Analyzed relevant state laws to inform claims adjustments and decisions.
  • Processed various claims including water mitigation and mold remediation effectively.
  • Created standardized fillable forms for consistent approval and denial communications.

Property Field Adjuster

ALLCAT CLAIMS SERVICES/470 CLAIMS/WORLEY/ALACRITY
08.2017 - 10.2024
  • Conducted field investigations to manage catastrophe and daily claims effectively.
  • Analyzed property damages to assess liability and determine repair costs.
  • Interviewed claimants and witnesses to gather essential information.
  • Executed property claim adjusting activities to ensure fair assessments.
  • Performed coverage analysis for catastrophe claims based on policy details.
  • Maintained confidentiality regarding sensitive information related to claims.

OWNER/MANAGER/JANITOR

CATTLEMAN'S VET SUPPLY
07.2014 - 09.2018
  • Established physical location handling purchase, sale, and advertising of animal pharmaceutical products.
  • Maintained regulatory paperwork for over-the-counter and prescription drugs in the animal sector.
  • Developed app for streamlined ordering, purchasing, and recordkeeping of animal health items.
  • Presented at industry engagements to promote beef and equine sectors.
  • Conducted educational programs on animal health for adults and youth.

PAYROLL CLERK

PLEASANTON ISD
08.2012 - 06.2014
  • Processed payroll bi-monthly for over 525 employees in a fast-paced office environment.
  • Managed time sheets, leave-of-absences, FMLA, benefit enrollment, and deductions.
  • Implemented a secure filing system to enhance document organization and access.
  • Oversaw Workers Comp reports and payments, IRS 941, W2 forms, and monthly state reports.
  • Handled federal and local funding codes along with general journal processing.
  • Processed purchase orders at campus level and assisted with new hire paperwork and background checks.
  • Maintained open-door policy to foster communication and support among employees.

OFFICE ADMINISTRATOR/PURCHASING/REGULATORY AGENT

WALCO INTL
11.2003 - 04.2012
  • Mastered all tasks required for retail and distribution facility operations over nine years.
  • Proficient in office equipment, software, and filing systems.
  • Oversaw daily sales, deposits, record-keeping, and inventory control.
  • Collaborated with customers and corporate office on expense approvals, coding, and monitoring accounts receivable and payable.
  • Acted as purchasing agent and receiving officer for over $1.7 million in animal health supplies.
  • Ensured compliance with state and federal regulations regarding Federal Restricted Drugs.
  • Served as primary resource for data verification due to extensive JDE knowledge during system conversions.
  • Rapidly became key trainer for new SAP system implementation.

Skills

Licenses and Certifications: USAA Certified, HAAG Certified, TWIA Field/Inside/Desk Adjuster Certified, Earthquake Certified,

Licensed in all states except for NY, HI, and AK

Technical Skills: Xactimate, Symbility, Extremely proficient in all MS Office, OneNote, Fillable Form Creation

General Skills: Negotiations, Public Speaking, Business Ownership, Managerial Experience, Detail-Oriented, Analytical Skills, Creative Problem Solving

Claims Expertise: Commercial Claims, Renters Claims, Personal Property, Water Mitigation Claims, Mold Remediation Claims, Fire and Smoke Claims, Large Loss, Pre-Litigation Claims, Daily Hail and Wind Claims

References

References available upon request.

Timeline

DESK INSURANCE ADJUSTER & TEAM LEAD

AMIG/LIBERTY MUTUAL/TWIA/OLYMPUS/TOWER HILL/USAA
10.2017 - Current

Property Field Adjuster

ALLCAT CLAIMS SERVICES/470 CLAIMS/WORLEY/ALACRITY
08.2017 - 10.2024

OWNER/MANAGER/JANITOR

CATTLEMAN'S VET SUPPLY
07.2014 - 09.2018

PAYROLL CLERK

PLEASANTON ISD
08.2012 - 06.2014

OFFICE ADMINISTRATOR/PURCHASING/REGULATORY AGENT

WALCO INTL
11.2003 - 04.2012
JOANN MCDONALD