John Robertstad
Bozeman,MT
Summary
I am a leader in insurance claims with over 13 years of experience. I have extensive experience in the handling of general liability, excess, and commercial and personal auto property damage and bodily injury claims. I have experience with extensive claim audit processes. I have managed teams of up to 10 direct reports and have a proven track record overseeing and resolving complex insurance claims. I hold licenses in the majority of the United States.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sr. Claims Specialist
National Claim Services
01.2021 - Current
- Handle 125 litigated and non-litigated general liability and excess claims, ensuring appropriate and timely actions are taken with each file, for the benefit of the insured and carrier
- Evaluate risk transfer opportunities on each claim
- Address additional insured and contractual indemnity tenders
- Direct defense counsel regarding litigated matters, leading to cost efficient resolutions that benefit the carrier and insured
- Participate in mediations and trial oversight, taking action with settlement authority to produce effective resolution when appropriate
- Draft accurate and timely reservation of rights and coverage disclaimers
- Prepare underwriting alerts to ensure the underwriting department is aware of potentially inappropriate actions being taken by the insured within a claim
- Deliver exceptional claim service to exceed metrics, including closing ratio, with minimal supervisory oversight
- Recommend reserve changes to upper management via Large Loss Reports and Claim Alerts, leading to timely and economical resolutions
- Direct FNOL large loss investigations through retained experts and defense counsel when applicable, yielding informative and effective foundations for appropriately handled claim files
- Maintain a high level of customer service by promptly addressing claim inquiries and providing clear explanations of the claim process
- Evaluated and settled complex insurance claims in strict timeframes
- Identified insurance coverage limitations with thorough examinations of claims documentation and related records
Associate Agent
Rollo Insurance
06.2020 - 01.2021
- Marketed and procured personal and commercial insurance business
- Actively prospected potential clients via referral and marketing methods
- Serviced clients during policy period
- Supervised account manager to ensure daily activities are completed timely
Commercial Claims Director
Hallmark Financial Services
11.2018 - 06.2020
- Managed and supported 9 adjusters who handled litigated and high exposure claims
- Completed quarterly audits to ensure 100% SOX compliance for all claims handled by my team
- Participated in settlement meetings with plaintiff attorneys, resulting in lower settlements of high exposure claims
- Supervised 900 commercial claims up to $1M of exposure
- Reviewed claim files and input direction every 60-90 days, allowing adjusters to take effective routes toward resolution of their claim files
- Ensured authority requests are thorough and submitted timely, resulting in efficient and economical settlements
- Handled and resolved complaints from contacts within a claim file
- Conducted meetings with defense attorneys to allocate settlement authority
- Attended mediations and monitored trials, taking action with authority to produce effective resolution when appropriate
- Streamlined workflows to enhance efficiency and reduce claim lifespan
- Handled and resolved internal conflicts within the claims team
- Developed and delivered training for claims staff on new procedures
- Maintained clear communication with upper management regarding claim trends
Commercial Claims Supervisor
Great West Casualty Company
09.2015 - 11.2018
- Oversaw the files of 6 adjusters; initial 'go-to' for claim related questions and issues
- Examined up to 575 files every 30-60 days, encompassing approximately $30,000,000.00 in injury reserves
- Resolved complaints from customers and contacts within claim files and established amicable relationships which led to fair resolutions for all parties involved
- Attended mediations for adjusters when scheduling conflicts arose, resulting in favorable settlements for the insured and carrier
- Controlled 'Supervisor on-call' schedule, and dispatched and directed adjusters and attorneys when a serious loss occurred
- Presented lectures to agents regarding mediation/alternative dispute resolution
- Participated as an active member of Customer Service Committee
- Participated in Leadership Development Programs
Education
Bachelor of Arts - English
University of North Texas
Denton, TX12.
Skills
- Investigation and Resolution-Focused
- Leadership and Team Management
- Customer Service & Communication
- Regulatory Knowledge
- Technical Skills
- Public Speaking
- Focused on long term business relationships
Certification
- SCLA - American Educational Institute
- Certificate in Technical Communication - University of North Texas
- MT, AL, AZ, AR, CT, DE, FL, GA, ID, IN, KY, LA, ME, MI, MN, MS, NV, NH, NM, NC, OK, OR, RI, SC, TX, UT, VT, WA, WV, WY
Timeline
Sr. Claims Specialist
National Claim Services
01.2021 - Current
Associate Agent
Rollo Insurance
06.2020 - 01.2021
Commercial Claims Director
Hallmark Financial Services
11.2018 - 06.2020
Commercial Claims Supervisor
Great West Casualty Company
09.2015 - 11.2018
- SCLA - American Educational Institute
- Certificate in Technical Communication - University of North Texas
- MT, AL, AZ, AR, CT, DE, FL, GA, ID, IN, KY, LA, ME, MI, MN, MS, NV, NH, NM, NC, OK, OR, RI, SC, TX, UT, VT, WA, WV, WY
Bachelor of Arts - English
University of North Texas
Similar Profiles
Chelsea TaylorChelsea Taylor
Claim Adjudicator at National Health ClaimClaim Adjudicator at National Health Claim
Melissa WallaceMelissa Wallace
Independent Desk Adjuster at J&D Claim ServicesIndependent Desk Adjuster at J&D Claim Services
Ana BrennerAna Brenner
Business Owner at NorthPoint Claim Services LLCBusiness Owner at NorthPoint Claim Services LLC