Summary
Dynamic accounting and risk management professional with proven success at Direct Traffic Solutions. Expertise in claims adjustment and risk assessment, optimizing workflows and leading teams to achieve operational excellence. Strong communication skills and commitment to customer service enhance efficiency and client satisfaction.
Overview
16
16
years of professional experience
Work History
Head of Accounting and Risk
Direct Traffic Solutions
Boca Raton, Florida
01.2026 - Current
- Identified risks and developed strategies to mitigate potential project losses.
- Developed and implemented accounting procedures to enhance efficiency and accuracy.
- Streamlined accounting processes through team collaboration, improving overall workflow.
- Supervised accounting tasks including accounts payable, receivable, and general ledger management.
- Led team of accountants, providing training and support for professional growth.
- Collaborated with cross-functional teams to ensure compliance with regulations.
- Ensured accurate and efficient completion of day-to-day tasks.
- Resolved customer issues through knowledgeable service, enhancing satisfaction levels.
Credit and Risk Manager
Direct Traffic Solutions
Boca Raton, Florida
08.2025 - 01.2026
- Managed credit risk assessments for diverse client portfolios to mitigate financial exposure.
- Analyzed financial statements to evaluate borrower creditworthiness accurately.
- Managed collections for delinquent accounts, leading to significant reduction in outstanding balances.
- Conducted regular follow-ups on overdue accounts to secure compliance and timely payment.
- Identified process improvement opportunities within collections department to enhance overall effectiveness.
- Trained new staff on collections procedures and best practices to enhance team efficiency.
- Provided exceptional customer service while addressing inquiries and concerns from clients.
- Collaborated with sales teams to align credit decisions with overarching business goals.
Claims Manager
Direct Traffic Solutions
Boca Raton, Florida
02.2024 - 08.2025
- Reviewed claim documentation, ensuring accuracy and completeness to facilitate timely processing.
- Coordinated with insurers to resolve complex claim issues.
- Negotiated settlement agreements between claimants and insurance companies.
- Managed claims processing for various transportation-related incidents.
- Analyzed trends in claims data to improve operational efficiency.
- Facilitated communication between clients and service providers regarding claims status.
- Resolved escalated customer issues by providing effective solutions in a timely manner.
- Prepared detailed reports on claim status and activities, providing management with insights for decision-making.
- Collaborated with other departments to investigate potential coverage disputes or discrepancies.
- Identified potential fraud cases through thorough investigations, contributing to the integrity of the claims process.
- Implemented risk mitigation measures such as quality assurance reviews of high-risk cases.
Auto Claims Adjuster
Sedgwick
Memphis, Tennessee
09.2023 - 02.2024
- Investigated and analyzed auto insurance claims to determine validity, accuracy, and coverage.
- Evaluated auto claims for accuracy and compliance with company policies.
- Reviewed documentation to determine liability and coverage eligibility.
- Determined liability based on facts gathered from investigations.
- Gathered claim information from policyholders to facilitate accurate processing.
- Collaborated with repair shops to assess damage and repair costs.
- Evaluated extent of damage and documented findings.
- Utilized claims management software to document findings and decisions.
- Researched and verified insurance policy coverage.
- Negotiated settlements with claimants to reach fair resolutions based on policy guidelines.
- Managed multiple cases simultaneously while meeting established deadlines.
claims supervisor
Proficient Auto Transport
Jacksonville, United States
12.2020 - 09.2023
- Reviewed claims from car manufacturers to assess damage classification.
- Verified repair invoices and images from dealerships to ensure accuracy.
- Determined damage origin, distinguishing between transportation damage and dealership-related issues.
- Coordinated with external carriers to secure payouts for claims.
- Contacted insurance companies regarding total loss claims with outside carriers.
- Managed processing of auto transport service claims in compliance with regulations.
- Trained new employees on claims handling procedures and system usage.
- Investigated fraudulent claims and resolved complex inquiries to protect company interests.
Cargo Claims Adjuster
Suntecktts
Jacksonville, United States
01.2018 - 09.2020
- Collected new claims paperwork from clients
- Review paperwork to verify if the claim is valid
- Coordinated with carrier to resolve claims efficiently and expedite payouts.
- Filed claims with the carrier insurance based on claim severity.
- Collaborated with Suntecktts insurance to salvage products and negotiate claim resolutions when carrier declined.
- Once payment is received from the carrier, work with accounting to process payment to our customer.
- Managed accident response by coordinating with police, tow companies, and insurance to ensure safe relocation of products for mitigation.
Cargo Claims Adjuster
Yusan
Jacksonville, United States
08.2017 - 01.2018
- Reviewed, evaluated, and adjusted claims for fair, prompt settlement.
- Investigated claim details by collecting relevant documentation and evidence.
- Collaborated with carriers on each claim to facilitate resolution.
- Oversaw case files, ensuring complete documentation and timely updates for efficient claim management.
- Processed new claims paperwork and entered data into company system for accurate tracking.
- Collected information from third parties to evaluate claim acceptability and facilitate informed decision-making.
- Maintained accurate records of all claim activity in designated system.
Senior Claim Adjuster
Suddath Van Lines
Jacksonville, United States
01.2014 - 07.2017
- Verified validity, analyzed payment and agent liability on claims submitted
- Contributed to development of a new claims system to enhance workflow efficiency and enable better reporting for upper management.
- Liaison between claims and the IT departments to ensure the new processes were implemented accurately
- Member of a process review initiative that renovated and automated processes in the claims department.
- Revitalized claims department procedures through lean thinking to streamline operations and reduce process waste.
- Implemented all MAGIC training into phone calls with customers, clients, agents, and interoffice personnel
- Help create a new system for the department.
- Conceptualized and developed procedures for a paperless work flow
- Create new department Handbooks.
Claim Adjuster
Suddath Van Lines
Jacksonville, United States
01.2011 - 01.2014
- Verified validity, analyzed payment and agent liability on claims submitted
- Facilitated peer training sessions to enhance team skills and knowledge.
- Implemented all MAGIC training into phone calls with customers, clients, agents, and interoffice personnel
- Contributed to process review initiative that renovated and automated claims processes, improving efficiency.
- Liaison between claims and the IT departments to ensure the new processes were implemented accurately
- Conceptualized and developed procedures for a paperless work flow
- Utilized lean thinking to revitalize procedures in the claims department including paperless procedures
- Completed developmental training to learn and apply customer service skills.
Claims Administrator
Suddath Van Lines
Jacksonville, United States
07.2010 - 01.2011
- Received and processed new claims, confirming receipt with agents and military personnel to ensure clarity
- Coordinated inspections on specific claims and filed documentation to enhance customer service experience
- Processed checks and invoicing, credited agents, and supported management with administrative tasks
Skills
- Claims management
- Liability assessment
- Risk assessment strategies
- Regulatory compliance knowledge
- Accounting procedures
- AS400 proficiency
- Workflow optimization
- Documentation accuracy
- Inspection protocols
- Team leadership and management
- Training facilitation
- Time management
- Problem-solving abilities
- Critical thinking skills
- Collaboration and teamwork
- Customer service excellence
- Microsoft Office suite expertise
- Self-motivation
- Communication skills
- Microsoft Office suite expertise
Timeline
Head of Accounting and Risk - Direct Traffic Solutions
01.2026 - Current
Credit and Risk Manager - Direct Traffic Solutions
08.2025 - 01.2026
Claims Manager - Direct Traffic Solutions
02.2024 - 08.2025
Auto Claims Adjuster - Sedgwick
09.2023 - 02.2024
claims supervisor - Proficient Auto Transport
12.2020 - 09.2023
Cargo Claims Adjuster - Suntecktts
01.2018 - 09.2020
Cargo Claims Adjuster - Yusan
08.2017 - 01.2018
Senior Claim Adjuster - Suddath Van Lines
01.2014 - 07.2017
Claim Adjuster - Suddath Van Lines
01.2011 - 01.2014
Claims Administrator - Suddath Van Lines
07.2010 - 01.2011
Languages
English, Intermediate
Work Authorization - Authorized Countries
United States
Awards
- Named one of 2026 Women to Watch in Trucking by the Women In Trucking Association
Languages
English, Intermediate
Work Authorization - Authorized Countries
United States