Lisa Goldberg
Kansas City,Missouri
Summary
I would like to continue in claims management where I can utilize my years of insurance experience, life skills, and education, with my goal to assist others improve their personal growth and development in the insurance claims industry.
Results-driven insurance professional with comprehensive experience in handling property claims. Exceptional ability to assess, investigate, and settle claims efficiently while maintaining high standards. Strong team player, known for adaptability and reliability under changing conditions. Skilled in communication, negotiation, and conflict resolution, with focus on delivering optimal outcomes.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Property Claims Adjuster Analyst/ File Reviewer/Quality Assurance Manager
Custard Insurance Adjusters, Inc.
05.2023 - 10.2025
- Critical Claims Processing. Oversee final approval or denial of a claim. Deep understanding of policies, carrier guidelines, and claims. Overseeing and working as an experienced Adjuster analyzing documents, photos, and other claim file material.
- Collaboration with field adjusters working together and providing remote guidance. Remote evaluations of claims based on the evidence submitted. Ensuring the claim file is accurate and that all actions comply with the insurance carrier’s guidelines and the specific policy and standard operation procedures.
- Review reports and offer guidance to staff to ensure timely, clear, and concise reports to clients in the individual preferred scope and report formats. Invoice approval and liaison to 1099 field employees. Approve and authorize assigned adjuster’s analysis and evaluations of special damage including desk level reviews, property estimates, personal property inventories, lost wage statements.
- Assist assigned adjusters with negotiations to effectively resolve claims. Review and evaluate coverage letters and make recommendations to the client. Communication and cooperation, which facilitates a close working relationship between people and organizations.
- A liaison for 1099 field employees. Reviewing and invoicing billing statements to verify that the charges are legitimate, covered by the policy, and reasonable for the claimed loss. Comply with established billing guidelines that are crucial for cost containment and fraud prevention. Verifying all supporting documentation submitted with invoices. Strong customer service, communication skills, and empathy for handling sensitive situations.
District Office Manager-Licensed Adjuster
Colin L. Caldwell Insurance Agency Inc.
12.2006 - 01.2009
- Highly organized managing district office operations, including staff supervision, and process implementation in a professional setting. Claims management, client negotiations. Process improvement, financial oversight, and compliance. Worked directly with property casualty, auto, commercial, and underwriting submitting new policies.
Owner Operator Kingdom Keepers Licensed Childcare
02.2009 - 04.2023
- Skilled in creating age-appropriate educational and recreational activities that promote physical, social, and emotional development. Proficient in maintaining a safe, clean, nurturing environment in accordance with all state and licensing regulations. Experienced in managing daily routines, facilitating positive behavior, and communicating effectively with parents.
Education
Associates/ AAS - Client Management/ State Compliance
Ventura County College
Simi Valley, CABridging Psychology With Business - Business Management
Moorpark College
Moorpark, CAGeneral Education
California State University Northridge
Northridge, CASkills
- Analytical Thinking
- Excel
- Resourceful
- Microsoft Office
- XactAnalysis
- Xactimate
- Strong Interpersonal and Communication Skills
- Coverage Determination
- Field Adjuster Liaison
- Ensuring Accuracy of Damage Assessments
- Strong Influence in Documentation Completion According to Carrier/Company Policy
- Writing Repair Estimates
- Key Boarding WPM 60/ 95% Accuracy
- Error And Discrepancy Checking
- Confirming Settlement Amounts
- Identifying potential Fraud
- Desk Level Review & Appraisal
- Quality Control and Audit
- Collaboration
- Strong Organizational Skills
- Invoicing And Billing
- Astute
- Gallagher Bassett Claim Specialist
- Supplements
- Report Writing
- Sedgwick
- Cottingham & Butler
- Zurich
- Liberty Mutual
- Progressive
- Chubb LTD
- Tokyo Marine
- Southern Church Mutual
- Crum Forster
- American Family
- Assurant
- Farmers
- Reserv
- ESIS
- Corvel
- CCMSI
- Donegal
- Arch
Certification
- Designated home state Adjuster License Texas
- I hold Adjusters Licenses nationwide, excluding Alaska and Hawaii
Timeline
Property Claims Adjuster Analyst/ File Reviewer/Quality Assurance Manager
Custard Insurance Adjusters, Inc.
05.2023 - 10.2025
Owner Operator Kingdom Keepers Licensed Childcare
02.2009 - 04.2023
District Office Manager-Licensed Adjuster
Colin L. Caldwell Insurance Agency Inc.
12.2006 - 01.2009
Associates/ AAS - Client Management/ State Compliance
Ventura County College
Bridging Psychology With Business - Business Management
Moorpark College
General Education
California State University Northridge