Summary
Overview
Work History
Education
Skills
Timeline
Generic

Marc D. Baum

Maple Glen,PA

Summary

Senior Claims Manager with expertise in complex claims negotiation and strategic solution implementation. Proven track record in enhancing claims processes and improving client satisfaction at Law Offices of Jeffrey F. Dragon & Associates. Over 12 plus years of experience in property assessment, liability determination, and settlement negotiation. Detail-oriented professional adept at managing high case volumes with precision and effective communication skills. Motivated individual seeking to enhance skills and apply expertise in environments that encourage professional development and career progression.

Overview

24
24
years of professional experience

Work History

Senior Claims Analyst

Law Offices of Jeffrey F. Dragon & Associates
Cherry Hill, NJ
06.2010 - Current
  • Coordinate with construction claims experts and review all investigation Xactimate reports
  • Investigated insurance denials with contractors, public adjusters and the insured prior to being retained.
  • Developed and maintained working relationships with Insurance Adjusters, Law-firms, Banking Institutions, Contracting Companies and Real Estate Firms.
  • Negotiate and resolve claims effectively and efficiently
  • Manage, document, and organize all claims/ cases assigned.
  • Assist paralegal team with the processing of insurance settlement disbursements.
  • Coordinated appraisal experts on assigned files.

Managing Partner/Project Management

Associated Technology LTD
07.2018 - 09.2024
  • Engaged with Low Voltage Sales/Design team in developing all project presentations.
  • Managed timeline installation schedules for Union and Non-Union project contractors.
  • Optimized workflows within commercial installation department while formulating essential metrics to enhance project performance
  • Oversee project finances aligned with contractual developments and risk assessments.
  • Oversee budgeting, scheduling, plan verification, permit acquisition, inspections, and project change orders.
  • Created collaborative partnerships with builders, project managers, architects, and contractors.

Business Development / Catastrophic Claims Manager

Aftermath Adjusters
Hammonton, NJ
10.2017 - 07.2019
  • Strengthened and upheld strategic connections with law firms in Texas, Florida, and New Jersey dedicated to catastrophic insurance loss claims.
  • Directed public adjuster workflow concerning new claim files and evaluated for signs of misrepresentation by insured or contractors before submission.
  • Established productive relationships with local restoration companies, contractors, law firms, and banking institutions
  • Reviewed claim offers and denials, providing accurate updates for management on the required next steps of the claims process.
  • Upheld functional knowledge of Xactimate for evaluating precision of settlement offers or denials.

Mortgage Portfolio Manager

Cenlar FSB
Ewing, NJ
12.2015 - 10.2017
  • Facilitated open lines of communication among department experts, clients, vendors, portfolio buyers, and sellers.
  • Responsible for coordinating client technology projects, working with our internal and external team experts to bring projects to completion.
  • Evaluate and comprehend client business initiatives, future direction, culture, cross-sell opportunities, and expansion potential.
  • Ultimately responsible for client satisfaction, retention, growth, and profitability with my assigned account base.
  • Maintained up to date monthly compliance testing regarding privacy laws, bank regulations, investigation and company security.

Senior Claims Analyst

Law Offices of Jeffrey F. Dragon & Associates
Cherry Hill, NJ
06.2010 - 01.2016
  • Review and assist with claims adjusting on files from law office
  • Coordinated settlement process, arbitration, and expert testimony for PIP claims as well as property damage settlements.
  • Selected, developed, and led diverse legal support staff focused on optimizing insurance claims settlement processes.
  • Maintained a follow-up productivity system that assisted with client satisfaction.
  • Developed relationships with Insurance Adjusters, Law-firms, Banking Institutions, Contracting Companies and Real Estate Firms.
  • Engineered and directed claim escrow processing program ensuring release of over 900 insurance settlement proceeds during Hurricane Sandy.

Managing Partner / Sales Manager

Park Newman & Associates
Philadelphia, PA
05.2005 - 06.2010
  • Operations manager of Mortgage Banking firm focused on originating consumer, commercial, and home equity loan transactions.
  • Directed and sustained comprehensive compliance measures, post-closing/audit processes, while maintaining utmost standard of excellence for office
  • Consistently ranked in the top 10% by our correspondent lender relationships for closing new flag revenue.
  • Oversaw collaboration with Firstrust Bank, Bank of America, and Commerce Bank related to referral of turn down business.
  • Oversaw operations of 5 to 10 mortgage brokers, driving sales performance.
    Trained staff on new products to improve sales strategies and customer engagement.
  • Led initiatives to manage customer expectations and resolve conflicts effectively.

Mortgage Team Leader

Infinity Home Mortgage
Cherry Hill, NJ
01.2003 - 04.2005
  • Established mortgage lead pipeline by executing frequent follow-ups with clients, maintaining steady in-house lead generation calls, and optimizing business relationships.
  • Cultivated and sustained relationships with multiple banks, real estate companies, and law firms.
  • Responsible for training and managing a team of seasoned loan officers. My responsibility included cross-promoting mortgage products, underwriting guidelines, and assisting with closing all new business.
  • Regularly achieved status in top 10% of loan production compared to 25 mortgage brokers
  • Studied innovative programs that contributed to proficiency as a broker and differentiated from other mortgage professionals

Senior Loan Officer

Conseco Finance Inc.
Plymouth Meeting, PA
02.2001 - 01.2003
  • Achieved designation as team leader and top producer for Plymouth Meeting branch within initial 3 months with company
  • Met targets and goals by taking on increased responsibilities for product training, systems training, and compliance
  • Secured deals for team of 15 Loan Officers while instructing on various sales techniques and programs.
  • Consistently secured top 10 ranking among all Conseco offices in monthly sales volume
  • Continuously aided team members in navigating sales negotiations post-client refusals

Education

Business Administration

Temple University
Philadelphia, PA

Licensed Insurance Adjuster - NJ

State Of NJ

Skills

  • Effective listener
  • Xactimate proficiency
  • Negotiation strategies
  • Settlement negotiation
  • Effective communication
  • Team collaboration
  • Strong negotiation skills
  • Policy interpretation proficiency
  • Strategic Decision-making
  • Fraud detection techniques
  • Teamwork and collaboration
  • Effective presentation skills
  • Team player
  • Sales Closer
  • Asset Management
  • Risk Analysis
  • Contract Negotiations
  • Liability determination
  • Case management
  • Consumer Satisfaction
  • Creative problem solving
  • Sales Force CRM

Timeline

Managing Partner/Project Management

Associated Technology LTD
07.2018 - 09.2024

Business Development / Catastrophic Claims Manager

Aftermath Adjusters
10.2017 - 07.2019

Mortgage Portfolio Manager

Cenlar FSB
12.2015 - 10.2017

Senior Claims Analyst

Law Offices of Jeffrey F. Dragon & Associates
06.2010 - Current

Senior Claims Analyst

Law Offices of Jeffrey F. Dragon & Associates
06.2010 - 01.2016

Managing Partner / Sales Manager

Park Newman & Associates
05.2005 - 06.2010

Mortgage Team Leader

Infinity Home Mortgage
01.2003 - 04.2005

Senior Loan Officer

Conseco Finance Inc.
02.2001 - 01.2003

Business Administration

Temple University

Licensed Insurance Adjuster - NJ

State Of NJ

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