Monique Dorsey
La Place
Summary
Licensed insurance and legal professional with 10+ years of experience in complex and litigation claims handling, legal case management, large loss protection, auditing, and evaluation. Proven record of reducing settlement times, ensuring legal accuracy, and delivering top-tier customer service. Known for adaptability, reliability, and results-driven approach in fast-paced environment. Proven skills in communication and regulatory compliance which ensures high performance results and customer satisfaction.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Licensed Insurance Producer
Root Insurance
Columbus, OH
10.2025 - 01.2026
- Delivered exceptional customer support by resolving inquiries and issues promptly, enhancing overall client satisfaction.
- Coordinated cross-functional communications to streamline information flow between departments, improving issue resolution timelines.
- Managed case tracking systems effectively, ensuring accurate documentation and timely updates for clients and teams.
- Led training sessions for new team members on support protocols and best practices in customer service.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Developed comprehensive insurance solutions tailored to clients' needs, enhancing customer satisfaction and retention.
- Cultivated strong relationships with clients and stakeholders, driving trust and long-term partnerships.
- Resolved client inquiries swiftly by analyzing complex policy details, fostering a responsive service environment.
- Delivered exceptional service during high-pressure situations, such as addressing urgent client concerns or managing large-scale emergencies, maintaining a calm and professional demeanor throughout.
- Boosted retention rates by providing exceptional customer service and proactively addressing potential issues before they escalated.
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Managed over 50 customer service calls per day
- Increased customer satisfaction rating by more than 10%
Legal Case Manager
Morris Bart LLC
Louisiana
08.2022 - 08.2025
- Assisted in attorney onboarding and training, including liability and policy coverage across LA, MS, and AL.
- Drafted legal documents including letters, motions, pleadings, and discovery under attorney supervision.
- Coordinated case schedules, depositions, and meetings for multiple attorneys simultaneously.
- Communicated with clients, witnesses, and courts to ensure accurate and timely case development.
- Prepared case briefs, summarized depositions, and facilitated file transfers to support litigation teams.
- Coordinated case management processes, streamlining workflows to enhance litigation support and client communication.
- Drafted comprehensive legal documents, including motions and pleadings, under attorney supervision for timely filings.
- Managed case schedules effectively, facilitating timely depositions and meetings across multiple attorneys' caseloads.
- Communicated proactively with clients and witnesses to gather essential information for case development.
- Organized and prepared case briefs, summarizing critical depositions to support litigation strategies effectively.
- Analyzed audit findings to recommend improvements in documentation practices within the legal team.
- Implemented tracking systems for case progression, enhancing accountability among team members throughout litigation phases.
- Liaised with court personnel to schedule hearings, depositions, or mediations while avoiding conflicts or delays in proceedings.
- Increased efficiency within the firm by training new staff members on proper protocols and best practices related to legal case management duties.
- Facilitated attorney-client meetings by preparing necessary materials, allowing for focused discussions on case strategy and progress.
- Contributed to a positive work environment by fostering collaborative relationships among colleagues from various practice areas.
- Managed complex caseloads with multiple deadlines, ensuring timely completion of all tasks and filings.
- Facilitated training sessions for new staff on legal procedures and documentation standards within the firm.
- Coordinated with expert witnesses to gather crucial information for case preparation and trial presentation.
- Maintained strict confidentiality of sensitive client information, adhering to ethical guidelines and professional standards at all times.
- Managed legal case load for more than 50+ attorneys within firm along with mediation and deposition scheduling.
Senior Liability Claims Examiner – General/Commercial Lines
Gallagher Bassett
Louisiana
01.2022 - 08.2022
- Investigated Commercial and General liability claims by analyzing records, interviewing claimants/witnesses, and assessing damages.
- Set financial reserves
- Negotiated settlements within authorized limits, collaborating with client carrier.
- Managed multiple client carriers – to ensure timely progression of claim handling from inception to resolution to assure Best Practices adhered to.
- Reviewed complex claims files for compliance with state regulations, ensuring adherence to industry standards.
- Collaborated closely with internal teams to refine claim investigation processes, enhancing overall efficiency.
- Conducted thorough assessments of liability exposure, providing recommendations for mitigation strategies to stakeholders.
- Facilitated communication between clients and attorneys during litigation phases, streamlining case management efforts effectively.
- Managed complex litigation cases, coordinating with attorneys to present a strong defense on behalf of the insurer.
- Investigated claims thoroughly, collecting relevant evidence and interviewing involved parties.
- Reduced claim processing times by efficiently managing a caseload of complex liability claims.
- Negotiated fair settlements with claimants, maintaining professional relationships while protecting company interests.
- Collaborated with legal teams to defend against lawsuits and ensure optimal outcomes for the organization.
- Evaluated damages accurately to determine appropriate compensation amounts within policy limits.
- Managed case load of 150 pending with 65% litigation standing.
- Reduced litigation payout by more than 25% through mediation .
Senior General Liability Claims Examiner
Broadspire Services
Metairie, LA
12.2019 - 01.2022
- Managed first and third-party liability claims, including coverage investigations and negotiations.
- Established reserves and evaluated settlements based on property damage and bodily injury claims.
- Consulted with defense counsel on complex litigation matters to ensure proper resolution.
- Worked with Risk Managers and defense counsel on high exposure litigation claims in efforts to achieve favorable outcomes on behalf of the client.
- Participated in mediations and settlement conferences
- Evaluated insurance policies for compliance with state regulations, ensuring accuracy in claims processing.
- Conducted detailed investigations into liability claims, compiling evidence to support case analysis effectively.
- Reviewed claims files meticulously to identify discrepancies and recommend necessary adjustments for accuracy.
- Maintained communication with clients throughout the claims process, fostering transparency and trust in service delivery.
- Collaborated with medical professionals to assess injuries accurately and ensure appropriate claim evaluations were made.
- Enhanced customer satisfaction by delivering prompt and accurate claim resolutions.
- Ensured compliance with state regulations and industry standards through diligent monitoring of claim activities.
- Maintained contact with claimants and attorneys to determine treatment status.
- Managed mixed litigated commerical/general liability pending of more than 100+ claims.
- Resolved commercial/general liability claims with more than 90% accuracy rating.
- Participated in more than 75+ mediations with 75% resolution rate without further litigation.
Bodily Injury Adjuster (Various Roles: UIM/UM Represented: Major/Complex Bodily Injury Unrepresented)
Allstate – Louisiana Casualty Liability MCO
Metairie, LA
07.2016 - 06.2019
- Investigated and evaluated bodily injury claims under UM/UIM provisions.
- Collaborated with attorneys on settlement negotiations and litigation support.
- Achieved recognition for lowest pending caseload in Unrepresented Claims segment (2016).
- Ensured compliance with legal and policy provisions for complex claims handling.
- Ensured timely payment of tenders per Louisiana UM/ UIM guidelines with 100% accuracy.
- Served as the only Major Complex Bodily Injury Handling Adjuster within the Metairie, Louisiana MCO
- Negotiated medical bills with multiple Healthcare facilities and Providers in order to reach settlement with low policy limits
- Drafted and Scheduled Minor Court Approved Settlements
- Conducted scene investigations, ordered police report, utilized social media, and collected reputable sources such as news articles to aide in liability investigation
- Conducted in office liability settlements with third party claimants
- Timely answered Medical Liens/Judgements asserted against Carrier
- Reviewed medical records and treatment plans to assess claim validity and ensure accurate evaluations.
- Coordinated with external experts, such as accident reconstruction specialists, to strengthen liability assessments.
- Monitored compliance with Louisiana insurance regulations, ensuring all claims met state-specific requirements consistently.**
- Evaluated policy coverage accurately, mitigating potential compliance issues and disputes.
- Collaborated with legal counsel to prepare cases for trial, ensuring well-prepared defense strategies.
- Collaborated productively within interdisciplinary teams including attorneys, doctors, nurses, appraisers, and other specialists for optimal outcomes.
- Conducted scene investigations when necessary to gather additional evidence in support of claim decisions.
- Achieved fair resolutions through skilled negotiation tactics while maintaining sensitivity toward injured parties'' needs and concerns.
- Minimized litigation costs through effective case management and proactive settlement negotiations.
- Negotiated successful settlements, balancing fairness to the claimant with cost-effectiveness for the company.
- Established rapport with clients during interviews, obtaining essential information for accurate assessments.
- Maintained clear communication channels with all parties involved in a claim, fostering positive relationships and trust in the process.
- Verified insurance claims and determined fair amount for settlement.
- Prepared summaries of damage, payments, and policy coverage.
- Reviewed police reports, medical treatment records, and physical property damage to determine extent of liability.
- Negotiated with policyholders and claimants to reach mutually satisfactory resolutions.
- Read over insurance policies to ascertain levels of coverage and determine whether claims would receive approvals or denials.
- Determined liability outlined in coverage and assessed documentation such from police and healthcare providers to understand damages incurred.
- Identified suspicious losses and contacted manager for investigative assistance.
- Settled Major Bodily Complex Injury claims with 100% accuracy per Best Practices.
- Settled 90% Fatality Claims without further legal involvement within policy limits
- Resolved Bodily Injury claims involving multiple involved parties with 100% accuracy per Best Practices.
Liability Casualty Adjuster / Investigator
Allstate – Louisiana Casualty Liability MCO
Metairie, LA
07.2015 - 01.2016
- Conducted liability investigations through statements, scene analysis, and claim file reviews.
- Negotiated settlements within authority and prepared detailed claim evaluations.
- Served as team lead in supervisor’s absence, providing peer guidance and training.
- Facilitated thorough investigations by coordinating witness interviews and gathering evidence for accurate claim assessments.
- Monitored ongoing claims processes to ensure timely responses and adherence to regulatory requirements throughout evaluations.
- Conducted regular reviews of case files for quality assurance, ensuring all documentation met organizational guidelines consistently.**
- Optimized workload efficiency through prioritization of tasks based on claim complexity and time sensitivity.
- Managed a high volume of cases, ensuring timely and fair resolutions for clients.
- Mentored junior adjusters, sharing knowledge of industry trends and best practices for efficient claims management.
- Enhanced customer satisfaction with thorough claim investigations and prompt settlement negotiations.
- Successfully managed 7+ auto liability claims daily with 100% accuracy per Best Practices.
- Resolved 90% auto liability damage claims without legal involvement.
Finance Auditor
Capital One, N.A
Louisiana
04.2009 - 05.2015
- Processed high-volume transactions with 100% accuracy, including deposits, withdrawals, and loans.
- Provided exceptional customer service while identifying opportunities for financial solutions.
- Maintained compliance with fraud prevention protocols and security procedures.
- Developed strategic recommendations based on audit findings, driving improvements in financial reporting processes.
- Conducted comprehensive audits of financial records, identifying discrepancies to enhance accuracy and compliance.
- Prepared detailed reports summarizing audit results, clearly communicating findings to stakeholders across various departments.
- Contributed valuable insights during team meetings, collaborating with colleagues to develop innovative audit strategies.
- Collaborated with cross-functional teams to identify areas of potential fraud and implement preventive measures.
- Communicated complex financial information in an understandable manner, fostering transparency between auditors and stakeholders.
- Supported management decision-making by providing insightful analysis on financial statements, budgets, and forecasts.
- Streamlined audit process for increased efficiency through the use of advanced auditing software and techniques.
- Verified assets and liabilities by comparing and analyzing items and collateral to documentation.
Education
Bachelor of Science - Business Marketing
University of Phoenix
Phoenix, AZ01-2014
Associate of Arts - Accounting
University of Phoenix
Phoenix, AZ01-2012
Skills
- Teamwork and collaboration
- Critical thinking
- Verbal and written communication
- Client relationship management
- Insurance product expertise
- Risk management
- Risk assessment
- Team leadership
- Loss analysis
- Exposure determination
- Deductible expense identification
- Carrier relations
Accomplishments
- Managed a caseload of 150+ liability claims simultaneously while consistently meeting strict deadlines.
- Successfully resolved 100% of liability claims through negotiation without litigation.
- Streamlined case file management for 10+ attorneys, reducing document turnaround time by 20%.
- Maintained 100% accuracy rate when assessing liability in complex cases.
- Recognized for achieving a closure rate above departmental targets through proactive resolution strategies.
Certification
- Licensed Property and Casualty Claims Adjuster – Louisiana: Designated Home State: NIPR #17677197
- Licensed Insurance Producer- Multi-Line: License # 663346
- Xactimate Certification (2015 – Present)
Languages
English
Native or Bilingual
Timeline
Licensed Insurance Producer
Root Insurance
10.2025 - 01.2026
Legal Case Manager
Morris Bart LLC
08.2022 - 08.2025
Senior Liability Claims Examiner – General/Commercial Lines
Gallagher Bassett
01.2022 - 08.2022
Senior General Liability Claims Examiner
Broadspire Services
12.2019 - 01.2022
Bodily Injury Adjuster (Various Roles: UIM/UM Represented: Major/Complex Bodily Injury Unrepresented)
Allstate – Louisiana Casualty Liability MCO
07.2016 - 06.2019
Liability Casualty Adjuster / Investigator
Allstate – Louisiana Casualty Liability MCO
07.2015 - 01.2016
Finance Auditor
Capital One, N.A
04.2009 - 05.2015
Bachelor of Science - Business Marketing
University of Phoenix
Associate of Arts - Accounting
University of Phoenix
Licensed Insurance Producer: License # 663346
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