Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Patricia Obstbaum

Milledgeville,GA

Summary

Energetic and enthusiastic insurance professional motivated to succeed in fast-paced and deadline-driven professional environment. Comprehensive knowledge of claims adjustments with special knowledge of Worker’s Compensation and Commercial Auto claims.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Claims Adjuster / Commercial Accounts Manager

NavSav Milledgeville
Milledgeville, GA
10.2023 - Current
  • Coordinated efforts between sales teams, customers, and suppliers.
  • Conducted financial analysis of existing accounts to ensure profitability targets were met.
  • Negotiated and maintained contracts with clients for commercial accounts.
  • Prepared detailed reports on key account activities, objectives, successes, and challenges.
  • Established strong relationships with customers by providing excellent customer service.
  • Reviewed medical records, interviewed employers and claimants, analyzed wage loss calculations, and reviewed evidence for accuracy.
  • Prepared detailed reports on claim findings including all pertinent information such as injury description, cause of accident, employer responsibility, and liability.
  • Developed strategies to resolve complex cases within established timeframes.
  • Processed benefit payments in accordance with applicable laws and regulations.
  • Conducted periodic audits to ensure compliance with statutory requirements.
  • Participated in regular meetings with internal teams and external partners regarding ongoing projects related to worker's compenstion claims management.

Digital Marketing Manager

Mari Juliette Real Estate
Pompano Beach, FL
06.2021 - 10.2023
  • Analyzed data from Google Analytics, Adwords, and other sources to track performance of campaigns.
  • Optimized web pages for higher search engine rankings using SEO techniques.
  • Conducted regular status meetings with internal teams and external partners to track progress against established milestones.
  • Analyzed data from various sources such as surveys, interviews, focus groups. to inform decision-making related to projects.
  • Designed and created high-quality visuals for print, web, and social media campaigns.
  • Created mockups of website designs to show clients the final product before launch.
  • Developed detailed project plans with timelines and deadlines for graphic design projects.

Claims Adjuster

Burton Claim Service
Fort Lauderdale, FL, FL
09.2022 - 06.2023
  • Interpreted policy language to determine coverage for insureds under various lines of business.
  • Maintained accurate documentation of all claim activity within designated system.
  • Determined reserves for each claim based on estimated costs of settlement or defense.
  • Ensured timely follow-up on all open matters; kept stakeholders informed regarding status updates.
  • Performed special projects upon request from management; completed tasks efficiently while meeting deadlines.

Licensed Realtor

Coldwell Banker
Fort Lauderdale, FL
02.2019 - 09.2022
  • Transitioned from unlicensed Real Estate Agent to Licensed Realtor, achieving $2M in property sales within first 12 months of licensure
  • Coordinated with inspectors, lenders, and escrow companies to ensure timely document submission and issue resolution for 25 closings
  • Advocated for customers, researching market data to create competitive price offers and securing the best possible deals
  • Delivered exceptional customer service in more than 20 transactions, serving both sellers and buyers
  • Obtained favorable terms and achieved a 90% closure rate on real estate transactions by negotiating contracts as a client representative
  • Maintained detailed records of client interactions and transactions.

Project Manager

Night Owl Sp, LLC
Boca Raton, FL
01.2017 - 01.2019
  • Developed project plans, identified resources and established timelines for completion.
  • Managed multiple projects with competing deadlines in a fast-paced environment.
  • Lead weekly status meetings with stakeholders to review progress and address issues.
  • Monitored budgeting and tracked project costs to ensure financial success of projects.
  • Reviewed deliverables prepared by team before passing to client.
  • Conducted risk assessments to identify potential risks and develop mitigation strategies.
  • Created detailed reports outlining progress and performance metrics of each project.
  • Coordinated communication between internal teams, vendors, clients, and other stakeholders throughout the project lifecycle.
  • Negotiated contracts with vendors and suppliers to secure the best prices for materials and services needed on projects.

Project Manager

Patriot Construction Corp, LLC
Pompano Beach, FL
06.2015 - 02.2017
  • Organized subcontractors to ensure timely completion of projects.
  • Maintained detailed records of all costs associated with each project.
  • Ensured compliance with local building codes and safety regulations.
  • Analyzed cost estimates to determine if they are within budget constraints.
  • Prepared reports detailing progress updates for senior management.
  • Created a timeline for completing tasks related to the project.
  • Managed multiple teams working on different aspects of a single project.
  • Provided training sessions for new staff members regarding protocols and procedures.
  • Prepared and submitted daily work-site reports, weekly invoices, payroll and overtime requirements.

Education

Associate of Science - Project Management

Broward College
Fort Lauderdale, FL
05-2016

Skills

  • Caseload Management
  • Claims Investigation
  • Database Management
  • Quality Control
  • Interviewing techniques
  • Data Analysis
  • Project Management
  • Workforce training
  • Systems implementation
  • Root Cause Analysis
  • Project development
  • Cost Control
  • Procedure Development
  • Contract Management
  • Vendor Relations
  • Account Servicing

Accomplishments

  • Wrote the book "Autonomous Agent" for Mari Juliette by transcribing instructional video content and successfully creating a 10-chapter book for purchase.

Certification

  • Property & Casualty License (GA)
  • Adjuster License (FL & GA)
  • Real Estate License (FL)

Timeline

Claims Adjuster / Commercial Accounts Manager

NavSav Milledgeville
10.2023 - Current

Claims Adjuster

Burton Claim Service
09.2022 - 06.2023

Digital Marketing Manager

Mari Juliette Real Estate
06.2021 - 10.2023

Licensed Realtor

Coldwell Banker
02.2019 - 09.2022

Project Manager

Night Owl Sp, LLC
01.2017 - 01.2019

Project Manager

Patriot Construction Corp, LLC
06.2015 - 02.2017

Associate of Science - Project Management

Broward College
Patricia Obstbaum