Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Robert F. Casey

Ossining,NY

Summary

Results-driven Project Manager at Abingdon Capital, LLC, with expertise in contract negotiation and regulatory compliance. Implemented innovative solutions to streamline risk assessment processes, leading to improved project initiation and reduced risk exposure. Strong focus on collaboration and performance enhancement across diverse teams.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Project Manager - Self Storage Construction

Abingdon Capital, LLC
New York, USA
09.2022 - Current
  • Project Risk Manager-Ensured that all subcontractors insurance coverages are in compliance the projects insurance requirements
  • Originated an automatic sub contractor certificate of insurance email reminder.
  • Established effective communication among team members for enhanced collaboration & successful project completion.
  • Promoted innovation within project teams, encouraging exploration of new tools and methodologies to enhance project outcomes
  • Negotiated contracts with vendors and suppliers, securing quality materials at competitive prices for efficient use of resources.
  • Streamlined risk assessment procedures for new projects, accelerating project initiation phase while ensuring thorough risk evaluation
  • Reduced risk exposure for the company by identifying and addressing areas of noncompliance
  • Implemented effective compliance policies and procedures to meet regulatory requirements
  • Complied monthly requisition reports and ICAP compliance documents

Operations Project Manager Consultant

Meridian Risk Management, Inc.
Pelham, USA
01.2021 - 03.2022
  • Partnered with management teams on development of scope and timelines
  • Defined Salesforce database change specifications based upon project requirements.
  • Tested and modified databases to determine and correct issues.
  • Performed quality assurance processes to support data warehouse improvements.
  • Unleashed the utilization of MS Lists -implemented dynamic MS Lists that facilitated License, Asset and Software Tracking

HIPPA Project Manager Consultant

Meridian Risk Management, Inc.
Pelham, USA
01.2021 - 03.2022
  • Developed organizational methods and policies, implementing training initiatives to deliver ongoing awareness of and compliance with established procedures
  • Collaborated with leadership to devise strategies to improve processes and risk controls as well as implement new systems and best practice guidelines.
  • Planned and executed compliance audits to check company policies, procedures and controls.
  • Maintained and revised policy procedures for general operation of compliance program.
  • Collected, input and analyzed information to make effective evaluations of company operations.
  • Studied regulations to ascertain requirements and delivered necessary training to clients.

Risk Manager /Operations Support Consultant

Hometown Restoration
Pelham, USA
01.2007 - 01.2020
  • Negotiated with brokers to attain contractors, inland marine, general liability, and business auto coverage's
  • Secured and administrated General Liability, Inland Marine Workers Compensation and DBL coverages
  • Facilitated workers compensation payroll audit safeguard procedures
  • Originated subcontractor insurance certificate and hold harmless requirements
  • Instituted subcontractor certificate tracking methodology via smart sheet
  • Coordinated Employee OSHA Training
  • Instituted subcontractors compliance reporting requirements
  • Originated Mitigation Claims Reports via Xactimate
  • Develop Xactimate Job Costing Pivot Table Analysis
  • Automated Claims Loss Draft Processing
  • Collaborated with Policy Holders, Public Adjusters and Company Adjusters to facilitate claims payments
  • Collaborated with key stakeholders to strategized and implement project management initiatives
  • Kicked off and Administered Smart Sheet Project Management Template (Waterfall Methodology) to monitor milestones of over 180 restoration projects.
  • Engaged and trained stakeholders regarding the utilization and orchestration of project management software
  • Developed project management monitoring dashboards and reports
  • Extrapolated data from PDF Xactimate Reports to create PIVOT Tables for Property Claims Job Costing Analysis
  • Designed and implemented a sub contractor scope of work management template

Operations Support Assistant Director

Aon Risk Services of New York
01.2001 - 01.2007
  • Rebuilt, Normalized and directed post 9-11 End User Enterprise Content Management (FileNet) document workflow for Aon's Northeast Region
  • Collaborated and Engaged with multiple departments directors regarding document management initiatives and provided reporting analysis and resolutions of the content management workflow processes
  • Desktop Publishing Director- Managed a team of specialists that supported brokers, relationship managers and client services representatives with submission preparations RFP's, Request for Proposals for both new and renewal lines of insurance. Produced Policy Digests and Schedules of Insurance in both electronic and hardcopy formats
  • Project Manager - Lead a team of specialist that rebuilt and directed post 9-11 End User Enterprise Content Management (FileNet) document management workflow for Aon's Northeast Region
  • Fostered & Implemented and UAT (SDLC) a 50 State single entry Adobe Acrobat (PDF) forms for Surplus Lines Affidavits as well as Workers Compensation Posting Notices. These enterprise solutions and workflow implementations significantly impacted Aon's increased profits by drastically reducing operation costs as well as regulatory fines
  • Trained FileNet end users regarding WMT-(File Work Management Tool) Query, Index, and Route Service Requests.
  • DMS (Document Management System) Query, Check-in, Check Out, Document Mark-ups, Replace, Add and Remove Documents.
  • Facilitated a front-end policy/ endorsement review workflow by recording each document in excel and mail merging the data to a patch-code separator sheet. The patch code separator sheet then would also serve as a document label. After scanning the documents, each document was placed in color coded folder accordance to document type with the patch-code separator sheet attached to the front
  • Instituted a reporting KPI matrix that stabilized and enhanced the content management importing and release performance
  • Accountable for content management paper, email and fax workflow.
  • Lead a team that identified, indexed and archived over 80,000 documents annually.
  • Designed PDF Barcode and Patch code forms to facilitate the Document Content Management Scanning and Archiving Process
  • Orchestrated PDF page sorting process that increased output time by 300% with a 50% reduction of paper consumption
  • Established a specialist and department performance review criteria by importing CSV data from Kofax logs to pivot tables in for audit and transaction logging
  • Developed stop gap measure for importing email into Kofax Ascent Capture by exploiting an XML import process that was already being employed for Faxes. This stop gap measure alleviated the manual process of printing and scanning over 200 emails per day
  • Implemented transactional document archiving methodology
  • Conduct needs assessment and task analysis for new hire training
  • Document new and existing procedures for cross training and post new hire training
  • Work with subject matters experts to document and train new system and/or product changes
  • Create, deliver and evaluate the effectiveness of soft skill training including class topics such as quality and coaching
  • Delivered external training to Risk Managers
  • Coordinated insurance licensing continuing education
  • Created end easy reference user guides

Education

Bachelor of Science Degree - Business Administration

Colorado State University

Skills

  • Xactimate
  • Project management
  • Regulatory compliance
  • Contract negotiation
  • Process improvement
  • Innovative problem solving
  • Procedure development
  • Planning and scheduling
  • Analytical skills
  • Project management software
  • Requirement gathering
  • Team bonding
  • Problem-solving aptitude
  • Performance improvements
  • Deadline driven
  • Contract negotiation expertise
  • Systems analysis
  • Cross-functional team management
  • Software development lifecycle
  • Work flow planning
  • Information technology management
  • Salesforce
  • Applied Systems
  • Smartsheet
  • Adobe Acrobat
  • Adobe Designer
  • Adobe Photoshop
  • MS365
  • Teams
  • Word
  • Excel
  • Access
  • Share Point
  • Kofax Filenet
  • HTML
  • Java Script
  • JSON
  • Windows 10
  • Windows Server 2012
  • TCPIP

Certification

  • LUTCF
  • New York Life Health & Accident Brokers License
  • New York P&C Brokers License
  • New York Notary Public

Timeline

Project Manager - Self Storage Construction

Abingdon Capital, LLC
09.2022 - Current

Operations Project Manager Consultant

Meridian Risk Management, Inc.
01.2021 - 03.2022

HIPPA Project Manager Consultant

Meridian Risk Management, Inc.
01.2021 - 03.2022

Risk Manager /Operations Support Consultant

Hometown Restoration
01.2007 - 01.2020

Operations Support Assistant Director

Aon Risk Services of New York
01.2001 - 01.2007

Bachelor of Science Degree - Business Administration

Colorado State University

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Robert F. Casey