Dynamic professional seeking a new opportunity to leverage a robust skill set in customer service, critical thinking, and problem-solving. Proven experience in accounting, reserving, and forecasting future funds enhances the ability to contribute effectively to organizational goals. Committed to delivering exceptional results while fostering positive relationships with clients and colleagues. Eager to bring a proactive approach and analytical mindset to a challenging new role.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Benefit Outreach Specialist
Benefit Data Trust
04.2023 - 08.2024
Remote Client Representative Specialist for a nonprofit organization that houses various organizations (BenePhilly, PA Benefits Center, PACE Application Center) helping people both screen and apply for public benefits and gain understanding of how those benefits work.
Daily Customer Service conducts comprehensive client screenings to determine eligibility for public benefits and assistance programs. Data Entry of client’s data to complete screenings.
Working with our proprietary software to keep track of client information.
Communicate Federal and State benefit policies to clients.
Provide follow-up procedures for benefit applications and help with these steps.
Identify client needs and provide connections to assistance resources from other organizations
Evaluate their financial needs
Workers’ Compensation Adjuster
Pinellas County Government
08.2017 - 12.2021
Plans, organizes, reviews, and conducts investigations.
Coordinates defense preparation with attorneys, inter-departmental staff, and constitutional officials; attends and assists at depositions, mediations, and hearings as a representative of the county for matters in litigation, as may be required.
Coordinates with all levels of professional individuals and organizations to facilitate recovery and resolution.
Assists in development and implementation of operational procedures and professional claims procedures.
Assists in annual budget preparation and annual internal and external audits.
Assists in supervision, training, assignments and reviewing work of personnel performing a variety of duties relating to examination and adjustment of insurance claims.
Negotiates with attorneys, individuals, and insurance companies to affect an equitable settlement; recommends payment of settlements; and supervises the collection of subrogation monies.
Reviews financial reserves and forecasting future costs necessary to administer the County’s Self-Insurance Program; reviews each claim assigned, calculates and changes estimated reserves, as necessary.
Maintains frequent contact with claimants relating to status of condition and progress, requests and reviews supporting documentation (often highly confidential in nature) to effectively manage claim and facilitate recovery or resolution.
Attends conferences, workshops, and meetings to ascertain new developments or changes in law pertaining to the industry.
Workers Compensation Claims Adjuster, MMU
Liberty Mutual Insurance Company
08.2011 - 07.2017
Conducts investigations to secure essential facts from injured workers, employers and providers regarding workers' compensations through telephone or written reports.
Provides on-going medical and/or disability case management for assigned claims.
Initiates calls to injured workers and medical providers.
Maintains accurate records and oversees administrative responsibilities associated with processing and payment of claims.
Records and updates status notes; documents result of contacts, relevant medical reports, and duration information per file posting standards including making appropriate medical information viewable to customers in Electronic Document Management (EDM).
Recognizes potential subrogation cases, prepares cases for subrogation and refers these cases to the Subrogation Units.
Maintains contact with injured workers, providers and employers to ensure understanding of protocols and claims processing and/or to confirm return-to-work date or medical treatment.