Tracie T. Mattox

• Receive, review and set up new insurance property claims to include loss of use claims, contents claims, and business interruption claims with forensic accountant assistance
• Request scene investigations, photographs, police / fire reports, and recorded statements
• Request experts such as engineers, forensic accountants, building consultants, cause and origin etc
• Review insurance policies for coverage determination and/or coverage issues
• Dictate and /or type reports to various insurance carriers for their review and coverage determinations to include reservation of rights letters and partial to full disclaimer letters
• Receive and review reports from independent adjusters and compare to coverages in the policy
• Receive and review various documents from insureds in reference to their claim; contents inventory, receipts, invoices, photographs, etc
• Prepare proof of loss forms with cover letters and forward to insureds
• Prepare check transmittals for claim payments
• Receive and make phone calls to insureds, cause and origin experts, engineers, water mitigation companies, insurance agents, attorneys, public adjusters, appraisers to discuss various aspects of a claim and reached agreed settlements for covered damage accordingly
• Prepare various letters during the claim process such document request letter, letters of restitution, contact letters, releases etc
• Receive and review forced proof of losses and prepare proof of loss rejection letters for same
• Review reserves and set / update reserves per claim file
• Ability to approve my reports to various carriers and within authority for claims up to $100,000.00
• Ability to approve settlements for my claims handling up to $100,000.00
• Assist managers when needed for reviewing / approving of reports, reserves and settlements
• Assist in training of new examiners
• Ability to handled large loss claims to include losses exceeding $7,000,000.00 on commercial and $4,000,000.00 on homeowners’ properties
• Ability to handle high value homeowners claims and work closely with carrier(s) on same
• Image Right, File Handler and Claim Pilot program experience
• Microsoft Teams, Word, Excel & Outlook experience

1995-2003 and 2005 to 2012

Green & Hester, Inc. was purchased by G & H Claims Professionals, Inc. who was purchased by Central Adjustment Company.

Started at Green & Hester Inc. as clerical and worked my up to office manager. In 2006, I got my Alabama Adjuster's License and started working, handling claims myself.

• Desk and field adjusting auto, liability, loss of income and product liability claims since 2006
• Accounts Payable and Accounts Receivable-Quickbooks Pro 2008 for Windows
• Maintained Checkbook in Quickbooks along with making bank deposits for the company
• Payroll-Quickbooks Pro 2008 for Windows
• Secretarial duties include dictation, faxing, filing, answering phones, designing forms, setting up files, ordering office supplies and equipment, keeping up maintenance on office equipment, scanning and emailing documents, copying, setting up monthly casino claims committee meetings, summarizing and transcribing recorded statements, training new employees, requesting official records, mailing out collections letters monthly, doing research on various projects, backing up the computers every morning and opening the office
• Assigned auto appraisals out to adjusting companies in the Montgomery and Birmingham area
• Opened, maintained and closed files for the Montgomery location
• Designed and maintained logbook of claims in Excel 2003 for office
• Q & A 4.0-Running loss run reports for the casino clients
• Installed various computer programs for company along with upgrades, i.e
• Norton Anti-Virus and Quickbooks
• Installed new computer accessories along with their software for company, i.e
• Digital cameras, scanners and printers
• WordPerfect 6 for Windows along with Windows 95, 98 & XP Professional experience
• Microsoft Word 2003, Publisher 2003, Excel 2003 & Outlook 2003 experience
• Designed company brochure booklet and tri-fold marketing handout using Publisher 2003 and designed company’s new business cards along with other various marketing items

• Deep Horizon Oil Spill in Gulf of Mexico, BP/Gulf Coast Claims Facility (GCCF) Project
• Claims Evaluator in Large Loss Department handing vacation condominium/commercial loss of income claims while under the direction of BP
• Claims Evaluator/Trainer in various claim handling procedures while under the direction of the Gulf Coast Claims Facility (GCCF)
• Supervisor/Trainer while working in the Claimant Communication Center while under the direction of the Gulf Coast Claims Facility (GCCF)
• This position was the supervising and training of other Claims Evaluators on the procedures of taking phone calls from claimants and handling phone calls from dissatisfied claimants
• Claims Evaluator working in a Site Office handling the intake of claims, accepting additional documentation, accepting releases and answering questions for claimants while under the direction of the Gulf Coast Claims Facility (GCCF)

• Obtained loss/lawsuits/accident information from clients/insureds, typed Acord Loss Notices and forwarded the information to all the appropriate insurance carriers
• Set up and maintained claim files
• Posted payments to claim files in computer using The Agency Manager/Applied Systems, Version 7.1.0 software
• Verified insurance coverage for insureds
• Obtained claim status from insurance adjusters and from online sites of insurance companies for producers and insureds
• Received Employer’s First Report Of Injury from employers/insureds and reported to the workers compensation insurance carrier
• Received and faxed medical records/bills to worker’s compensation carriers
• Requested loss runs from various insurance companies for producers/insureds
• Designed forms for office use and for various clients/insureds
• Completed SR-13 forms for insureds and mailed to the Driver License Division in Montgomery, Alabama
• Obtained scene photos on claims