Work Skills.
CLAIMS SUPERVISOR.
Gallagher Bassett, Full Remote
March 2024 ~ Present
- Supervise: Lead and encourage a liability claims team handling a variety of caseload sizes and complexities to deliver high-quality and efficient service;
- Promote Best Practices: Guide claims team to handle claims in accordance with GB’s Best Practices;
- Drive Talent: Take charge of adjuster hiring and training, encouraging a culture of performance and continuous improvement;
- Manage Workloads: Define team goals, motivate performance, and effectively manage workloads to ensure optimal efficiency;
- Utilize Technology: Harness the power of Gallagher’s technology to enhance your team’s efficiency and overall quality of service;
- Client Communication: Communicate with clients, carriers, and brokers in a professional, positive, and proactive manner;
- Prioritize and Develop: Effectively manage multiple competing priorities, identify coaching opportunities, and position team members for successful development;
- Adjuster Licenses:
AL, AR, AZ, CA, DE, FL, GA, HI, ID, IN, KY, LA, ME, MI, MN, MS, MT, NC, NH, NM, NV, NY, OK, OR, RI, SC, TX, UT, VT, WA, WV, WY;
SENIOR CLAIMS ADJUSTER.
Gallagher Bassett, Full Remote
August 2022 ~ March 2024
- Investigates, evaluates, disposes and settles the most complex claims and highest exposures with minimal supervision;
- Evaluate and determine coverage, liability and damages;
- Properly set and adjust reserves along with settle claims up to $100,000 authority;
- Exercises property judgment and decision making to analyze claims exposure, determine proper course of action towards settlement;
- Interacts extensively with various parties, including defense counsel, third parties, and vendors involved in the claim process;
- Exhibit the ability to communicate concise action plans for claim conclusion;
- Demonstrate complete knowledge of the claim file process through presentation of actions and responses to the client;
- Process claims in accordance to clients’ and corporation policies, procedures and “best practices” and also in accordance with any statutory, regulatory and ethical requirements;
- Demonstrate ability to comply with carrier reporting and threshold requirements;
- Recognize and pursue excess insurance and/or risk transfer opportunities;
- Possess the ability to handle a full case load, with proven ability to handle cases of increased severity;
SENIOR CLAIMS REPRESENTATIVE.
Plymouth Rock Assurance Co, Boston, MA
November 2021 ~ August 2022
- Analyze, review and interpret homeowners’ policies to assess coverage; provide advice on excess and primary coverage issues;
- Investigate liability, negotiate, analyze, and settle homeowners’ liability (bodily injury and property damage) claims;
- Lead and direct external parties, defense attorneys, independent adjusters, appraisers, investigators, other 3rd party vendors when necessary to move claim to resolution;
- Communicate with internal/external parties (insurance companies, plaintiff attorney, witnesses, law enforcement, etc.) to successfully resolve claims;
- Investigate and evaluate the validity of moderate to complex bodily injury claims presented by individual claimants and/or their attorneys; be aware or certain ‘red flags’ to identify potential fraudulent claims; refer to SIU for investigation timely;
- Evaluate and process payments within prescribed fiscal authority;
- Manage and direct litigated claims; collaborate regularly with defense counsel to strategize and formulate plans for litigation defense;
- Exercise proper judgement and decision making to analyze exposure, determine the proper course of action and make recommendations for final resolution;
- Attend litigation proceedings to either represent the company or participate in arbitration/depositions/settlement conferences/mediations/trials;
- Claims venue, Ma, NJ, PA, NY;
MULTILINE CLAIMS EXAMINER III.
Swift Transportation, Phoenix, AZ
October 2019 ~ Present
- Investigate to evaluate liability, negotiate, analyze and settle commercial auto-trucking claims;
- Lead and direct external parties: defense attorneys, independent adjusters, appraisers, other 3rd party vendors when necessary to move claim to resolution;
- Communicate with internal/external parties (insurance companies, plaintiff attorney, witnesses, law enforcement, etc.) to successfully resolve claims;
- Evaluate and authorize payments within prescribed fiscal authority;
- Collaborate regularly with defense counsel to strategize and formulate plans for defense;
- Claims venue, all 50 states;
Volunteer Experience.
BOARD MEMBER.
Junior League of Phoenix Foundation, Phoenix, AZ
June 2019 ~ May 2021
- The Junior League of Phoenix Foundation fosters and sustains the mission and community impact of the Junior League of Phoenix through stewardship of financial resources. The Junior League of Phoenix is an organization of women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers.
BOARD MEMBER.
Gift of Adoption Fund, Phoenix Chapter
January 2016 ~ January 2017
- Gift of Adoption’s mission is to fill the void that separates child from family by providing grants to complete the adoption of vulnerable children – giving them permanent families and the chance to thrive. As a board member, it is my responsibility to spread the good word, educate my friends, family, and contacts, and raise money for this great cause.• Participate in regularly scheduled Chapter Board conference calls and meetings
• Individually identify and recruit one additional Chapter Board member per 3-year term
• Make an individual gift annually for contribution to organization
• Collectively establish and monitor annual plan and budget
• Collectively maintain a “cost/$raised” ratio of $.35 cents or better
• Participate in Leadership Council and Grant Selection calls/meetings
• Complete final AZ Chapter prospective board member recruiting interview
• Provide final prospective board member recommendation to both chapter and national office
NATIONAL DIRECTOR OF CHAPTER RELATIONS AND AFFAIRS, BOARD MEMBER.
Mocha Moms Inc.
November 2013 ~ January 2017
- Manage conflict resolution within or between local chapters in issues where Regional Directors and/or State Coordinators request or require assistance
- Develop and implement a growth, retention and sustainability strategy that will ensure Mocha Moms Inc. remains a relevant and viable organization far into the future
- Organize and provide training sessions in leadership and operating procedures to regional directors, state coordinators and chapter presidents
- Schedule and implement events that include negotiation with meeting facilities, designing an agenda, facilitating a topic and organizing meals
- Participate in phone conferences for training, discussion of areas of concerns, updates and the development and implementation of policies and procedures
- Organize or support national fundraising activities and events-restaurant meal participation discounts, area garage sales, mothers’ day tea and fashion show-within the chapter, state, and/or region
- Develop relationships with community organizations such as, Wells Fargo, Susan G Komen and Scholastics Books, and collaborated on events and sponsorships for the organization as set by the national board
- Utilize and manage social media sites with Twitter and Facebook to advertise and promote events, provide organization updates and participate social media parties while encouraging participation by other uses
- Member since 2003; Held positions President elect Phoenix East Valley Chapter, AZ State Coordinator, Southwest and Northwest Regional Director
DIRECTOR OF ADMINISTRATION, BOARD MEMBER.
National Sales Network, Phoenix Chapter
October 2014 ~ December 2016
- Keep record of the names and addresses of members of the Board, send out notices of meetings and manage correspondence as directed by the chapter president
- Record attendance, proceedings and transactions of all meetings of the Board and the members
- Provide copies of all meeting minutes to participants within five (5) business days of each meeting and shall maintain historical records with respect to all meetings of the Board and its members
- Receive all communications and correspondence on behalf of the Corporation and deliver as appropriate to the various officers of the Corporation
- Act as correspondent between the Corporation and Third Party Organizations and individuals
- Manage all corporation databases, websites, social media platforms and records
- Member since 2011; held positions: Membership Chair, Director of Social Media Communication, VP of Events
- As VP of Events 2015:
- Developed individual budget for each event and executed contract
- Managed event on site logistics for each event