Claims Representative | Sedgwick Claims Management Services
Phoenix, AZ
July 18 ~ September 2019
- Analyzes and processes complex general liability claims by investigating and gathering information to determine the exposure on the claim; manage claims through well-developed action plans to an appropriate and timely resolution;
- Investigate, assess liability and evaluate damages on simple to complex bodily injury claims;
- Negotiates settlement of bodily injury claims unrepresented and attorney represented claims;
- Calculates and assigns timely and appropriate reserve adequacy throughout the life of the claim;
- Coordinates vendor referrals for additional investigation;
- Communicates claim activity and processing with the client and maintains professional client relationships;
- Refers cases as appropriate to supervisor/management;
- Claims venue, primarily CA; AZ, CO, HI, NV, OR;
Project Coordinator | Ajilon Professional Staffing
Phoenix, AZ
October 2017 ~ July 2018
- Assembles, compiles, and/or prepares the following documents to ensure efficient and complete documentation for construction projects: contracts, owner’s operations and maintenance manuals, and as-built drawing for closeout
- Monitors and enforces land insurance compliance with respect to all required construction paperwork,
- Drafts, transmits and files correspondence
- Confirms timely responses from subcontractor for contract paperwork
- Assists in soliciting bids in coordination with scope of work for trade contractors
- Works with the superintendent to prepare project schedule, including establishing dates for receiving shop drawings and milestones necessary to complete the project on time
- Maintains logs reflecting the status of shop drawings, request for clarification, change requests, and proposal requests
- Updates and maintains current logs for change orders, providing control information
- Coordinates with project managers to increase understanding of projects and to improve the quality of work
Finance Coordinator | Valley of the Sun United Way
Phoenix, AZ
August 2012 ~ September 2017
- Process and manage all organizational credit card purchases; average monthly purchase balance $75k
- Administer and manage organization incentive gifts, i.e., Gift Cards, Certificates
- Manage & distribute Petty Cash for organizational purchases
- Process and manage organizational vendor credit applications and restaurant house accounts
- Organized travel: flight, hotel and conference registration for employees; average 165 trips annually
- Confirm reservations, distribute tickets along with confirmations to traveler
- Manage and maintain employee travel profiles to ensure confidentiality and efficiency
- Coordinate travel arrangements for small/large groups visiting organization
- Perform data entry and maintain financial records of travel costs
- Direct the development and/or implementation of compliance-related policies and procedures throughout the organization
- Monitor compliance systems to ensure their effectiveness
- Provide assistance to internal or external auditors in compliance reviews
- Design and/or implement improvements in communication, monitoring, or enforcement of compliance standards
- Consult with in-house attorney as necessary to address difficult legal compliance issues
- Provide back-up support to CFO: maintain calendar, organize investment and finance committee meetings and minutes
Office Assistant, Part Time | Arizona State University-Polytechnic
Mesa, AZ
April 2012 ~ August 2012
- Initiate contact to set up appointments and meetings, as directed
- Monitored multiple upper management Outlook calendars for scheduling
- Assist with planning, implementation, and set up of events and meetings
- Designed projects with the use of Word, Excel, and PowerPoint
- Greeted and directed visitors, and answered and directed calls
- Interacted effectively with senior members of organization along with external industry members
Claims Specialist, Temporary | Western International Staffing
Scottsdale, AZ
June 2009 ~ September 2009
- Reviewed policy and confirmed coverage for incoming claims for Allied Waste Industries and Republic Services as a third-party administrator
- Investigated, evaluated, negotiated and resolved commercial auto claims including bodily injury claims
- Monitored and managed work and performance of independent adjusters/investigators to achieve successful resolution of claims
- Vigorously pursued subrogation on applicable claims
- Evaluated and resolved minor bodily injury claims
Sr Claims Representative | Nationwide Insurance
Scottsdale, AZ
September 2005 ~ May 2009
- Investigated, evaluated and negotiated commercial auto and general liability claims of a complex nature;
- Analyzed and processed products and completed operations, premises bodily injury and property damage exposures of moderate to more severe and complex level
- Contact with external customers which involves maintaining developing and influencing relationships with major customers or key individuals
- Directed and managed work and performance of independent adjusters/investigators and defense counsel;
- Evaluated and processed 3rd party payment to medical providers;
- Administered and processed subrogation claims including negotiation per comparative negligence laws;
- Claims venue, RI, PA, NJ, NY, CT, MA, OH;
Past Insurance Experience
- Investigated, evaluated and negotiated claims of a complex nature, which included litigation, to a successful resolution and in compliance with company quality standards;
- Claims included products and completed operations, premises bodily injury and property damage exposures of a moderate to more severity and complexity level along with extensive property damage and bodily injuries associated with transportation/commercial auto claims;
- Contact with external customers which involves maintaining developing and influencing relationships with major customer or key individuals;
- Managed the work and performance of independent adjusters/investigators and defense counsel to achieve successful resolution of claims;
- Additional claim experience includes personal auto and motorcycle, homeowners, boat and PA First Party Medical and NY No Fault; subrogation/third party recovery of medical benefits;
- Minor introduction to construction defect with Nationwide Insurance Co. (formerly Scottsdale Insurance Co); claims venues included Northeast Region with past licenses in AZ, DE, CT, RI, NC & VT;
- Agency experience included personal auto, motorcycle and boat rating and policy sales;
Claims Specialist | Insurance Overload/Progressive Insurance | Huntington Valley, PA
September 2002 ~ June 2003
Claims Adjuster | Insurance Overload/AIG Specialty Insurance Co | Coraopolis, PA
May 2000 ~ November 2001
Insurance Representative | Insurance Agency | Bridgeville, PA
August 1998 ~ May 2000
Insurance Representative | Healthcare Recoveries Inc. | Pittsburgh, PA
September 1996 ~ July 1998
Claims Adjuster | New York Casualty Insurance | Watertown, NY
August 1994 ~ May 1996
Insurance Assistant | AAA & J Insurance Agency | Watertown, NY
March 1994 ~ August 1994
Sr. Claims Adjuster | Wausau Insurance | Philadelphia, PA
September 1998 ~ March 1994