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