Experience

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  Capital Insurance Group

  • Greater San Diego Area

  • Senior Casualty Claim Representative

    • May 2017 - Present
    • Greater San Diego Area

    Manage caseload of bodily injury and third party property claims including personal auto, homeowners, commercial general liability and habitability. Responsible for initial investigation through resolution including reserving and coverage analysis. I am also the SIU liaison and Goodwill Ambassador for my region.

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  Liberty Mutual Insurance

  • Senior Claim Specialist

    • Apr 2014 - May 2017

    Managed case load of large loss and litigated commercial general liability claims including bodily injury and property damage. Responsibilities included investigation, coverage analysis, setting reserves, monitoring defense costs and litigation strategy, negotiation and providing customer service to policy holders and agents.

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  Sharp HealthCare

  • Greater San Diego Area

  • Sr. Risk Management Analyst

    • Jun 2012 - Feb 2014
    • Greater San Diego Area

    Managed caseload of Professional Liability claims for Sharp Rees-Stealy Medical Group.Identified potential risk and addressed same with Group.Worked directly with patients to resolve complaints.Monitored litigation expenes and activity.Attended mediations and negotiated claims settlements.Co-presenter of risk management seminar on "Reporting Adverse Events" to Medical Group in October 2013.

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  Liberty Mutual Insurance

  • Greater San Diego Area

  • Claims Specialist

    • Jul 2009 - May 2012
    • Greater San Diego Area

    Managed commercial general liability claims involving bodily injury including analysis of coverage issues, reservation of rights, coverage declinations and tenders of defense, negotiation of litigated and non-litigated claims.Monitored and controlled defense costs of litigated files through scheduled litigation plans/budgets with defense counsel.Compliance with Department of Insurance, investigative and reserving practices, diary management and closures.Involved in intra-company volunteer positions including Employee Club, Grass Roots Improvement Committee, Community Outreach and Employee Survey Result Committee.

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  Duralee Fabrics

  • Greater San Diego Area

  • Sales Representative

    • Aug 2007 - Dec 2008
    • Greater San Diego Area

    Presented new lines of fabrics quarterly to interior designers/customers; 97% of product distributed by end of quarter.Achieved extensive knowledge of textiles and furniture construction and conveyed that information to customers. Promoted Duralee Fabric’s high-quality, custom furniture.Worked with designers/customers to find products that enhanced their projects.Exceeded prior year’s sales in tough economy with 50% of top accounts.

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  Shea Homes

  • Greater San Diego Area

  • Design Consultant

    • Aug 2003 - Jan 2007
    • Greater San Diego Area

    Met with homebuyers/customers to uncover their needs and select options that enhanced their new home and fit their lifestyle while staying within their budget.Extensive knowledge of products offered including flooring, cabinets, countertops, appliances and window treatments; Participated in product knowledge seminars and training sessions in order to best convey this information to my customers.Up sold options to 90 % of customers.Collaborated with Construction, Real Estate and Purchasing departments to assure options were installed on time and as ordered; achieved 95 % accuracy.

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  PHICO

  • Greater San Diego Area

  • Claims Manager

    • Mar 1999 - Sep 2000
    • Greater San Diego Area

    Supervised staff of 4 employees in claims office handling Medical Malpractice and Workers Compensation claims; hired employees and generated performance reviews.Established and managed department budget of over $300,000.Simultaneously handled up to 200 claims involving physicians, nursing homes, hospitals and psychiatric facilities. Handled accounts with Self Insured Retentions of up to $1,000,000 and with potential excess exposure. Worked cooperatively with Underwriting, Risk Management and Marketing.

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  CNA Insurance

  • Greater San Diego Area

  • Claims Consultant

    • Jun 1986 - Mar 1999
    • Greater San Diego Area

    Managed caseload of over 180 claims of medical malpractice and other professional liability cases including legal, real estate, accounts, nurses, beauticians.Handled both occurrence and claims made policiesMonitored and guided activities of defense counsel, controlled defense costs, coordinated defense efforts with policy holders.Negotiated cases with potential exposure in excess of $1,000,000. Participated in risk management training for physicians and real estate professionals to avoid errors and omissions.

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  Cooperative of American Physicians, Inc.

  • Orange County, California Area

  • Assistant Manager

    • Sep 1981 - Jun 1986
    • Orange County, California Area

    Maintained large case load; responsible for negotiations and resolution on all files.Actively involved in hiring, supervising employees, and conducting performance reviews. Implemented standards for documents to assure timely and accurate reporting. Presented all claims to Board of Trustees requiring complete knowledge of case and persuaded Board to grant authority to settle or defend case.

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  Travelers

  • Greater Los Angeles Area

  • Assistant Supervisor

    • Sep 1978 - Sep 1981
    • Greater Los Angeles Area

    Completed 6 month training program in auto BI and PD, general liability, and property claims.Promoted to claims adjuster specializing in Medical Malpractice. Interviewed physicians, completed record summaries and analyzed liability and coverage issues. Promoted to Assistant Supervisor over 2 field adjustors and managed a caseload of 150 litigated files.