Experience

SageSure

• United States
• Insurance
• 300 - 400 Employee

• Regional Investigator

  • Aug 2022 - Present

  Detection, identification, investigation, and prevention of questionable insurance claims as well as underwriting investigations involving coastal regions (AK, AL, CA, CT, FL, LA, MA. MS, NJ, NY, NC, SC, TX, VA). Complete desk and field investigations including interviews, EUO's, and property inspections. Onsite CAT investigations. Maintain working relationship with the NICB, Department of Insurance, counsel, and vendors. Development and delivery of fraud awareness training for claim employees, business partners and other stakeholders as necessary to facilitate the identification and referral of claims that present potentially fraudulent insurance concerns to SIU. Support regulatory compliance activities including regulatory reporting, research, training and education requirements. • Desk/Field investigator / Trainer • Wicklander and Reid interviewing / EUO • Identification, investigation, and submission for DOI assessment / prosecution Show less



Assurant

• United States
• Insurance
• 700 & Above Employee

• Special Investigations - Investigator II

  • Sep 2021 - Aug 2022

  Investigations in western region (AZ, CA, UT, NV, OR, WA, AK, HI) protecting organization assets by, in good faith, assessment of suspect claims. This includes investigations in areas of property, antique cars, contractual, and rental/delivery. Maintain working relationship with the NICB, Department of Insurance, Law Enforcement, counsel, and vendors. SIU training involving SIU investigators and claims department. • Desk investigator • Wicklander and Reid interviewing • Identification, investigation, and submission of cases for DOI assessment / prosecution • Training - SIU / Claims Show less



GEICO

• United States
• Insurance
• 700 & Above Employee

• Senior SIU Investigator - Major Case

  • Aug 2017 - Sep 2021

  Handled complex investigations including Fire, Theft, Medical, Staged, and Major Cases for southwest region. Completed field and in-house investigations including employees. Mentored field/ major case investigators. Maintain working relationship with the NICB, Department of Insurance, staff counsel, fee counsel, and vendors. SIU training involving major case investigators, SIU field investigators, claim management, and examiners. • EDR field investigator and trainer • Field investigator, mentor and trainer • EUO certified, Wicklander and Reid interviewing • Identification, investigation, and submission for DOI assessment / prosecution • Training - SIU / Claims Show less



Alliance United Insurance Company / GEICO

• California / Arizona

• SIU Investigator / Claims Supervisor

  • Sep 2014 - Aug 2017

  Claims Manager (2016 - 2017) AUIC (Merastar), Phoenix, Arizona Manage team of claim adjusters including their workflow and quality of claims handling. Conducted claim audits. Performance reviews in adherence to company standards along with employee development plans. • Implemented claim process changes that expedited claims resolution, reduced call volume, and complaints • Multiple monthly team awards for exceeding claim handling/process goals • 50% of team promoted in 1 year Senior SIU Investigator (2015 - 2016) GEICO, Phoenix, AZ Handled complex investigations including Fire, Theft, Medical, Staged, and Major Cases. Completed field investigations and trained field investigators. SIU training to claim management, claim examiners, and investigators. • Field investigator mentor and trainer • EUO certified, Wicklander and Reid interviewing • Identification, investigation, and submission of major cases for DOI prosecution Special Investigations Unit – Investigator (2014 - 2015) AUIC (Merastar), Phoenix, Arizona Handled complex investigations including Fire, Theft, Medical, and Staged. Completed in-house investigations for California. Maintain working relationship with the NICB, CA Department of Insurance, fee counsel, and vendors. • SIU training of claim management and claim examiners • Medical documentation review including CPT coding • Wicklander and Reid interviewing • Training - SIU / Claims Show less



United Automobile Insurance Company

• United States
• Insurance
• 100 - 200 Employee

• SIU Senior Investigator / Trainer - Western Region

  • Jun 2008 - Jul 2014

  Handled complex investigations including Fire, Theft, Medical, Staged, and Major Cases for WA, CA, UT, NV, and AZ. Completed field and in-house investigations including claim examiners, SIU investigators, agency owners, and vendors. Trained and mentored field investigator and analyst. • Senior Field investigator with on-site Wicklander and Reid interviewing • Identification, investigation, and prosecution of independent agents • Identification and investigation of vendor fraud • Recognized by UT NICB and UT DOI for major case investigations • Training - SIU / Claims Show less



USAA

• Claims Associate Adjuster II / Insurance Producer

  • 2002 - 2005



PRIOR

• Phoenix, Arizona, United States

• Special Investigations Unit - Asset Protection - Loss Prevention - Crime Analysis Unit

  • Jul 1990 - Jul 2003

  PRIOR POSITIONS - Special Investigations Unit - Regional Investigator Esurance, Phoenix, Arizona • Recognized for investigations Loss Prevention Manager HMSHost, Phoenix Arizona • Recognized regionally for internal investigations • Recognized regionally for cash handling procedure – process change Loss Prevention Manager Homebase, Mesa, Arizona • Nationally recognized for lowest COP • Regionally recognized for procedure changes that reduced workplace accidents by over 70 percent Tempe Police Department - Crime Analysis Unit Tempe, Arizona Internship - Linking offender traits to MO characteristics Show less