Experience

Helmsman Management Services LLC

• United States
• Insurance
• 1 - 100 Employee

• Sr. Account Executive

  • Apr 2022 - Present

  Philadelphia, Pennsylvania, United States I lead a dedicated team responsible for overall service delivery, resource coordination, and relationship management with all operating departments to include our Claims and Managed Care organization, Sales, and Risk Control. Closely collaborate with my client to identify program trends and opportunities and develop, implement, and monitor strategies to drive the most optimal results for their program. Develop and maintain strong relationships with key customer, broker, and vendor… Show more I lead a dedicated team responsible for overall service delivery, resource coordination, and relationship management with all operating departments to include our Claims and Managed Care organization, Sales, and Risk Control. Closely collaborate with my client to identify program trends and opportunities and develop, implement, and monitor strategies to drive the most optimal results for their program. Develop and maintain strong relationships with key customer, broker, and vendor partners.

• Account Manager

  • Apr 2019 - Apr 2022

  Philadelphia, Pennsylvania, United States My responsibilities included but were not limited to: Service management and delivery Resource Coordination with claims and managed care organizations Identifying program trends and helping to develop and implement strategies to drive optimal results Retention/renewal of existing business Assisting with new business and account implementation Responsible for managing client retention/renewal for $11M book of business.



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Senior Client Service Manager

  • Dec 2011 - Apr 2019

  Philadelphia, Pennsylvania, United States Responsible for managing the service installation process for new and existing clients. Directing and coordinating services provided by all operating departments to include Claims, Loss Prevention, Underwriting and Sales. Serving as a catalyst to ensure uniform service delivery and Customer / Company satisfaction. Developing and maintaining strong relationships with key contacts at customers, brokers and vendors. Assisting with the development of new business.

• Chief Examiner

  • Oct 2010 - Dec 2011

  Philadelphia, Pennsylvania, United States Responsible for examining a full range of high exposure, complex workers' compensation claims, assuring proper reserves are set, and interpreting coverages. Acted as a technical consultant to Field Claim Operations. Conferred with various internal departments regarding specifics of high exposure claims, exposures, defenses, and handling of specialty claims. Consulted with and advised various internal departments regarding regulatory and insurance policy issues. Completed special… Show more Responsible for examining a full range of high exposure, complex workers' compensation claims, assuring proper reserves are set, and interpreting coverages. Acted as a technical consultant to Field Claim Operations. Conferred with various internal departments regarding specifics of high exposure claims, exposures, defenses, and handling of specialty claims. Consulted with and advised various internal departments regarding regulatory and insurance policy issues. Completed special projects as assigned.

• Claim Manager

  • Dec 2008 - Oct 2010

  Philadelphia, Pennsylvania, United States Managed and directed the delivery of department specific products and services and an assigned branch office/unit considered medium to large in scope. Responsible for all operational and administrative activities and personnel issues such as: recruitment, ongoing technical training, performance management, federal, state, and corporate compliance. Assisted with retention and new business as needed.