Experience

Hallmark Financial Services Inc.

• United States
• Insurance
• 100 - 200 Employee

• Director

  • Jan 2023 - Present

• Claims Manager, Liability

  • Sep 2019 - Mar 2023



Amerisure Insurance

• United States
• Insurance
• 700 & Above Employee

• Claims Supervisor

  • Jun 2013 - Sep 2019

  Supervise technical and administrative functions in an adjusting unit, and ensure attainment of objectives including quality claim handling, cost containment, productivity, adherence to company policies and procedures, and execution of the service model.Essential Tasks/Major Duties•Provide technical guidance to staff by: ensuring critical issues have been identified; confirming adjusters’ action steps are completed; ensuring investigations are clearly documented; confirming accuracy of file reserves and payments; adhering to service model and cost containment and litigation management programs. Extend authority to adjusters on claims exceeding their authority level; collaborate with adjusters and Corporate on claims exceeding local authority.•Conduct and utilize file audits, periodic file reviews and all available resources to accurately assess employee performance. Assess conformance of claims unit to company and industry standards, procedures and objectives. Identify problems areas related to procedural, technical or personnel issues; develop and implement solutions, or recommend improvements to management.•Manage talent-related matters including performance planning and appraisal, salary administration, hiring, orientation, discipline, and communication, according to company policy and procedure guidelines; address personnel related problems.•Develop staff pursuant to identified strengths and weaknesses; differentiate allocated resources accordingly.•Contribute to the leadership of the office to advance the Company strategic plan.•Appropriately facilitate communication between agency principals, producers, agency support staff and Amerisure personnel.•Promote Amerisure through effective presentations, meetings and visits with agencies, their clients, prospective accounts and other groups as needed.•Relationship and team oriented. Show less

• Field Claims Specialist

  • Oct 2013 - Jun 2016

  Dedicated to Platinum Agency, Bowen, Miclette & Britt in addition to IBTX Risk Services team. Work with the agency, employees and policyholders providing quality investigations, analysis and adjudication of claimsCollaboration with dedicated service teams in a cross-functional environment with the Marketing Underwriter and Loss control consultant to set our claims service apart from others within the industryDevelop sound business relationships with our agents and policyholders to ensure account retention and service standards are exceededWork independently investigating construction losses, identifying coverage, evaluating liability and damages in conjunction with review and analysis of construction contracts, documents and legal pleadingsConsistently identify the need for expert and experienced independent adjusters, counsel, engineers with technical expertise necessary while keeping an eye on expenses involved with retention of subject matter experts. Extensive knowledge and skills as they relate to General Liability Bodily Injury and General Liability claims including construction defect Effective in reviewing and interpretation of commercial General Liability policiesExcellent communication skills allowing for verbal communication in addition to written coverage issues and concerns through reservation of rightsAbility to develop action plans to conclude claims to resolution through timely evaluation of damages, involving the appropriate parties, negotiation skills and settlements in accordance with claims guidelines Show less



OnPoint Underwriting

• United States
• Insurance
• 1 - 100 Employee

• Claims Manager

  • Dec 2012 - Sep 2013

  Claims Manager December 2012 – Current Manage the activities of the claims adjusting department Determine and implement department standards and practices by initiating investigation and legal review Coordinate and manage the operation of the claims department Determines settlement and authorizes payment of submitted claims Reviews, evaluates and settles large, complex or questionable claims Technical and administrative responsibility Trains and assigns workload to staff Oversees all claims and establish settlement authority of department staff Responsible for directing activities of departmental processing and payment of claims Handle complex customer issues and claims Provide guidance for staff members Show less



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Quality Analyst

  • Mar 2012 - Dec 2012

  Responsible for direction to claims adjusters to ensure consistent delivery of services that meet or exceed customer expectations while complying with regulatory and company standards. Provide technical guidance to team members and other unit leadersResolve complaint, problems, and coverage questions which have been escalated through senior managementShare and provide techniques of claims investigationsPerform quality claim file audits for Auto Claims Department and other Commercial Lines Offices Analyze audit results and make recommendations for improvementAct as technical resource to Claims Auto StaffDevelop and provide training at the Individual Contributor and/or Department LevelResponsible for ongoing employee development Assist with on-boarding new employees by providing technical, system and workflow training and guidanceDirect file handling in times of high volume and / or responsible for managing and resolving unique and complex auto property damage claimsComplete and report attestation tasks and reportsConsistent ability to plan, prioritize and organize claims Demonstrated good interpersonal skills including verbal and written communicationsWork with other departments to coordinate interdepartmental activities in order to ensure that our department meets customer expectationsActs as liaison with outside organizations, agencies or regulatory bodies in order to serve corporate interests, promote Liberty Mutual or coordinate resources. Show less

• Senior Claims Specialist I - Commercial Lines

  • Feb 2006 - Mar 2012

  Assess policy coverage, contact insured, determine and establish reserve requirementsReview and set-up claims in the tracking system and describe the loss to reflect actual circumstancesPlan and conduct investigations (including but not limited to interviewing parties involved, collecting and evaluating documentation and securing evidence and protecting the chain-of-custody) to analyze coverage, determine liability , compensability and damages of claimsDetermine need for independent adjusters, cause and origin experts and independent medical examiners.Evaluates claims for potential fraudAssess actual damages associated with claims and conduct negotiations to settle claimsLitigation Claims – Plan, Facilitate and strategize handling of claims in suitWork with defense counsel and settle litigated filesAttend Trials and mediations Complete all protocols necessary when handling litigated files. Comply with claims specific guidelines and best practices Show less



California Casualty

• United States
• Insurance
• 400 - 500 Employee

• Multi-Line Auto & Home Adjuster

  • Feb 2003 - Jan 2006

  Investigate, evaluate and resolve first and third party property and/or casualty claims that includes auto physical damage claims in accordance with terms and conditions with policy contracts existing with insurance laws and regulations. Responsible for initial evaluation and documentation to establish damages that determine appropriate payment under terms of coverage. Post appropriate reserves, pay or decline or compromise claims expeditiously based on results of first and third party investigation Show less



USAA

• United States
• Financial Services
• 700 & Above Employee

• Multi - Line Field Adjuster - Central Region

  • Feb 2000 - Feb 2003

  Served as a field customer contact representative for USAA.Investigate, evaluate and resolve property and/or casualty claims that include auto physical damage claims in accordance with terms and conditions with policy contracts existing with insurance laws and regulations. Ensure fair claims practice in accordance with policy and legal requirements.Conduct investigations of coverage questions and liability exposures on claims involving personal injury, medical payments, property damage and auto physical damage. Show less

• Auto/Property Adjuster

  • Dec 1996 - Feb 2000

  Investigate, evaluate and resolve property and/or casualty claims that include auto physical damage claims in accordance with terms and conditions with policy contracts existing with insurance laws and regulations. Ensure fair claims practice in accordance with policy and legal requirements.Conduct investigations of coverage questions and liability exposures on claims involving personal injury, medical payments, property damage and auto physical damage.