Experience

Valley Forge Captive Advisors

• United States
• Insurance
• 1 - 100 Employee

• Business Insurance Executive

  • May 2022 - Present

  Retain and sell Group Captive insurance for Worker's Compensation, Auto and General Liability lines of coverage. Retain and sell Group Captive insurance for Worker's Compensation, Auto and General Liability lines of coverage.



Gallagher Bassett

• United States
• Insurance
• 700 & Above Employee

• Vice President Client Sevices - Group Captive Division

  • Oct 2021 - May 2022

  Manager of our Group Captive unit that comprise of 22 Client Service Managers that provide service to over 35 Group Captive programs.

• Assistant Vice President - Captive Client Services

  • Nov 2019 - Oct 2021

  Oversee 2 group captive programs along with the management of individual account managers to ensure we provide excellent claim handling services.

• Account Principal - Captive Client Services

  • Apr 2017 - Nov 2019

  Manage and renew claim services for Captive Insurance company comprised of 130 member companies and totaling over $7 million in annual revenue for Gallagher Bassett. Attend bi-annual board meeting and risk control meetings to build relationships with and provide additional claims management training to our key member contacts. Present analytical stewardship reports to board members and risk control contacts to identify areas of achievements and deficiencies in their claims… Show more Manage and renew claim services for Captive Insurance company comprised of 130 member companies and totaling over $7 million in annual revenue for Gallagher Bassett. Attend bi-annual board meeting and risk control meetings to build relationships with and provide additional claims management training to our key member contacts. Present analytical stewardship reports to board members and risk control contacts to identify areas of achievements and deficiencies in their claims program and provide consultative claims management services to address any of those specific areas. Provide training of our electronic claims management system to members, broker partners and carrier partner contacts. Participate in client claim reviews to help our internal adjusters adjudicate claims to the best possible disposition. Coordinate the set up of new member companies into the captive to ensure that we are able to begin managing their claims in the required time frame.



Midwest Employers Casualty (a Berkley Company)

• United States
• Insurance
• 100 - 200 Employee

• Senior Client Advisor

  • Aug 2015 - Mar 2017

  I provide our clients with a consultative approach to Excess workers compensation. I assist clients with their safety and claims program by providing resources to them to better their risk management programs. Some of my job duties include: 1. I deliver our annual benchmark reports to insured clients. 2. Attend and present at regional and national worker's compensation conferences for self insured, public entity and risk management divisions. 3. Incorporate predictive analytics… Show more I provide our clients with a consultative approach to Excess workers compensation. I assist clients with their safety and claims program by providing resources to them to better their risk management programs. Some of my job duties include: 1. I deliver our annual benchmark reports to insured clients. 2. Attend and present at regional and national worker's compensation conferences for self insured, public entity and risk management divisions. 3. Incorporate predictive analytics into our client's processes to help mitigate claim costs. 4. Identify challenges and successes for our safety/claims contacts to improve their risk management programs. 5. Coordinate outside vendor services to assist client with loss prevention or safety analysis of insured's facilities. 6. Take a consultative approach to touch points with our insured's to be an extension of our insured's risk management department. Show less I provide our clients with a consultative approach to Excess workers compensation. I assist clients with their safety and claims program by providing resources to them to better their risk management programs. Some of my job duties include: 1. I deliver our annual benchmark reports to insured clients. 2. Attend and present at regional and national worker's compensation conferences for self insured, public entity and risk management divisions. 3. Incorporate predictive analytics… Show more I provide our clients with a consultative approach to Excess workers compensation. I assist clients with their safety and claims program by providing resources to them to better their risk management programs. Some of my job duties include: 1. I deliver our annual benchmark reports to insured clients. 2. Attend and present at regional and national worker's compensation conferences for self insured, public entity and risk management divisions. 3. Incorporate predictive analytics into our client's processes to help mitigate claim costs. 4. Identify challenges and successes for our safety/claims contacts to improve their risk management programs. 5. Coordinate outside vendor services to assist client with loss prevention or safety analysis of insured's facilities. 6. Take a consultative approach to touch points with our insured's to be an extension of our insured's risk management department. Show less



Gallagher Bassett

• United States
• Insurance
• 700 & Above Employee

• Senior National Account Manager - Captive Division

  • Nov 2008 - Aug 2015

  I currently serve as my client’s single point of contact. I am the communication liaison between client locations and GB servicing branches. I maintain continuous communication with clients to ensure all service expectations are identified and maintained. I oversee integrity and delivery of client specific reports and delivery of claim services. I manage, maintain and control an assigned account base. I facilitate, maintain and coordinate all aspects of client services.

• Sr. Claims Representative

  • Jan 2005 - Nov 2008

  I was responsible for handling General liability, Product liability, and Auto liability claims for multiple clients. Claims handled included product related claims; auto/trucking exposures; premises liability; property damage claims; copyright infringement; fatalities; amputation; and large litigated files. Completed timely investigations; assessed liability exposure; set accurate reserves; reached amicable resolutions; directed and pushed defense counsel, handle subrogation and guarantee… Show more I was responsible for handling General liability, Product liability, and Auto liability claims for multiple clients. Claims handled included product related claims; auto/trucking exposures; premises liability; property damage claims; copyright infringement; fatalities; amputation; and large litigated files. Completed timely investigations; assessed liability exposure; set accurate reserves; reached amicable resolutions; directed and pushed defense counsel, handle subrogation and guarantee quality work product.



May Department Stores

• United States
• Retail
• 1 - 100 Employee

• Claims Representative

  • Jun 2003 - Jan 2005

  I was responsible for handling Premises liability and workers compensation claims for May's nationwide department store locations. The claim exposures I handled includee slip and falls, security violations, auto/trucking exposures, and product related claims. I completed timely investigations; assessed liability exposure; set accurate reserves; handled subrogation; and resolved claims amicably. I was responsible for handling Premises liability and workers compensation claims for May's nationwide department store locations. The claim exposures I handled includee slip and falls, security violations, auto/trucking exposures, and product related claims. I completed timely investigations; assessed liability exposure; set accurate reserves; handled subrogation; and resolved claims amicably.