Experience

California Department of Insurance

• United States
• Insurance
• 200 - 300 Employee

• Bureau Chief

  • Sep 2020 - Present

• Supervising Insurance Compliance Officer

  • Jan 2015 - Sep 2020

• Senior Insurance Compliance Officer

  • Sep 2011 - Dec 2014

  • Regulate insurance companies to ensure compliance with the California Insurance Code and Fair Claims Practices Regulations. • Investigate, mediate, and resolve the most complex complaints and sensitive inquiries and high profile complaints • Lead Officer on special projects including those to identify, research, and abate trends in non-compliant activity by insurers. • Top performing Officer in Department for recovery amounts to consumers and identifying violations. • Coach… Show more • Regulate insurance companies to ensure compliance with the California Insurance Code and Fair Claims Practices Regulations. • Investigate, mediate, and resolve the most complex complaints and sensitive inquiries and high profile complaints • Lead Officer on special projects including those to identify, research, and abate trends in non-compliant activity by insurers. • Top performing Officer in Department for recovery amounts to consumers and identifying violations. • Coach, mentor, and supervise new and current officers in their training.

• Associate Insurance Compliance Officer

  • Oct 2006 - Sep 2011

  • Respond to consumer claims complaints for all lines of insurance, including personal and commercial lines in both admitted and non-admitted markets, homeowners, life and annuity and health and disability. • Mediate to resolve identified issues, complaints or violations and take first level enforcement action or make recommendations for further action when necessary. • Investigate and identify violations of the Insurance Code, California Code of Regulations and various other areas of… Show more • Respond to consumer claims complaints for all lines of insurance, including personal and commercial lines in both admitted and non-admitted markets, homeowners, life and annuity and health and disability. • Mediate to resolve identified issues, complaints or violations and take first level enforcement action or make recommendations for further action when necessary. • Investigate and identify violations of the Insurance Code, California Code of Regulations and various other areas of law.



State Compensation Insurance Fund

• United States
• Insurance
• 700 & Above Employee

• Workers Compensation Claims Examiner

  • Jun 2004 - Oct 2006

  • Investigate and determine liability for claims • Deliver accurate and timely compensation and medical benefits. • Analyze and interprete information in medical records to prepare permanent disability ratings. • Prepare cases for mandatory settlement conferences, expedited hearings and trials at the Workers Compensation Appeals Board. • Calculate and negotiate claims settlements. • Proactively manage a caseload of over 150 workers compensation claims. • Establish and… Show more • Investigate and determine liability for claims • Deliver accurate and timely compensation and medical benefits. • Analyze and interprete information in medical records to prepare permanent disability ratings. • Prepare cases for mandatory settlement conferences, expedited hearings and trials at the Workers Compensation Appeals Board. • Calculate and negotiate claims settlements. • Proactively manage a caseload of over 150 workers compensation claims. • Establish and pro-actively manage claim strategies to facilitate cost containment while limiting penalties and liability for State Compensation Insurance Fund and its Policyholders • Monitor billing and lien activity to ensure timely denials and compliance with regulatory criteria • Broad understanding of claims review and case estimating

• Workers Compensation Underwriting

  • Nov 2001 - Jun 2004

  • Analyze, quote, and issue renewal policies with base premium under $30,000 • Prepare renewal RAPIDs applications for Merit review process • Responded and resolved telephone and written inquiries from Producers, Group Clients, Claim Member Services and other internal sources • Determine new and renewal risk eligibility, rate premiums and prepare quotes



GEICO

• United States
• Insurance
• 700 & Above Employee

• Licensed Agent

  • Jun 1999 - Aug 2001

  •Licensed Property & Casualty Insurance Agent in 7 States. • Prepare automobile insurance policies, applying knowledge of individual state’s laws and regulations. •Counsel prospective policyholders on appropriate coverage for corresponding risk •Value sell and discuss benefits of a premier insurance company and its products. •Licensed Property & Casualty Insurance Agent in 7 States. • Prepare automobile insurance policies, applying knowledge of individual state’s laws and regulations. •Counsel prospective policyholders on appropriate coverage for corresponding risk •Value sell and discuss benefits of a premier insurance company and its products.