Sr. Account Manager

• Mar 2023 - Present

Account Manager

• Dec 2017 - Mar 2023

Work with corporate benefits account team in all areas of client management including open enrollment, compliance, 5500 filings, non-discrimination testing, coordinating wellness fairs/flu shot clinics, and claims advocacy.

Casualty Adjuster

• Jun 2013 - Dec 2017

Investigate, evaluate and adjust Commercial General Automobile Liability claims. Responsibilities included first and third party automobile bodily injury and property damage claims, as well as premises liability accidents and product liability claims. Investigate, evaluate and adjust Commercial General Automobile Liability claims. Responsibilities included first and third party automobile bodily injury and property damage claims, as well as premises liability accidents and product liability claims.

Auto Theft/Fire Adjuster

• Jan 2009 - Jun 2013

Evaluated coverage for first party claims for auto thefts and fires with an active pending of 50 files Investigated and negotiated claims to final resolution Analyzed claims for fraudulent indicators with recommendations for handling by the special investigation unit Evaluated coverage for first party claims for auto thefts and fires with an active pending of 50 files Investigated and negotiated claims to final resolution Analyzed claims for fraudulent indicators with recommendations for handling by the special investigation unit

Claims Analyst

• Feb 2007 - Jan 2009

Managed professional liability, employment practice, primary and excess claims for National, Middle Market, and Not-for-Profit entities Performed coverage, reserve, and liability evaluations for claim pending of 100 plus files Directed litigated and non-litigated claims from the start of the claim's life cycle through negotiated resolution Prepared and reported to claim and underwriting senior management unusual and remarkable claim dispositions Thoroughly documented details of all… Show more Managed professional liability, employment practice, primary and excess claims for National, Middle Market, and Not-for-Profit entities Performed coverage, reserve, and liability evaluations for claim pending of 100 plus files Directed litigated and non-litigated claims from the start of the claim's life cycle through negotiated resolution Prepared and reported to claim and underwriting senior management unusual and remarkable claim dispositions Thoroughly documented details of all claim activity in full accordance to corporate compliance policy Developed objective strategies with defense counsel and managed litigation expense and budget process Show less Managed professional liability, employment practice, primary and excess claims for National, Middle Market, and Not-for-Profit entities Performed coverage, reserve, and liability evaluations for claim pending of 100 plus files Directed litigated and non-litigated claims from the start of the claim's life cycle through negotiated resolution Prepared and reported to claim and underwriting senior management unusual and remarkable claim dispositions Thoroughly documented details of all… Show more Managed professional liability, employment practice, primary and excess claims for National, Middle Market, and Not-for-Profit entities Performed coverage, reserve, and liability evaluations for claim pending of 100 plus files Directed litigated and non-litigated claims from the start of the claim's life cycle through negotiated resolution Prepared and reported to claim and underwriting senior management unusual and remarkable claim dispositions Thoroughly documented details of all claim activity in full accordance to corporate compliance policy Developed objective strategies with defense counsel and managed litigation expense and budget process Show less

Office Manager

• Feb 2006 - Feb 2007

Worked directly with the CEO and provided key support for the financial, personnel and administrative activities of the firm Maintained vendor relationships to ensure that a high level of services were being provided Direct involvement in human resource management and benefits administration of personnel Worked directly with the CEO and provided key support for the financial, personnel and administrative activities of the firm Maintained vendor relationships to ensure that a high level of services were being provided Direct involvement in human resource management and benefits administration of personnel

Manager of Certification/Regional Membership Representative

• May 2000 - Oct 2005

Managed certification and education programs, membership development, and marketing strategies Oversaw and facilitated testing material, including interaction with outside vendors, JA Affiliates, and membership reps Ran monthly and quarterly reports to track enrollment activity in all certification programs and membership retention Managed certification and education programs, membership development, and marketing strategies Oversaw and facilitated testing material, including interaction with outside vendors, JA Affiliates, and membership reps Ran monthly and quarterly reports to track enrollment activity in all certification programs and membership retention

Training Coordinator

• Dec 1997 - Apr 2000

Published calendar of classes for all ten education centers Developed literature, flyers, price lists, and class types with input from the sales team Coordinated training materials, equipment, and instructor assignments Published calendar of classes for all ten education centers Developed literature, flyers, price lists, and class types with input from the sales team Coordinated training materials, equipment, and instructor assignments

Administrative Assistant

• Nov 1994 - Jun 1997

Provided administrative support in all departments including sales, accounting, and production Provided administrative support in all departments including sales, accounting, and production

Claims Account Representative

• Jul 1991 - Oct 1994

Investigated and rectified high dollar rejected or fraudulent claims in a fast-paced environment Investigated and rectified high dollar rejected or fraudulent claims in a fast-paced environment