Senior Claims Consultant

• Mar 2023 - Present

Senior Claims Consultant

• 2007 - 2021

Investigate, analyze, negotiate, and resolve primary and excess higher severity and complex lawyer’s professional liability claims, along with real estate, accountant and tax preparer malpractice claims. Determine, document, and apply policy coverage while maintaining customer relationships. Develop and implement claim, litigation, and recovery strategies to mitigate policy exposures and resolve claims. Provide claim and legal private practice advice/consultation to underwriting and managing general agents regarding policy forms and other underwriting issues/concerns. Serve as senior technical resource and mentor to colleagues in coverage, legal, and claim resolution strategies. Represent Hartford Financial Products on industry panels. Show less

Claims Examiner

• 2003 - 2007

Handled employee practices liability, media, and other E&O claims. Determined policy coverage, drafted coverage letters, and managed litigated files. Conducted audits, resolutions, and appeals for panel counsel coverage firm invoices. Resolved customer service issues for coverage counsel and claims’ personnel. Conducted audit on complex D&O claim with over $100,000,000 in attorney invoices. Handled employee practices liability, media, and other E&O claims. Determined policy coverage, drafted coverage letters, and managed litigated files. Conducted audits, resolutions, and appeals for panel counsel coverage firm invoices. Resolved customer service issues for coverage counsel and claims’ personnel. Conducted audit on complex D&O claim with over $100,000,000 in attorney invoices.

Counsel

• 2001 - 2002

Engaged in estate planning and probate, state and federal taxation, and closely held business practice. Drafted various estate planning, other tax-related documents, and business agreements. Counseled clients in all aspects of lifetime and estate planning, and estate and trust administrations. Engaged in estate planning and probate, state and federal taxation, and closely held business practice. Drafted various estate planning, other tax-related documents, and business agreements. Counseled clients in all aspects of lifetime and estate planning, and estate and trust administrations.

Associate

• 1985 - 2000

Engaged in state and federal taxation, pension, insurance, real property, corporate, estate planning, and probate practice. Represented clients during state and federal tax audits; advised clients on tax-related issues. Drafted various business agreements, private placements, pension plans, estate planning, stock option, executive compensation, and other business-related documents. Counseled clients in the formation, operation, and dissolution of closely held businesses. Drafted defined contribution pension plans, defined benefit pension plans, and cafeteria plans; counseled clients in the operation of the plans. Prepared state and federal securities law filings. Firm served as General Counsel for Panda Management Company, Inc. overseeing all legal activities for the company, including labor, insurance, compliance, real estate, tax, and business law. Show less