Experience

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  Zacks Investment Research

  • Greater Chicago Area

  • Account Manager - SEC Compliance Services Group

    • May 2015 - Present
    • Greater Chicago Area

    Zacks Investment Research provides investment management firms, individual investors, brokerage firms, investment websites and corporations with a comprehensive set of equity research, investment information, investor relations and compliance services. We offer a full-service SEC compliant service menu, including but not limited to XBRL tagging, EDGARization, Filing Agent, Printing and other services.

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  JP Morgan Chase & Co.

  • Chicago, Illinois

  • Disability Specialist II

    • Jan 2013 - Aug 2014
    • Chicago, Illinois

    Responsible for the daily Short Term Disability claims and Family Medical leave Act leave of absence for salaried and/or hourly employees. Single point of contact for HR and employees on STD and FMLA regarding claims, process and questions. Provided accurate and timely written and verbal communications as well as routinely communicated to payroll, Human Resources, management, and employee regarding the ongoing status of the employee’s leave. Worked with a sense of urgency and have the ability to handle confidential information in a professional manner. Handled demands from multiple customers with the ability to prioritize.

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  Sedgwick Claims Management Services, Inc

  • Seven Hills, OH

  • Claims Examiner III

    • Nov 2010 - Mar 2012
    • Seven Hills, OH

    Managed Ohio self-insured claims through well developed action plans to an appropriate and timely resolution. Calculated and assigned timely and appropriate reserves to claims, monitored reserve adequacy throughout the life of the claim. Calculated and paid benefits due. Ensured claim files were properly documented. Negotiated settlement of claims up to designated authority and managed the litigation process to ensure timely and cost effective claims resolution.

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  Constitution State Services-St. Paul Travelers, Inc., Independence, OH

  • Independence, OH

  • Return to Work Case Manager/Critical Care Unit

    • Nov 2005 - Jul 2008
    • Independence, OH

    Worked as a team member with medical and legal resources to coordinate aggressive management of moderate to high to complex Ohio self-insured claims. Conducted investigations on all aspects of the reported claims to establish accurate and timely reserves. Facilitated timely claim resolution by leveraging any mitigation opportunities, including vocational rehabilitation, non-cooperation, unrelated medical conditions. Initiated and wrote detailed narratives for independent medical evaluations on disputed issues of causal relationships, percentage of impairment and permanent disability. Acted as a technical resource to medical only claims analysts.

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  IME Coordination Services, Inc

  • Chesterland, OH

  • Independent Contractor

    • Jan 2006 - Jan 2007
    • Chesterland, OH

    Prepared and delivered IME referral letters to physicians regarding causal relationship issues, requests for additional allowances, percentage of disability requests, return to work, vocation rehabilitation, litigation and ongoing medical issues.

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  Cleveland Construction, Inc., Mentor, OH

  • Mentor, OH

  • National Workers' Compensation Administrator

    • Nov 2002 - Nov 2005
    • Mentor, OH

    In a multi-jurisdictional setting, claim contact with several third party WC administrators and federal government. Self administered the Ohio self-insured workers compensation program from inception through settlement and closure, ensuring timely processing of claims and payment of benefits, managing and directing medical treatment, setting reserves, defense litigation, and negotiating settlements. and physically represented the employer before the Industrial Commission of Ohio on a statewide level. Summarized data reports that trended accident types and analyzed activity for senior management.

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  Kaiser Foundation Health Plan

  • Cleveland, OH

  • Manager of Occupational Medicine

    • Oct 1995 - Nov 2002
    • Cleveland, OH

    Served as the occupational health services program manager for 275 medical providers that worked in 10 medical office buildings, including 2 emergency departments in a HMO managed care setting. Administered Kaiser Permanente's self insured workers' compensation program. Acted as a technical workers compensation resource to Kaiser Permanente staff and as a consultant to the Ohio Permanente Medical group, 2400 private, public and federal employers. Supervised assigned personnel; performed competency outcome assessments, performance appraisal and provided educational support for attracting and retaining talent.

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  Industrial Advisors Bureau

  • Cleveland/Akron, Ohio Area

  • Sr. Account Representative

    • Apr 1994 - Oct 1995
    • Cleveland/Akron, Ohio Area

    Manage self-insured workers compensation claims from inception through settlement and closure, ensuring timely processing of claims and payment of benefits, managing and directing medical treatment, setting reserves, defense litigation, and negotiating settlements. Represented self-insured employers before the Industrial Commission of Ohio

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  Illinois Compensation Trust

  • Naperville, IL

  • Claims Examiner

    • Jun 1986 - Aug 1993
    • Naperville, IL

    Working within a team environment, managed Illinois workers compensation claims in a pooled account of 91 hospitals located in Illinois. Administered state-wide unemployment insurance cost control program for 40 member hospitals.