Advisor

• Nov 2022 - Present

Suite 200 Solutions (formerly CLM Advisors) offers advisory services to the property-casualty claims and litigation industries. We provide generalized consulting, market intelligence, and talent acquisition services to claims organizations, law firms and to the service and technology providers that service both those constituencies. Through its Transaction Advisory Group, the Company also provides critical support to investors, buyers, and sellers in this industry segment. More information can be found at: www.suite200solutions.com. Show less

On-Air Host

• Jun 2022 - Present

President

• Dec 2021 - Present

Providing consulting services in the areas of property and casualty claims handling, best practices, exposure analysis, bad faith review and litigation support for clients nationwide. Providing consulting services in the areas of property and casualty claims handling, best practices, exposure analysis, bad faith review and litigation support for clients nationwide.

Assistant Vice President, Global Risk Management

• Jun 2015 - Dec 2021

Responsible for claims technical oversight of excess layer Fortune 500 accounts in the business classes of luxury hospitality, restaurants, transportation, big box and consumer retail, automotive supply, among others. Reserves under management of over $24 million. Develop and drive litigation and complex claim resolution strategies for catastrophic and complex litigation that pierces the primary self-insured layers. Maintain and manage business partnerships with third party administrators, underwriters, brokers, actuaries, agents, policyholders, experts and defense counsel. Provide support to claim account management, actuarial and underwriting business partners. Show less

Assistant Vice President

• Jan 2013 - Jun 2015

Directs claims administration for a book of program middle market business representing $190M in annual premium for this global insurance company. Effectively manages claims for active and runoff programs and serves as claims representative on a due diligence team on incoming business opportunities. Coordinates with underwriting, business development, claims vendors, IT, finance, accounting, and senior claims management. Develops and negotiates TPA claim service agreements and annual review of instruction certificates in addition to leading annual audits for all TPA partners ensuring claims quality. Enforces and encourages best practices and specific account instructions. Participates in the review and drafting of unique manuscript endorsements. Key Achievements: • Enhanced and restored vendor relationships, hired needed expertise, and began developing analytics to increase claims portfolio management efficiency • Designed process to plan for catastrophic claim response aligning program administrators, third party administrators, and downstream vendors • Instituted quarterly claim reviews with TPA partners and program administrators as well as collaborated with TPA partners to launch legal bill reviews • Received 95%+ audit scores with several TPAs from both internal claim technical auditors and outside consultants Show less

Assistant Vice President & Specialty Claims Manager

• 2009 - 2012

Created and continually managed a new specialty claims team from scratch focused on large claim oversight, surety claim handling, and specialized quality assurance for this super-regional property and casualty insurance company. Developed the approval process for third party administrators and directed pre-binding audit as well as performance management, quality assurance audits, and oversight of claims requiring additional authority. Additionally, served as part of a claims due diligence team and assisted in leading claims integration of acquired/merged companies.Key Achievements:• Improved quality assurance scores by designing more effective quality assurance protocols for TPA partners• Served on company’s Large Loss Casualty Committee reviewing casualty losses with potential exposure of $500K+• Developed strategic direction for high exposure specialty lines, including environmental, construction defect, employment practices, and mass tort Show less

Corporate Claim Manager & Corporate Claim Consultant

• 2000 - 2009

Provided leadership for the litigation claim handler team while directing casualty litigation for numerous territories. Performed audits and directly supported claims settlement in excess of $250K as well as complex cases involving liquor liability, employment practices liability, “blast fax” allegations, consumer privacy breaches, declaratory judgment actions, bad faith claim handling allegations, and copyright infringement. Managed ongoing case reviews involving reserve analysis, discovery oversight, and collaboration with defense counsel in addition to serving on audit and due diligence teams reviewing possible M&A partner claim files.Key Achievements:• Contributed to corporate-wide innovation project focused on propelling company toward next stage of profitable growth• Launched division-wide initiative to review medical bills for cost management; resulted in reducing medical bill costs by nearly $1M quarterly• Coached direct reports resulting in promoting 2 staff members to management positions and acquiring special performance-based bonuses • Spearheaded company-wide legal bill review program; developed business rules for implementation, orchestrated launch, and traveled to train company personnel resulting in 5% annual savings in outside legal spend• Collaborated with underwriting partners to launch revised Employment Practices Liability policy Show less