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Summary
Seeking a challenging career with a financial stable company. Goal driven, results oriented individual with fourteen years of insurance claims experience possessing flexible willingness to meet new challenges.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Lancer Claims Services | Individual Contributor | 3/2008 - 5/2009 |
| Devonshire Services Group | Individual Contributor | 12/2005 - 3/2008 |
| Bristol West Insurance Group | Individual Contributor | 5/2003 - 12/2005 |
| CNA Insurance ( CNA subsidiary of Allstate Insurance) | Individual Contributor | 3/1998 - 5/2003 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Kaplan University | presently working on Masters of Science in Management | 2009 | Master Degree |
| California State Univeristy, Fullerton | Child Development | 1994 | Bachelor Degree |
| Monrovia High School | general | 1988 | High School/GED Degree |
Social Media
| TYPE | TITLE | URL | DESCRIPTION |
|---|---|---|---|
| Magazine | Orange County Register | Newspaper | |
Job Details
Highlights:
Successfully settled numerous financial services errors and omissions claims at arbitration whereby saving the company hundreds of thousands of dollars. Successfully commuted over 75 insurance treaties.Companies I like:
United Health Care, Keenan and Associates, Los Alamitos Medical Center, Hoag Memorial Hospital Presbyterian, Molina Health Care, United Health Group, Southern California Edison, Allstate Insurance, Sea Bright Insurance, Sedgwick Insurance, Tri-Star Group, Long Beach Memorial Hospital, Childrens Hospital of Orange County, City of , Northwestern Mutual, Zurich, government agencies or cities, county courts and legal offices, Disney, Kaiser Permanente, , Automobile Club of Southern California, Healthnet, Aetna
Job Skills
| Professional Development and Coaching | ![]() ![]() ![]() ![]() |
| Technology/Needs Assessments | ![]() ![]() ![]() ![]() |
| Negotiation | ![]() ![]() ![]() ![]() |
| Auditing | ![]() ![]() ![]() |
| Customer Service | ![]() ![]() ![]() ![]() ![]() |
| Ability to defuse difficult situations | ![]() ![]() ![]() ![]() |
Keywords
Responsibilities
Work with compliance officers at large financial institutions to verify liability and validity of claimed damages, investigate financial services claims, refer cases to panel and outside counsel, review policies to verify and explain coverages, compute and set proper reserves, prepare significant movement and large loss reports, audit ceding companies while maintaining an effective diary system.



