Relationship Management | Professional Liability | Account Management | Coaching | Problem Resolution
Primary point of contact for Third-Party Administration and Vendor Relations Management block of business. Managed contract renewals and determined contractual service levels were in alignment with the needs of the line of business. Served as subject matter expert for all questions, related to Healthcare renewal, Claim Finance asset allocation and claim technical analysis.
• Coordinated annual technical reviews for top 5 Third-Party Administration accounts.
• Gather and analyze Third Party Administrator’s financial statements, risk assessments, and business resumption plan to verify compliance.
• Developed detailed report to identify trends and resolve compliance issues.
• Analyzed pricing and negotiated contracts for approximately 20 Third-Party Administration accounts.
• Subject matter expert (SME) after 1st year regarding asset allocation and claim technical analysis.
Created Metric Rating Performance System for, resulting in 75% reduction in legal expenses and implemented throughout Claims departments. Increased and retained customers by 75%, based on quarterly customer service surveys.
*Developed and coordinated training of new agents on Initial Solutions Department's procedures and selling Accountant supplemental coverage.
*Selected by Manager to manage business relationship and monthly financial analysis for 20 high level Dedicated Accounts with $10 million policy limits.
*Awarded Bronze Focus Award in 2005 - Maintained a superior quality rating of 94% in file handling and claims resolution, exceeding the 85% departmental goal.
Investigated, evaluated, negotiated and settled approximately 150+ moderate to difficult Accountant claims files per month; took appropriate action to achieve results that had a positive impact on CNA’s profitability. Negotiated fair settlements with policy limits of $250,000 or less, in accordance with policy provisions and state laws. Primary point of contact for Insurance Agents, Risk Management and Underwriting on Accountant Claims Procedures & Guidelines.
Managed high volume of approximately 150+ Accountant claims per month.
*Provided response to inbound customer calls within 24 hour turnaround time.
*Investigated, evaluated, and negotiated fair settlements with policy limits up to $250,000.
*Issued written coverage opinions.
*Utilized Metric Rating Performance System to engage appropriate counsel based on claim complexity.
*Settlement authority increased from $25,000 to $50,000 due to leadership and 95% closing rating.
Coordinated responses to approximately 135 monthly subpoenas issued to policyholders throughout the United States, Puerto Rico and Virgin Islands. Issued written coverage opinions, interpreted policy language and drafted written correspondence regarding conclusions; provided guidance and assistance to insured and attorneys with respect to compliance with guidelines for the AICPA, CNA, and applicable states.
*Evaluated and determined reserve settings.
*Negotiated and authorized legal expense.
*Issued written coverage opinions, interpreted policy language and drafted written correspondence regarding conclusions.
License # 1935767
License expires 3/2021
Attended Claim College through Claim Litigation & Management Organization. Obtained Extra Contractual Claim Certificate towards the Advanced Claim Certification.
Attended Claim College through Claim Litigation & Management Organization. Obtained Certified Claim Professional designation in Professional Lines.
- Claim Handling
- Professional Liability Claims
- Analytical Problem Solver
- Claim settlement
- Interpret contracts/insurance policies
- Adjuster license
- Strong Communication
- Software and Data Entry
- Training and Development
-Coordinate all aspects of scholarship applications
-Facilitate selection of all judges and guidelines
-Prepare all scholarship distributions and correspondence with applicants
-Liaison between NWMPA President, applicants and judges
-Collaborate with Website Coordinator and Membership Coordinator to recruit new parents and student
-Prepare and maintain reports
-Vice President of Public Relations for Red Hot Toastmaster
-Editor of Read Hot Toastmaster Newsletter
-Mistress of Ceremony at African American Employee Network Group-Poetry and Tea Event
-Mistress of Ceremony at Accountants and Lawyers Annual Defense Network-at CNA Insurance