Training Insurance
Resume:
Joseph A Klein IV
FLOWER MOUND, TX 75028
(HOME) 469-***-**** (CELL) 940-***-****
EMAIL: **********@*******.***
SUMMARY
A SUBROGATION/RECOVERY SPECIALIST WITH OVER TEN YEARS EXPERIENCE IN THE
PERSONAL AND COMMERCIAL LINES INSURANCE INDUSTRY. EXPERTISE INCLUDES
HANDLING INTERNAL AND EXTERNAL CUSTOMERS AND IDENTIFYING CLAIMS WITH
SUBROGATION POTENTIAL. HARDWORKING, DEDICATED, AND DEPENDABLE.
Recovery Identification Arbitration Filing
Written and Oral Coverage
Negotiation Verification
Technical Skills
MS WORD MS OUTLOOK MS EXCEL
MS POWER POINT LOTUS NOTES
PROFESSIONAL EXPERIENCE
ZURICH NORTH AMERICA, DALLAS, TX 2005-PRESENT
Recovery Specialist II
o Reviewing Commercial Property, Construction Defect and Workers
Compensation files of medium to high complexity for subrogation
potential.
o Handling all liability investigations and direct outside vendors as
particular files require.
o Creating initial assessments and contact adverse carriers and claimants
by phone and mail as needed.
o Using alternative dispute resolution forums to settle claims.
o Negotiating workers compensation liens with claimant Attorneys to settle
their third party claims.
o Attending mediations and Trials as required perfecting settlement of
claims.
o Performing in house audits of assigned claims offices for missed
subrogation opportunities.
St. Paul Travelers, Hunt Valley, MD 2001-2005
Senior Recovery Analyst
o Reviewed new Commercial Property and General Liability files for
subrogation potential.
o Created initial assessments, and contacted adverse carriers and claimants
by phone and mail as needed.
o Used Alternative dispute resolution forums to settle claims.
o Guided files being handled by outside counsel to control expenses and
maximize recovery
o Handled claims up to $150,000.
o Provided computer system training for new employees.
Farmers Insurance, Baltimore, MD & Timonium, MD 1999-2001
Subrogation Claim Associate
o Reviewed new Personal Lines Auto & Property files for subrogation
potential.
o Created initial assessments and contacted adverse carriers and claimants
by phone and mail as needed.
o Used alternative dispute resolution forums to settle claims.
o Guided files being handled by outside counsel to control expenses and
maximize recovery.
o Created training guidelines and actively assisted in the training of new
subrogation claim associates
Claims Associate
o In addition to Loss Reporting Specialist Duties:
o Created Training Procedures.
o Assisted in the training of new Claims Associates.
o Gathered and recorded payroll for Loss Reporting Unit
o Handled other special projects as assigned.
Zurich Personal Insurance, Timonium, MD 1998-1999
Loss Reporting Specialist
o Responsible for being the first claim contact for the customer and
agents.
o Gathered information for first reports of loss.
o Directed losses to the appropriate claim centers.
o Handled auto physical damage claims within $1500 authority.
o Assisted customers with emergency issues by using Emergency Preferred
Vendors and Roadside Assistance.
Processor
o Directed all incoming mail and faxes.
o Assigned Claim numbers to incoming loss accords faxed by agents.
o Contacted Independent Appraisers to assess vehicle damage as needed.
o Ordered supplies for entire unit.
o Paid bulk billing service charges for Roadside Assistance Program.
EDUCATION
BS, BUSINESS MANAGEMENT, CENTRAL MISSOURI STATE UNIVERSITY, WARRENSBURG, MO
AA, General Business, Catonsville Community College, Catonsville, MD
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