Workers Compensation Manager

James W. Greer, CPCU

President, AE** Incorporated

***** *. ******** ***., *** 105, Lutz, FL 33549

Business Phone 813-***-****; Fax 813-***-****

Cell 813-***-****; Email - ***@****.***

EXECUTIVE SUMMARY

Mr. Greer s experience spans twenty-nine years in the insurance and claims administration

industry, beginning with a variety of field and home office assignments with Aetna Life and

Casualty s P&C Claim division. After excelling as a claims professional in various field and

home office management positions, he became a key participant in several business and process

re-engineering initiatives that brought dramatic change and increases in quality, customer

satisfaction, and profitability to Aetna s Commercial Insurance Division in the early 1990 s.

Since 1992, Greer has been actively involved in the professional development and performance

of insurance claims professionals, and, as founder of AE21 Incorporated, provides adjuster

training and continuing education, expert witness, consulting and association management

services, and leads catastrophic adjusting teams during times of crisis. Through AE21, Mr. Greer

owns the Association of Property & Casualty Claims Professionals (PCCP) and manages the

Association of Workers Compensation Claims Professionals (WCCP), the largest licensed

providers of insurance claims-related continuing education and professional development,

serving a combined membership of over 10,000 claims professionals across Florida and the

nation.

Specific achievements also include competency-based intermediate, advanced and board

certification training and development programs for adjusters, and, through AE21 Online, the

country s largest catalogue of online adjuster licensing, claims training and continuing education

programs for all lines of claims expertise.

Mr. Greer is a graduate of Southeastern Louisiana University. He attended Louisiana State

University School of Law and holds the Workers Compensation Claims Law Associate

( WCCLA ) and Certified Property and Casualty Underwriter ( CPCU ) designations. He is

also a member of the Suncoast Chapter of the Society of CPCU and remains a licensed adjuster

in both Florida and Mississippi.

James W. Greer, CPCU Phone: 813-***-****

16011 N. Nebraska Ave., Ste 105 Fax: 813-***-****

Tampa, FL 33549 E-mail: ***@****.***

EXECUTIVE SUMMARY

A versatile, results-oriented leader, insurance professional, and claims expert with an exceptional record of

accomplishment in providing the vision, leadership and expertise that builds and maintains high performance

teams, successful claims operations, and profitable organizations.

PROFESSIONAL EXPERIENCE

AE21 Incorporated 1997 - Present

President and Founder, Tampa, FL

Owner of Association of Property & Casualty Claims Professionals ( PCCP ) and Executive Administrator

of Association of Workers' Compensation Claims Professionals ("WCCP"), Florida s largest continuing

education providers, serving the interests of over 10,000 claims professionals and employers across Florida

and the nation.

Educational provider for Windstorm Insurance Network; provides certification services for more than 1,000

adjusters, agents, attorneys, accountants, contractors, and others at each annual Windstorm Insurance

Conference

Recognized claims expert, public speaker and instructor across Florida s insurance claims community, with

specific emphasis on workers compensation and property lines. Input frequently sought by Florida

Department of Financial Services as Florida s voice of claims . Provides training, continuing education,

expert witness and consulting services in property, casualty and workers compensation claims handling.

Let a team of 62 independent adjusters on behalf of Texas Windstorm Underwriting Association following

Hurricane Ike; led a team of over 100 independent adjusters in adjustment of Hurricane Katrina catastrophic

property losses for Mississippi Wind Underwriting Association in Hancock County, MS.

Developed modular claims training programs for multiline claims professionals, advanced W/C Board

Certification programs for W/C adjusters, and nation s largest suite of online claims training programs for

all lines of claims business.

Successfully developed and launched Florida s 1st Online All-Lines Adjusters Licensing program and

designed and developed Mastering Management, the claims industry s first and only

leadership/management develop program designed exclusively for managing claims professionals.

Best Practices leader. Developed, marketed, sold and implemented industry s first commercially available

Best Claims Practices for Auto, General Liability and Workers Compensation Claims Management

Practices to two of Florida s largest municipalities. Authored Best in Class Claims Management article

published as Feature Article by National Underwriter s Claims Magazine in February 2007.

Has served for over 11 years as retained consultant for Florida Self Insurance Guaranty Association s

Reserve Adequacy Audits and Loss Portfolio Evaluations.

Frequent contributor, speaker and instructor for International Association of Industrial Accident Boards and

Commissions (IAIABC), a national association of governmental agencies that administer and regulate their

jurisdiction s workers' compensation acts.

Visionary, creative force and administrative services provider for Florida s Association of Workers

Compensation Claims Professionals (WCCP), Florida s largest non-profit association of W/C claims

professionals. Increased scope of WCCP s leadership role in W/C community and revenue base by over

250% over past 10 years.

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James W. Greer, CPCU Phone: 813-***-****

16011 N. Nebraska Ave., Ste 105 Fax: 813-***-****

Tampa, FL 33549 E-mail: ***@****.***

CARE SYSTEMS/IHDS CORPORATION, Dallas, TX 1995 - 1997

Regional Vice President, Tampa, FL 1996 - 1997

Field Operations leader for large multi-line TPA covering Eastern U.S. Increased market by 400% and

revenues by $10.6 Million; reversed deteriorating margins, improved quality of service, and increased

Eastern Region Division profitability by 30%.

Provided claims expertise and guidance for workers compensation and liability lines for national employers

including, but not limited to, K-Mart and Nabisco.

Founded Florida s first multi-client, integrated workers compensation managed care and liability claim

services TPA, offering high quality, customized claim service to Florida employers, including, but not

limited to Tampa General Hospital, Florida Power, Mt. Sinai Medical Center and Hillsborough County.

AETNA LIFE AND CASUALTY CO., Hartford, CT 1980 - 1995

W/C Manager, Florida Claim Service Center, Tampa, FL 1992 - 1995

Created high-intensity, service-oriented organization for national account and self-insured employers;

reduced expense by 40%; staffed for exceptional quality/service; 100% retention record (1992-1995). Built

and led total staff of 54 workers compensation claims adjusters, professionals, and supervisors, ultimately

forming one of Florida s strongest performing teams of claims professionals.

Appointed as Workers Compensation Manager for all Florida operations in Aetna s Florida Claim Service

Center, responsible for over $500 MM in case basis reserves and some of Aetna s largest national accounts.

Recognized leader across Aetna claim family, from Home Office to Field; led re-organization/re-

engineering team for design, development and implementation of Florida s [Tampa] Claim Service Center,

going live in Tampa in July 1992, just in time to meet the claims response needs of Hurricane Andrew.

Promoted to Assistant Claims Manager for workers compensation and liability claims operations in

Aetna s Jacksonville, FL branch office (1991)

Promoted to Sr. Consultant in Aetna Home Office (Hartford, CT), serving Field Office Performance Team.

Responsible for best practices design and implementation, field operations claims audit and training (1991).

Served as Claims Consultant in Aetna Home Office (Hartford, CT) in Hazardous Waste and Toxic Tort

Litigation Unit (1989 1991).

Various multi-line field management and claims positions in Baton Rouge, Lafayette and New Orleans, LA

(1980 1991).

RELATED PROFESSIONAL EXPERIENCE & ASSOCIATIONS

Member, Society of CPCU- SunCoast Chapter

Former President/Board of Directors & Current Executive Director:

Association of Workers Compensation Claim Professionals (WCCP)

President: Association of Property & Casualty Claims Professionals (PCCP)

PROFESSIONAL DESIGNATIONS/EDUCATION

Florida and Mississippi Independent Adjuster s Licenses

Certified Property & Casualty Underwriter (CPCU)

Workers' Compensation Claim Law Associate (WCCLA)

LSU School of Law 1977 - 1978

Southeastern Louisiana University BS - 1977

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