Agnes Montalvo, AIC
Newtown, PA 18940
*************@*****.***
SUMMARY OF QUALIFICATIONS
Customer relations
Leadership skills
Strong verbal and written communication skills
Excellent customer service skills
Analytical review of documents
Proficient in Spanish verbal and written communication skills
Microsoft software including Excel and Power Point
PROFESSIONAL EXPERIENCE
Commercial Liability Claims Examiner 5/2006-01/2019
Sedgwick Claims Management Services Inc., Philadelphia, PA
Investigated commercial liability claims, including taking recorded statements, analyzed scene photos and diagrams on behalf of Verizon Communications and Verizon Wireless
Reviewed and analyzed medical records to evaluate injuries
Negotiated with Plaintiff Attorneys
Assigned cases to Defense Counsel, continued contact providing authority of implementation of action plan, and attended mediation
Completed detailed status reports for client including resolution planning
Instrumental in arrest of two (2) claimants presenting fraudulent claims
Senior Claim Representative 08/2004-12/2005
Citizens Clair Insurance Group, Conshohocken, PA
Acted as an advocate on behalf of Insurance Clients
Conferred with customers by telephone for details of claims
Oversaw claims by contacting insurance companies from submission to conclusion
Submitted weekly reports to upper management
Prepare Status Reports and presented key cases to clients with recommendations on how to effectively resolve
Litigation Claims Representative 12/2003-7/2004
American Independent Insurance Company, Conshohocken, PA
Assigned cases to Defense Counsel providing direction or resolution
Reviewed Discovery including Interrogatories, Deposition Summaries, and IME’s
Assisted in trial preparation and strategy
EDUCATION
BACHELOR OF SCIENCE IN CRIMINAL JUSTICE
John Jay College of Criminal Justice, New York NY
CERTIFICATION & TRAINING
PARALEGAL CERTIFICATION- Bernard M. Baruch College, New York, NY
Associate in Claims Certification
Licensed Adjuster in twenty-nine (29) states
Matriculated toward CPCU designation with five (5) courses completed