Agnes Montalvo, AIC

** ******* *****

Newtown, PA 18940

215-***-****

ac9twh@r.postjobfree.com

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

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