Sign in

Complex Property Claims Manager

Saint Petersburg, Florida, United States
January 26, 2017

Contact this candidate


Insurance – ****-****

Crawford and Company – 2005-2016

Catastrophe Supervisor, Adjuster Trainer, Client Liaison, Field and Desk Adjuster, Claims Manager, Claims Examiner, Claims Auditor, Appraiser, Umpire, ADR, Expert Litigation Witness, Legislative Consultant, Insurance Lobbyist

Experienced in Underwriting Inspection, RCV, ITV, Commercial and Residential Property, Large Loss, Inventory, BI/EE, CBI, OPPF, ISO and Manuscript Policy Forms, Admitted and E&S Carriers

Catastrophe Storm Supervisor, Adjuster Trainer, Client Liaison and Claims Examiner, Florida Regional General Adjuster, Multi-client General Adjuster.

Claims for multiple clients including property, time element, and builder’s risk claims from thousands to millions of dollars in losses, at single and multi-site loss locations

Invited for and completed advanced training in Commercial Claims and Xactimate Computer Estimating at Crawford University.

Discovered and worked with Xactimate to correct flaws in the Xactimate Estimating Program

Appointed to serve as one of 13 national dedicated commercial adjusters for Zurich NA. Trained at Zurich in Schaumberg, IL & Tampa, FL

Catastrophe Claims Examiner with authority to direct and collaborate field adjuster loss submissions

Shield Our State, Inc. – 2008-2009

Founded Shield Our State, a non-profit coalition dedicated to the reformation of hurricane property insurance in Florida.

Researched and authored a plan for the most economically feasible methodology for insuring Florida properties against hurricane risk.

Presentations to State Associations, Homeowner Associations, Local civic groups, The Florida Governor, the Florida CFO, Florida Representatives and Senators, Office of Insurance Regulation, Florida Hurricane Catastrophe Fund, Citizens Property Insurance Company, as well as State taskforces and consultants.

Supported by State Associations, individuals, insurance industry members, economists and actuaries.

Montgomery Associates, Inc. – 1998-2005

Licensed All-lines adjuster in Florida, and emergency catastrophe adjuster in California, Louisiana, Alabama, Mississippi, and Virginia settling catastrophe and large commercial property, liability and business interruption claims for insurance carriers

Served as an expert witness for State of Florida, Department of Financial Services in lawsuit brought by Public Adjusters, which was successfully defended

Authored a comprehensive solution to solve the Florida Insurance Crisis, which later became Shield Our State.

Provided consulting services to the Florida State Department of Financial Services Task Force on Citizens Insurance in development of new legislation, regulations and financing for hurricane property insurance throughout the state.

Provided claims examining services to regional carriers, for approval of all catastrophe claims adjusted by outside independent adjusting firms. Developed and deployed an internet-based claims reporting, distribution and resolution system.

Developed a patentable, integrated, hardware/software, web-based auto claims adjusting system, which was awarded a $450,000 economic grant from the State of Florida to commence operations in Florida.

Provided appraisal, umpiring, expert witness and claim settlement negotiation services for residential and commercial properties in multiple states for earthquake, flood, wind and multi-peril catastrophe claims

Florida Insurance Guarantee Association – 2006-2007

Negotiated claim settlements with policyholders, public adjusters and attorneys for claims remaining unsettled as a result of the failure of private carriers, whose claims obligations were inherited by the State of Florida. (Services performed as an independent sub-contractor through Claims Consultants, LLC.)

F.A. Richardson and Associates – 2003-2004

Led a catastrophe adjusting team for hurricane damage to the mid-Atlantic region. Set-up and implemented a claims tracking system for the regional carrier/client.

Independent Adjuster, Appraiser, Umpire, Expert – 1997-2000

Valued and effected resolution of residential and commercial earthquake claims as an adjuster, appraiser, umpire and as an expert witness in litigation

Pilot Catastrophe Services – 1992-1997

Managed and concluded all marine losses from Hurricane Andrew for State Farm Insurance

Completed and closed all pending wind and flood claims for Allstate Insurance from the “No Name Storm” of 1993 on the Florida Gulf Coast

Adjusted complex earthquake claims as an independent and later a temporary employee of Allstate Insurance from the 1994 Northridge Earthquake

Completed and closed all wind and flood claims in Southern California for Allstate Insurance from 1995 catastrophe events


International Trade and Finance 1978-1992

Principal and CEO of North American World Trade Group, and its subsidiaries and off-shore affiliates. Principally engaged in the acquisition, financing, sales and barter of goods and services worldwide.

Notable achievements included signature multi-million dollar credit lines for the purchase of commodities for our own account with banks in New York, Paris and Geneva. Trade contracts included crude oil, petroleum products, coal, grains, vehicles, aircraft, industrial machinery, equipment and spare parts, precious metals and stones.

Clients and trading partners included international, multi-national corporations and foreign governments in Europe, Africa, Middle East, Far East and South America.


Wall Street Commodities Broker 1976–1978

Managed and led a Commodities Futures Trading Group for Donney Securities, a boutique brokerage firm.

Clients included individual investors nationwide.


Real Estate Brokerage and Development 1970-1975

Licensed Real Estate Broker listing and selling residential and commercial properties as an associate of Montgomery Agency, a family owned business.

CEO of American Leisure Corporation, a Division of the Lusk Corporation, developers of the first condominiums in the State of Connecticut

Acquired American Leisure Corporation from the Lusk Corporation, and developed indoor tennis, ice skating and recreation complexes.


The Peddie School, Hightstown, New Jersey

Designated a National Merit Scholar, Cum Laude

Cornell University, College of Engineering, Ithaca, New York

Studies in computer programming, and engineering

University of Bridgeport, Graduate School of Business, Bridgeport, Connecticut

Studies in business accounting, finance and marketing

LaSalle Extension University, Chicago, Illinois

Correspondence Law Courses


State Farm, Allstate, Zurich, Zurich Direct, Cincinnati, Great American, Hartford, Republic, New Jersey Manufacturers, ACE, London Producers and MGA’s, E&S Carriers

Contact this candidate