Financial Services Risk Management
Resume:
Angela L. Morgan
***********@*****.***
October 2016 – November 2022
Department of Financial Services – Risk Management –Bureau of State Employee Workers’ Compensation Claims
Government Analyst II- Training Coordinator
Development of extensive training materials and programs that are applicable for initial training in all the Bureau’s positions as well as enhancing the performance of all employees. Formulating Bureau policies and procedures and ensuring that existing policies and procedures are up to date as well as monitoring adherence to the policies and procedures. Coordinating case law updates and training required for coordination with contract vendors.
March 2015 – 10/2016
Preferred Managing Agency – Tallahassee Fl
Homeowners/Property Claims Adjuster
Process Homeowners Claims – Review Policies and pay accordingly
Respond to inquiries via telephone and email regarding claims in Louisiana, South Carolina and Florida
April 14, 2014 – March 2015
Department of Financial Services – Risk Management –Bureau of State Employee Workers’ Compensation Claims
Duties were the same as Florida School Boards Insurance Trust
March 2012 – April 2014, State of Florida - Department of Revenue-State of Florida Department of Revenue, Tallahassee, FL
CSE-Revenue Specialist I
Child Support Enforcement -resolving issues related to child support documents; uses problem solving techniques to make decisions in a high volume production environment.
Work queries the Child Support Enforcement Automated Management System (CAMS) for priority assigned tasks. Work and review associated documents. Timely and accurately determine, initiate, and complete the next appropriate action required to satisfy the task. Review written correspondence to determine the nature and severity of the information it contains.
Access daily work assignment spreadsheet for other assigned tasks. Work tasks and review associated documents. Timely and accurately update the business partner information based on the information received from employers and other location data sources. Update location information pertaining to returned mail.
Link the correspondence to the appropriate case, business partner, or activity.
Scan, fold, prepare and submit for mailing documents generated by the Child Support Automated Management System (CAMS) related to the certified mail process.
Participate in Task Resolution Team staff meetings and training sessions. Provide feedback to team and management to assist in providing quality customer service. Interact with and maintain lines of communication with staff in other sub-processes to assist with problem resolution.
September 2010 to January 2012, North American Risk Services, Tallahassee, FL
Workers’ Compensation Adjuster
Duties were the same as Florida School Boards Insurance Trust
November 2008 to September 2009, Kmart
Sales Associate
March 2008 to September 2008, Digestive Disease Clinic
Collections (Private Pay)
October 2007 to March 2008, Pulmonary Clinic
File Clerk
September 2000 to September 2007, Florida School Boards Insurance Trust, Tallahassee, FL
Workers’ Compensation Adjuster
Receive worker’s compensation claim and verify information received on the First Report of Injury for accuracy and confirm insured coverage information prior to investigating the workers’ compensation claim.
Make contact with the injured employee, employer and medical provider.
Obtain recorded statements from claimant and employer.
Determine compensability of the claim on a timely manner.
Determine and set amount of reserves necessary to cover cost of claim.
Determine if indemnity payment is due and owing.
File required forms with the State of Florida Division in Tallahassee on a timely manner.
Determine whether the claim requires a Nurse Case Manager or Field Nurse Case Manager.
Assign subrogation investigation, surveillance investigation or claim investigator if deemed necessary to obtain facts of investigation.
Request an Attorney Referral Form, if the claimant has legal representation.
Communicate closely with defense counsel to determine course of action of the claim.
Attend depositions and mediations.
Negotiate claim settlements.
Keep the employer updated on the injured employee’s medical progress, work status and legal activity.
January 1991 to September 2000, Integrated Healthcare Delivery Services (TPA), Tallahassee, FL
Workers’ Compensation Medical Only Adjuster
Completed comprehensive intake of initial injuries, initial claim set up and medical only claim handling.
Applied state rules and laws when handling claims. Managed medical care and treatment for claimants.
Ensured that benefit checks are issued timely.
Managed death benefits for dependents.
Reviewed and updated reserves on files for our ultimate probable payout on claims.
Looked for settlement potential on files and settle claims when warranted.
Reviewed and updated files in a timely manner.
Worked with subrogation adjusters on recovery on claims in which we had a lien.
Served as liaison for Med Bill Pro for my team.
Assisted with special projects when asked.
Provided customer service to our customers by responding to inquiries via telephone and email and participated in telephonic and in person claim reviews.
Reduced fines incurred by Insurance Company through timely completion of correspondence to attorneys and state documentation.
Streamlined support projects and realigned filing system.
Successfully maintained a cohesive Claims team.
Support Staff Supervisor-trained all new assistants hired in the claims department.
Education
High School Diploma - Wakulla High School - 1990
Accreditations
Florida Department of Insurance Accredited Workers’ Compensation Adjuster License
Accredited Claims Adjuster
Certified Workers’ Compensation Adjuster
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