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Manager Customer Service

Redlands, CA, 92373
April 25, 2021

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Claims Unit Manager

Creative and industry savvy claims professional with extensive experience across commercial and personal product line property casualty claims functions. Proven ability to combine vision and a strong business acumen with well developed leadership qualities to support a claim staff for success.

Areas of Expertise

Business planning, Transferable skills

Team building, Training, Leadership


Customer service, Communication

Time management

Professional Experience

Lowry & Associates, Premium Auditor December 2016 – Present

I review Corporation, LLC, Sole Proprietor, Partnership and Non-Profit business entities Federal and State tax records; their employment records, business records, general ledgers, profit and loss statements; Insureds Loss Runs and submitted claims; the WCIRB classification codes and pure premium rates, for the completion of workers compensation, general liability, garage liability and sales premium audits. I interview business Principles and Officers prior to completing their work place facility site inspections for risk assessment. The audits are then used by Insurers for risk allocation and the calculation of Insureds final yearly premiums.

National General Insurance, Sr Bodily Injury Floater December 2015 – June 2016

I was utilized as a floater replacing other bodily injury representatives who were out of the office. I was responsible for the evaluation and settlement of 1st and 3rd party injury claims.

Mercury Insurance Group, Unit Manager August 1989 – November 2014

I supervised and directed a performance unit staffed by litigation specialists, field investigators, and claims representatives who handled 1st and 3rd party serious injury, fatality liability investigations and settlement negotiations.

Key Contributions:

Business Continuity Leader – Constructed strategies and programs for the continued operation of the claims department in the event of a catastrophe.

Emerging Leadership Program – Participated in training personnel in implementing programs to increase productivity and improve bottom line results within the company.

Year End Reserve Statistical Run – Reviewed statistical runs to confirm reserving adequacy.

Summary of Qualifications

I have a passion for customer service and client satisfaction. I have multiple years of claims management, supervisory, and litigation knowledge. I possess excellent organizational and time management skills, along with the interpersonal skills, which enable me to work independently or lead a staff.

California Fire & Casualty License Number 0E54605

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