Member Team Claims Manager

KEITH A. JACOBS

910-***-**** **************@*****.*** Scottsdale, AZ

PRESIDENT VP – OPERATIONS BUSINESS DEVELOPMENT

● Growth Strategies ● Audits

● Strategic Planning ● Business Development Partnerships

● Claims Management ● Risk Management

● Project Management ● Account Management

● P&L Regulatory Compliance ● CRM

● M&A ● VRM

● Due Diligence ● Budgets

● Retention ● Training

Senior executive with verifiable year-after-year success achieving revenue, profit, and business growth objectives within start- up, turnaround, and rapid-change environments. Extensive experience with highly regulated insurance and finance systems, and franchise organization operations, which require deep understanding of critical business drivers in multiple markets and industries. Oversaw national claims programs for Fortune 500 clients. Seeking a substantial challenge. Can contribute immediately by:

● Identifying and seizing emerging profitable strategic growth opportunities

● Cultivating and leveraging win-win alliances and partnerships

● Achieving buy-in from disparate groups, creating common vision and consensus

● Building, training and leading high-performance teams that exceed expectations Successful in building relationships with upper-level decision makers and seizing control of critical problem areas. Ability to think creatively, articulate effectively and forge trusting relationships. PROFESSIONAL EXPERIENCE

Senior VP 2020 -Present

Insight Service Group

Sold iUnlimited Investigative Services, and took a Senior Vice President role. Oversee National clientele with a book of $15M in combined annual revenue.

● Interface with procurement and business development on new product offering for existing clients along with national prospects.

● Grew National client from $4.8M to $9.7M in combined revenue for 2021.

● Oversee monthly client dashboard reports, coordinate stewardship meetings and provide input on future business acquisitions.

President / CFO 2011 -2020

iUnlimited Investigative Services

Responsible for all business operations and service channels for national insurance investigative firm servicing Fortune 1000 clients with a total staff of 230 employees. Full P&L for $12M+.

● Drove three-year growth rate of 152%.

● Led company to earning placement on Inc. Magazine’s list of 5000 fastest-growing private companies in America 4 years in a row.

● Increased company wide revenue from $425K to $12M in 5 years.

● Implemented new virtual statement platform, securing two new contracts which added $200K in annual revenues.

● Reorganized to insure the social media and background activities, enhancing the firm’s competitive position and adding

$750K in annual revenues.

Principal and Cofounder 2012 -Present

iRatings, LLC

Co-founder and Partner but not involved in active management.

● Established firm composed of Certified Impairment Raters, with claims experience in multiple jurisdictions and expertise in Fourth, Fifth and Sixth Editions of the AMA Guides.

● Team has experience in trial, deposition preparation, and testimony experience. Director of Operations 2010-2011

Liberty Tax Service

Managed day-to-day operations for 650 franchisees and 35 area developers for the Western US regions. Coordinates directly with C-level management.

● Boosted annual royalty revenue by $490K in one year by establishing 175 new offices during a challenging economic climate.

● Led region to #1 ranking in total expansion.

● Drove overall 10% growth rate producing $3.2M annual revenue. Franchise Owner/Manager 2006 -2010

Liberty Tax Service

Directed all aspects of daily operation for five offices with 75+ employees. Managed budgeting, quality control, statistical analysis, brand development, equipment, facilities lease agreements and customer service activities.

● Grew customer base by 28%, increased annual revenues 40%, finishing in the top 3% of national Liberty Tax franchises.

● Negotiated sale of franchise for 1.2x annual revenue.

● Honored as a Liberty Tax Service “Top Gun” for 2007 to 2010. Assistant Vice President 2005 -2006

Berkshire Hathaway Homestate Companies

Managed the operations of 30+ Claims Specialists across Client Services, Large Account and Return to Work divisions. Managed the enterprise-wide vendor panel, consisting of Return to Work, ergonomics, transportation, interpreting, document copy and court reporting services.

● Spearheaded successful RFP and ensuing major data migration, completing the entire project on time, generating more than $1M in added revenue.

● Restructured the Return-to-Work program, including oversight of vendors that performed vocational rehabilitation services for the firm’s clients. Produced 30% increased savings with a total of $8.2M in annual savings.

● Oversaw $65M Loss Portfolio Transfer (LPT) for national Retail Client, generating $1M for clients. Claims Manager 1990 -2005

Liberty Mutual

Led workers compensation claims operations for a 55-member team across Arizona, California, Utah and Wyoming. Managed all budgetary activities, staffing, client performance guarantee contracts and performance metrics and conducted ‘Best Practice’ audits. Oversaw multiple Inc. 500 clients.

● Successfully managed major accounts for global package delivery, supply chain solutions, public entity, retail, transportation, manufacturing, food service, and owner-controlled insurance programs for insured and self-insured customers with $175M+ worth of loss exposure.

● Salvaged a key client relationship, creating eight new jobs, generating $500K in annual ongoing revenue, and saving the client $1.2M in expenses.

ADDITIONAL INFORMATION

● Co-founder of the Stop Hunger Now charity at the University of North Carolina- Wilmington, involving more than 300 students from various sports programs and packaging 100,000 meals annually through both fundraising efforts and weekend packing.

● Active volunteer for local community nonprofit organization “Cell phones for Soldiers”, raising 500K+ minutes. EDUCATION

BS – Finance

Arizona State University

California Self Insurance Certification

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