Finance Director Level 2
Resume:
Rick Walton
Texas Adjuster’s License #*******
Additionally Licensed in LA, OK, MS, AL and FL
Fort Worth, TX 76116
**************@*****.***
PLEASE CALL OR TEXT 817-***-****
Will travel and relocate to any storm or where I am needed. I have all my equipment and Xactimate Trained recently Level 2, Previous Claims Manager Administrator and Flood Certified. Will travel on a moment’s notice, seeking Adjuster Position as soon as claims are available and on fee schedule or will train and or manage for the right position/company. Please phone me @ 817-***-**** or **************@*****.*** is also best way to make contact with me. Customer Satisfaction and timely claim completion are paramount and will be priority along with accurate claims being drawn and completed. I am willing to relocate to anywhere. Authorized to work in the US for any employer.
2020/2021 Storm Season:
Deployed to Iowa Derecho Wind event in Cedar Rapids, IA, completed 82 claims in Aug/Sept 2020.
Deployed to Lake Charles Hurricane Laura, completed 97 claims of Wind and Hail and continued to sell roofing there for U A Shingle averaging three sold roofs weekly.
Deployed to New Orleans, Hurricane ZETA, Closed 71 claims there in November 2020
Deployed back to Lake Charles, LA doing “clean up” supplements and daily claims Dec 2020 to Feb. 2021.
Deployed to Fort Worth-Dallas closed claims the caused by a record Freeze and closed 87 claims in Feb to March 2021 all regarding freeze and pipe burst in residential homes located in Fort Worth, Mansfield, Arlington and the DFW area.
Work Experience:
Atlas Contracting and Restoration, L.L.C.
(20% Ownership in the company)
Construction Project Manager
Projects: Worthing Properties - Austin, TX
1997 to 2002 in Texas and Missouri developments, remodeling entire complex of 450 apartment units located in Irving TX, 300- unit apartment complex in Austin, TX and a development in St. Louis, MO of 250 units. Remodeling scope involved installation and redesign for "wet wall" for majority of units in each development, retaining wall reconstruction, additional fencing and complete renovation of each of their clubhouses and redesign of each swimming pool area, adding to each pool area an arbor and additional installation of children's playground areas. Landscaping reorganized and extensive upgrades to enhance the marketability of each property.
Roof Depot - Professional roofing and re-roofing company performing business in and across United States. While more than 50% of the business was residential, large commercial and industrial roofing is our concentration. This company is still in operation and has offices in Dallas, Fort Worth, Tampa, Waco, Austin and Oklahoma City.
Our companies have been doing projects across the USA for many years and are too numerous to list however if a particular or specific process or project type is needed or should a review of the same needed, Atlas Contractors and/or Roof Depot would provide any and all references necessary and our projects are and have been in the past Mold Remedation, Roofing, Water Mitigation, new construction for various builders, concrete, room and wing additions, plumbing projects, nursing home remodels and upgrades, deck s built from: wood, concrete, rooftops and many, many more. Complete list will be provided upon request or out of necessity.
TERRITORY MANAGER & TRAINING MANAGER - AutoAlert, LLC, Irvine, CA 4/2013 to-9/2019
Developed, managed, and maintained all dealership accounts in Texas, LA, AK, and OK and oversaw performance of 6 sales representatives to ensure 100% of monthly and quarterly sales targets were met. • Performed deployment/training of the IoT product for all territory accounts and performed all on demand training in assigned national territory, averaging 1-2-day deployments for a total of 3-4 stores per week. • Successfully drove software integration across all stakeholder departments, including Management, CRM, BDC and Service Lane, to improve the retention and loyalty of clients, dealers, and customers. • Achieved 20%-30% increase in dealers' monthly sales volume; performed successful, ongoing, detailed training in product utilization to create a positive on impact sales environments and CSI. • Educated and trained all customer-facing personnel across all departments in the benefits, application, and utilization of AutoAlert technology to influence client retention and achieve bottom line results. • Functioned as a Performance Manager for each account/store; monitored, reevaluated product usage and results; retrained personnel to improve processes and increase product usage. • Collaborated with senior managers to devise plans of action for targeted corrective action or retraining in processes to address any underutilization of the software and keep accounts on track. Served as an integral SPECIAL NOTE: I was member of the team training Ford National Program (first OEM to use AutoAlert exclusively); adapted and implemented training for 1300 stores in 14 months. Served as an integral member of the team customizing training for Ford National Program (first OEM to use AutoAlert exclusively); adapted and implemented training for 1300 stores in 14 months, Achieved a 100% satisfaction rating for training in post deployment surveys. • Executed detailed reporting of training processes employed and time needed to accomplish each deployment. • Reviewed contracts with decision makers to incorporate changes, expedite closings, and ensure compliance with end user licensing agreements, all federal and state regulations. • Produced and delivered highly effective client presentations; suggested enhancements to visual and written content of company produced presentations.
REGIONAL SALES MANAGER AutoAlert, LLC - Irvine, CA April 2013 to May 2014 • Prospected, secured, rolled out, fostered, and maintained assigned and sold accounts for Franchise Dealers as sole sales manager for the Region: East TX, LA, and MS, 40-50 active accounts. • Demonstrated ability to identify, call on, influence, and maintain relationships with key decision makers/GMs to drive and close sales. • Achieved a strong track record of increased customer retention and loyalty through application of the product. • Functioned as a business consultant: utilized deep product knowledge and F & I experience to assist Franchise Dealers to market the product through F & I and implement best rates and programs to drive sales retention. • Devised sales targeting plans, performed vigorous cold calling and relationship building to achieve a dynamic potential pipeline of clients; consistently monitored and drove progress toward the close. • Performed proactive account maintenance through effective time management, constant communication, and consistent in-person contact. • Promoted to hybrid role of Territory Manager & Training Manager for the extended territory.
Supplement Claim Manager Allied American Adjusting, LLC
2001 to 2005
Responsible for the development, execution and daily management of processing the supplemental insurance claims from the 2004 Hurricane season including Charley, Frances, Ivan and Jeanne. Receipt, review and evaluation for payment of supplemental requests received from insured's assignment of property re-inspection when necessary to staff outside field adjusters daily management of all outstanding and pending field assignments of supplemental claims for payment and closure tracking and reporting of the financial daily progress of supplements overall staffing, supervision and management of eight (8) file reviewers five (5) outside field adjusters. Liaison between Citizens Insurance Executive Complaint Department, Allied American Adjusting and the insured to resolve any and all complaints of an extreme or complex nature that were reported to the DFS (Department of Financial Services) and Tom Gallagher's office. Managed all Large Loss Review claims (over $50K) to be sent to Citizens, which included responding to, investigating and revising all Large Loss Review requests for revisions for payment.
IMS Claims Service - Outside Adjuster, successfully facilitated the investigation, evaluation and assessment of approximately 450 insurance claims between three (3) independent field adjusters; approximately 125 personal estimates completed in the 2004 Florida Hurricane season (Charley, Ivan, Frances, Jeanne). Concentration of property and casualty claims involving single family Property claims for residential dwellings single family HO-A, HO-B and HO-C. Additionally wrote claims for condominiums and townhouses; ranging from small to medium size as well as for small to medium size losses including commercial claims.
Travelers Insurance Company - Houston Flood Catastrophe and major mold occurrence in 1993. Handled flood claims through Kent Duncan and Goodwin Barrymore involving three (3) nursing homes and involving over $7 million in damages.
Education Bachelor's in Political Sci/Crim Justice UT Arlington - Arlington, TX September 1982 to May 1987 Bachelor of Science degree in Certified Paralegal University of Texas - Arlington, TX
Skills •Xactimate Certified 2nd Level Proficient, Business Development • Insurance Adjuster 19 yrs experience • Driving and Exceeding National Customer Service Levels in every position • Expert in Time Management, Successful Contract Negotiation •Proficient in Microsoft Office, SalesForce, Almost all CRMs in Auto Industry, All Banking Software used with Proficiency, ADP, Reynolds and Reynolds, AutoSoft, SUGAR and many others.
Please contact me directly at 817-***-**** and **************@*****.***
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