Customer Service Experience

William (Bill) Montague

Objective To utilize my skills and abilities as an Independent Casualty

Claims Adjuster/Field Investigator/Marine Cargo Surveyor/Field Sales Operative to operate as an intake, sales or administrative colleague in the insurance, marine, risk safety, claims/customer resolution, legal or customer service industries - now in my retirement years. Seeking full-time work; gladly available afternoons, evenings, weekends and holidays, with valuable proficiency. Will happily discuss morning and day shifts. I am willing to discuss requirements that satisfy all parties for my availability for more, or less hours and for other positions that my skills and availability meet the needs of the firm. Interviewing claimants and witnesses, clients - prospects remotely or in-person, and remote sales / admissions over the phone and in person; I can provide complete clarity for all concerned - bringing understanding, agreement or action as my superpower.

Full Work History Available Upon Request: Work Summary Below

Typically accepted High Exposure/High Profile claims for investigation of liability and or resolution. Examples below.

5 deceased – 51 Injured Transportation Loss – Seattle WA

3 deceased – Bridge barrier collapse – Bonney Lake WA

Hillside Collapse upon a Municipality. 58 deceased – WA State

Construction Crane Collapse – 4 deceased, 5 injured – Seattle WA Casualty Senior Adjuster / Marine Cargo Surveyor

April 2016 to 2019 Vericlaim / Sedgwick – Seattle WA

Transportation Claims – Inc. Property Damage-High Profile/High Exposure

Commercial GL Losses/Product Liability/E&O Claims/Professional Liability

Marine Cargo Surveyor – Inspected damaged Marine Cargo / Reporting

Negotiate Non and Represented Claims to Resolution (96k Max Authority)

Arbitration and Settlement Hearings (Highest Authority 450k)

Ability to resolve and close, lock down all parameters of complex issues

** I retired July 2019 to present due to injury. Was SSDI, now SSA full retirement benefits. I am recovered enough to work full or part-time. Now I wish to work in non-claim adjusting/investigations, sales, administrative positions, claims resolution, customer service, security, risk / safety with high expertise. I worked remotely as field personnel for 35+ years. Supervised others – experienced claim adjusters / Admissions Reps. Auto Sales consultant 15 years. Field Admissions for DeVry Institute of Technology, Telecommunications Sales, Telephone Sales – all remote. 1001 Dumont Blvd Apt 193

Las Vegas, NV 89169

Phone 253-***-****

*********.***@*****.***

Casualty Senior Adjuster / Marine Cargo Surveyor

April 2014 to June 2016 Norcross / McLarens – Seattle WA

Transportation Claims – High Profile/High Exposure

Commercial GL Losses/Product Liability. Marine Cargo Surveyor

TPA – Municipality Liability Exposure

Negotiate Represented Claims to Resolution (75k Max Authority)

Arbitration and Settlement Hearings (highest Authority 300k) Auto Sales Consultant

September 2011 – April 2014 Lakewood Ford – Lakewood WA

Sales and Follow-up of Truck, Van and Auto Sales

Consistently received customer survey returns with satisfaction above 96% Ethical and Proficient representation of pricing and negotiations Casualty Adjuster/Senior Adjuster

May 2008 to August 2011 DMA Claims Services – Seattle WA

Specialize in Transportation Claims – High Exposure/Fatalities

Commercial GL Losses/Auto and Trucking Liability

Product Liability

Utilized exceptional communication and negotiation skills

Rapid assimilation of insurance terms and materials. I am proficient in communication and am a professional in sales management, litigation level claims management, mediation attendance, claims resolution, sales, objection handling and closing high end products, services and concepts. Excellent top survey resulted customer service for Transportation, Auto Parts and Service, Auto and Truck Sales, Commercial General Liability, Property Damage, E&O Claims, Professional Liability, Property Damage Claims. Survey and Reporting on Cargo related claims. Functioned at Senior Claim Law Associate (SCLA – open book test) level for years, despite not having the certification – investigating and taking litigation claims to resolution upon instructions from insurance company underwriting and examiners. Always operated with complete neutrality, following insurance laws

– never on behalf of the carriers only. As my license was on the line, not theirs. Operated with full autonomy working from home throughout all different types of working situations. I Operated as field admissions for the DeVry Institute of Technology

(now known as DeVry University) for 6 years – 4 of those years was as an Assistant Regional Manager (WA, OR, AK) managing 4 other admissions personnel – requiring extensive travel.

.Education

General Business

1987 – 1989 Sterling Management Academy Glendale, CA 2008 – 2011 DMA Claims Academy

Certificates

Auto Adjuster Full Hat Certification (DMA Academy plus GL and Trucking courses), Communication, Surveys, Marketing and PR, Management by Statistics, Sales, Management, Business Organization. Interests and

activities

Golf, Camping, Writing, Competitive Swimming, Church Community Clean up Volunteer, Youth counselor, Volunteer advocate for Youth for Human Rights .org (kids to adults), Volunteer advocate for Truth About Drugs / Drug Free World .com (Aimed 4th grade to young adults and beyond drug education to replace the DARE program) References:

Karen Tallman – former President Norcross/now at Sedgwick 360-***-**** Contact Authorized

Karl Jensen – National General Adjuster Sedgwick

480-***-**** Contact Authorized

Paul Kottler – President Crawford & Company/former President Available upon request