Claims Manager January 2008 to January 2015CBRE, Inc － Newport Beach, CA
Responsible for overall claims management of the U.S.
casualty insurance program overseeing the auto, general liability and workers' compensation claims.
Approximately 1,300 claims annually.
Direct contact for all insurance claim matters related to the auto and general liability claims.
Direct management oversight of Senior Claims Analyst for workers' compensation.
Generate quarterly claims reports for senior management detailing high level claim metrics including statistical analysis and assistance to loss prevention measures.
Development of Corporate policies and procedures for the automobile program.
Collaboration with various insurance carriers and Third-Party Administrators to establish individual file action plans for the investigation and resolution of the claim.
Generation of wire transfers through a captive insurance program for the monthly claim invoices including review and confirmation of accuracy.
Performed review of legacy claims that CBRE acquired after acquisition of a company and uncovered over $350,000 of claim payments that had to be reimbursed to CBRE due to misapplying the policy terms and claim retention levels.
Determine and communicate high risk exposures to the individual business lines derived from the claims exposure and practices/procedures.
Analyze and compare claims data by measuring the total cost of risk and validating the effectiveness of loss control and claim handling interventions.
Timely reporting of large losses and authority reserve changes to Chief Risk Officer.
Developed process improvements for the claims handling protocol for general liability which ensured timeliness of tenders and responses that led to reduced number of days that a claim stayed open and reduced the total cost of risk.
First full year of implementation resulted in a $265,000 cost savings to CBRE.
Developed coding system to ensure proper tracking and monitoring of claims that assisted with the cost allocation distribution to the various business lines.
Senior Risk Analyst January 2006 to January 2007CBRE, Inc. f/k/a CB Richard Ellis, Inc － Newport Beach, CA
Risk Management Assisted Vice President of Risk Management with managing and procuring the management liability programs and coordinating all lines of insurance for the businesses.
Evaluation of renewal insurance quotes to determine most cost effective program for the company.
Preparation of renewal quote memo along with recommendation to be presented to Chief Executive Officer for selection of the management liability carriers.
Responsible for managing and procuring miscellaneous insurance programs, i.e.
aviation, travel accident.
Performed contract review for insurance and indemnification provisions.
Collaborated with Property Managers to educate clients concerning the benefits and cost-effectiveness of various insurance programs.
Participation in insurance negotiations with senior management on selection of insurance brokers, carriers and placement of insurance.
Analyze and classify risks as to frequency and potential severity to effectively measure financial impact of risk on company.
Generation of claim loss runs including analysis and benchmarking detail.
Risk Analyst January 2004 to January 2005CB Richard Ellis, Inc － Newport Beach, CA
Risk Management Assisted Risk Managers in the handling of all incoming and existing litigation.
Determined appropriate insurance claim coverage for all lines of insurance and submit to appropriate insurance carrier.
Generated tender letters and monitored for acceptance.
Reviewed Certificates of Insurance for compliance to minimum acceptance standards.
Responsible for updating and maintaining intranet site for Risk Management.
Account Sales Representative January 2000 to January 2003QUEST DIAGNOSTICS, INC － New York, NY
Grew and maintained $10,000,000 account base by developing customer loyalty, introducing new testing, eliminating competitors, and providing outstanding customer service.
Continually met or exceeded sales quota.
Obtained 100% client retention throughout sales career by utilizing strong listening and problem solving skills.
Executed cost-effective pricing strategies and solution-specific proposals to gain and retain business.
Successfully built and retained customer relationships on multiple levels within accounts.
Provided continuing education to the customer on the ordering process, marketing objectives, and compliance.
Successfully managed customer relationships to ensure that their needs were satisfied and that business objectives were achieved.
Developed outstanding planning and organizational skills to manage and grow territory.
Account Representative January 1996 to January 2000QUEST DIAGNOSTICS, INC － Portland, OR
Continually grew $5,000,000 account base by providing consistent and outstanding service.
Exceeded monthly quota for 1999 by over 360%.
Received Best Client Retention award.
Obtained by providing 'above and beyond' service to over 100 accounts.
Received 2nd place award in region for the National ThinPrep contest in 1999.
Personally set-up and trained new accounts to solidify business relationship and to ensure customer satisfaction.
Top performer in the Pacific Northwest for 1996.
Inducted into Chairman's Club.
B.A : Business Marketing, 1990WESTERN WASHINGTON UNIVERSITY － Bellingham, WABusiness Marketing STUDY ABROAD - England, France, Italy and Spain
Studied theater and art.