resume & references

A field claims professional with lengthy experience conducting outside field investigations and customer service activities to support commercial claim service teams. Experienced handling routine to complex and high exposure assignments with minimal direction. Highly regarded personal style to build rapport with claimants, witnesses, and policyholder personnel, from line supervisors to chief executive officers and government leaders. Experienced with many aspects of claim investigation and adjusting including:

Lighthouse Claim Service LLC, Fond du Lac, WI      2007- Present

Self-employed President/Owner of an independent, multi-line claim investigation service providing field claim investigative services for commercial casualty carriers. Clients have included the Liberty Mutual Group/Wausau Insurance, my former employer, various Liberty Agency Markets companies, and include West Bend Mutual Insurance, Argent Insurance, EMC Insurance, and Strategic Comp/Great American Insurance.

Liberty Mutual Group/Wausau Insurance, Fond du Lac, WI      1978 to 2007
A diversified global multi-line group of insurance companies and the sixth-largest property and casualty insurer in the United States, ranking 95th on the Fortune 500 list with 85 billion in consolidated assets.

Senior Field Claim Investigator/Liberty Field Investigations      2003 to 2007

• • Responsible for conducting outside field investigations and customer service activities to support the claims service teams. Assignments of generally more complex /high exposure nature, given with minimal direction.
  • Named dedicated field investigator for carrier contract for claim services for Milwaukee Public Schools, an urban district with 225+ schools.
  • Named dedicated field investigator for the Owner Controlled Insurance Program with Milwaukee Metropolitan Sewerage District.
  • Conducted ride-along days with new employees from the claim and sales departments.
  • Presented topics at staff meetings.

Senior Field Claim AdjusterII/Wausau Insurance Companies      1993 to 2003
Continued field adjuster position with increased responsibilities and salary grades.

• • Member of selected Dedicated Team serving school districts and municipalities for Wausau Insurance as the designated carrier for the Wisconsin Association of School Boards and League of Wisconsin Municipalities insurance programs.
  • Handled field investigations for Owner Controlled Insurance Programs for the State of Wisconsin, including attendance at on-site contractor meetings.
  • Served on the Implementation and Training Team for Colossus bodily injury evaluation software program. Input closed case data and conducted training sessions for claim staff.
  • Presented Teacher Liability In-Service to customer school districts.
  • Presented topic at seminar for League of Wisconsin Municipalities customers.

Senior Field Adjuster/Wausau Insurance Companies      1986 to 1993
Continued field adjuster position with increased responsibilities and salary grades.

• • Sole claim staff in Fond du Lac Service Office, handling field investigations in east-central Wisconsin territory.
  • First insurance investigator on site of a large Manitowoc, WI fire resulting in severe burns to our insured employees. Third-party claims resulted in the largest personal injury settlements in state history at the time.
  • Developed strong rapport with long time insured contacts to aid in regular renewals of business.

Field Claim Adjuster/Wausau Insurance Companies      1978 to 1993
Provided field claim adjuster service to claim staff and customer service activities.

• • Assigned to Fond du Lac Service Office as sole claim person handling east-central Wisconsin territory.
  • Recognized by claim management for strong efforts in return to work on worker’s compensation claims.

Aetna Casualty & Surety, Milwaukee, WI      1978

Claim Representative Trainee
Initial claim training and handling of inside and outside claim assignments.

• • Completed Aetna’s industry-respected six-week home office training program.
  • Continued local office 6-month training program
  • Left for a position with Wausau Insurance after mandatory transfer.