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Strategic, versa le Corporate Insurance, Risk Management, Health and Safety, Compliance professional with Street Address years of diversi ed
experience in healthcare, medical device, manufacturing and aerospace industries. Proven exper se in OSHA records keeping, claims
case management, safety, regulatory compliance programs and e ec ve project management.
Accomplishments
Developed, implemented and performed ongoing management of large enterprise wide risk management programs, resul ng in
overall cost improvement year to year of all insurance lines, including Workers Compensa on, Property and Casualty, Employer
Professional Liability, Medical Malprac ce, Fleet Liability, Surety and Bond insurance coverage programs.
Produced Workers Compensa on incurred claims savings of 33% - 50% annually and over long-term policy years by strategically
mi ga ng opera onal risks, resul ng in broad savings enterprise wide.
Ini ated and contributed to 6-month OSHA, Compliance and Workers Compensa on Lean Kaizen project that resulted in
Carefusion/Cardinal Health saving over $100,000 annually.
Property and Casualty Insurance Agent/Customer Service Representa ve Remote
TTEC - Charlo e, NC - April 2023 - Current
Licensed Property and Casualty agent in 36 states Trained in Personal Lines as a sales focused customer service representa ve (3rd
party) for a well-known nancial ins tu on.
Medicare Insurance Sales Agent /Case Manager - July 2022 to December 2022
TZ Insurance Charlo e, NC - Hybrid/Remote
Licensed NC Accident and Health insurance agent trained in Medicare compliance, policy review and sales techniques.
Compliance Analyst - March 2020 to July 2020
McGri Insurance - Greensboro, NC - Remote
Analyze regulatory 401k /5500 ERISA lings for client s compliance, determining risk mi ga on for employer's group bene t plans.
Heavy phone and email communica on with mul ple clients, vendors and employees on a daily basis.
Insurance Manager - June 2018 to December 2019
Victra Inc. - A liated Verizon Retailer- Raleigh, NC
Managed a mid-size corporate insurance por olio, broker and carrier rela ons, policy renewals, claims management, coordinated
quarterly reviews with TPA, brokers
Reconcilia on of monthly premiums for all insurance lines for company, monthly repor ng to management.
Oversight of informa on management systems and applica ons related to insurance & safety key performance indicators including
electronic incident and event repor ng, claims, recall databases and actuarial applica ons.
Served as expert internal consultant for risk management / compliance organiza onal ini a ves, projects, and programs.
Risk Insurance Manager - September 2013 to June 2018
Smile Brands Inc. - Irvine, CA
Managed large corporate insurance claims, thoroughly inves gated all claims and provided sound instruc on to management on
proper policy and procedures to mi gate employee, pa ent and property claims.
Injury claim administra on consis ng of internal and external communica ons daily to drive insurance claim closures. Evaluated
risk management programs through the use of data capture, trend analysis, quarterly/ad hoc ndings.
Provided risk and regulatory management consulta on to ensure compliance with federal, state, and local regulatory agencies.
Corporate Advisor Workers Compensa on/EHS - April 2007 to April 2010
CareFusion - formerly Cardinal Health - Medical Device Manufacturer - San Diego, CA
Developed, managed Workers Compensa on and Safety regulatory repor ng programs for Cardinal Health and spino company,
Carefusion.
Conducted workplace injury / illness inves ga ons and iden ed root causes of opera onal hazards and incidents.
Trained system users on the maintenance of EH&S web-based risk recogni on, repor ng and correc ve ac on system.
B.A. in Organiza onal Sociology- San Diego State University - San Diego, CA
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