non-lawyer member as insurance company employee

• Leads a team of Litigation Specialists and Liability Adjusters who handle lit & pre-lit matters and serve as the company’s representatives and point people for all litigated claims handled by outside counsel• Handles complex legal case management of lit, pre-lit, and extra-contractual matters• Assists in the selection, review and management of outside defense counsel utilized by the company in the defense of assigned lit, pre-lit, and extra-contractual matters to ensure the highest standards for work product and cost-effectiveness are maintained• Reviews, analyzes and advises on claims initiatives and written materials to ensure consistency with best practices for avoidance of litigation and extra-contractual matters• Creates and solicits feedback on the company’s Litigation Management strategy to posture for positive results• Prepares status and other reports to senior management as needed in connection with assigned litigation inventory• Provides solutions on escalated issues, and seeks input from senior leadership when appropriate• Uses internal channels to promote team successes, share relevant case law, and cascade other important communications • Leads private, regularly-scheduled dialogue with staff including individual performance • Actively participates in hiring process, including interviewing & hiring recommendations

-Subject matter expert on Florida insurance claims handling practice and procedures.-Organizes, reviews, and prepares all files scheduled for corporate representative depositions, investigating any potential litigation issues that may arise in conjunction with the litigation staff.-Works closely with attorneys and litigation support staff to coordinate corporate deposition scheduling and appearances.-Keeps meticulous notes and records on each file.-Maintains a high level of professionalism both in and out of legal proceedings.-Manages outside counsel relationships, giving guidance and maintaining the company's position on claims.-Testifies throughout Florida as the corporate representative.

As immediate past president (2023):• Led anti-fraud trade group which provides educational seminars on medical topics trending in Florida claims for claim adjusters, SIU investigators, defense attorneys and law enforcement.* Navigated group through transition of a name change and expanded market share to include homeowners topics at seminars. • Directed the collaboration of a statewide, volunteer Board of Directors consisting of defense attorneys and SIU professionals. • Served as primary point of contact and decision maker.• Promoted teamwork while emphasizing customer-centric ideas which will enhance our informative and cost-effective seminars.

Handled property claims’ pre-litigation matters to conclusiono Served as company representative at DFS Mediations in Central & North Floridao Directed counsel on assignments to take Examinations Under Oath and respond to Civil Remedy Noticeso Coordinated, monitored and processed Appraisal matters

Managed property litigation claims throughout Florida to conclusion.o Served as Corporate Representative in depositions and by signing Interrogatories o Worked closely with counsel in defense of lawsuits and Civil Remedy Noticeso Mediated Circuit Court and Appellate matters

Directed complex, major cases in nationwide jurisdictions to conclusion, including those in affirmative litigation.o One of three initially selected for new national team to investigate major cases in multiple states.o Developed efficient and effective strategies to identify and resist insurance fraud in complex projects, including multi-claim affirmative litigation.o Charted and analyzed complex data, including data mining and pattern recognition, to drive project investigations. o Provided applicable documentation, evidentiary issues and claim handling guidelines, like potential questions for Examinations Under Oath, to SIU claim handlers with claim handling responsibilities.

• Executed efficient and effective strategies to identify and resist insurance fraud in large-scale statewide projects on medical providers, including but not limited to multi-claim affirmative litigation. • Chosen as one of five original members from the Enterprise to start a new nationwide team responsible for analyzing data from large exposure medical providers for potential SIU assignments (2014-2015).• Analyzed complex data to drive project investigations, including data mining & pattern recognition. • Performed file reviews, validated identified issues, uncovered additional issues and collected evidence from files and other sources.• Secured statements and EUOs of claimants, witnesses and former clinic employees to confirm or rule out issues of concern.• Worked remotely from home office since 2015.