Suite 200 provides advisory, market intelligence and recruiting services to the P&C claims and legal industries including insurers, TPAs and technology/service providers. The Transaction Advisory Group, matches PE and VC partners with InsurTech firms seeking investment and acquisition opportunities.Independent P&C claims consulting executive retained by the President of Suite 200 Solutions to lead and deliver strategic claims consulting projects. As a Transaction Advisory Group member identify, research and leverage relationships with company founders who are seeking funding to grow/exit their business. • Responsible for leading consulting projects for one of the largest multiline TPAs in the world including:• Current state assessment including process mapping, staffing model inputs, inventory targets and metric definition for auto and general liability and workers comp lines of business• Analysis of existing claim inventory by age, injury type and claim phase to support specialty desk designs to improve employee efficiency, expense reduction and address talent gaps• Development of a file survey and audit to identify high volume, low activity workers comp files and executed maintenance desk pilot to improve quality, efficiency, productivity and service

Reported to the President of CCC with profit and loss accountability and leadership of ~3000 onshore US office-based and work from home employees, physician advisor contractors and offshore India and Philippine vendor resources. Was responsible for processing over 15M medical bills totaling $19B in medical charges, 1M nurse and code reviews, 880K phone calls and 27M pieces of inbound and outbound mail annually. Delivered first and third-party casualty claims solutions through registered nurses, certified professional coders, call center representatives and back office staff.• Implemented Executive Leadership Team governance model to prioritize investment opportunities, escalate issues and mitigate risks resulting executive alignment and expedited decision making • Designed and implemented an integrated operating model to improve efficiency, drive quality improvement, increase vendor oversight, improve clinical quality, enable organizational flexibility and leadership oversight resulting in ~$1M run rate savings• Led an RFP effort to transition existing fractured, multi-vendor, manual data capture and clinical record review offshore model to a single vendor, digital intake model leveraging automation, AI and machine learning to improve speed, quality, eliminate data incidents, projected savings $2-4M per year• Improved NPS "Buyer" scores (2018 to 2019) with faster service delivery and improved quality “How likely are you to recommend Casualty to a friend or colleague” improved from 15 to 63“First Party Bill Review” improved from -25 to 60 and “Third Party Evaluation” improved from 38 to 73• Drove the use of OPEX Falcon Red scanners to digitize and transform inbound mailroom workflow resulting in increased mailroom capacity and potential savings of $400K annually• Created business continuity plans for all onshore and offshore processes, including pandemic response and established redundant call center and mailroom capabilities to mitigate business disruption

North American Claims Innovation and Thought Leader reporting to the Global Insurance Senior Managing Director and responsible $12.5M in revenue, $5.9M budget and 25 consultants responsible for business development, relationship management, proposal creation, RFP responses, industry points of view, development of claims practice assets and client delivery. • Proposed, sold and led a quality and leakage assessment for a Top 3 US Carrier which identified over $200M of financial opportunity across auto liability, total loss and casualty claims segments• Led a stabilization effort for property claims (express, auto liability and total loss) to improve service levels, loss costs, process adherence and inventory reduction for a Top 3 US Carrier• Drove Accenture's digital claims operating model perspective detailing external trends and forces necessitating a claim handling paradigm shift to meet rising consumer expectations through innovation• Led the development of a disability claims offering, leveraging best in class assets and capabilities from the Claims, Health and BPO practices to drive a new revenue stream for the company

Insurance Client and Market Executive and Claims Subject Matter Expert reporting to the North American claims managing director and leading project delivery for the some of the largest US and global insurance carriers including one of the largest transformations in the industry.• Led multiple workstreams for a Top 3 US Carrier focused on the migration of 30,000+ resources into the future state operating model across 25 locations, including newly defined roles, claim segments, process design, technology enablement, supply/demand aggregation and leadership structure• Led a multinational claims quality and leakage assessment on five lines of business for Global Multi-line Carrier and developed strategies to capture identified leakage in excess of $80 million• Managed the North American transition of non-core processes to a captive offshore capability, low complexity claims to a TPA and retained oversight of high complexity claims resulting in the reassignment of 450 headcount for a Global General and Reinsurance Insurer

Senior Corporate Claims Officer reporting to the Executive Vice President, Chief Claims Officer and responsible for $150 million auto physical damage line of business, training department and ~100 Claims Service Center (CSC) employees, including call center, automobile, homeowner, commercial property, general liability and subrogation claim handling operations.• Developed and implemented a program to centralize auto claim handling functions; improving efficiency, employee effectiveness and reduction of 15 headcount resulting in savings of $1.5M• Prepared and aggressively managed $7M expense budget; under plan three consecutive years• Increased call center capacity by 58.5% and decreased headcount by three employees while maintaining phone service levels of 90% with an average speed to answer of less than 20 seconds• Reduced CSC annualized turnover from over 40% from 2002 - 2006 to less than 10% from 2007-2010• Improved customer experience results from 93% to 98% as measured by customer and agency surveys

Corporate Claims Officer reporting to the Senior Vice President, Director of Claims and responsible for $150 million auto physical damage line of business, strategic initiatives, apprentice program and performance metrics for 7 Regions and 22 states• Renegotiated multiple vendor contracts resulting in savings in excess of $1M• Implemented legal bill review software and billing protocols resulting in expense savings of $2.5M• Developed Claims Committee injury evaluation process for cases between $25K and $100K resulting in 3.9% severity improvement on targeted claims

Regional Claim Manager responsible for all personnel, operational and claim related decisions in a 100 employee, $115 million per year, multi-site operation.

Home Office Staff Manager responsible for the regional leadership development and coordination of all training activities for 500 employees and 80 managers. Identified and developed succession plan candidates for frontline and senior management positions.

Staff Manager responsible for quality and regulatory control, trend analysis, process compliance, performance improvement, and goal achievement in largest office in the U.S. ($140 million per year, 180 employees) with complete accountability for office casualty results.