Cortney Samuel, Cpcu, Arm Email & Phone Number

Completed a review involving inadequate coverage investigations that resulted in a pilot targeting alignment amongst departments to identify and remedy coverage issues in order to recapture lost premiums.Completed Construction Defect mentoring program that enhanced my knowledge of complex coverage analyses and the CGL policy.Provided detailed analysis of misalignments for an office resulting in an 8.7% increase in quality calibration results from Q1 to Q2. Conduct quality audits of claim files by analyzing claims handling thus, ensuring compliance with claim handling standards.Participate in Root Cause Problem Solving events and reviews to enhance organizational performance.Discuss quality review results with clients and leadership to drive improvement.Assisted in multiple compliance projects that resulted in an improved workflow for handling excess storage and towing fees across the organization.

New Jersey

Senior Claims Specialist 1, August 2015 – May 2018Appointed Temporary Team Lead in Team Managers 2-month absence. I was responsible for mentoring colleagues and guiding decision making on claim files.Drove Continuous Improvement project by facilitating internal communication to promote viability of new suggestions resulting in new and improved processes.Appointed Subject Matter Expert for low impact team allowing the office to gain momentum as the pilot for the initiative.Conducted Root Cause Analysis surrounding a break-down of communication between vendors, claims and legal staff. This resulted in a new process for the claims department allowing enhanced communication among all parties involved.Appointed Claims Onboarding Specialist to train new hires in claims handling and company culture.

Marlton, New Jersey

Trained employees on low speed impact initiative resulting in effective leveraging of the argument on claims thereby mitigating damages.Monitored trials in which quick decision making and risk assessment resulted in 4 defense verdicts and a highly favorable settlement against a reputable plaintiff firm.Performed Gap Analysis surrounding complex file handling in conjunction with low impact defenses and subsequently created a training that integrated Liberty Mutual’s strategy of low impact defense with complex files.Root Cause Analysis surrounding low referrals for low impact team which resulted in an office-wide training informing employees on the low impact initiative and its positive effect on the organization.

New Jersey, United States

Chosen as a point person on a newly implemented low speed vehicle impact pilot due to strong negotiation skills. Devised a strategy that connected New Jersey tort law to a newly implemented low speed initiative resulting in strengthened low speed argument on claims organization wide.Built strategic relationships with attorneys which helped me to effectively represent Liberty Mutual in negotiations and consistently meet and exceed quality and efficiency standards.

Lindenwold, Nj

• Third Party Billing• Analyze invoices and billing reports• Investigate variances in revenues received versus billed amounts• Investigate and resubmit old billing errors to recapture lost revenues• Assist in attaining Medicaid accreditation

Payroll, billing reports, and invoicing.• Interviewed applicants, conducted background checks, ensured all employees adhered to company policies.• Marketed company to potential clients/Assisted in creating marketing materials.• Created new and managed existing contracts/ Ensured customer satisfaction.• Supervised field employees, handled scheduling issues and customer complaints.• Supervised office employees, handled any call escalations, organized office meetings, and completed employee performance reviews.• Created databases and established computer network system.• Performed revenue and expense forecasts in order to make financial decisions.• Reviewed financial records.• Prepared budgets/Analyzed trends in revenues and expenses.

Understanding of all procedures for retail investment account transactions and all legal documents needed to execute transactions.Process liquidations and exchanges on individual, retirement, corporate, broker self directed, and trust accounts.Preparation and presentation of customer complaint reports, reviewed by the Board of Directors on a monthly basis to help improve customer satisfaction.Ensure compliance of new 403(b)(7) regulations among all plan Administrators and shareholders.Understand and convey to our clients, up to date information on all funds and products offered as well as current events outside of the company. Responsible for customer satisfaction, dispute resolution and assisting with escalated calls.Completed an extensive retirement training to fully understand all aspects of retirement accounts: 457, 403b, Individual K, IRA (Roth), Money Purchase, Profit Sharing, Simple IRA, SEP and SAR/SEP, and Coverdell IRA.Chosen to provide specialized services for high net worth clients.Obtained Series 6 and 63 licenses.Selected as Employee of the Month for February 2009 due to consistent improvement and voluntary increase in workload.

Process and submit pension estimates and verifications.Understanding of legal documents, ERISA regulations, and proper procedures for updating accounts accordingly.Created standardized procedures for daily business operations for several major clients.Chosen to train new and existing employees on team procedures and assignments.Responsible for overseeing employees and ensuring their tasks were completed within our Service Level Agreement

Health and Welfare; Elect employee’s benefits. Understand and convey to employees all guidelines for qualifying life events. Assist customers with any problems or questions regarding coverage and regulations.Assist customers in understanding coverage options: medical, dental, vision, flexible spending accounts, basic life, Accidental Death &Dismemberment, and supplemental life.I was promoted to a Defined Benefits Specialist Position after three months due to a strong financial background and exceptional work ethic

Associate In Risk Management, Risk Management

Cpcu, Insurance

Chartered Property Casualty Underwriter

Bachelor Of Science (Bs), Finance; Economics

Dean’s List 4 semesters Member of Beta Alpha Psi International Honorary Organization for Financial Information Professionals: Kappa Gamma.