Licensed Insurance Adjuster, Alabama, Florida, Georgia, Kentucky, and North CarolinaInvestigate third party property liability claims.Evaluate claim liability potential.Evaluate damage appraisals.Negotiation with claimants and attorneys for equitable claim settlement.Securing information and evidence for subrogation potential.Proper file documentation and notes.

• Complete financial analysis• Prepare financial reports for management• Reconcile numerous bank operating and credit accounts• Complete all journal entries• Ensure timely AP Payments and AR Billing• Perform month end closing activities• Maintain accounting spreadsheets for prepaid allocations and schedules• Prepare research and reports to management and outside audit requests

I came to Stifel through it's acquisition of Sterne Agee. I stayed on in the temporary position assisting the transition of accounts payable and accounts receivable systems from Sterne Agee & Leach, Inc. to Stifel accounts payable/receivable systems. Participate in weekly status meetings to ensure a smooth transition and all vendor payables remitted timely. Conduct personnel training of Stifel accounts payable staff to use the integrated Altec DocLink Imaging system.

Analyze procedures for inconsistencies, develop and implement procedures to resolve conflicts and internal controls. Developed disaster recovery plan for AP/AR accounting divisions. System administrator setting up security constraints and applying the proper constraints to users ensuring proper security access. Maintain COA creating, inactivating and re-activating accounts as business needs and management request. Creating new companies as the business expanded with acquisitions of other companies. Respond to service error complaints resolving issues with system users, reducing system down time. Working closely with IT staff and outside support vendors to resolve more involved issues quickly restoring the system. Conduct system testing after repairs to ensure system integrity had not been compromised. Staying current with system subscriptions and attending seminars to learn latest technology available. Conduct business analysis requirements gathering needs assessments for any updates available. Negotiate with vendors to obtain optimum pricing for updates. Working as project manager scheduling updates with internal IT and outside supplier vendors to complete updates with minimum disruption of service to internal users. Project manager to implement customized SAGE 500, Accounts Receivable with auto-import of information from option trading platform. Create customized invoicing with crystal reports for standardization and business branding.. Project Manager/Business Analyst conducting requirements gathering through interviews with purchasing manager and staff. Scheduling Purchase Order Module implementation and creation of customized crystal reports purchase order form.Reduced vendor complaints and inquiries 98%; reducing time spent researching payments. Recruiting/training/motivating staff to produce quality results. Automating processes wherever possible to increase accuracy and efficiency.

Reconcile fixed asset accounts for Sterne Agee Group (Holding Company) and six subsidiaries. Analyzed and resolved discrepancies between several general ledger accounts and fixed asset tracking system accounts with in several companies. Making numerous journal entries to properly balance accounts. Created and documented procedures to prevent future discrepancies between general ledger accounts and fixed asset tracking system. Preparation and submission of ad valorem tax for twenty-nine offices in twenty-one states. Responded to local county audit resulting in $160,000 reduction of taxes, fines and interest charges. Maintained fixed asset tracking system adding and removing items as necessary. Analyzed excessive computer lease charges to IT Division and resolved lease payments charged to IT Division for equipment used by other departments and divisions. Developed and documented processes to prevent further miss-applied charges. Created new companies in both general ledger and fixed asset tracking system as warranted by business expansion. Creating chart of accounts in general ledger with correlating fixed asset accounts in fixed asset accounts in asset tracking system. Created imports and transfers of numerous fixed assets between companies in fixed asset system along with large journal entries to maintain balance with general ledger. Conducted the same import processes for acquisitions of other companies with business expansion. Completing due diligence and detailed data cleaning of information received from acquired companies prior to import. Setting up users with appropriate access and security protocols. Research general ledger and fixed asset tracking system to produce accurate ad hoc reports assisting management making informed business decisions. Maintain vendor set up, obtaining completed W-9 forms, and process year end electronic filing of IRS 1099 reporting.

Experienced multi-line insurance claims adjuster. Multiple claim project management, handling large, complex, disputed, commercial and residential property claims including mold claims. Audit estimates of third party independent adjusters. Create a claim budget and set accurate reserves and revising the budget and reserves as the claim progresses. Effective communications skills with all levels of management, engineers, attorneys, and claimants, Strong negotiations skills with public adjusters resolving disputed claims. Experienced with Xactimate estimating software.

Project Manager of Multiple moderate property damage insurance claims. Knowledge of insurance policies and claim handling procedures. Strong negotiation skills resolving claims in litigation, disputed claims and claims submitted to mediation hearings.Obtaining recorded statements from insureds, claimants and witnesses. Developing liability analysis and assessments. Requires preparation, organization and attention to details. Obtaining adjuster licenses in Florida and Texas.

Security sensitive information.

Third party property and casualty insurance adjuster. Outside field adjuster handling multiple property and liability claims. Highly organized scheduling several claim inspections daily gathering information photographing damages, creating detailed estimates and producing concise reports. Experienced with Integraclaim estimating software.

Contacted by previous manager requesting I return. Third party property and casualty insurance adjuster. Outside field adjuster handling multiple property and liability claims. Highly organized scheduling several claim inspections daily gathering information photographing damages, creating estimates and producing concise reports.

Resolving numerous litigated liability claims. Strong negotiation skills with attorneys and claimants to settle small slip and fall claims to major accidents involving debilitating injuries. Mediation experience resolving high dollar injury claims. Obtaining recorded statements from insureds, claimants and witnesses. Developing liability analysis and assessments. Requires preparation, organization and attention to details.

Third party property and casualty insurance adjuster. Outside field adjuster managing multiple property and liability claim projects to conclusion. Highly organized scheduling several claim inspections daily preparing an accurate scope of the claim, photographing damages, creating estimates and producing concise reports. Determining needs of expert witnesses such as structural engineers and fire cause and origin inspectors. Intelligently communicating the claim details with the various experts.

The ultimate customer service experience. Where else do you receive a response within a couple of minutes from the request being submitted. Strong communication skills, listening, deciphering and delivering instructions or explanations. Making decisions, sometimes with a quick assessment. Leader to co-workers, managed people, negotiations and situations with successful results. Successful due to the ability to remain calm in very stressful and sometimes volatile situations. Developed excellent elicitation skills, interrogation and interview techniques. Asking the right questions, who, what, where, when, why, and how. Analyzing the data from the responses. Documenting all of the above with accurate and concise reports. Experienced in evidence collection, preservation and chain of custody documentation. Successful court testimony resulting in numerous misdemeanor and felony convictions. Working independently or becoming a part of a cohesive team in a moments notice.