Joel Sherman Email & Phone Number

Greater Chicago Area

Greater Chicago Area

Client service manager for accounts in eastern region. Represented SIU in aspects of data reporting, program management and strategy, client and claim office training, roundtable sessions, process improvements, overall growth and promotion of new products and services.

Naperville, Illinois

• Lead the technical and operational functions within the Shared Services Group, with direct responsibility for approximately 20 employees in intake, triage, finance, evidence, production and delivery
• Member of SIU’s Senior Leadership, focused on development and implementation of departmental policies, procedures, initiatives and strategy
• Collaborated daily with the client services department to ensure compliance to best practices and optimal client satisfaction before, during and after program implementation
• Established workflow process improvements within multiple workgroups and directs the execution of enhancements
• Created, hired and trained specialty “triage” group in order to mitigate errors in client-specified handling protocols

Naperville, Illinois

• Managed day-to-day operations for a team of investigative colleagues
• Supervised and conducted fraud analysis on approximately 5,000 investigative assignments on an annual basis
• Established quarterly colleague performance development plans, conducted annual appraisals, and implemented progressive discipline
• Conducted monthly staff meetings regarding current trends while fostering team building and employee motivation
• Initiated and strengthened relationships with external vendor partners and internal workgroups
• Launched client-driven initiatives to include qualitative assessments of investigative deliverables to maintain and strengthen customer satisfaction according to organization’s best practices

Charlotte, NC And Chicago, IL

• Conducted stationary, mobile and covert surveillance throughout the Midwest and Southeast United States
• Consistently ranked in the top 10% in investigator productivity
• Obtained recorded statements and completed informal interviews with individuals regarding insurance claims
• Performed AOE/COE, subrogation, motor vehicle incident, theft and arson investigations
• Performed incident scene investigations to include photographic and videotape documentation and the development of incident scene diagrams
• Composed investigative reports and electronically entered case notes, case details and case expenses into organization’s proprietary database

Naperville, Illinois

• Organized and conducted 50+ hour, new-hire training classes to include lectures, field exercises, and comprehensive testing
• Provided on-going and continuing education training to investigators
• Created and distributed training manuals, multimedia visual aids, computer tutorials, and reference literature in procedural aspects of investigations
• Trained, individually or in a group setting, over 100 investigators
• Responsible for procuring, testing and implementing new investigative technology

Columbus, OH

Master Of Business Administration (M.B.A.), Managerial Leadership

Activities and Societies: Beta Gamma Sigma Honor Society

B.A. Social And Behavioral Sciences, Criminology, Magna Cum Laude

Activities and Societies: Golden Key International Honour Society

Education record