Kristin Wheeler Email & Phone Number

United States

United States

San Ramon, California, Us

Rocklin, California, Us

Boston, Ma, Us

March 2020- January 8,2021: Senior Claims Specialist IOctober 2017 - March 2020: Claims Specialist IIMarch 2016 - September 2017: Claims Specialist IOctober 2015 - March 2016 : Associate Claims Specialist• Worker's Compensation Claims Management for dedicated energy and construction team.• Management of medical care, lost time, return to work, permanent disability, and vocational rehabilitation for injured workers.• Full case management for self-insured customers as well as traditional insurance policy customers. • Pricing and negotiating claims for settlement.• Investigation of claims for validity and making compensability determinations based on evidence found.• Management of claims for over 30 different customers and abiding by their Special Service Instructions unique to each company.• Managing a caseload of 130 to 180 claims. • Created advanced Excel spreadsheets, to include macros and VBA, for effective and standardized postings to claims files, reserving files for exposure based to the most up-to-date fees by state with auto calculations, and settlement spreadsheet to project future medical costs with present value calculations and all components of full and final settlements.• Mentor to multiple new hires.• Co-Taught Worker's Compensation Annual Litigation Management Training by presenting approximately half of the PowerPoint presentation during two separate sessions of the one-hour training. • Annual Serve with Liberty Agency Leader since 2016 for multi-day projects.• Collaborated with Liberty Mutual Project management on our companywide Serve with Liberty Safety guidelines and the flier that is distributed company wide during Serve with Liberty.• Active member of the office event planning team. • Team member for the 2018 safety team.• Team member for the 2017 Give with Liberty campaign.

• Developed system to track new cusip request to be shared between multiple departments. • Accounting for multiple hedge funds.• Responsible for fund recon, variance, and posting of all activities within funds.• Responsible for oversight on Capital Stock and Time deposits.• Responsible for determining differences between the Investment Manager's Ledgers and State Street Ledgers and providing corrective action.• Working remotely two or more days a week.

Lisle, Illinois, Us

• Student recruiter for all Active, Reserve, Guard Military, Veteran, and their families in Northern California.• Successfully grew the DeVry Military recruitment effort by building relationships with bases and units by speaking one on one with prospective students and conducting workshops such as time management and goal setting.• Relationship building with Military organizations as well as other local Colleges and Universities.• Attended Career Fairs, Education Fairs, and Employment Networking Groups to recruit new staff and new students.• Proven dedication to the success of the National Military Team by covering multiple events in Southern California, Nevada, and Washington on short notice. • Responsible for all of Northern California and Northern Nevada, travel time over 80%• Conducted monthly workshops to include Time-Management, Goal Setting, and Career Planning.• Was a vital part of the Northern California expansion which resulted in a new position for a Military Education Liaison in the Bay area. • Managed and trained colleagues with Salesforce.com

Oakdale, Minnesota, Us

• Saved businesses and individuals substantial amounts money through analyzing their financial statements and practices then making recommendations on investments, budgets, and spending plans.• Cultivated relationships with local business owners and individuals through consistent contact.• Managed and used of Salesforce.com

St. Louis, Mo, Us

• Saved businesses and individuals substantial amounts money through analyzing their financial statements and practices then making recommendations on investments, budgets, and spending plans.• Brought in and managed client assets to the company through face to face contacts with businesses and individuals. • Managed employees: assigning duties; writing evaluations; giving pay raises; setting working hours; delegating projects and monitoring progress; and setting office sales goals.• Developed marketing strategy that increased business by 50%, saved time and money.• Taught and/or facilitated over 50 financial seminars to include but not limited to budgeting, investments, education, insurance, and estate planning.• Cultivated relationships with local business owners and individuals through consistent contact.

Washington, Dc, Us

I had the pleasure of serving as a FMF Corpsman with the United States Marine Corps. My units include 3rd FSSG, Edson Range, 1st FSSG, 13th MSSG, and Naval Hospital Camp Pendleton. • Leading Petty Officer for Administrative Department, Education and Training, and Case Management.• Assistant Leading Petty Officer for entire Unit Medical Department, as well as Acute Care Clinic, Audiology Department, Education and Training Department, and Preventive Medicine Department. • Managed over 100 troops: assigning duties; writing evaluations; writing awards, conducting disciplinary review boards, setting working hours; assigning projects and monitoring progress; setting unit, company, and department goals; scheduling; and counseling on career and personal life events and goals.• Reviewed, updated, created, and managed policies and procedures for multiple commands.• Managed unit budgets up to 1 million dollars.• Managed multi-million dollar equipment, to include arranging service and periodic maintenance. • Trained Marines and Sailors in multiple disciplines to include but not limited to combat aidsmen, budgeting, and substance abuse.• Command Substance Abuse Control Officer• Command Financial Officer• Created and implemented changes that increased efficiency and productivity through database management, scheduling, detailed job descriptions, • Developed course curriculum for unit combat aidsman course to including: syllabus, power point, quizzes, tests, and manual. • Developed Microsoft Access program for 1st Medical Battalion to cover accountability, availability, attendance, and project management, to include reports and reviews for each section.• Brought unit readiness up to 94% for over 750 Marines and Sailors through implementing policies and procedures to ensure compliance with requirements.• Increased Joint Commission on Accreditation of Healthcare Organizations (JCAHO) from 30% to 98%

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelors Of Science, Finance & Management

Associate Of Science (A.S.), Health Care Administration/Management