Kristin Wheeler Email and Phone Number
Kristin Wheeler work email
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Kristin Wheeler personal email
Kristin Wheeler is a Claims Examiner at Innovative Claim Solutions. She possess expertise in training, management, customer service, leadership, salesforce.com and 41 more skills. Colleagues describe her as "Kristin is a detailed and thoughtful financial advisor who cares about the future security and success of her clients." and "Kristin has set up a few college funds for my children. She was easy to work with, and helped me with my questions about how the various funds worked. She is very good about returning calls, and was always on time when we met. I would highly recommend talking with Kristin Hemesi for a review of your current portfolio."
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Innovative Claim SolutionsUnited States -
Claims ExaminerInnovative Claim Solutions Feb 2022 - PresentSan Ramon, California, Us -
Claims Adjuster IiiIntercare Holdings Insurance Services Jan 2021 - Jan 2022Rocklin, California, Us -
Senior Claims SpecialistLiberty Mutual Insurance Oct 2015 - Jan 2021Boston, Ma, UsMarch 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. -
Senior AssociateState Street Jan 2013 - Oct 2015• 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.
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Military Education LiaisonDevry University Nov 2011 - Aug 2012Lisle, 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 -
Financial AdvisorWoodbury Financial Services Jan 2011 - Nov 2011Oakdale, 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 -
Financial AdvisorEdward Jones Aug 2007 - Jan 2011St. 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. -
Hospital Corpsman First Class (E-6)United States Navy Jul 1999 - Mar 2007Washington, Dc, UsI 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%
Kristin Wheeler Skills
Kristin Wheeler Education Details
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Argosy University San Francisco Bay AreaGeneral -
Park UniversityFinance & Management -
High-Tech Institute - Sacramento, CaHealth Care Administration/Management
Frequently Asked Questions about Kristin Wheeler
What company does Kristin Wheeler work for?
Kristin Wheeler works for Innovative Claim Solutions
What is Kristin Wheeler's role at the current company?
Kristin Wheeler's current role is Claims Examiner.
What is Kristin Wheeler's email address?
Kristin Wheeler's email address is kw****@****ins.com
What schools did Kristin Wheeler attend?
Kristin Wheeler attended Argosy University San Francisco Bay Area, Park University, High-Tech Institute - Sacramento, Ca.
What skills is Kristin Wheeler known for?
Kristin Wheeler has skills like Training, Management, Customer Service, Leadership, Salesforce.com, Project Management, Investments, Team Leadership, Recruiting, Public Speaking, Team Building, Military.
Who are Kristin Wheeler's colleagues?
Kristin Wheeler's colleagues are Krista Tasto, Nicole Spear,am, Kris Wright, Lilia Newton, Bob Coleman, Kathy Enos, Dan Greco.
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