Stephen D. Holmes, Cpcu Email & Phone Number

Raleigh-Durham, North Carolina Area

• Responsible for oversight and management of day-to-day operations related to compliance, quality assurance and training for the Claims Department. Compliance:
• Keep apprised of regulatory/legislative changes and provide handling recommendations.
• Utilize outside defense counsel as needed.
• Co-chair corporate Compliance Council.
• Partner in creating company-wide Compliance SharePoint resource.
• Respond to inquiries from regulatory authorities regarding reports, data calls, audits, market conduct examinations and state DOI complaints.

Morrisville, NC

• Created and rolled out Medicare claim handling process and managed overall Medicare Section 111 and MSP compliance. Participating in various types of QA reviews.
• Created and implemented end-to-end Medicare handling process ensuring compliance with federally mandated Section 111 reporting and proper front-line claims handling.
• Managed Bodily Injury & No-Fault MSP (Medicare Secondary Payer) responses.
• Completed QA Business Unit Reviews both to ensure compliance and improve performance.
• Performed targeted reviews analyzing Business Unit performance in specific areas.
• Reviewed injury evaluations providing analysis and settlement recommendations.

Raleigh-Durham, North Carolina Area

• Adjusted commercial claims of varying claim types in multiple jurisdictions.
• Adjusted commercial lines casualty bodily injury and property damage claims in the states of NC, SC, TN, FL, KY, MS, AL, GA, AR, CT, MA, OH.
• Claim types handled include: Commercial Auto, Garage Owners, General Liability PD, General Liability BI (Foreign Object, Foodborne Illness, Allergies).
• Panelist with Arbitration Forums hearing cases monthly, aiding the National Recovery Team.
• Graduate of the 2017 Nationwide Emerging Leaders Program.

Raleigh-Durham, North Carolina Area

• Adjusted personal lines bodily injury and property damage claims.
• Handled BI Medicare claims which included opening new cases with CMS, ensuring that CMS liens were appropriately addressed and obtaining CMS case closure documentation.
• Provided on-going direct mentoring for peers. Collaborated in the creation of a new program preparing associates in other claim functions to transition to BI; acted as the programs first one-on-one mentor.
• Conducted associate trainings in: BI Evaluations, BI Negotiations, Reservation of Rights and Excess letters, Global Settlements, Negotiating Medical Bills.
• Led nine Associates in a Customer Service Forum to improve customer experience and survey scores.
• Served as acting Non-Injury Manager: 2/16/17--2/17/17, 3/24/17--3/27/17, 8/21/17--8/25/17.

• Founded non-denominational church and served as Executive Pastor.
• Led group of 10-12 volunteers executing organizational priorities.
• Gave weekly teachings comprised of written material and PowerPoint presentations.
• Raised awareness for social issues e.g., human trafficking and clean water projects.

• With an individual authority of $25,000 adjusted liability bodily injury and property damage claims; routinely handled claims with values up to or in excess of $100,000.
• Primarily handled claims from NC, SC and TN; on occasion handled claims from NJ, VA, GA, FL and LA.
• Litigated files typically comprised 25% of caseload. Worked with defense counsel to establish litigation strategy, attended court-ordered settlement mediations, monitored jury trials and provided comprehensive analyses.
• Worked remotely from home office for four years.

Master Of Arts (M.A.), Liberal Arts And Sciences/Liberal Studies

Bachelor Of Arts (B.A.), Magna Cum Laude, Theology/Theological Studies, 3.8 Gpa

Activities and Societies: Alpha Gamma Chi Chaplain, 2001