Established Claims Audit and Project Manager with extensive experience in progressive roles for one of the nation’s leading insurers. Extensive experience managing the complete claims life-cycle, including investigations, adjustments, negotiations, and settlements, ensuring a client-centric and results-driven approach. Recognized as a subject matter expert and knowledge resource on claims audits, audit methodology, stakeholder reporting, risk and control identification, solutions development, and state board compliance. Proven track record of building and leading teams, cultivating positive relationships, and promoting new and innovative ideas and solutions that enhance business performance and client success.
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Customer Success ManagerAtheniumDallas, Tx, Us -
Customer Success ManagerAthenium Nov 2021 - Present -
Business ConsultantIndependent Consultant - Business Process Improvement Jan 2020 - PresentDallas, Texas, United StatesInnovative and influential business professional, creative critical thinker, agile project leader with an extensive yet versatile skill set dedicated to making high value contributions to the growth and success of forward thinking, technology driven small business owners and organizations. Able to navigate and manage a variety of customer projects and objectives toward effective resolutions in the areas of insurance, risk management, audit and compliance, project implementation, quality and process improvement, graphic design, strategic research, social media management, business administration and customer support. -
Claims Audit Manager IiKemper Jan 2015 - Nov 2019Dallas, Texas, United StatesNational Claims Audit Manager (Quality Assurance and Risk Management)Managed the National Audit Team in conducting companywide claims quality audits nationally, ensuring alignment with claims best practices and state regulations. Performed as subject matter expert (SME) and knowledge resource, delivering guidance on state compliance, risk management, litigation management, large loss reporting, state board compliance, subrogation, and arbitration. Held full accountability for directing the end-to-end execution of complex projects, managing vendors, establishing and monitoring metrics, and executive reporting. • Led the migration of Kemper over to an SaaS auditing system, including developing audit scripts, reports, instruction guides, and training, as well as guiding cross-functional teams in the successful SaaS integration. Completed this two-year project within six months with a 250-person integration. When an additional company was added the process was repeated with the same high-quality results. • Partnered with internal audit to examine the Claims Quality Audit program to identify improvements and create best-in-class solutions to increase documentation, governance, training, and calibration. • Integration Project Lead responsible for overseeing new and existing Kemper companies transitioning to the claims audit program, audit system, and multi-company platform integration and deployment. -
Claims Auditor I/ Claims Auditor IiKemper Apr 2003 - Jan 2015Performed quality insurance claims audits across multiple lines of business, departments and states. -
Senior Casualty ExaminerKemper Dec 2000 - Apr 2003Investigated, negotiated, evaluated, and settled casualty and property claims of complex exposure. Gathered, organized, and presented evidence during legal proceedings, attended and conducted mediations, investigations, and settled claims by determining insurance carrier’s liability. -
Claims ManagerOld American County Mutual Fire Insurance Company Jan 1997 - Dec 2000Dallas, Texas, United States• Supervised and managed the receipt, investigation, adjustment, and settlement of insurance claims• Oversaw the entire claims process and ensured proper claim handling and compliance with procedures, regulations, and best practices -
Senior Claims ExaminerOld American County Mutual Fire Insurance Company Jan 1996 - Jan 1997Dallas, Texas, United States -
Home Office Referral And Litigation ExaminerMetropolitan Property And Casualty Insurance Company Jan 1995 - Jan 1996Dallas-Fort Worth Metroplex• Investigated and managed property and casualty claims promptly and thoroughly• Submitted timely large loss reports and referrals to home office when appropriate• Prepared for and delivered quality presentations of high exposure cases to upper claims management• Gathered, organized, and presented evidence during legal proceedings, attended and conducted settlement mediations -
Senior Casualty Adjuster, Sui Special Investigator, Home Office Litigation SpecialistGeico Aug 1986 - Jan 1995Dallas, Texas, United StatesServed in a multiple claims’ related roles throughout my tenure at GEICO. Helped develop a multi-faceted role tasked with investigating potentially fraudulent claims and policies, reviewing and adjusting claims, and negotiating claim settlements through arbitration with legal representatives.
Terri B. Education Details
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Business Administration, Management And Operations
Frequently Asked Questions about Terri B.
What company does Terri B. work for?
Terri B. works for Athenium
What is Terri B.'s role at the current company?
Terri B.'s current role is Customer Success Manager.
What schools did Terri B. attend?
Terri B. attended University Of North Texas.
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📚 Terri B.
United States
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