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Jeffrey G.

Montgomery
103 Casey Street
Fox Lake WI 53933
920.763.5954 (Mobile)
statefan1@hotmail.com

Insurance Claims Manager with extensive knowledge and experience in commercial and personal lines claims resolution.
Highly developed policy interpretation, litigation management, claims analysis, quality assurance and problem solving skills
have led to development of highly effective claims management process. Excellent communication skills complement
managerial capabilities.

Litigation Management Centralized Resource Development


Claim Quality Assurance Strategic Planning
Departmental Budgeting Claim Metric Development
Balanced Scorecard Personnel Professional Development

PROFESSIONAL EXPERIENCE

Esurance
2007 - Present
Litigation Claims Manager
Responsible for successfully opening new regional branch office in March 2007. Responsible for all aspects of office
opening, including but not limited to staffing, training, facilities, implementation of claims process and ongoing claims
handling. Established litigation claims handling guidelines. Established approved defense & coverage counsel preferred
vender list. Implemented procedural changes recognized as areas of opportunity from the national claims audit.

Nationwide Mutual Insurance Company 2005 - 2007

Direct staff development, facilitating and implementing change in process to split commercial and personal lines litigation
claims handling. Implemented procedural changes recognized as areas of opportunity from the national claims audit.
Improved overall claims allocation to create balance and equity among commercial claims litigation specialists.

Commercial Litigation Claims Manager 2006 - 2007


Direct staff development, facilitating and implementing change in process to split commercial and personal lines litigation
claims handling. Improved overall claims allocation to create balance and equity among commercial claims litigation
specialists.

Commercial Claims Consultant 2005 - 2006


Responsible for complex commercial coverage analysis, review and shadow of large loss claims ($100K +) and litigation
monitoring for four regional commercial claims operations. Assisted with national comprehensive claims audits and
individual office and selected specialist Performance Enhancement Reviews. Assisted regions as acting claims management
as needed, and assisted with interviews and hiring of new or replacement commercial claims specialists.

Integrity Mutual Insurance Company 2001 - 2005


Liability Claims Manager
Directed staff development, implementing, and utilizing tools to improve company-wide planning and management of
claims handling and expenses.
Successfully developed and implemented new claims handling process providing significantly more meaningful, consistent,
and actionable workflow. This process allowed for claim pending volume to remain steady with premium volume increasing
by seventy five percent.
Established litigation claims handling guidelines to reduce allocated and unallocated loss adjustment expense and create
consistent department-wide claim handling structure. Reduced litigation expenses by 20% over two-year period.
Improved overall claim pending allocation and claim assignment procedure to assure proper claim representative to claim
complexity ratio.
Instituted weekly, monthly, quarterly and annual reporting that tracked indemnity and expense payments to increase
understanding of department expenses, variances, and trends.
Created communication tools for proper notification of large or complex claims across department lines and to corporate
officers.

Accident Fund Company


Dedicated Agency Account Representative 2000 - 2001
Management of all claims activities of 24 General Insurance Agents located in the state of Michigan, working closely with
Business Development and Loss Prevention to guarantee program success on all levels.
Partnered with Agents, Loss Control, Underwriting and Business Development departments to develop a team of cross-
functional associates for on-sight sales presentations for new account development.
Developed workflow between company and agents, reducing time between claim report and assignment.
Used claim audit experience to review and revise claim file review process, as well as implement large claim handling
procedure to assure involvement and communication with senior corporate officers as well as Agency owners.

Interstate National Corporation 1996 - 2000


Claim Auditor 1997 - 2000
Management of all claims activities of ten field claims offices in a multi-state environment, working closely with
Underwriters and Actuarial to guarantee program success on all levels.
Developed comprehensive claim review process including audit procedures and metrics for consistent measurement of
successful claim handling.
Completed Quarterly comprehensive on-sight claim audits to assure compliance with established company good-faith claim
handling guidelines and related state statutes.
Prepared captioned reports and budgets and anticipated claim volume forecasts for field claims offices.

Senior Claim Representative 1996 - 1997


Management of all litigated claim files assigned, including investigation, coverage analysis, negotiation, settlement and
litigation management to successful resolution.
Analyzed and resolved comprehensive litigation issues on commercial and personal lines litigation in a multi-line, multi-
state environment.
Directed litigation that elevated to the level of state supreme court.
Managed revolving pending of 180 – 220 litigated claim files.

Travelers Insurance Group 1995 - 1996


Senior Claim Representative
Management of all claim files assigned, including investigation, coverage analysis, negotiation, settlement and litigation
management to successful resolution.
Analyzed and resolved comprehensive claim issues on commercial and personal lines claims in a multi-line, multi-state
environment.
Managed revolving pending of 160 – 200 claim files.

Secura Insurance Company 1991 – 1995


Field Claim Representative
Management of all claim files assigned, including investigation, coverage analysis, negotiation, settlement and litigation
management to successful resolution.
Analyzed and resolved comprehensive claim issues on commercial and personal lines claims in a multi-line, multi-state
environment.
Managed revolving pending of 160 – 200 claim files.

Federated Mutual Insurance Company 1989 – 1991


Field Claim Representative

PROFESSIONAL CERTIFICATION AND EDUCATION

CPCU 510 & 520


Principles of Management – MRA (1992)
BA – Criminal Justice, Michigan State University (1988)