James Plazo

James Plazo

Claims Specialist

Followers of James Plazo280 followers
location of James PlazoAcworth, Georgia, United States

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  • Timeline

  • About me

    Independent Life Agent_ Final Expense; General Life; Mortgage & Income Protection; Licensed in GA, NC, SC, VA; Plus over 25 years of Insurance Claims Experience.

  • Education

    • American Educational Institute (AEI)

      2006 - 2009
      Certificate Insurance

      Activities and Societies: CCLA, FCLA,

    • US Army Command & Staff, Ft. Leavenworth KS

      1992 - 1992
      Certification Command & Control (C3, C4I) Systems and Operations

      Activities and Societies: Also: Air Defense Artillery Basic Course and Field Artillery Advance Course Qualified

    • The University of Akron

      -
      Bachelor of Arts (B.A.) Political Science and Government
  • Experience

    • Nationwide Insurance

      Jan 1982 - Nov 1992
      Claims Specialist

      Primarily started claims career here - claims school - and worked my way up from small property and auto claims to BI claims desk and finally to a specialist desk handling moderate to severe BI claims with attorney representation.

    • Permanent General Assurance Company (PGAC)

      Aug 1993 - Aug 1995
      Claims Specialist

      Claims Specialist - handled all areas of Auto claims; collision, property damage, med-pay, bodily injury and uninsured motorist. Managed counsel when necessary. Authority to policy limits.

    • National Health Care Discount

      Sept 1995 - Apr 2000
      Assistant Regional Manager of Sales

      Recruited, hired, trained and supervised telephone lead generators and sales representatives for health care supplement programs. In addition maintained personal sales volume in top 10% of company nationwide.

    • AIG

      Apr 2000 - Jan 2002
      Sr Claims Specialist

      Senior claims specialist in a personal lines unit. Supervised moderate to severe injury claims including 60% litigated files utilizing company and outside counsel covering nine states. Assisted unit manager with new personnel training. Responsible for assignment of claims to appropriate adjusters when manager was out.

    • CNA Insurance

      Jan 2002 - Aug 2015
      Claims & Recovery Specialist

      While at CNA I handled recovery for commercial auto, property, worker compensation, and contribution claims. Managed arbitration for responses, counter claims and as applicant for auto, property, medpay and worker compensation. Managed staff and panel recovery counsel as well as coordinated with vendors for investigation and or collection. Team Leader (4yrs) for recovery of Longshore & Defense Base Act (war hazard) compensation claims. Developed and implemented the claims process including tracking key points in adjuster handling of recovery. DBA gross recoveries of over $50 million in the initial 4 year period. Subject matter expert to liability and worker compensation adjusters on all phases of recovery actions and recovery potential. Review, audit, investigate and research claims for reimbursement. Manage experts and legal counsel. Show less

    • Access

      Feb 2016 - Apr 2018
      Subrogation & Claims Adjuster (RIF 4/9/18)

      Review and audit auto and injury claims for potential recovery utilizing the appropriate state negligence statutes. Report trends on quality of files. Complete investigations including interviews, scene inspections and damage disputes. File Applicant, Respondent & Counter Arbitrations. Manage recovery from other carriers, attorneys and uninsured motorists with or without using a vendor. Advisor to unit manager and claims training manager on claim investigation quality and process improvement. Mentor and share additional claims or recovery knowledge to claim and subrogation adjusters.- Additional duties/projects as requested by VP of claims. Show less

    • Equis Financial

      Dec 2018 - Mar 2023
      Independent Agent
    • Latitude Subrogation Services

      Feb 2019 - Mar 2023
      Subrogation Specialist

      As a member of the Property team; in a TPA Role; Review and audit commercial and personal lines claims for potential recovery utilizing the appropriate state negligence statutes. Investigate for product defect, construction defects and contractor work errors causing damages to our member company insured's. Report trends on quality of files. Complete investigations including interviews, assign scene inspections to outside adjusters and or experts. Pursue damages when found against the appropriate tort party or parties. Prepare filing of Applicant Arbitrations. Manage recovery from other carriers, attorneys and uninsured motorists with or without using a vendor.Mentor and share additional claims or recovery knowledge to claim and subrogation adjusters. Show less

    • Self-employed

      May 2023 - now
      Independent Insurance Agent

      I have 35+ years experience in the insurance industry between sales and claims. Life, Accident, Health, Final expense, Mortgage protection as well as having Liability and subrogation/recovery experience both personal, general and commercial lines. LICENSED for GA, SC, NC, & VA

  • Licenses & Certifications

    • Insurance Agent, Resident GA, Life

      State of Georgia
    • Life Insurance

      State of GA
      Apr 2023
  • Volunteer Experience

    • Religious Education Instructor, Eucharistic Minister, Choir

      Issued by Transfiguration Catholic Church
      Transfiguration Catholic ChurchAssociated with James Plazo
    • Eucharistic Minister, Choir, Lector, Congregational Facilitator

      Issued by St Catherine of Siena Catholic Church
      St Catherine of Siena Catholic ChurchAssociated with James Plazo