Donald M. Montgomery, MSDR, MSHRL, AIS, API

Experience

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  Prudential Service Bureau of Louisville

  Jun 1986 - Mar 1989

  Medical Claims Examiner & Analyst

  Review medical insurance claims for inaccuracies and discrepancies in the usual and prevailing rates for billed amounts, corresponding CPT and ICD-9 coding, approved procedural information, and valid coverages as determined by policy’s/plan’s language. Assertively detect, investigate and authenticate fraudulent activities and misrepresentation of the facts of the claims or the application process; negotiating with physicians and attorneys the recovery of repayments and restitutions

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  Jefferson County Public School System

  Sept 1994 - Nov 1997

  Substitute School Teacher

  I was responsible for actively preparing and implementing the daily lesson plans, classroom instruction and lectures, and actively and effectively managing the classroom on a daily basis

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  Kentucky Farm Bureau Mutual Insurance Companies

  Nov 1997 - Jul 2007

  I was responsible for providing assigned agencies, staffs and policyholders with field underwriting, risk selection, conflict resolution and negotiating expertise to increase profitability, improve loss ratios and to conduct and underwrite an overall rehabilitation of the agency’s book of business to better ensure that the applicant and/or insured would be a commensurate risk for the coverages they were provided as well as claims monitoring for excessiveness, severity and fraudulent indications and possible trends and/or issues. Show less I was responsible for underwriting new business and re-underwriting the existng policies of the books of business for the Kentucky Farm Bureau Agencies assigned to me. Ths included reviewing new and existing business for proper placement, risk selection, fraudulent activities and misrepresentation and the negotiation of underwriting specifics with agents and policy holders alike. Risk selection, including the modification of policy specifics and coverages to make the applicant and/or insured a commensurate risk for the coverages they are to purchase Show less

  • Agency Underwritng Support Field Representative

    Jan 2003 - Jul 2007

  • Property & Casualty Insurance Underwriter

    Nov 1997 - Feb 2003
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  National Association of Mutual Insurance Companies

  Jan 1999 - Apr 2003

  Natonal Underwriting Planning Committee Member & Chairperson

  1999 - 2001 Member of the National Underwriting Plannng Committee. Our responsibilities were to plan and organize the ativities, events and professional development opportunities for the National Association of Mutual Insurance Companies' annual National Underwriting Conferences.2002 Chairperson for the National Planning Committee2003 Immediate Past Chair of the Planning Committee; serving the committee in an advisory role

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  National Society of Professional Insurance Investigators (NSPII)

  Dec 1999 - Dec 2007

  President & Chief Executive; Member of the Board of Directors

  I served as Board member from 2000 - 2007; Secretary 2004; Vice President 2006; President & Chief Executive 2007 of this group - the principal Fraud and Fidicuary Investigative and Prevention Professional organization in the Insurance Industry. Collaborating with top industry officials, legislative, government, judicial, prosecutorial, regulatory and law enforcement officials on the state, local and federal levels

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  Administrative Office of the Courts

  Mar 2006 - Oct 2009

  Court Annexed Mediator

  Mediating small claims, civil, probate, family and criminal cases/disputes as a volunteer mediator for the Administrative Office of the Courts/Jefferson District Courts, while facilitating successful resolutions in over 83 percent of those matters

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  DMM Conflict Management

  Mar 2007 - now

  Principal, Mediator, Advocate and Conflict Management Training Facilitator & Consultant

  Principal, Mediator, Advocate and Conflict Management Training Facilitator & Consultant at DMM Conflict Management where I mediate civil, family and community disputes. I am an Advocate for those who can't advocate for themselves and I also develop, design, and facilitate a variety of conflict management programs and processes, i.e., workplace and bullying issues.

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  Committee to Elect Nichole T. Compton District Court Judge

  Apr 2010 - Nov 2010

  Community Outreach Coordinator

  My principal responsbiities involved arranging Ms.Compton's opportunities to meet and interact with civic and business organizations as well as the general public. But because of my passionate confidence in Ms. Compton's candidacy and her as potential jurist, I also canvassed neighborhoods, handed out campaign literature, escorted Ms.Compton on public appearances, speaking engagements; I also worked telephones and performed any task she needed me to perform to help promote and further campaign.

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  America Speaks

  Jun 2010 - Feb 2012

  Event Facilitator & 3rd Party Neutral

  Facilitating citizen roundtable discussions/debates regarding civic, governance and public policy issues for local meeting sites of the National Townhall Meeting; America Speaks and nationwide webcasts.

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  Kentucky Administrative Office of the Courts; Jefferson County Drug Court

  Jun 2012 - Feb 2013

  Volunteer Case Specialist

  Performed a variety of Case Specialist duties (volunteer): Coordinating and redesigning the “Job Track” process for assisting clients become more employable, advising clients regarding resume/interviewing skills and supervising their job search, court docket management, verification of and individually counseling clients on compliance, facilitating/co-facilitating group substance abuse/life skills/educational counseling sessions with clients, evaluating, recommending and collaborating with the judiciary in deciding and levying punitive court sanctions for non-compliant clients Show less