Tracy Sheldon

Complex Claims Specialist — Key Responsibilities

• Investigation & Coverage Analysis
• Conduct in-depth investigations on high-exposure and technically complex claims.
• Analyze nuanced policy language and regulatory frameworks to determine coverage eligibility.
• Draft and communicate well-supported coverage positions to insureds, counsel, and stakeholders.
• Strategic Reserve Management
• Establish accurate expense and indemnity reserves for complex exposures; proactively adjust based on claim developments.
• Escalate cases requiring authority above assigned levels for leadership review and decision-making.
• Litigation Leadership & Resolution Planning
• Lead litigation strategy in partnership with defense counsel, ensuring alignment with company objectives.
• Oversee legal budgets, conduct bill reviews, and monitor trial activity.
• Attend mediations, settlement conferences, and trials as Litigation Leadership & Resolution PlanningLead litigation strategy in partnership with defense counsel, ensuring alignment with company objectives.
  Oversee legal budgets, conduct bill reviews, and monitor trial activity.
  Attend mediations, settlement conferences, and trials as needed to protect corporate interests.
  Enterprise Contribution & Technical Reporting
  Develop and present case reports to senior leadership, highlighting legal, coverage, and industry implications.
  Contribute to organizational goals through participation in audits, process optimization, and product development efforts.
  Field Support & Expert Consultation
  Serve as a subject matter resource for field adjusters and managers on complex coverage, liability, and litigation matters.
  Advise on extra-contractual exposures and time-limit demands to mitigate risk and ensure compliance.
  needed to protect corporate interests.
• Enterprise Contribution & Technical ReportingTrend Analysis & Relationship ManagementCollaborate across business units to identify emerging claim trends and recommend strategic responses.
  Maintain high standards of service by managing inquiries, presenting updates, and cultivating trust with policyholders and agents.
  

• Managed assignment of litigated and non-litigated claims through effective time management.
• Prioritized workload based on deadlines and cost-effective strategies.
• Established and communicated appropriate claim reserves in a timely manner.
• Analyzed client portfolio trends to develop innovative resolution strategies.
• Conducted lawsuit analysis, focusing on venues, statutes, and negligence theories to inform strategy.
• Pursued risk transfer initiatives to enhance risk reduction efforts.
• Delivered exceptional service standards in claims execution and marketing.
• Collaborated with internal and external partners to achieve shared objectives.

• Managed case files and organized legal documents for litigation processes.
• Conducted legal research to support attorneys in case preparation.
• Reviewed and analyzed discovery materials for relevance and accuracy.
• Collaborated with attorneys to develop litigation strategies and case plans.
• Assisted in settlement negotiations and communicated with opposing counsel.
• Maintained compliance with court deadlines and procedural requirements diligently.
• Developed detailed litigation strategies for client cases.
• Conducted factual research in order to identify potential witnesses and evidence for litigation matters.
• Attended hearings, depositions, mediations and trials related to the cases being handled by the firm.
• Analyzed contracts for potential disputes or areas of risk in order to anticipate any possible future litigation.
• Participated in client meetings to discuss strategy for pending litigation.