Jason Mata

• Led a team of Internal Operations Auditors, overseeing daily operations, performance tracking, and alignment with departmental goals.
• Applied hands-on leadership to support audit execution while identifying risk exposure, evaluating operational controls, and ensuring regulatory compliance across commercial and personal lines.
• Leveraged prior underwriting experience to enhance audit accuracy and practical relevance, improving outcomes in risk assessment and process efficiency.
• Drove process improvements and team development initiatives, contributing to audit quality, timely execution, and operational excellence.
• Recognized for a proactive, solutions-focused approach to audit management in a dynamic insurance environment.
• Facilitated internal audits and prepared detailed reports on findings.
• Assisted staff auditors with completing audits on over 300 office locations.
• Collaborated with the Regional Director on budgeting, performance monitoring, and cost management to strengthen team effectiveness.
• Played a key role in recruiting, training, and aligning talent with the organization’s strategic direction.

Halcyon Underwriters · 2016 – 2018

• Led business development strategy and compliance oversight for a large regional insurance operation. Built and strengthened broker/agency relationships to drive new commercial and personal lines business. Worked cross-functionally with Profit Center Leaders, Brokers, and Underwriters to execute growth plans and uphold operational standards.
• Sourced, developed, and maintained productive broker relationships across multiple territories.
• Monitored producer performance metrics (hit ratios, submission flow) and coordinated visits, meetings, and industry events.
• Gathered competitive market intelligence and helped shape local strategy.
• Managed and mentored 30+ Assistant Underwriters, ensuring procedural compliance and quality control across the office.
• Maintained accurate tracking of sales activity using Excel and Outlook.
• Handled broker feedback and service concerns, contributing to high satisfaction and retention.

Middle Market Production Underwriter / Insurance Operations

Halcyon Underwriters · 2007 – 2015

• Managed a $5M+ commercial book with over 118 retail agents. Underwrote and quoted new middle market accounts from $20K to $1M+ in premium. Maintained strong agency and carrier relationships and served as a process and quality lead within the office.
• Oversaw underwriting operations and quality standards for 30+ Assistant Underwriters.
• Developed and maintained long-term broker relationships to drive production and retention.
• Partnered with Business Development Manager to attend conventions and lead marketing efforts.
• Produced monthly performance reports for executive leadership.
• Evaluated staff performance and provided coaching to address inefficiencies.
• Created and managed project plans, timelines and budgets.
• Developed effective improvement plans in alignment with goals and specifications.
• Generated reports detailing findings and recommendations.
• Proved successful working within tight deadlines and a fast-paced environment.
• Served as President of the Central Florida Insurance Professionals, leading professional outreach and engagement.

Business Project Consultant

CNA Commercial Insurance · Oct 2002 – Dec 2006

• Led and supported a range of strategic and operational initiatives across commercial insurance lines. Served as a liaison between departments to drive efficiency, ensure compliance, and support customer service excellence.

Key Areas of Focus:

• Oversaw commercial lines operations, policy coverage issues, and customer service delivery.
• Managed cross-functional special projects related to compliance, reporting, and process improvement.
• Conducted data analysis and research to support decision-making and drive business outcomes.
• Utilized Microsoft Office Suite extensively for documentation, reporting, and project tracking.
• Collaborated with management teams to develop solutions for service and compliance challenges.

Quality Assurance Associate

CNA Commercial Insurance · Jan 2000 – Oct 2002

• Focused on improving operational consistency, accuracy, and adherence to policy standards across departments.

Key Contributions:

• Led training and development initiatives for internal teams.
• Conducted detailed policy reviews to ensure compliance and underwriting accuracy.
• Developed and maintained Q&A and procedural documentation.
• Promoted time management and efficiency through team coaching and process refinement.

Policy Service Representative

CNA Commercial Insurance · Jan 1999 – Jan 2000

• Provided frontline policy servicing and administrative support to agents and underwriters.

Core Responsibilities:

• Handled policy rating and processing tasks with accuracy and timeliness.
• Responded to agent and underwriter inquiries, ensuring clarity on policy terms and updates.
• Maintained organized filing systems and ensured documentation aligned with compliance standards.