Jason Mata

Directed internal audit operations across 300+ locations, driving compliance, process improvement, and team performance in a fast-paced insurance environment.

• Led a team of Internal Operations Auditors, overseeing daily audit operations, performance tracking, and alignment with departmental goals across commercial and personal lines.
• Conducted risk assessments, evaluated operational controls, and ensured regulatory compliance at over 300 office locations, enhancing audit accuracy and relevance.
• Spearheaded process improvements, talent development, and training initiatives to boost audit quality, team performance, and execution timelines.
• Partnered with the Regional Director on budgeting, reporting, and cost management; recognized for a proactive, solutions-focused approach to audit leadership.

Halcyon Underwriters · 2015 – 2024
Led regional business development and compliance efforts, managing broker relationships, mentoring 30+ staff, and driving strategic growth across multiple territories.

• Led business development strategy and compliance oversight for a large regional insurance operation, partnering with Profit Center Leaders, Brokers, and Underwriters to drive growth.
• Built and managed strong broker/agency relationships across multiple territories, monitoring performance metrics and coordinating meetings and events.
  Mentored and managed a team of 30+ Assistant Underwriters, ensuring procedural compliance and consistent quality control.
• Collected competitive intelligence and broker feedback to inform local strategy and improve service and retention.
  

Middle Market Production Underwriter / Insurance Operations
Halcyon Underwriters · 2007 – 2015
Experienced insurance leader with a strong track record in managing a $5M+ commercial book, leading underwriting teams, and driving broker relationships and operational improvements.

• Managed a $5M+ commercial book across 118+ retail agents, underwriting middle market accounts ranging from $20K to $1M+ in premium.
• Oversaw operations and quality standards for 30+ Assistant Underwriters; evaluated staff performance and implemented coaching and improvement plans.
  Built and sustained broker and carrier relationships, partnered on marketing efforts, and represented the firm at industry conventions.
• Produced executive reports, led office process improvements, and served as President of the Central Florida Insurance Professionals to promote industry engagement.