Jason Perez
Katy
Summary
Dynamic insurance leader with 20 years of experience in Claim, specializing in team leadership and talent development. Proven track record of building and guiding high-performing teams that consistently exceed key performance indicators through strategic communication and collaboration. An early adopter of technology, I am committed to leveraging innovative solutions to enhance operational efficiency and drive results. Passionate about attracting and nurturing talent to foster a culture of growth and excellence.
Overview
21
21
years of professional experience
Work History
Director, Auto Claim Management
Travelers Insurance
Houston
07.2022 - Current
- Attract, select and retain top talent in terms of claim professionals and managers
- Manage staff performance including implementation of strategies to address staff development
- Evaluate claim behaviors and develop strategies to address development of claim professionals and claim managers
- Review and determine compensation for claim managers and claim professionals
- Serve as a leadership role model to strengthen the development of the staff by sharing knowledge, experience and taking responsible risks to improve individual and team performance
- Drive claim strategy & execution through effective communication
- Evaluate claim behaviors, taking improvement actions as appropriate
- Ensure claim staff provides a top-tier experience for customers
- Leverage data, management information and technology to identify opportunities to support business strategies and improve results
- Help the business understand drivers, trends and product stress points
- Create and executive annual business plans with leadership to address opportunity areas and achieve key performance indicators.
- Work with business leadership to develop, implement and adjust product line staffing / operating expense budget in support of claim strategies by proactively monitoring notice and volume trends in conjunction with local business market growth projections/plans.
- Work with peer leaders to provide input, insight, and assistance to ensure the success of the office and company
- Develop and maintains relationships with colleagues, business partners, customers, agents, regulatory agencies and others to achieve organizational goals and create optimal outcomes
- Coordinate and support marketing by participating in sales and account management processes
- Oversee an organization of 30-50 claim professionals and claim managers.
- Overland Park KS & Houston TX
Claim Manager, Auto
Travelers Insurance
Overland Park
04.2017 - 07.2022
- Led a diverse team of claim professionals that handled personal and business insurance claims including liability, fire, theft, first party & third party injury claims
- Trained and onboarded claim professionals who were new to the organization
- Trained, onboarded and led a specialized team of claim professionals that handled diminished value claims
- Managed and facilitated several department initiatives including a rotational file review program, weekend coverage team, PTO coverage program, & Peers Helping Peers program.
- Created and facilitated training initiatives including Business Insurance training, payment training, rental training, micro learnings, SIU, hazmat training, electronic payment training, rideshare training, and more
- Member of several company diversity networks
- Mentored new Claim Managers
- Analyzed and presented office results to peer leaders
- Facilitated department roundtable meetings
- Created and facilitated a recurring claim manager meeting
- Supported the company vision and strategic business initiatives
- Accepted into several leadership and technical development programs
- Overland Park KS & Houston TX
Claim Professional, Auto
Travelers Insurance
Overland Park
02.2013 - 04.2017
- Determined coverage, established liability, facilitated repair and rental processes.
- Investigated and resolved first party and third party injury claims
- Served as a peer mentor for new hires
- Participated and facilitated several department projects and trainings
- Overland Park KS & Houston TX
Claims Supervisor
Farmers Insurance Group
Olathe
03.2009 - 02.2013
- Supervised, coached and continuously developed a team of claims professionals
- Oversaw a large inventory of auto claims on a daily basis
- Fostered a high-performance culture and ensured performance metrics were met or exceeded
- Oversaw teams that handled auto coverage, auto liability and property coverage claims
- Supported company vision and strategic business initiatives
- Assisted with training of newly-hired claims representatives
- Mentored and develop newly promoted claims supervisors
- Implemented and managed several departmental projects and initiatives
- Actively worked with the leadership group throughout the on-boarding interview process
- Worked closely with talent acquisition recruiter to attract and retain top talent through career fair presentations
- Olathe KS
Quality Assurance Supervisor
Farmers Insurance Group
Olathe
03.2007 - 03.2009
- Supervised and trained a team of claim auditors on a daily basis
- Served as a support department for various lines of business
- Ensured claim files are worked according to regulatory guidelines
- Worked with in-house regulatory compliance manager to interpret and learn regulatory issues affecting the industry – shared results with line of business leaders
- Analyzed audit results, identified trends, and shared findings with line of business leaders to support optimal outcomes
- Compiled audit data and created reports for various lines of business
- Conducted re-audits completed by internal auditors
- Implemented training materials and training classes to drive improvement and strong results
- Olathe KS
Claims Representative
Farmers Insurance Group
Olathe
01.2005 - 03.2007
- Determined coverage and established liability in automobile claims.
- Mentored new claims representatives
- Assisted team members and other department claims representatives
- Olathe KS
Education
Bachelor of Arts - Corporate Communication
Washburn University
Topeka, KSSkills
- Talent acquisition and development
- Performance management
- Data analysis
- Customer experience
- Business planning
- Leadership
- Strategic communication
- Training facilitation
- Regulatory compliance
- Relationship management
- Operational oversight
- Change management
Timeline
Director, Auto Claim Management
Travelers Insurance
07.2022 - Current
Claim Manager, Auto
Travelers Insurance
04.2017 - 07.2022
Claim Professional, Auto
Travelers Insurance
02.2013 - 04.2017
Claims Supervisor
Farmers Insurance Group
03.2009 - 02.2013
Quality Assurance Supervisor
Farmers Insurance Group
03.2007 - 03.2009
Claims Representative
Farmers Insurance Group
01.2005 - 03.2007
Bachelor of Arts - Corporate Communication
Washburn University