Jazmin Perez
Anaheim,CA
Summary
Experienced professional in Insurance, Claims, Safety and Compliance, skilled in managing risk and minimizing company losses. Proven track record of maintaining strict KPI standards, conducting root cause analysis, and delivering timely and accurate results. Committed to driving the success of the organization and delivering exceptional service to stakeholders.
Overview
10
10
years of professional experience
Work History
Claims Specialist
Travelers
Diamond Bar, CA
03.2023 - Current
- Contributed to cross functional projects focused on highlighting risk trends and analysis.
- Prepared reports detailing the progress of complex claims investigations.
- Developed strategies for mitigating risk exposure from large-loss cases.
- Ensured compliance with regulatory requirements relating to claims handling.
- Identified fraudulent claims and referred them to proper channels for further investigation
- Demonstrated strong organizational abilities by consistently meeting deadlines and delivering projects within designated timelines
Risk Management Specialist
Flexport, Inc
04.2023 - 10.2023
- Oversee all cargo claim submissions for transportation of goods by both sea and air, ensuring successful resolution
- Exhibited ability to work autonomously in a dynamic tech-based workplace.
- Executed prompt resolution of claims by authorizing required payments and adjustments
- Proactively researched risk trends on a quarterly basis, resulting in cost minimization and issue mitigation
- Maintained knowledge of regulatory laws to ensure timely and proper claim handling
- Worked collaboratively with stakeholders and cross-functional departments to enhance process efficiency and devise risk mitigation strategies
- Developed and implemented claims data tracking documents to monitor claims status, payments received, and payments issued.
- Researched and compiled evidence to build compelling cases for subrogation against responsible parties, resulting in successful recovery of losses.
- Consistently displayed strong negotiation and presentation aptitude during work.
- Gathered and analyzed evidence to uncover fraudulent claims
Safety & Compliance Specialist
Next Trucking
Long Beach, CA
11.2021 - 03.2023
- Executing data-driven decisions with an analytical approach in high-pressure work environments.
- Spearheaded the collection of financial claim data and facilitated regular collaboration with operations and accounting teams to identify loss mitigation strategies
- Developed standard operating procedures and revised regulatory policies
- Organized company driver meetings to share company and industry updates
- Assisted with fixing Geotab ELD driver log issues such as correcting HOS or correcting driver-to-truck assignments Ensured drivers were timely reporting any accidents or incidents, and taking corrective action or assigning safety training if needed
- Developed and implemented safety action plans to address driver concerns and proactively assess safety and risk hazards.
- Conceptualized quarterly driver safety reviews by analyzing driver KPI and setting up action plans for driver improvement
- Accountable for resolving various issues pertaining to trouble tickets at the LB/LA Port Terminals. These encompassed UIIA Certificates, COI's, Truck Violations, and Driver Bans.
- Maintained consistent communication regarding overall company CSA score progress
- Conducted periodic internal audits to ensure compliance with applicable regulations.
Commercial Permits Specialist
Atlantis Insurance Agency
Long Beach, CA
07.2018 - 10.2021
- Assisted with commercial insurance policy management and insurance renewals
- Assisted with processing applications for USDOT, CA MCP-65 Permit, and Motor Carrier Permit for Interstate
Trucking Companies - Received and submitted payments for fees and fines, accurately tracking amounts, issuing receipts and updating computer systems.
- Assisted with IRP Apportioned Plates, and 1 Day Permits and overweight permits
- Communicate with CHP or FMCSA to follow up on permit status and suspensions Entered Diesel Gallons,
Mileage and Diesel Costs to generate IFTA reports for various Trucking Companies
Commercial Insurance Agent
New Alliance Insurance Brokers Inc
Long Beach, CA
06.2016 - 07.2018
- Explained detailed policy concepts in easy-to-understand terms.
- Offered detailed information about products and binding coverage.
- Received inbound phone calls and electronic quote submissions.
- Reviewed, shopped and processed renewals.
- Issued Truck Insurance Certificates on a daily basis, including UIIA online certificates
- Documented conversations with customers to track requests, problems and solutions.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
- Utilized Client Management Platforms to ensure their insurance policies are up to date
- Explained trucking insurance coverage limits and answered any questions regarding their insurance policy
- Ensured that client DOT, CA and MC permits were up to date, and assisted with updating MCS-150
- Negotiated competitive rates with insurance carriers on behalf of clients
- Stayed current on insurance industry trends, regulations, and best practices
- Supported clients in the resolution of claims and other insurance related matters
Insurance Agent
Academy Insurance Agency Inc
Los Angeles, CA
11.2014 - 06.2016
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Sold Auto, Commercial, Homeowners, and Motorcycle insurance policies through various insurance carriers
- Engaged customers and provided a high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Cultivated lasting professional relationships, which created continuous client referral streams within the
community. - Ability to identify customer needs and provide appropriate solutions
- Proficient in Microsoft Office Suite and customer relationship management software
Education
Bachelor of Science - Business Administration
Riverside Community College
Riverside, CA03-2025
GED -
Dorsey High School
Los Angeles, CA07.2012
Skills
- Claim Management
- SOP and Policies
- Mitigation
- Project Management & Cross Functional Collaboration
- Fraud Detection
- Investigation Reporting
- Statistical Analysis
- Risk Management
- Program Development
- G-Suite
- Compliance and Safety
- Data Analysis and Auditing
- Client Relationships
- Insurance Industry Experience
- DOT Safety Regulations
- FMCSA Regulations
- COGSA / IATA
- OSHA
- Insurance Terminology
- Microsoft Office Expert
- Informational Technology Proficient
- Risk Mitigation
Accomplishments
- Collaborated with cross-functional departments to develop a comprehensive Standard Operating Procedure (SOP) for the claims process. This SOP was subsequently implemented company-wide, enhancing stakeholders' and clients' understanding of the claims process and clearly outlining expectations from inception to resolution.
- Successfully located and recovered over 20% of lost company assets including Cargo, Chassis Trailers and Containers that otherwise would have resulted in hundreds of thousands of dollars in replacement costs.
- Within six months of joining Flexport, I surpassed company expectations by successfully recovering over $75,000 in settlement costs, preventing what would have otherwise been a significant financial loss for the organization.
Languages
Spanish
Professional
References
References available upon request.
Timeline
Risk Management Specialist
Flexport, Inc
04.2023 - 10.2023
Claims Specialist
Travelers
03.2023 - Current
Safety & Compliance Specialist
Next Trucking
11.2021 - 03.2023
Commercial Permits Specialist
Atlantis Insurance Agency
07.2018 - 10.2021
Commercial Insurance Agent
New Alliance Insurance Brokers Inc
06.2016 - 07.2018
Insurance Agent
Academy Insurance Agency Inc
11.2014 - 06.2016
Bachelor of Science - Business Administration
Riverside Community College
GED -
Dorsey High School