JEFFREY CANTIERI
Summary
With a strong background in IT and operations management in the insurance sector, my recent roles at G2 Insurance Services (now part of Relation Insurance Services) have developed my problem-solving skills and expertise in operations and information technology. My professional journey focuses on optimizing business processes, assisting individuals, addressing challenges, and providing top-tier support services. As Director of IT & Operations at G2 Insurance Services, I successfully integrated technology solutions with business objectives to achieve operational excellence. This experience has equipped me with the necessary skills to enhance and streamline business operations, always with a strategic focus on efficiency and innovation.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Business Support Services Manager
Relation Insurance Services (acquired G2 Jun 2022)
08.2023 - 10.2024
- Streamlined internal processes for improved team productivity and client satisfaction.
- Managed the transition from legacy agency management system, Applied Epic, to Vertafore AMS360 ensuring data integrity and accuracy.
- Oversaw the physical move of G2's office in Walnut Creek to Relation's office, facilitating a seamless transition.
- Collaborated with cross-functional teams to ensure the seamless integration of G2 Insurance Services into Relation Insurance. Managed the transition of G2's email systems, phone systems, data, technology, and IT assets to Relation, ensuring minimal disruption to operations and maintaining high levels of service continuity.
- Reconciled ~75 Direct Bill carrier commissions every month verifying accuracy. Streamlined processes to improve efficiency and reduce reconciliation time
- Agency Bill Accounting - Ensured accurate billing of transactions, timely collection of payments, and prompt payment to carriers. Managed premium allocations and billing for all large clients
- Production Reporting - Generated weekly production reports to ensure data accuracy prior to month-end closing. Ensured accurate compensation for producers, maintaining meticulous attention to detail and reliability. Collaborated with various departments to gather necessary data and resolve discrepancies
Director of IT & Operations
G2 Insurance Services
06.2019 - 08.2023
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
- Negotiated favorable contracts with vendors for reduced costs and improved service quality.
- Managed all technologies including Applied Systems (Epic, Indio, Analytics, Marketing Automation, Epic for Salesforce), Appriver, DocuSign, KnowBe4, LastPass, Microsoft Office365, Zoom and more.
- Onboarded and trained over 100 employees on IT systems and operations.
- Implemented efficient and secure VPN solutions to facilitate remote work accessibility. During the COVID-19 shutdown, ensured all employees were equipped with essential tools enabling a seamless transition to remote work from day one.
- Managed insurance licensing processes across all 50 states, ensuring full compliance with both state regulations and insurance carrier requirements.
- Designed and implemented a workflow using Applied Epic and DocuSign templates, significantly reducing renewal processing time by one hour for over 2,000 clients. This efficiency improvement was equivalent to the output of one full-time employee, enhancing operational productivity and client satisfaction.
- Managed all Applied Epic reports, including Book of Business, Expiration, Accounts Receivable/Payable, Company Payable, Production and more to ensure data integrity and accurate reporting
Director of IT
G2 Insurance Services
04.2018 - 06.2019
- Enhanced IT infrastructure by implementing strategic technology upgrades and streamlining system processes.
- Implemented cybersecurity measures to protect sensitive company data and maintain compliance with industry standards.
- Negotiated contracts with vendors, securing cost-effective services for the organization''s IT needs.
- Evaluated emerging technologies for their potential impact on organizational goals, recommending viable solutions as needed.
- Oversaw budget management for the IT department, allocating resources effectively while minimizing costs where possible.
IT & Operations
G2 Insurance Services
05.2013 - 03.2018
- Provided expert guidance in selecting appropriate technologies to meet business goals while adhering to budget limitations.
- Diagnosed and troubleshot hardware, software and network issues.
- Championed cybersecurity initiatives by implementing advanced threat detection measures and employee training programs.
- Built strong relationships with vendors to negotiate favorable contracts for hardware, software, and services procurement.
- Developed IT policies and procedures, promoting a secure and compliant computing environment.
- Managed IT projects from inception to completion, ensuring timely delivery within budget constraints.
Business Operations
Fort Point Insurance Services, Inc.
11.2008 - 04.2013
- Responsible for the firm's business operations
- Implemented/Executed accounts payable/receivable system2009-2013
- Administered all vendor relationships and evaluated vendor contracts
- Facilitated/Coordinated state licensing in49 states and D.C
- Filed annual reports and franchise taxes with all Secretaries of State
- Upgraded all IT systems (phones, printers/copiers, computers, & servers)
- Evaluated/Purchased corporate insurance (commercial, long-term disability, group health, group life and Errors & Omissions)
- Managed and updated all Fort Point Word/Excel/PowerPoint templates
- Compiled year-end board package
- Executed special projects including office move
- Point person for supplies, facility issues, and IT
- Remarketed accounts to other insurance carriers
- Assembled client notebooks and completed summaries of insurance
- Prepared Evidences of Insurance for banks and title companies
Administrative Assistant
Fort Point Insurance Services, Inc.
11.2008 - 04.2013
- Managed mail, deliveries and faxes
- Input claims and policy changes into agency management system
- Ran motor vehicle and claim loss reports
- Managed client billing and followed up on delinquencies
- Prepared marketing kits and new business folders for producers
Administrative Assistant (part-time while in school)
Franchise Tax Board
09.2005 - 06.2008
- Received requests from IRS, other state tax agencies, and accounting firms for audit files and determined if requesting party had access to file
- Managed inventory of personal income and corporation tax returns for auditors
- Received, sorted, and delivered mail to all departments in the Audit Division
Education
B.A. - Major: History, Minor: Business Administration
California State University, Sacramento
Sacramento, CA05.2008
Skills
- Applied Systems products (Epic, Indio, Analytics, Marketing Automation, CSR24 client portal)
- Project management
- Verbal and written communication
- IT asset management
- Problem-solving
- Planning and implementation
- Operational efficiency
- Microsoft Office
- Team leadership
Certification
California Property & Casualty Insurance License #0G62113. Licensed since June 2009
Timeline
Business Support Services Manager
Relation Insurance Services (acquired G2 Jun 2022)
08.2023 - 10.2024
Director of IT & Operations
G2 Insurance Services
06.2019 - 08.2023
Director of IT
G2 Insurance Services
04.2018 - 06.2019
IT & Operations
G2 Insurance Services
05.2013 - 03.2018
Business Operations
Fort Point Insurance Services, Inc.
11.2008 - 04.2013
Administrative Assistant
Fort Point Insurance Services, Inc.
11.2008 - 04.2013
Administrative Assistant (part-time while in school)
Franchise Tax Board
09.2005 - 06.2008
California Property & Casualty Insurance License #0G62113. Licensed since June 2009
B.A. - Major: History, Minor: Business Administration
California State University, Sacramento
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