Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeffrey Morita

Henderson,NV

Summary

Experienced Commercial Insurance Leader with robust experience in both policy and claims operations. Broad commercial insurance knowledge and regarded as a subject matter expert in Work Comp and Alternative Risk Transfer programs. Leadership experience with 350+ licensed and unlicensed insurance professionals. Champion of Lean Six Sigma approach to process improvement and employee engagement.

Overview

21
21
years of professional experience

Work History

VP, Operations and Customer Success

Lineslip Solutions
02.2023 - Current
  • Lead a team of leaders for Commercial Insurance Operations and Customer Success.
  • Champion process improvements and technology enhancements using a Lean Six Sigma approach.
  • Increased NRR while reducing logo churn to 7%
  • Production increased by over 100% and quality error rate decreased to 4%
  • Insurance subject matter expert in Alternative Risk Transfer programs, quota shares, and Work Comp

Sr. Director, Customer Support

Coin Cloud
11.2020 - 12.2022
  • Leadership of 100+ Contact Center agents providing support through telephone calls, chat, and email

General Manager

Gallagher
04.2016 - 11.2020
  • Developed and implemented the first US Service Center
  • Led a team of leader of leaders and 350+ FTE
  • Supported back and front office operations for retail brokerage, underwriting operations, wholesale brokerage, voluntary benefits, and third party administrator divisions. Policy and Underwriting operations, Policy Customer Service, and claims operations including Intake and Customer Service.

Manager and Director of Work Comp Operations

Various
01.2004 - 03.2016
  • Commercial Insurance Carrier Experience - Premium Audit, Policy Operations, and Claims Operations/SIU.
  • Subject matter expert in Work Comp including work experience at FirstComp/Markel and Employers Insurance Company.

Education

MBA -

Keller Graduate School of Mgmt
12-2009

Skills

  • Team leadership
  • Work Comp subject matter expert
  • Relationship building
  • Decision-making
  • Critical thinking
  • Coaching and mentoring
  • Complex Problem-solving
  • Client relationship building
  • Strategic planning
  • Results-driven
  • Operations management

Timeline

VP, Operations and Customer Success

Lineslip Solutions
02.2023 - Current

Sr. Director, Customer Support

Coin Cloud
11.2020 - 12.2022

General Manager

Gallagher
04.2016 - 11.2020

Manager and Director of Work Comp Operations

Various
01.2004 - 03.2016

MBA -

Keller Graduate School of Mgmt

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