Jeffrey Post
Hermosa Beach ,CA
Summary
Seasoned insurance professional with over 20 years of experience in insurance placement, account management, program development, and alternative risk financing solutions. Skilled in utilizing captive and private placement insurance in various areas such as property, casualty, specialty, life, disability, employee benefits, and health insurance business. Expertise lies in structuring and administering complex insurance coverage programs using self-insured retentions and captive insurance structures as reinsurance to effectively manage losses and bring efficiency to premium and claim management. Adept at identifying client issues and capitalizing on strategic opportunities. Proven track record of generating millions in premiums with cost savings for clients and securing optimal coverage terms through strategic negotiations with insurers and reinsurers. Upbeat and personable with a knack for understanding and assisting others in meeting goals and objectives. Possesses a comprehensive grasp of insurance operations, underwriting, and is adept at data entry and client communication. Dedicated to improving clients' experience by ensuring thorough documentation and accuracy. Proactive with excellent time management and problem-solving skills. Known for reliability and adaptability, with a swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Specialty Insurance Program Structuring and Insurance Placement
Trident Global Strategies LLC
01.2011 - Current
- Managed structuring, underwriting, actuarial, legal, reinsurance, and enrolment processes while providing broker management and risk control services
- Negotiated fronting and reinsurance using alternative financing through collateralized reinsurance and captive insurance derivatives
- Secured fronting arrangement using protected cell captive with AM Best rating
- Created and oversaw a underwriting facility for life contingent risks (mortality & longevity) in life insurance settlement portfolios and annuities collateralized payment streams.
- Structured a custom life insurance program for collateralized annuity payments backed bond, sponsored by a national factoring company to hedge mortality risk on life contingent payment streams
- Upgraded a high-risk bond to institutional quality by leveraging life insurance and securing Tier I credit enhancement
- Secured $200M-$300M annual future cash flows priced for insurers, generating $20M-$30M net premiums
- Led a cross-functional team of industry professionals, enabling international asset managers to leverage annuity payment streams longevity tail risk to structured finance companies through collateralized reinsurance
- Designed a specialized workers' compensation program for businesses requiring in-house drug testing
- Provided workers' compensation loss control services using self-administered drug testing protocol
- Created operational policy and procedure for new hires and at time of injury or claim
- Founded and implemented a web-based vertical agency for Medicare beneficiaries using Medigap, PDP, and Medicare Advantage plans written by private insurance companies www.MedicareExpertsGroup.com
Product Management & Delivery
Avant Insurance Managers LLC
01.1994 - 12.2010
- Founded a property and casualty brokerage specializing in alternative risk structures, multi-state marketing, and broker management, and conducted high-stakes negotiations for optimal coverage and pricing outcomes
- Innovated and executed a Construction Owner Controlled Insurance Alternative Risk Financed program, driving $9m+ in commission and annual administrative fees for Captive Insurance Administration
- We specialize in insurance services for independently owned hotel and resort operations, encompassing residence units and hotel operations.
- Insurance and construction defect coverage for Vacation Ownership Condominiums, yielding annual Commission and Fees nationally
- Strategically placed Cat Risk in Hurricane Territories of Mexico, mitigating catastrophic risks effectively.
- Orchestrated Professional Liability Placements integrating High Deductible and Self-Funding Strategies
- Mid-Market Specialist for Captive and Private Placement Insurance
- Devised a tailored worker’s compensation program for Professional Employment Organizations (PEO)
- Established and managed multiple private captive insurance companies, including self-insured retention captive insurance entities across diverse jurisdictions such as Nevada, Arizona, Turks & Caicos, Puerto Rico, and The Cayman Islands
- Pioneered and financed cutting-edge Insurtech programs, specifically in Travel Insurance and Construction OCIP administration, driving innovation and efficiency in insurance operations
- Managed employee benefit structuring, market placements, and executive compensation structures of keyman, buy-sell, and stock repurchase
- Implemented a claim management protocol to manage casualty litigation for hotel premises claims
- Developed a cost-effective construction defect insurance solution for resort condominiums through a private captive insurance company, saving the builder millions and fostering a win-win situation for all parties due to claim-free projects
Education
Economics - International Trade & Finance
California Polytechnic University
San Luis Obispo, CAAssociate in Captive Insurance - Captive Insurance And Alternative Risk Finanicng
ICCE Designation Course - University of Vermont
Burlington, VTSix Sigma Series
Standford University
Palo Alto, CACertified Financial Planner - Los Angeles
University of California
IBM Sales & Relationship Training School -
IBM
Skills
- Life & Longevity Insurance Expertise & Program Design
- Client Relationship Management
- Risk Management & Program Development
- Vendor Management
- Underwriting & Reinsurance Strategy
- Stakeholder Relations
- Insured Engagement & Retention
- Claim Case Management
- Innovation & Strategic Planning
- Captive Risk Financing Structures
- P & L Probability Modeling
Certification
- Property and Casualty License
- Life, Accident and Health Licenses
- Holds licensure as a Reinsurance Intermediary & Manager
- Approved Captive Insurance Administrator
- National Producer Number: 2732703
- Resident License in California, Non-Resident Licenses: NV, NC, PA, TX, VA, UT
- Certificates in all Microsoft Office Programs
- Construction Risk and Insurance Specialist (CRIS)
- Group Benefits Specialist (CEBS)
- Associate in Captive Insurance (ACI)
- Medicare Trained and Certified (RTS)
Languages
Spanish
Limited Working
Interests
- Cooking
- I participate in a variety of outdoor recreational activities
- Learning new cooking techniques and expanding my culinary skills
- Volunteering with youth sports programs as a coach or official
- Playing Sports of Pickleball and Golf
- Personal Development and Self-Improvement
Timeline
Specialty Insurance Program Structuring and Insurance Placement
Trident Global Strategies LLC
01.2011 - Current
Product Management & Delivery
Avant Insurance Managers LLC
01.1994 - 12.2010
Certified Financial Planner - Los Angeles
University of California
IBM Sales & Relationship Training School -
IBM
Economics - International Trade & Finance
California Polytechnic University
Associate in Captive Insurance - Captive Insurance And Alternative Risk Finanicng
ICCE Designation Course - University of Vermont
Six Sigma Series
Standford University
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