Jimmy Pegues
Tallahassee,FL
Summary
Dynamic analyst with a proven track record at FSLSO, adept in leveraging Tableau Software and fostering team collaboration. Excelled in delivering strategic insights and optimizing client projects, significantly enhancing decision-making processes. Renowned for exceptional problem-solving abilities and a commitment to continuous professional development.
Results-driven professional with solid foundation in client analysis, known for delivering impactful insights and fostering strong client relationships. Adept at working collaboratively within teams to meet evolving business needs and achieve objectives. Valued for analytical thinking and effective communication, ensuring consistent performance and client satisfaction.
Overview
7
7
years of professional experience
Work History
SLAS Client Analyst
FSLSO
03.2024 - Current
- Participated in ongoing professional development opportunities to stay current with industry best practices.
- Identified insights to drive strategic decision-making and delivered insights to senior stakeholders using variety of reporting tools.
- Evaluated progress on client projects, identifying areas for optimization and providing recommendations based on data findings.
- Supported sales team efforts by creating compelling pitch materials showcasing the company''s analytical capabilities and success stories.
- Played a key role in the continuous improvement of internal processes, tools and methodologies.
- Presented optimization recommendations and insights to both client and internal audiences.
- Delivered high-quality presentations, ensuring clear communication of complex data and results to clients.
- Managed a diverse portfolio of clients, building strong relationships and consistently exceeding their expectations.
- Consistently met deadlines for delivering analyses and reports while maintaining attention to detail and accuracy standards.
- Developed custom analytical tools that provided valuable insights into clients'' industries and markets.
- Streamlined reporting processes for improved efficiency and reduced turnaround time on client requests.
- Leveraged advanced technical skills in Excel, SQL, Tableau or other analytics tools across various projects.
- Utilized specialized software to capture and process data.
Compliance Review Specialist
FSLSO
01.2022 - 03.2024
- Contributed to continuous improvement initiatives by participating in process assessments and offering actionable suggestions for enhancement opportunities.
- Successfully managed multiple competing priorities, balancing workload and ensuring consistent delivery of high-quality reviews.
- Conducted root cause analysis on recurring issues encountered during reviews; proposed viable solutions that led to long-term improvements.
- Managed a high volume of reviews within tight deadlines, ensuring timely completion and client satisfaction.
- Served as a subject matter expert on various projects, providing valuable input towards achieving project objectives in a timely manner.
- Maintained up-to-date knowledge on industry trends and regulations, providing informed guidance to colleagues and clients alike.
- Enhanced review accuracy by streamlining processes and implementing quality control measures.
- Leveraged technology to enhance review processes, resulting in time savings and improved accuracy rates.
Government Analyst II
State of Florida, Office of Insurance Regualtion
08.2021 - 01.2022
- Analyzed property and casualty insurance forms and other filings which are submitted for review by insurers or other licensed organizations to ensure compliance with insurance laws and regulations in Florida. Confer with representatives of insurers or other licensed organizations through concise, written correspondence, telephone conference, or personal conference to clarify or substantiate where additional information is needed to approve, disapprove, or withdraw filings. Conduct comprehensive research of insurance-related topics and prepare thorough, concise, written reports as directed.
- Kept abreast of changes to law or regulations affecting insurance, and respond to requests for technical assistance regarding consumer inquiries. Provide assistance to insurers and other licensed organizations seeking information regarding the regulation of insurance products and operations in Florida. Provide management consulting services and assistance to unit staff, insurance industry representatives, and Office personnel regarding regulatory matters based upon well-established and accepted practices, theories, techniques, and methodology. Participate in and assist with job related training.
- Prepare reports recording the results of systems work performed, including technical writings such as operations manuals, procedures guides, or operator instructions required for systems operations, as well as project reporting. Assist in identifying areas of potential improvement by use of interview with Division staff, consultants, and project managers. Plan, organize, manage, and perform investigations, internal audits, internal management reviews, and consultation engagements within the Property and Casualty Product Review Unit. Provide assistance to agency officials and their staffs to promote the most efficient and effective accomplishment of the operating objectives at the lowest cost.
- Performed other related duties as assigned by my supervisor, the Director, or upper management.
Insurance Examiner II
State of Florida, Department of Financial Services
02.2020 - 07.2021
- Served as a customer advocate, providing guidance and assistance to the insurance buying public by answering questions and resolving problems relating to personal lines auto and residential property insurance.
- Promoted a positive work culture within the department by actively participating in team-building events and sharing best practices for insurance examinations.
- Maintained up-to-date knowledge of industry trends, enabling more accurate assessments of risks associated with various policies examined.
- Responsible for providing guidance and assistance via the Consumer HelpLine (telephone), personal contact, and/or correspondence with insurance purchasers, claimants, attorneys, agents, and adjusters. Handles referrals from other government agencies and other areas of the Department including other state agencies and other state’s insurance departments. Advocate by contacting regulated entities, Insurance Fraud, Rehabilitation and Liquidation and licensees in order to resolve insurance related issues and, when applicable, seeks monetary recoveries. Provides clear and effective communication when delivering extensive technical information on insurance laws, rules and regulations to consumers.
- Reviewed, examined, and evaluated personal lines auto and residential property insurance contracts to determine rights, coverage, exclusions, and conditions. Monitored compliance with statutes and rules governing claim handling, denial of claims or coverage, and cancellation or non-renewal of insurance contracts. When alleged violations are discovered, properly documented files and refered alleged violation(s) to other areas of the Department for further investigation and action.
- Provided technical assistance to other areas of the Department on complex issues, when requested. Participates in projects. Assists in the training of new examiners, interns, or volunteers.
- Answered Helpline calls from customers concerning insurance fraud and the rehabilitation and liquidation of insurers related to residential property insurance.
- When needed, assisted with Helpline calls from customers concerning Agent Licensing, Unclaimed Property, and Florida Get Lean.
- Was a member of the DFS disaster response team to perform duties in support of disaster relief efforts.
Life Insurance Agent
Self Employed
08.2017 - 01.2020
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Simplified complex insurance concepts for clients, facilitating informed decision-making.
Education
High School Diploma -
Choctawhatchee High School
Fort Walton Beach, FL06-1989
Bachelor of Science - Social Sciences
Troy University
Troy, AL03-2010
Skills
- Microsoft Excel
- Tableau Software
- Customer Segmentation
- Competitive Analysis
- Salesforce CRM
- Customer Service
- Problem-Solving
- Time Management
- Multitasking Abilities
- Reliability
- Organizational Skills
- Team Collaboration
- Team Leadership
- Microsoft Office
- Team building
Timeline
SLAS Client Analyst
FSLSO
03.2024 - Current
Compliance Review Specialist
FSLSO
01.2022 - 03.2024
Government Analyst II
State of Florida, Office of Insurance Regualtion
08.2021 - 01.2022
Insurance Examiner II
State of Florida, Department of Financial Services
02.2020 - 07.2021
Life Insurance Agent
Self Employed
08.2017 - 01.2020
High School Diploma -
Choctawhatchee High School
Bachelor of Science - Social Sciences
Troy University