Dynamic Risk Control Consulting Director with extensive experience at CNA Insurance, specializing in risk management and safety compliance. Proven track record in developing innovative strategies that enhance operational productivity and exceed client expectations. Skilled in data analysis and customer relationship management, fostering a culture of safety and continuous improvement.
Overview
31
31
years of professional experience
Work History
Risk Control Consulting Director
CNA Insurance
Walnut Creek, CA
10.2006 - Current
Completes regional quality control file review of technical risk assessment reports to ensure the meets best practices objectives. Summarizes the results of the quality control audits with regional risk control staff to discuss lessons learned.
Collaborates with internal departments such as underwriting, risk control professionals, claims, and legal to understand root causes and prevention measures for large loss claims with policyholders to offer solutions to prevent recurrence.
Conducts consultative risk assessments with policy holders and agents to help assist underwriters write profitable business that aligns with enterprise objectives.
Conducts management level training for policyholders as part of a customized service plan to improve safety knowledge or address loss deficiencies.
Exceeds customer satisfaction by finding creative solutions by developing technical presentations, analyzes claim trend analysis, and uses report writing tools to create high level stewardship reports and letters to confirm customer engagements.
Acts as a Subject Matter Expert to assist internal and external staff to answer technical questions relating to construction and fleet by researching policies, procedures, regulatory standards so that effective solutions can be offered to support enterprise objectives.
Frequency assisting the Assistance VP of Risk Control prepare regional meeting agendas and develops training materials in support of the regional monthly staff meetings. In support of the regional staff agenda, will collaborate with others to deliver staff training presentations through TEAMS and to support Assistant VP objectives and to hone management skills.
Sr. Safety & Health Consultant
Zenith Insurance
Sacramento, CA
07.2004 - 10.2006
Delivered customer-focused loss control services for large, guaranteed-cost workers' compensation clients in N. CA.
Managed $12 to $20 million in premium across 60 service accounts, with targeted Service Plans to reduce claim frequency and improve loss performance results.
Supported underwriting objectives by analyzing prospects and existing policyholders to understand operational changes and insurance controls to write profitable business that support the regional and enterprise objectives.
Received recognition for outstanding service, improving client satisfaction and line of business claims results.
Participated in stewardship meetings, presented training seminars and technical solutions focused at controlling leading loss drivers.
Been involved in ergonomic or industrial hygiene studies to identify key risk factors, controls, and solutions to improve or impact carrier performance.
Workers' compensation program efforts focused on a wide variety of customers from banking, agriculture, manufacturing and construction where there was collaboration between client staff, agency and underwriting partners to deliver a high level of risk management deliverables that were measured using key benchmarks to show success for claim performance results.
Sr. Risk Control Consultant - Construction Dept.
St. Paul Insurance - Travelers
San Francisco, CA
08.2001 - 07.2004
Delivered comprehensive risk control consulting services by collaborating with national brokers and regional underwriters.
Managed over $14 million in written premiums for middle markets and national contractors in greater N.C.A. Bay Area.
Serviced Fortune 100 and 500 construction focused companies, including McCarthy, Clark, and Skanska, DPR, South Bay Construction and many others.
Executed preconstruction meetings and subcontractor on-boarding for San Jose State Student Housing Project project that was under a consultative wrap-up contracts. The service included subcontractor oversight through frequent job surveys, monthly/weekly project wide safety meetings, along with participation in weekly subcontractor progress meetings and Job Hazard Analysis review for critical subcontracted tasks.
Conducted daily safety oversight and accident investigations for construction projects.
Developed enterprise technical construction and fleet safety abstracts that were used by policyholders.
Completed 20 hours of monthly client safety training on OSHA 10-hr. and 30-hr. courses for the construction industry. Safety Training also included presentations that were delivered for key organizations (SMACNA, NUCA, EUCA) in partnership with specific brokers/agency partners.
Fleet Manager/Safety and Health Manager
Dean Foods
Hayward, CA
04.1999 - 07.2001
Managed a safety and health staff of 8 full-time employees for a 24-hr., 7 days a week dairy manufacturer operations with distribution operations. This include workers' who completed departmental safety audits, accident investigations, claims management and oversight with the third-party carrier loss control staff.
Responsible for insurance program renewals, underwriting requirements and broker interactions and collaborations with various insurance carrier partners and internal executive leadership participation.
Responsible for vetting all vendors and distributors along with on-boarding, background checks, risk transfer (signing written contracts and Certificate of Insurance oversight), on-site security access with card-keys.
Organized and maintained partnership with 3rd party security guards services through safety audits, contract renewals, and involved with creating specific duties relating to trucks or visitors that required access into the facility.
Developed and implemented health and safety programs across multiple departments and sites. Safety and Health Committee were established with all leadership teams with frequent attendance by health and safety staff to participate in the meetings to offer suggestions and feedback design to improve efficiencies.
Facilitated training sessions to educate distribution employees and drivers on safety protocols, and completed high-level training for board of director to measure success of service delivery and to obtain funding to support safety and health objectives.
Engaged employees in safety initiatives and promoted a culture of safety awareness. This included completing driver road-test to monitor driver behaviors and identify risk factors during customer deliveries to assess worker safety around high crime areas.
Inspected facilities and job sites to identify and correct potential hazards and verify safety and regulation compliance.
Developed specialized programs to reduce work-related illnesses and injuries based on loss trends and goals.
Analyzed data trends related to accidents or incidents over time, then proposed appropriate countermeasures.
Loss Prevention Consultant II
Liberty Mutual
Pleasanton , CA
07.1994 - 04.1999
Provided multi-line consultative service to national companies located in Northern, CA which involved designing customized service plans design to mitigate loss by impact both frequency and severity of claims.
Consultative skills included: safety program evaluations and implementation to meet or exceed OSHA regulatory requirements, fleet management program, DOT Regulation Audits, develop, design, and attend Safety Committee Meeting, technical ergonomic or industrial hygiene studies to identify risk factors, controls and recommended solutions that would covered in a technical reports.
Customers include: N CA United Parcel Service; IBM; Unisource; Turner Construction; Whiting-Turner Construction; Pacific Motor Trucking; Serra Corp; Howard S. Wright Construction; Mothers Cakes & Cookies; JC Penny; Dobbs International. Premiums ranged from $500,00 up to $5 million per policyholder.
Education
Bachelor of Science - Manufacturing Industrial Technology - Electronics
CA State University Fresno
Fresno, CA
06-1993
Skills
OSHA 500 Train-the-Trainer
Construction Risk Insurance Certification (CRIS)
UL Certified Risk Engineer
Level II Certified Infrared Thermographer (thermal imaging)
Subject Matter Expert for construction risk and fleet management
Construction Defect - quality control best practivces
Data analysis - trending of claims to identify targeted solutions
Premises/Operations: ADA handicap access, rails for stairs/ramps, lighting, surface conditions using Slip Resistance Tesingh (BOT-3000E) - ANSI Standards
Affiliations
President of a Non-Profit Bersaglieri Society for the past 2 years comprised of a 100 member organization with ~$1 mill in revenues that is committed to helping the local community including providing educational scholarship and provide funding to support local charities including cancer society and battered women's shelters.
Timeline
Risk Control Consulting Director
CNA Insurance
10.2006 - Current
Sr. Safety & Health Consultant
Zenith Insurance
07.2004 - 10.2006
Sr. Risk Control Consultant - Construction Dept.
St. Paul Insurance - Travelers
08.2001 - 07.2004
Fleet Manager/Safety and Health Manager
Dean Foods
04.1999 - 07.2001
Loss Prevention Consultant II
Liberty Mutual
07.1994 - 04.1999
Bachelor of Science - Manufacturing Industrial Technology - Electronics