Accomplished Insurance Broker, Risk and Claims Manager with a proven track record at Eagle Eye Global Insurance Services Inc, enhancing operational efficiency and customer satisfaction. Expert in risk management and claims resolution, demonstrated through strategic decision-making and effective team leadership. Skilled in financial analysis and fostering client relationships, achieving significant improvements in retention rates and cost savings. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Broker, Risk, Claims and Insurance Manager
Eagle Eye Global Insurance Services Inc
06.2011 - Current
Collaborated with cross-functional teams to develop new insurance products tailored to specific target markets.
Spearheaded projects aimed at improving operational efficiency across various functional areas within the organization.
Oversaw day-to-day operations of the insurance department, making strategic decisions regarding staffing levels, resource allocation, budgeting, and growth opportunities.
Evaluated risk profiles for clients, ensuring appropriate levels of coverage while minimizing potential losses for the company.
Negotiated contracts with underwriters to secure competitive pricing and terms for client policies.
Managed a diverse portfolio of client accounts, ensuring timely renewals and providing expert advice on coverage options.
Managed a team of insurance agents, providing training and support to maximize sales performance and customer service quality.
Increased customer retention rates through proactive policy reviews and personalized coverage recommendations.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Enhanced brokerage reputation, consistently delivering exceptional client service and transparent communication.
Reinforced ethical trading practices, ensuring all brokerage activities complied with legal standards and best practices.
Served as a trusted advisor for clients seeking guidance regarding risk management strategies, helping them make informed decisions about their insurance needs.
Director of Risk and Insurance Manager
SDYC Holdings, LLC
03.1988 - 06.2011
Monitored financial metrics related to claims activity, identifying areas of concern or opportunity for cost savings measures.
Increased customer satisfaction with timely claim resolution, prioritizing urgent cases and addressing client concerns.
Managed complex commercial claims, ensuring accurate documentation and compliance with industry regulations.
Collaborated with underwriting teams to develop comprehensive insurance policies tailored to clients'' unique needs.
Optimized claims processing systems by collaborating with IT teams on software enhancements and troubleshooting technical issues.
Developed effective negotiation tactics, resulting in favorable settlements for both the company and clients.
Coordinated cross-functional efforts to identify trends in commercial claims, informing policy revisions and risk management initiatives.
Spearheaded internal audits of commercial claims files for quality assurance and regulatory compliance purposes.
Enhanced team productivity by providing thorough training and fostering a collaborative work environment.
Improved claim reporting accuracy through meticulous data analysis and process enhancements.
Maintained excellent relationships with external partners including brokers, adjusters, and legal counsel to ensure smooth claim handling processes.
Conducted detailed investigations of suspicious claims to mitigate potential fraud losses for the organization.
Documented and communicated timely claims information while supporting accurate outcomes.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Monitored industry trends and updated executive teams on relevant developments impacting business operations.
Reduced financial risks by implementing comprehensive risk management strategies.
Enhanced risk assessment processes for better decision-making and improved company performance.
Collaborated with cross-functional teams to identify potential risks and develop appropriate responses.
Managed relationships with external partners such as insurers, brokers, auditors, regulators, ensuring alignment with corporate objectives in managing risks effectively.
Established strong lines of communication between departments to promote collaboration in addressing shared challenges.
Optimized insurance coverage for minimized costs while maintaining adequate protection against losses.
Facilitated clear communication between clients, underwriters, adjusters, legal counsel, and other relevant parties during complex claims resolution processes.
Negotiated contracts with underwriters to secure competitive pricing and terms for client policies.
Education
No Degree - Business Law And Civil Litigation
Southwestern College
Chula Vista, CA
National Business Institute
San Diego, CA
Insurance Education Association
State of California Business Training
2024
Skills
Risk Management
Risk Analysis
Risk Assessment
Risk Mitigation
Claims Management
Claims reporting systems
Audit Coordination
Subrogation Specialist
Client Needs Assessment
Team Collaboration
Records Management
Customer Service
Problem-Solving
Time Management
Excellent Communication
Financial analysis and reporting
Critical Thinking
Decision-Making
Price Negotiation
Written Communication
Computer Skills
Microsoft Office
Business Growth
Affiliations
Risk and Insurance Managers Society (RIMS)
Professional Women in Insurance (PWI)
San Diego Adjusters Association (SDAA)
Transportation Alliance Group San Diego (TAG)
National Association Subrogation Professionals (NASP)
Certification
Licensed Insurance Broker for California, Nevada, Arizona andTexas
Languages
Spanish
Native or Bilingual
Timeline
Broker, Risk, Claims and Insurance Manager
Eagle Eye Global Insurance Services Inc
06.2011 - Current
Director of Risk and Insurance Manager
SDYC Holdings, LLC
03.1988 - 06.2011
No Degree - Business Law And Civil Litigation
Southwestern College
National Business Institute
Insurance Education Association
State of California Business Training
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