Brian Duval Email & Phone Number

Greater Boston

• Manage the compliance program for Symetra’s ~$1.3B Workforce Benefits business, including; Stop Loss, Group Life, Disability Income, Critical Illness, Hospital Indemnity, Accident Insurance and PFML products.• Implement and maintain compliance monitoring, including updating policies and procedures, reporting, testing, and applying regulatory guidance as well as industry best practices.• Monitor the effectiveness of established compliance processes and controls; recommend and implement… Show more • Manage the compliance program for Symetra’s ~$1.3B Workforce Benefits business, including; Stop Loss, Group Life, Disability Income, Critical Illness, Hospital Indemnity, Accident Insurance and PFML products.• Implement and maintain compliance monitoring, including updating policies and procedures, reporting, testing, and applying regulatory guidance as well as industry best practices.• Monitor the effectiveness of established compliance processes and controls; recommend and implement enhancements.• Communicate regulatory requirements and assist key business stakeholders in maintaining a control environment that mitigates compliance risk.• Providing compliance advice to business partners at various levels regarding the practical application of insurance laws and regulations to ensure products and operations are compliant.• Liaise with regulators, auditors, and business leaders regarding regulatory exams and inquiries.• Lead enterprise-wide State Filings and provide product development advice across Workforce Benefits, Individual Life, and Retirement Divisions.• Manage Operational Compliance, State Filings, and Compliance Analytics & Reporting teams. Show less

New York, New York, United States

(f/k/a Fetch, Inc. d/b/a Petplan Pet Insurance North America, a Warburg Pincus portfolio company)• Led P&L management, product development, underwriting, actuarial, and compliance functions for a $175MM pet insurance business with operations in the U.S. and Canada.• Grew GWP from $127MM in 2019 to $153MM in 2020 and $175MM YTD as of July 2021.• Managed the implementation of a new generalized linear pricing model in all US and Canadian jurisdictions thereby reducing the book level… Show more (f/k/a Fetch, Inc. d/b/a Petplan Pet Insurance North America, a Warburg Pincus portfolio company)• Led P&L management, product development, underwriting, actuarial, and compliance functions for a $175MM pet insurance business with operations in the U.S. and Canada.• Grew GWP from $127MM in 2019 to $153MM in 2020 and $175MM YTD as of July 2021.• Managed the implementation of a new generalized linear pricing model in all US and Canadian jurisdictions thereby reducing the book level loss ratio from 62.0% to 58.2%.• Established underwriting strategy and business plan to generate continued profitable business growth in current and future markets.• Negotiated with insurers, platforms, and brokers to expand distribution and grow revenue.• Developed new products and enhanced existing products and pricing to improve market competitiveness.• Evaluated KPIs and reported to Petplan’s board of directors regarding underwriting performance.• Led product development, rate and form filings, and ensure accuracy of underwriting systems.• Implemented compliance protocols and manage product, distribution, and claims compliance.• Established appropriate internal underwriting procedures and criteria to control risk. Show less

New York, New York, United States

• Performed competitive analysis, developed, and launched a total of 9 new individual and group products for the domestic insurance market, including; Accident Insurance, Critical Illness Insurance, Cancer Insurance, AD&D, Blanket Accident Insurance, Travel Insurance, Pet Insurance, and Hospital Indemnity Insurance policy and application forms.• Created new product business requirements and supported new product system implementation.• Managed underwriting performance of Accident &… Show more • Performed competitive analysis, developed, and launched a total of 9 new individual and group products for the domestic insurance market, including; Accident Insurance, Critical Illness Insurance, Cancer Insurance, AD&D, Blanket Accident Insurance, Travel Insurance, Pet Insurance, and Hospital Indemnity Insurance policy and application forms.• Created new product business requirements and supported new product system implementation.• Managed underwriting performance of Accident & Health and Pet Insurance products.• Analyzed product line information and identified opportunities to develop or enhance products and pricing.• Defined product value proposition and collaborate in the development of marketing materials.• Developed product and underwriting policies, guidelines, and procedures.• Led rate and form filings for all health and pet insurance products. • Communicated with regulatory agencies regarding product compliance issues and represented Liberty Mutual in interactions with regulatory agencies and other external organizations.• Managed a team of six Product Analysts. Show less

Boston, Massachusetts, United States

• Spearheaded product development efforts and served as a compliance subject matter expert for drafting new policy and application forms for Group Term Life, Group Short and Long-Term Disability, individual, group, and worksite supplemental health products.• Developed and maintained relationships with state insurance departments.• Analyzed changes in state and federal laws, rules, and regulations, and advised stakeholders regarding regulatory and/or operational compliance changes and… Show more • Spearheaded product development efforts and served as a compliance subject matter expert for drafting new policy and application forms for Group Term Life, Group Short and Long-Term Disability, individual, group, and worksite supplemental health products.• Developed and maintained relationships with state insurance departments.• Analyzed changes in state and federal laws, rules, and regulations, and advised stakeholders regarding regulatory and/or operational compliance changes and ensured timely implementation of required changes.• Provided input on state-specific language revisions and filing strategy for new product forms and rate filings.• Managed regulatory investigations and responded to regulatory inquiries. Show less

Boston, Massachusetts, United States

• Provided loss exposure analysis through complex data analysis, claim allocation modeling, and the development of decision-making tools. • Performed insightful quantitative analysis on potential policy exposure for long-term or high exposure insurance claims, along with ad hoc reporting and financial reconciliation services. • Developed allocation models to support settlement negotiations, cost-share agreements and post settlement allocations in support of reinsurance recoveries.… Show more • Provided loss exposure analysis through complex data analysis, claim allocation modeling, and the development of decision-making tools. • Performed insightful quantitative analysis on potential policy exposure for long-term or high exposure insurance claims, along with ad hoc reporting and financial reconciliation services. • Developed allocation models to support settlement negotiations, cost-share agreements and post settlement allocations in support of reinsurance recoveries. • Performed exposure analysis (DOFE curve) under various trigger theories associated with mass tort claims and litigation. • Developed projections of future exposures for in-house reserving/cash flow analysis. • Constructed Excel models and prepared written reports to accurately reflect the aforementioned analysis with an emphasis on presentation in addition to accuracy. • Provided account reconciliation services to quantify insurers' payments and verify proper allocation to policies to support policy exhaustion and effectuate reinsurance recoveries.• Conducted claim and reinsurance audits resulting in substantial savings and reserve reductions for client insurers/reinsurers. Show less

Boston, Massachusetts, United States

New York, New York, United States

Greater Boston Area

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Master Of Science (M.S.), Management - Marketing Concentration

Bachelor Of Science (Bs)