Cliff Karlin Email & Phone Number

New York, NY, US

• Consulted with carriers, MGAs, Reinsurers, and TPAs on technology best use cases and implementation of systems to meet end user and business requirements.
• Collaborated with clients on center of excellence for underwriting and claims to improve workflows and decrease expenses.
• Assisted clients in the development of products and systems in support of go to market strategies to penetrate new and existing admitted and non-admitted markets.
• Designed customer journeys to help clients lead target markets in ease of use subsequently increasing premium for each line of business.

Building and operating a full service MGA for Personal and Commercial OEMs and Insurance Carriers.

Blitz Insurance is a digital Surplus Lines Carrier filling gaps in the E & S Markets by providing creative solutions to risks that are historically difficult to place. Blitz Insurance was founded with the idea of making Surplus Lines Policies faster to issue than the existing process in the current market place. * Responsible for company P&L* Managed.

• Implemented target marketing strategies, infrastructure, and operations to support insurance carrier and full-service MGA for nonstandard auto insurance in Florida. Responsible for P&L, budgets, product development.
• Leveraged new technology and data sources to implement best in class business functions.
• Developed underwriting rules and workflows.
• Marketed new company to agents.
• Redesigned proprietary underwriting and claims platform to automate underwriting, claims and operations functions.
• Worked with developers to design and launch new website and agent portal.

In this challenging role, I developed company business model for this cloud-based solutions provider serving program administrators, insurance carriers, managing general agents, agencies, producers, and third-party administrators facing service and technology challenges. I also directed operations and made strategic decisions about technology. Much of my.

During this time, I owned responsibility for building and running domestic organization in support of all business lines, reinsurance, F&A, compliance, legal, product development, PMO, and IT. I managed and developed a staff of 125 and an operating budget greater than $12M. At the same time, I built infrastructure in support of all business launches from.

New York, NY, US

In this position, I was charged with rebuilding domestic organization in 90-days to secure service premiums of $700M while directing development of operations and systems to support global franchise. This required me to work alongside clients to captive programs and innovative solutions in response to chronic insurance funding issues. Within this, I owned.

New York, NY, US

• Responsible for compliance functions and operational controls for five corporate entities
• Provided compliance advice to the investment advisor unit handling separate accounts, commingled funds, institutional trusts, and endowments and all insurance divisions
• Developed process flows and controls to support the launch of new hedge funds, and separate accounts
• Performed field and compliance reviews to ensure the existence of proper controls and confirm businesses adherence to regulations and applicable insurance laws
• Interacted with regulators and supported business in Market Conduct Examinations and new product launches
• Conducted Annual Compliance Meetings and Principal Training Sessions

London, GB

• Developed operations best-practice consulting service for KPMG financial services clients
• Led integration teams responsible for analysis and implementation of combined best practices for processes, procedures, controls, Information Technology, and MIS resulting from mergers and acquisitions
• Developed a compliance review methodology and programs for Property and Casualty clients
• Created and implemented vendor report card for financial services clients
• Re-engineered back office and record keeping functions for a Global Bank resulting in the reconciliation of the Russian Loan Market and new record keeping procedures and build of a new record keeping system
• Created methodology and led audit teams in Market Conduct Reviews for State Insurance Commissioners

Mba, Business Administration And Development

Bachelor Of Arts (Ba), Business/Managerial Economics