Jonathan Mccarey Email & Phone Number

Boston, Massachusetts, United States

• Manage property compliance program which includes a wide variety of functions including product compliance projects, data calls, coverage endorsement forms maintenance, and product filings support
• Help identify compliance issues through a variety of means including self-discovery, change in law or regulation, customer complaints, market conduct investigations, financial examinations, and audits
• Serve as business lead for multiple high visibility projects ranging from company identified rating errors with high impact to state mandates and changes in regulation
• Help drive innovation and profitable growth by supporting Product Management in the rollout of several new products and programs while keeping compliance and state requirements in mind
• Sought after subject matter expert in multiple areas of the company including Pricing, Product, Underwriting process and procedures, Policy Administration System, and Product Filings
• Cross train Product Compliance Analysts, Pricing/Product Analysts, and State Product Managers on compliance program to maintain an efficient and transparent compliance process

Boston, MA

• Served as the business lead for all product, pricing, and underwriting related compliance items
• Effectively collaborated with multiple business units including IT, Operations, Claims, Customer Advocacy, Government Affairs to understand the needs and expectations of all stakeholders
• Maintained and managed compliance backlog with thorough and organized documentation of all business requirements and business decisions
• Collaborate closely with IT and other business units to help determine root cause of system bugs and/or coverage errors, striving to limit and reduce future compliance items

Boston, MA

• Collaborated across business units and IT to facilitate business requirements gathering, documentation, and sign off for rating and company compliance projects
• Documented and communicated business requirements to developers and QA analysts.
• Assisted QA team to ensure that requirements documentation could be easily translated into test plans
• Liaised with Analytics, Underwriting, Legal, and Customer Service departments throughout the SDLC

• Manage the collection, analysis, documentation, and communication of business needs and requirements
• Effectively analyze customer requirements and develop functional specifications through an understanding of information systems, business operations, and processes
• Collaborate with business stakeholders and IT to execute Small Commercial Lines rate revisions and system defect projects
• Manage project lifecycle from requirements to implementation
• Knowledge of business operations, objectives, strategies, and business process
• Interface successfully with multiple customers and all levels within the organization

Boston, MA

• Collaborated across business units and IT to facilitate business requirements gathering, documentation, and sign off for rating and company compliance projects
• Documented and communicated business requirements to developers and QA analysts
• Assisted QA team to ensure that requirements documentation could be easily translated into test plans
• Liaised with Analytics, Underwriting, Legal, and Customer Service departments throughout the SDLC

Greater Boston Area

• Prepared and submitted regulatory, compliance and product submissions to the Departments of Insurance
• Researched and communicated project requirements to drive accurate and efficient implementation of rate and compliance changes
• Liaised with the Departments of Insurance to communicate project intent and negotiate speed to market initiatives

Greater Boston Area

• Evaluated and analyzed the acceptability of new and renewal homeowners’ business exposures within forty-seven active states
• Identified and supported the implementation of process improvements
• Served as the main point of contact for internal sales agents and service representatives and as a secondary point of contact for external insurance agents with whom Homesite has formed partnerships

Greater Boston Area

• Processed rollover business policies from Homesite partnerships through manual entry
• Processed insured’s request policy amendments, cancellations, and property changes
• Company liaison for call center representatives and managers for all billing questions and concerns
• System analysis to identify defects and necessary modifications needed to improve system use and streamline processes

• Administrative assistant to the Editor-in-Chief as well as handling other departmental projects
• Assisted in organization of text review panels, receiving professor feedback, processing payments and follow-up correspondence, and communicating review material back to the editor

Ba, English

Semester Abroad

Certificate In Business Analysis

Education record