Jon Meersman Email & Phone Number

Woodland Hills, Ca, Us

Direct and conduct research and preparation activities for new Personal Lines insurance programs and coordinate their introduction with other departments.

Woodland Hills, Ca, Us

• Responsible for executing end to end state rate changes for Auto & Home products across multiple states, including California• Coordinate with state managers, actuarial, and distribution on rate proposals, pricing strategies, and marketing plan development• Prepare state indications and other analyses of loss experience, retention, and expense data• Make data-driven recommendations on state and countrywide initiatives to improve results and market position• Measure and monitor performance of states, initiatives, and specific segments via ad hoc analysis or BI tools• Conduct competitor analysis, market research, and compliance reviews to strengthen leadership decision making• Prepare exhibits for state filings and respond to regulatory requests• Mentor and provide training to interns and junior analysts

Woodland Hills, Ca, Us

New York, Ny, Us

• Write and optimize SQL queries on daily basis that regularly retrieve 100K+ records• Leverage Tableau and Excel to provide meaningful insights and trend analysis for North American claims leadership• Collaborate with Casualty & Financial Lines claims leadership using data and analytics to develop narrative and discussion points for Quarterly Business Reviews• Conduct training sessions with outside departments (Actuary/UW/Operations) on various Claims metrics tools up to 5 times a month• Contribute technical skills to various special projects and audits as needed• Act as subject data matter expert (SME) to transition legacy reporting away from Excel/Cognos• Create dashboard user guides and record training sessions for end users and colleagues

New York, Ny, Us

• Managed and organized the requirements engineering needs of data improvement projects for the TPA Governance organization which oversaw a portfolio of 75 Third Party Administrators (TPAs)• Developed Excel-based KPI Dashboards delivered monthly to 150+ department stakeholders• Translated stakeholder requirements into tangible deliverables such as management questionnaires, issue tracking tools, and software tutorials• Collaborated with Compliance and IT to create Web-based and Excel-based regulatory issue tracking tools for our vendor management team• Trained colleagues and other peers in MS Excel, Access, and Outlook skills• Traveled to on-site vendor audits alongside management 2-3 times per year• Developed and organized business continuity documentation on regular basis• Acted as subject matter expert (SME) on client retention projects in conjunction with Marketing/Client Services• Identified and pursued automation via VBA programming when necessary• Analyzed organizational spending in support of annual budgeting and expense allocation efforts

New York, Ny, Us

• Provided analytical support for audit deployments and global operations performance as part of a Fortune 500 QA analytics team, serving more than 100 claims offices across the globe• Automated and produced weekly, monthly, quarterly, and annual reports for internal and external stakeholders• Initiated weekly meetings with IT to develop and modify data processes to support client needs and improve data quality

Columbia, Missouri, Us

• Interviewed and guided 200+ potential clients per month through the mortgage application process• Obtained licensing under the NMLS in 25 states within a 5 month period