Joseph Trezza Email & Phone Number

Miami, FL, US

CH

CH

Responsible for Latin America Property Casualty underwriting operations across nine countries in Latin America.

New York, NY, US

Oversaw Shared Service Center operations comprised of 400 FTEs providing Underwriting, Claims and Contact Center support of AIG’s North American Property and Casualty business.

New York, NY, US

• Directly responsible for the execution of Shared Services Migrations in the Latin America and Caribbean (LAC) region with over 700 FTEs migrated to date
• Manage team of fifteen Project Managers and Process Analysts; responsibilities include budget, capacity, and resource planning, coaching, compensation, goal setting and performance reviews
• Consistently exceed annual targets totaling 513 by migrating 776 FTEs resulting in an exit run rate save of $7M USD and the improvement of service levels by continually driving coordination across the sending and.
• Deliver Shared Service Delivery Model (SSDM) training sessions to both regional and country executives and other key stakeholders to educate them on key steps, milestones, and requirements to enable successful.
• Accountable for migrated processes post-training through the ramp up until successful volume and quality stabilization allows transition of accountability to the delivery and operations teams
• Partnered with Bogota Shared Service Center Management Team to develop onboarding, training and IT provisioning procedures when the Bogota Shared Service Center was opened in July 2013

New York, NY, US

• Responsible for driving Global Property strategy for underwriting systems, data quality, availability and consistency for book of business totaling $8B USD in annual gross premium
• Accountable for the successful global rework of Global Property premium coding impacting over 40 policy servicing systems and 90 geographies while collaborating with all downstream users, including reinsurance, claims.
• Partnered with Global Property business leaders on setting overall operational strategy and creating the level-2 global process standard, detailing the global property underwriting process flow from submission to.
• Developed minimum standards for underwriting data and system functionality which was used to serve as Global Property’s requirements for any new underwriting system development. These minimum standards were used.
• Served as an advocate for Global Property interests in AIG-wide initiatives to ensure delivery of business requirements; examples include OGIS 85, eBao, Transact, GES, and eStart
• Coordinated with other Global Commercial Product operation teams to ensure alignment and synchronization of strategies

New York, NY, US

• Provided global advisory services for AIG Property Casualty (PC) senior management and executives
• Directed organizational design work streams for the AIG PC reorganization announced in March 2011; directly facilitating the creation of the Global Consumer and Growth Economies organizational structure
• Recommended strategic direction to augment on-going initiatives and proposed new projects to replace projects no longer in alignment with the organization’s strategy
• Conducted a global assessment of AIG PC’s investment governance identifying areas for improvement
• Directed special projects for Global Consumer executive team, including expense saving initiatives and organizational design
• Advised AIG Administration on identifying opportunities for expense savings in real estate and professional services

New York, NY, US

• Performed risk assessments to develop and adjust risk-based audit plan for US/Canada, International head office and Bermuda
• Served as lead audit contact for Lexington Insurance representing $3B USD in annual gross premium
• Identified multinational processing as high risk and led team in the full risk-assessment and development of three-year audit plan
• Managed execution of audit coverage for accounting, underwriting, claim and reinsurance cycles including respective IT systems
• Provided audit oversight of post-2008 divestitures and separations to monitor and ensure risks were properly identified and advocated audit coverage, as appropriate
• Managed audit of ALICO Slovakia covering compliance topics including FCPA, OFAC, AML and Data Privacy

Hamilton, Bermuda, BM

• Managed four accountants in preparation of quarterly and annual statements for eight property and casualty insurance companies representing a combined $6.5B USD in net assets, $2.3B USD in surplus and $3.6B USD in.
• Managed preparation and subsequent audit of statutory financials including GAAP to statutory accounting basis reconciliation
• Oversaw data collection from profit centers and use of Hyperion to analyze data and import into statutory reporting software
• Participated in execution and managed the reconciliation of the pooling process for seven companies using GL and statutory reporting software
• Researched SSAPs and FASBs to ensure compliance with accounting standards
• Improved internal controls and procedures, e.g. – developed a data capture process to enhance the quality of quarterly statements

New York, NY, US

• Executed audits of accounting, underwriting, claim and reinsurance cycles including respective IT systems while supervising staff
• Agreed audit findings with senior management and summarized in report draft for Audit Manager
• Directly participated in review of top-side entries for special project related to AIG 2004 restatement
• Performed AIG 10K and Chartis statutory financial audits on behalf of AIG external auditors (PwC)
• Advised profit center management in key control identification and subsequent testing as required for Sarbanes Oxley 404

New York, NY, US

Financial audits, reviews and compilations of construction, real estate and manufacturing clients in NY Metro area. Individual, Partnership, S-Corp tax returns, extensions, estimates.

Mba, Risk Management & Insurance

Bba, Accounting