Joseph Pena Email & Phone Number

New York, Ny, Us

•Manage block of professional athlete disability insurance with total exposure > $1B.•Manage and trouble shoot premium billing and collection process for the business, with annual revenue over $70M.•Monitor the injury and illness status of 200+ players bound in the insurance program.•Conduct and oversee the underwriting of athletes bound into the insurance program. •Conduct and oversee claims submitted for disabled players.•Process claim benefits for all approved claims. •Identify loss exposure and conduct analysis in order to mitigate any risk that may impact the program.•Prepare all monthly internal and external financial reports.•Conduct and oversee all monthly, quarterly, and yearly audits for the program. •Collaborate and maintain an effective working relationship with internal and external partners.•Prepare, review, and analyze contractual documents for the program. •Continuously analyze processes to identify opportunities to increase efficiency, reduce risk exposure and improve the customer experience.•Contribute to ongoing pricing, underwriting, claim, and risk strategies in order to drive current and acquire new business.

New York, Ny, Us

•Assisted with the management of a block of professional athlete disability insurance. •Developed and maintained an effective working relationship with brokers and professional sports leagues. •Underwrote players bound into the disability program. •Reviewed claim materials submitted for disabled players. •Tracked insured players and reported any injuries/illnesses.•Created and distributed a weekly injury watch list report.•Managed and conducted risk analysis on injuries/illnesses that may impact the disability program.•Reviewed and analyzed contractual documents.•Performed financial calculations and analysis for both leagues.•Conducted research, gathered data, and analyzed results to support various projects for the league's disability programs.•Contributed to ongoing pricing, underwriting, claim, and risk strategies in order to drive current and acquire new business.•Prepared and presented various ad-hoc reports for management.•Assisted with internal and external audits.

New York, Ny, Us

•Assisted with the management of a block of professional athlete disability insurance. •Maintained an effective working relationship with brokers and professional sports leagues. •Underwrote players bound into the disability program. •Reviewed claim materials submitted for disabled players. •Tracked insured players and reported any injuries/illnesses.•Created and distributed a weekly injury watch list report.•Managed and conducted risk analysis on items that impacted the program.•Reviewed contractual documents.•Conducted research, gathered data, and analyzed results to support various projects for the league's disability programs.•Prepared and presented various ad-hoc reports for management.•Conducted research and analysis on prospective customers.

New York, Ny, Us

•Provided financial support to large group insurance customers; regarding their dental, life, disability, and AD&D insurance.•Provided financial advice in the Request for Proposal process by participating in initial strategy meetings and ongoing strategy meetings.•Collaborated with Financial Consulting Services on underwriting and pricing of new and current group business.•Performed audits of financial performance guarantees and best practices.•Prepared monthly and quarterly financial reports.•Calculated and managed dividends, billing, expenses, renewals, and accounting for customer’s insurance products.•Partnered with administration team to prepare and finalize implementation requirements for claims, billing, and banking.

New York, Ny, Us

•Served as the contact for Hyatt Legal insurance regulations.•Researched and reviewed state insurance regulations.•Prepared actuarial and commission filings for insurance products.•Updated and maintained state insurance rate filing database.•Provided support to all institutional product areas for rate filing inquiries.•Created and developed a Broker Earnings Database.•Managed the yearly renewal of MetLife's liability insurance.

New York, Ny, Us

•Managed customer insurance benefits accounts with over 250k lives. •Calculated final dividend payments, financial accounting, expenses, and reserve estimates for assigned customers.•Performed product implementations for new customers.•Prepared and presented quarterly financial and administrative reports to customers.•Prepared and reviewed contractual documents.

•Managed various projects for arbitrations and litigations in domestic and international legal cases.•Managed case files for both state and federal cases.•Managed and conducted all aspects of document discovery and trial preparation.•Conducted legal and factual research. •Created and maintained litigation databases.•Coordinated case reviews and regulatory examinations.•Collaborated with attorneys in the drafting of legal documents.•Translated foreign legal and financial documents.

Ba, Political Science

Graduate Certificate, Strategic Leadership & Management

Master Of Science, Management