Scott Whitaker, Mcm

Scott Whitaker, Mcm Email and Phone Number

Director - Product Design Services at Perr&Knight @ Perr&Knight
santa monica, california, united states
Scott Whitaker, Mcm's Location
Ankeny, Iowa, United States, United States
Scott Whitaker, Mcm's Contact Details

Scott Whitaker, Mcm personal email

n/a

Scott Whitaker, Mcm phone numbers

About Scott Whitaker, Mcm

28 years Insurance experience: Property/Casualty, Commercial and Life/Health. This experience has been diverse within among Insurance Companies, Brokers, Third Party Administrators and Insurance Consulting. Areas of responsibility have included Medicare Claims, Auto/Home claims, CAT responsibilities, expense development/management, Operations (call center, back office administration teams and BPO), Compliance and Product Development.While most of the experience is associated with P&C it does include approximately 18 months of L&H. Areas of compliance responsibilities include: licensing, underwriting, Sales - Exclusive, Independent and Direct channels, product and fiduciary. In addition, I was responsible for developing the strategy and execution of the Fiduciary Audit process for Exclusive agents. As the Director in Compliance I had responsibility of all escalation situations related to the Fiduciary audit process. This included analysis and verification of the audit findings, meeting with the agent to discuss the findings and providing next step recommendations, which could include termination, to Agency relations and OGC. I was involved in market conduct research and/or action plan design for items related to the Agency force (Exclusive and Direct). Responsibilities also included development and facilitation of compliance training.Additional responsibilities included Vendor Management, Privacy, Do No Solicit, National Fair Housing Alliance monitoring, Vendor secret shopping, strategy, audit tool development/management, reporting of all compliance results and communication as well as action planning discussions with regional leaders.I held both local and national level board positions with the Association of Insurance Compliance Professionals (AICP) for two years. I was also a presenter/facilitator of sessions for 4 of the annual conferences and several regional chapter meetings.

Scott Whitaker, Mcm's Current Company Details
Perr&Knight

Perr&Knight

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Director - Product Design Services at Perr&Knight
santa monica, california, united states
Website:
perrknight.com
Employees:
104
Scott Whitaker, Mcm Work Experience Details
  • Perr&Knight
    Director - Product Design Services
    Perr&Knight May 2020 - Present
    Des Moines, Iowa, United States
  • The Ires Foundation
    Director
    The Ires Foundation May 2019 - Present
  • Association Of Insurance Compliance Professionals
    National Secretary
    Association Of Insurance Compliance Professionals Sep 2018 - Oct 2021
  • Emc Insurance Companies
    Regulatory Compliance Manager, Assistant Secretary
    Emc Insurance Companies Jan 2017 - May 2020
    Des Moines, Iowa
    Lead the Regulatory Compliance Organization within EMC. Areas of responsibility include regulatory change management, regulatory research, regulatory assessments and market conduct management. In addition work to deliver awareness and training to business partners encouraging a culture of compliance. Leading efforts with business partners to develop efficient processes associated with complaint handling and the appointment process for our independent agents.
  • Nationwide Insurance
    Compliance Consultant
    Nationwide Insurance Jul 2014 - Dec 2016
    Des Moines, Iowa Area
    Consultant within Corporate P&C Compliance responsible for the Nationwide Direct and Member Solutions business (Direct Call Center Sales and Internet business). Business written through these two distribution points includes Personal Lines, Commercial and Life products.• Participate in business meeting to allow pro-active approach to items impacted by the regulatory environment and activity.• Develop and enhance relationships with the training organization to maintain training content that will drive compliant behavior from both a new and refresher training perspective.• Develop and foster relationships with business leaders in order to continue learning about business challenges and barriers while having an open door invitation to communicate risk and opportunities associated with state regulation and internal practices.• Regular communication and partnership with the Direct Quality team such to enhance current programs and communication to deliver consistent messaging related to business risk and successes.• Consult with the business knowledge management team to ensure content is consistent with that required by Nationwide business practices and State regulation. Also communicate to drive consistency across appropriate business units (Sales and Service).• Develop and coordinate assessment programs (regulatory, targeted and comprehensive) for the direct channel.• Coordinate and train business resources (Quality team) that assist with completing compliance assessments.• Utilize data analytics and associated tools to develop and utilize compliance monitoring as a primary method of determining risk and identifying assessment needs.• Review State statutes (current and new) and any associated impact on current or proposed processes.• Partner with business to develop action plans and remediation associated with external market conduct exams and/or internal assessments or monitoring.
  • Mercer
    Operations Manager, Associate
    Mercer Apr 2013 - Jul 2014
    Urbandale, Ia
    • Responsible for Staffing, engagement, knowledge management, service levels, training needs, quality, compliance and overall operations of a Life and Health Operations team that consisted of both call center and back office administration. To provide top notch service to our clients and the carriers we supported I partnered with many business units; client management, accounting, support services, IT, product and compliance.• Responsible for the Operational component associated with educating, pricing and on boarding new clients. This included identifying resource requirements, developing knowledge management and telephony/workforce needs.• Handled carrier audits completed on my business unit as it relates to carrier and regulatory requirements. In addition, I had an offshore vendor operations team in India that handled a large book of the business.• Leader of the Commercial team responsible for the Subway account. As the broker we handled coordination of all commercial coverage among three carriers to support the needs of all subway stores.
  • Marsh
    Operations Manager
    Marsh Feb 2013 - Apr 2013
    Urbandale, Ia
    Operations manager over a Commercial brokerage sales and service center consisting of 4 Supervisors and 50+ colleagues. This team handled the entire process from receiving quote requests, consultative discussions, binding coverage, issuing certificates of insurance and answering service questions from both the client and franchise owners.In addition to the day to day leadership responsibilities I focused on process improvement, accountability, client relations, reporting consistency, compliance and escalations. Due to business circumstances, I successfully and professionally lead a "wind down" of this brokerage unit in 30 days.
  • Nationwide Insurance Company
    Compliance Director
    Nationwide Insurance Company Jan 2008 - Dec 2012
    Columbus, Ohio Area
    • Led strategy and change management during a 4 year period resulting in increased efficiency, improved compliance of distribution points and approximately $1.9M in expense savings.• Oversight for compliance audits conducted on exclusive, independent and direct sales distribution points. This oversight included audit development, action plans, incident management and resolution of noncompliant activity.• Responsible for data analytics and reporting function for Sales Compliance including internal reporting and reporting distributed externally to partnering business units and sales region leaders.• Initiate collaborative discussions with partnering business units and customers to increase the effectiveness of the compliance organization and facilitate consistent communication and training.• Created startup organization for fiduciary audit and training for over 3400 primary agents and 10,000 producers.• Lead projects related to brand integrity, audit technology, privacy and do not call regulation, market conduct and regulatory compliance.• Handled fraud issues through investigation, communication, training and/or recommendation for agent/producer disposition.• Involved in discussion, development and change to agent contract and agency administration handbook language.• Responsible for creating, forecasting and reconciliation of a departmental budget of approximately $6M.• Worked with regulators on regulatory language, market conduct exams, and agent investigations.• Active involvement in regulatory and compliance organizations such as Association of Insurance Compliance Professionals (AICP) and Insurance Regulatory Education Society (IRES)
  • Association Of Insurance Compliance Professionals (Aicp)
    Local Chapter Officer, National Board Of Directors, Presenter And Committe Involvement
    Association Of Insurance Compliance Professionals (Aicp) Nov 2009 - Oct 2012
    I served as Midwest Chapter Treasurer, Midwest Chapter Regional Director serving on National Board of Directors, P&C Planning Committee, Finance Committee and presented at the National Conference on Auditing and Compliance Operations and effectiveness
  • Nationwide Insurance
    Compliance Consultant / Manager
    Nationwide Insurance Dec 2004 - Jan 2008
    Columbus Oh
    - Managed through influence a compliance audit process completed by a remote team of 21 associates located across the entire US.- Created and modified all compliance reporting used for internal purposes as well as those distributed to regional operations and other business units.- Facilitated compliance training at the internal training center, agent's offices and district meetings.- Responsible for scoping, documenting, communication and implementing any project within the compliance organization.- Responsible for creating, forecasting and reconciliation of a departmental budget of approximately $6M.
  • Nationwide Insurance
    Associate Director - Claims
    Nationwide Insurance Dec 2002 - Dec 2004
    Columbus, Ohio Area
    - Auto claims (repair, total loss, fire / theft)- Managed 12 managers and over 125 associates- My team led region in quality and performance- Recognize, analyze and improve claims performance situations such as loss control, LAE, customer satisfaction, employee development and engagement.- Partner with multiple internal organizations to provide top customer service.- Manage and appropriately respond to policyholder / claimant complaints.- Catastrophe Claims Handling Development and facilitation
  • Nationwide Insurance
    Claims Manager - Auto
    Nationwide Insurance Nov 2000 - Dec 2002
    Southen West Virginia
    - Auto Claims (repair, total loss, fire/theft)- Managed preferred repair shops- Managed 7 remote claims associates- Conducted quality assessments on associates- Managed engagement- Lead several projects
  • Nationwide Insurance
    Master Claims Associate - Auto / Property
    Nationwide Insurance Jul 1997 - Nov 2000
    Columbus, Ohio Area
    - Field claims (auto and homeowner)- Managed Catastrophe events- Repair, total loss, fire/theft claims- Complaint handling- Customer Service
  • Nationwide Insurance
    Sr Claims Examiner - Medicare
    Nationwide Insurance Nov 1992 - Jul 1997
    Wheelersburg Oh
    - Processed Medicare Part B claims by performing backend claims processing involving coverage issues.- Completed monthly audits on Level I claims examiners.- Trained new claims examiners- Assist unit supervisor with Unit operations.

Scott Whitaker, Mcm Skills

Insurance Risk Management Employee Benefits Change Management Call Centers Claims Management Business Process Improvement Compliance Health Insurance Life Insurance Process Improvement Property And Casualty Insurance Operations Management Fraud General Insurance Strategic Leadership Organizational Effectiveness Internal Audit Contract Negotiation Continuous Improvement Market Conduct Leadership Incident Management Operating Budgets Complaint Management Underwriting Management Training Data Analytics Fiduciary Audits Fiduciary Management Managing Start Ups Development And Delivery Of Training Complaint Resolution Catastrophe Management

Scott Whitaker, Mcm Education Details

Frequently Asked Questions about Scott Whitaker, Mcm

What company does Scott Whitaker, Mcm work for?

Scott Whitaker, Mcm works for Perr&knight

What is Scott Whitaker, Mcm's role at the current company?

Scott Whitaker, Mcm's current role is Director - Product Design Services at Perr&Knight.

What is Scott Whitaker, Mcm's email address?

Scott Whitaker, Mcm's email address is sc****@****ins.com

What is Scott Whitaker, Mcm's direct phone number?

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What schools did Scott Whitaker, Mcm attend?

Scott Whitaker, Mcm attended Wright State University.

What skills is Scott Whitaker, Mcm known for?

Scott Whitaker, Mcm has skills like Insurance, Risk Management, Employee Benefits, Change Management, Call Centers, Claims Management, Business Process Improvement, Compliance, Health Insurance, Life Insurance, Process Improvement, Property And Casualty Insurance.

Who are Scott Whitaker, Mcm's colleagues?

Scott Whitaker, Mcm's colleagues are Will Crawley, Nergal Givarkes, Thomas Duvall, Marc O'connell, Mawan Sari, Stephen Chang, Daniel Kaufenberg Cpcu.

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