Oscar Pereyra
Los Angeles,CA
Summary
Professional leader with executive experience and the proven ability to implement strategic initiatives and enhance operational performance. Valued for collaborative team leadership and adaptability to evolving business needs. My expertise in operations management and team leadership has consistently enhanced organizational efficiency and client satisfaction, underpinned by a commitment to continuous improvement and innovation.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Vice President - Client Services
BITCO
09.2018 - Current
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Identified opportunities to improve business process flows and productivity.
- Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across the organization.
- Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
- Ensured regulatory compliance at all times by implementing robust internal controls systems coupled with proactive monitoring mechanisms.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Represented organization at industry conferences and events.
- Oversaw business-wide changes to modernize procedures and organization.
- Collaborated with premium audit, accounting and other professional teams to review and maintain compliance with regulations.
Assistant Vice President - Client Services
BITCO
10.2015 - Current
- Oversaw the daily operations of the policy quotation, issuance and billing for a diverse portfolio of accounts including OCIP and CCIP projects, ensuring established quality standards were met and delivered expected results on time.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
- Oversaw change management initiatives, ensuring smooth transitions during periods of organizational restructuring or process improvements.
- Attended board and committee meetings and took meeting minutes to create detailed records of various meetings and decisions.
- Trained and guided team members to maintain high productivity and performance metrics.
- Reported issues to higher management with great detail.
- Assisted in recruiting, hiring and training of team members.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
Wrap-Ups Supervisor - Client Services
BITCO
08.2011 - Current
- Oversaw daily operations of the unit, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Discussed staff development and training needs and provided schedule of continuing education opportunities.
- Document maintenance request details with plant problem and date of referral to monitor resolution of work order.
- Collaborated closely with cross-functional teams to ensure seamless project delivery within established timelines regulatory compliance constraints.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Compiled routine production reports with staff input to prepare executive management team.
- Delegated tasks to administrative support staff to organize and improve office efficiency.
- Boosted employee engagement levels through regular staff meetings and transparent communication.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews.
- Optimized resource allocation by carefully assessing staffing needs based on workload fluctuations throughout the year.
- Proactively identified areas of improvement within the unit, implementing corrective actions to prevent future issues from arising.
- Created a comprehensive training program for new hires to ensure they were equipped with the necessary skills and knowledge needed to excel in their roles as unit supervisors.
- Mentored newly hired employees, helping them acclimate quickly to the company culture and job responsibilities.
- Improved unit efficiency by streamlining processes and implementing new management strategies.
- Played a key role in successful change management initiatives by effectively communicating benefits of new procedures to staff members while addressing any concerns raised during implementation stages.
Underwriting Assistant - Client Services
BITCO
10.2007 - Current
- Assist the underwriter in the quoting of new and renewal business by performing tasks leading to the issuance of the proposal, including but not limited to loss analysis, rating, and data entry for submission tracking purposes.
- Performed the issuance of policies and endorsements with conformance to carrier rules and broker specifications. Prepared state-specific bureau filing forms as necessary. Expedited needed corrections in order to ensure all was legally correct, well communicated, and timely documentation of agreed-upon insurance coverages.
- Performed billing functions including, but not limited to, preparing invoices for binders/policies and premium-bearing endorsements, working with Team Lead and Senior Underwriting Assistant towards resolution of billing problems in order to assist in the smooth and timely payment and collection of premiums.
- Maintained contact by phone and/or written correspondence, underwriters and brokers in order to clarify and resolve problems and foster good business relations and rapport.
- Analyzed Workers Compensation Bureau related correspondence and handled any policy related revisions communicating to underwriting appropriately.
- Maintained up-to-date knowledge of industry developments and regulatory changes, ensuring company practices remained compliant.
- Administer the Commercial General Liability and Workers’ Compensation master accounts regularly and directly. Review applications to determine if the WC sub-contractor is acceptable to enroll in the program under the company guidelines and enroll them accordingly.
- Reviewed the enrollment applications thoroughly to determine outstanding requirements. Evaluated the enrollments for qualification and completeness and prepared written confirmations for all contractors ensuring all criteria as acceptable to process enrollment confirmations and policies.
- Coordinated with claims, risk services and other teams on the servicing of all OCIP and CCIP accounts to maximize full client satisfaction.
Education
Some College (No Degree) -
East Los Angeles College
Monterey Park, CASkills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Complex Problem-solving
- Results-driven
- Operations management
- Customer service
- Documentation and reporting
- Account management
- Coaching and mentoring
Certification
- California Department of Insurance - Property & Casualty Broker License #0E78858 (Inactive)
- California OSHA 10-Hour Construction Certification (OSHA10)
- Leadership Skillpath Seminars
Languages
Spanish
Native or Bilingual
Timeline
Vice President - Client Services
BITCO
09.2018 - Current
Assistant Vice President - Client Services
BITCO
10.2015 - Current
Wrap-Ups Supervisor - Client Services
BITCO
08.2011 - Current
Underwriting Assistant - Client Services
BITCO
10.2007 - Current
- California Department of Insurance - Property & Casualty Broker License #0E78858 (Inactive)
- California OSHA 10-Hour Construction Certification (OSHA10)
- Leadership Skillpath Seminars
Some College (No Degree) -
East Los Angeles College
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