Jorge Cozzarelly
Innovation, Technology, Insurance
Panama City
Summary
15+ years of experience in managerial and leadership positions within the insurance industry, specializing in technology transformation and product portfolio management with a strong educational background as a Computer Science Engineer and a Master's in Business Intelligence from the University of Arizona. Accomplishments as a Fulbright Scholar and certified Organizational Ontological Coach encompass leading teams across diverse support and business areas, fostering growth and innovation within organizations through disruptive and strategic solutions.
Overview
18
18
years of professional experience
11
11
years of post-secondary education
4
4
Certifications
2
2
Languages
Work History
Chief Transformation Officer
WorldWide Group
05.2022 - 04.2023
- C-suite Executive overseeing the reengineering of 200+ business initiatives, shaping them into a strategic plan encompassing 60 projects.
- Implemented predictive and adaptive project methodology standards across the organization.
- Orchestrated and successfully concluded pivotal projects, such as payroll system replacement, invoice integration with hospitals and suppliers, and mobile application for clients.
- Led a team of 4 individuals, including 1 manager and 3 analysts.
Sales Director
SURA
02.2021 - 04.2022
- Led efforts as Director to design strategies for achieving attraction and retention goals across key insurance distribution channels: brokers, bancassurance, in-house sales force, digital, and alternate channels.
- Achieved a 3% market share increase and 9.21% revenue growth, reaching $154M USD in underwritten premiums over 12 months.
- Headed a team of over 70 professionals, including sales managers, commercial coordinators, sales executives, business analysts, and sales assistants.
Director of Operations
SURA
05.2020 - 04.2021
- Director responsible for the operations of the insurance lifecycle: policy issuance and delivery, endorsements, renewals, cancellations, document management, and archiving for 380,000 insurance policies.
- In charge of the claims and compensations process for personal and family insurance, with annual payments of $26M USD for automobiles and $13M USD for life and personal accident insurance.
- Accountable for collecting $148M USD in insurance premiums and increasing the use of electronic payment methods, resulting in a 32% increase in premiums collected via the payment button.
- Leader of the disbursements and payments process to reinsurers, co-insurers, brokers, suppliers, and clients.
- Responsible for administrative management, messaging, preventive maintenance of assets, establishment of new physical points, and optimization of the company's procurement process.
- Leader of a team of over 110 individuals, including managers, coordinators, analysts, and assistants.
Program Director
SURA
07.2017 - 06.2020
- Director responsible for leading the technology transformation program, centered on implementing INSIS as the new policy administration CORE system on Oracle Cloud PaaS.
- Leadership and management of implementation projects for various applications integrated with the new CORE: OnBase (BPM/ECM), Quadient (CCM), Salesforce (CRM), Jteller Byte (Cashier), Orbika Subocol (Claims Manager), SOASEG (Issuer), ETLs (Vertica), and Oracle Service Bus, in addition to integrations with SAP (ERP) and data migration. Application of predictive, adaptive, and hybrid methodologies in project management.
- Accountable for ensuring the program budget compliance ($26M USD) and leading contractual negotiations with multiple providers.
- Leading a team of over 40 individuals, including functional leaders, product and process analysts, IT architects, and specialists in infrastructure, data, and migration.
Product Director
SURA
08.2012 - 07.2017
- In charge of the P&L for Individual Life, Personal Accidents, Group Life, and Health insurance.
- Successfully achieved annual sales budget of approximately $53M USD in underwritten premiums, resulting in a net profit of $12M USD.
- Initiated the launch of new insurance products, including Critical Illness, Family PA, Assistance Endorsement, among others.
- Responsible for annual reinsurance contract negotiations with HANNOVER RE, MAPFRE RE, MUNICH RE, SCOR, and SWISS RE.
- Oversaw underwriting and claims processes for personal and family insurance products.
- Responsible for executing and monitoring the company's technical and mathematical reserves, as well as calculating ceded premiums.
- Led a team of 10 individuals, including an actuarial manager, technical manager, sales manager, medical evaluator, underwriters, and analysts.
Business Intelligence Analyst
SURA
02.2011 - 08.2012
- Responsible for overseeing implementation of data warehouse, ETL processes, cubes, and reports to be utilized by sales, technical, and accounting teams.
System Analyst
SURA
11.2007 - 01.2011
- Translating functional requirements into productive designs in the insurance CORE system.
Lead Software Developer
University of Arizona
Tucson
08.2010 - 12.2010
- Implementing functional requirements into web application designs to enhance processes at university.
Technology Transfer Intern
INAOE
Puebla
06.2010 - 08.2010
- Identifying technological innovations developed in research institutes with potential for market success.
American Clients Technical Support Representative
Dell Technologies
12.2004 - 11.2007
- Recipient of following Awards: "Team Lead Top Performer", "Role Model", "Customer Experience" and "Perfect Peer"
- Also represented the entire Panama site at Dell Technology day in New York.
Education
M.Sc. in Management Information Systems -
University of Arizona
Tucson, Arizona 01.2009 - 12.2010
Computer Science Engineer -
Universidad Tecnológica De Panamá
03.2002 - 12.2006
High School Diploma - Science, Letters and Philosophy
Colegio Javier
Panamá 03.1996 - 12.2000
Skills
Project Delivery
Digital Transformation
Digital Strategy
Leadership
Change Management
IT Business Strategy
Supplier Negotiation
Agile Project Management
Continuous Improvement
Strategic Planning
Accomplishments
- Fulbright Scholar - Aug 2008
Certification
Coach Ontológico Organizacional
Timeline
Google Project Management Certification
08-2023
Lean Six Sigma White Belt Certification
03-2023
Chief Transformation Officer
WorldWide Group
05.2022 - 04.2023
Sales Director
SURA
02.2021 - 04.2022
Director of Operations
SURA
05.2020 - 04.2021
Coach de Equipos
08-2019
Coach Ontológico Organizacional
02-2018
Program Director
SURA
07.2017 - 06.2020
Product Director
SURA
08.2012 - 07.2017
Business Intelligence Analyst
SURA
02.2011 - 08.2012
Lead Software Developer
University of Arizona
08.2010 - 12.2010
Technology Transfer Intern
INAOE
06.2010 - 08.2010
M.Sc. in Management Information Systems -
University of Arizona
01.2009 - 12.2010
System Analyst
SURA
11.2007 - 01.2011
American Clients Technical Support Representative
Dell Technologies
12.2004 - 11.2007
Computer Science Engineer -
Universidad Tecnológica De Panamá
03.2002 - 12.2006
High School Diploma - Science, Letters and Philosophy
Colegio Javier
03.1996 - 12.2000