Patrick Stokes, CPCU, AIC, AIDA

Leading Customer Success globally across US, Canada & LATAM Client Advocacy - maximizing value, ROI, NPS, CSAT Portfolio Management - revenue retention and development Product & Analytics Strategy - leveraging deep insurance SME experience

Inaugural member of the Risk Management Advisory Council, providing thought leadership, mentoring and strategic counseling to the Norm Brodsky College of Business, their faculty & students

Delivering amazing products and services to transform claims. Involved in every facet of the company including client success, product, data science, analytics, operations, finance, sales, marketing and operations. Scaling the company and supporting clients during hockey stick growth period, managing Tier 1 clients.

I lead one of the largest CPCU Society chapters, serving over 200 members. We provide monthly content through chapter meetings, social media and insurance thought leadership. I am chairperson for the 2020 NJ I-Day, our annual conference. We successfully delivered a 2-day, all-virtual conference highlighting Claims, Insurtech & personal development sessions. This was our first profitable conference in many years. www.njcpcuiday.com

Building a giant jigsaw puzzle while the instructions are still with the printer. Making complex things simple. Scaling and automating global data. Measuring the future of digital insurance.

I lead the QA program for Chubb's international Underwriting Operations. This includes managing the vendor relationship, contract and overall system governance. I play a key role in expanding and standardizing the reporting & analytics for Operations across all lines of business. This includes liaising on global projects, designing new solutions and standardizing data delivery.

I build and integrates advanced analytics solutions across all lines of Chubb North America Claims utilizing Qlik Sense dashboards, machine learning predictive models and big data BI solutions. I lead engagement with executive and senior claims leaders, determining top needs and leading them down an Agile road map. As an Agile Product Owner, I manage the daily activities for a diverse team of IT professionals (ETL, data architects, data analysts, predictive modelers and BI visualization experts.) We offer multiple delivery options from Excel to Qlik Sense to full IT integrations within our claim systems.

Deliver actionable intelligence and recommendations for Claims leadership related to actuarial results, operational efficiency, performance, growth, expense and staffing objectives. Manage business intelligence activities to deter fraud and increase profitability. Led transformation of reporting from Excel into Tableau.

Reporting to the President, I managed staff and operations for a commercial lines agency.

As a member of the Senior Leadership team, I rebuilt and managed the entire Claims function including writing and implementing claims handling guidelines, reserving guidelines, initiating best practices, developing process and efficiency improvements and strengthening the vendor network & hiring all staff including a dedicated Claims Manger. I also managed multiple strategic initiatives including: - Implemented multiple MGA underwriting programs that tripled US premium. Led systems integrations to ensure proper rating and policy processing between MGA and carrier systems - Co-managed company-wide IT systems, software and data upgrades; point person for systems issues - Supported the Underwriting department for process improvements, strategy and projects including maintaining relationships with key brokers - Led recruiting and hiring for the entire company - Placed all US insurance coverages - Re-designed corporate website and manage social media and marketing presence Experience with: - Motor Carrier and Truckers coverage forms, CGL, WC & Products Liability coverages - High value claims up to $5M and excess coverage - Program claims, Program and TPA management for Casualty, PIP & WC exposures - ISOnet, especially policy forms selection

Project Manager for the EdPlan Student Success Planning Suite. Re-designed client management, lead tracking, invoicing, budgeting and contract management processes. Also served as Business Development lead for NJ and provided managerial assistance for NJ's Special Education Medicaid Initiative (SEMI).

Graduated with Cum Laude honors