Berkley Surety
Joseph Perez has over three decades of work experience in the insurance and financial industry. JOSEPH is currently working as the Vice President of Shared Services at Berkley Surety, a Berkley Company. In this role, they are responsible for contributing to the development and implementation of organizational strategies, policies, and practices. JOSEPH also oversees the recruitment, training, supervision, and mentoring of staff.
Prior to joining Berkley Surety, Joseph held various roles at AIG, starting as an Assistant Controller and eventually becoming the Multinational Operations Manager. In these positions, they managed financial statements, ensured compliance with regulatory requirements, and oversaw regional systems and strategic planning.
Before AIG, Joseph worked as the Insurance Manager at MacAndrews & Forbes Holdings, where they directed financial analysis, budgeting, and reporting functions.
Their earlier experiences include working as a Financial Analyst at A.M. Best, analyzing insurance companies' financial condition, and serving as the Manager of Corporate Reinsurance Operations at Continental Insurance Company, where they analyzed reinsurance placements and monitored recoverables.
Joseph's career began as a Real Estate Accountant at Prudential Financial, where they analyzed and reported on real estate taxes and coordinated financial transfers.
Throughout their career, Joseph has demonstrated leadership, financial expertise, and a strong focus on organizational effectiveness.
Joseph Perez attended William Paterson University of New Jersey from 1983 to 1988. During this time, they earned a Bachelor of Arts degree in Accounting and Finance.
Berkley Surety
BERKLEY SURETY is a highly professional, service-oriented surety underwriting management company, providing a full spectrum of bonds for contract, environmental, and commercial surety accounts through multiple distribution channels in both the United States and Canada. We write on behalf of W. R. Berkley Corporation member company Berkley Insurance Company, which has an A.M. Best rating of A+ (Superior). We pride ourselves on building strong relationships with our agents. We highly value the insight and expertise our agency partners bring to the table which helps us provide timely and predictable surety solutions. CONTRACT SURETY - We supports traditional contractors in a broad range of disciplines and segments of the construction industry in both the United States and Canada. Knowledge and experience are more important today than ever before. We take a comprehensive underwriting approach and seek to understand what makes your client’s business unique. Once we understand their business model, we determine the specific needs required to make it a successful enterprise. We look at performance, profitability, leverage and cash flow management. Looking at each company as an individual risk, we seek to identify the risk factors that are unique to their business. COMMERCIAL SURETY - Rather than rely solely on technology, we built our commercial surety strategy around people instead of computers. While the best available technology is an integral component of our analytics and delivery, the driving force in Berkley Surety's commercial enterprise is our people. Our people are experienced in intellectual capital, and have proven experience working with large, publicly traded risks. "If it makes sense, let's find a way to do it." Complex programs for large companies require support from a number of products beyond traditional commercial surety, such as contract surety, subdivision and environmental.