§ 00 · MANIFESTv1.0 · natancardeal.com / en

data specialist · curitiba · remote since 2021

NatanCardeal.

Data Specialist · 9 years in insurance · 2 years running LLMs in production

HYPOTHESIS

The shop floor of brazilian insurance needs people who can both audit a Certificate of Insurance and ship LLMs in production, without reducing one to the other.

I'm trying to be one of them.

¶— N.C., 2026last edit · 2026-05-25

ABSTRACT

Data Specialist at Jones Software (NYC InsurTech B2B), running end-to-end Document Handling pipelines delivering insurance and real estate compliance data for clients across the United States via Smartsheet API and Power BI. Career path includes three formal promotions at Jones (Auditor → QC → Data Specialist) and a parallel role as Business Analyst II at Dimensa Tecnologia serving Banco Toyota, Willis Towers Watson, and Banco Itaú.

KEYWORDS

insurtechregtechapplied aimulti-agentdocument intelligencecomplianceregulated sectorsllms in production

INDEX

01summary · drop cap + 4 kpis→
02featured · document handling pipeline→
03stack · 3 groups · 33 chips→
04experience · 6 roles · 4 companies→
05education · PUCPR · SUSEP→
06contact · email · linkedin · cv→

↘ InsurTech · RegTech · Applied AI

[01]open case study↗[02]download cv (en)↓[03]linkedin↗

/about · summary

3 paragraphs4 KPIs9 yrs · 2017 → 2026

summary

A bridge between insurance domain expertise and LLMs in production.

I combine deep insurance shop-floor expertise — claims, policy issuance, broker-carrier intermediation, COI audit, regulatory compliance — with hands-on production deployment of large language models (Claude, Gemini, GPT) and multi-agent orchestration.

Most recent role: Data Specialist at Jones Software (NYC InsurTech B2B), running end-to-end Document Handling pipelines delivering insurance and real estate compliance data for clients across the US via Smartsheet API and Power BI.

Career path includes three formal promotions at Jones (Auditor → QC → Data Specialist) and a parallel role as Business Analyst II at Dimensa Tecnologia serving Banco Toyota, Willis Towers Watson, and Banco Itaú.

01—

years in insurance

02highlight

years AI in production

03—

promotions at Jones

04—

roles · 4 companies

sourceCV ATS · v1 · 2026.05window2017 → 2026roleData Specialist · Jones

/study · jones software · nyc

2023 → 2026B2B InsurTech100% remote

featured · reference role

v1.0 · active role

Document Handling, end to end.

Current role at Jones Software: I run Document Handling operations for clients across the United States. I combine insurance shop-floor expertise with applied generative AI in regulated settings. Pipeline internals are kept out of this document under NDA. What's here is the role scope.

01—

active role

data specialist · 2023 → 2026

02highlight

formal promotions

auditor → qc → data specialist

03—

stakeholder teams

implementation · DC · extractions

04—

output contract

DH standards · governance

01Scope

End-to-end Document Handling, from client document intake to validated handoff to the internal teams. Coordination with Implementation Managers (intake), Data Configuration and Extractions (handoff), and end clients for specific mapping decisions.

02Domain

Insurance and real estate compliance for vendor and tenant onboarding across US properties. Certificate of Insurance audit against client-defined regulatory requirements.

03Tools

Daily stack: ClickUp, Slack, Gmail, Front, Smartsheet, Power BI. Under NDA: a proprietary pipeline that combines multi-model generative AI with a deterministic layer under a documented maintenance playbook.

04Governance

Internal DH Standards as the output contract. Documentation sufficient for cross-project reproducibility and accountability over every mapping decision that turns into a structured row.

¶Pipeline internals (specific models, validation ordering, data contracts, orchestration flows) are not published. Detailed technical conversations happen in interview, under NDA where applicable.

→open full role in timeline§ 03 · path

roleData Specialist · Jones Softwarewindow2023.07 → 2026.05disclosurescope public · internals under NDA

/stack · skills

3 groupsAI · insurance · methodfilterable

Stack

Skills.

filter

primary · 5+ yrssecondary · 2–5 yrs

01Applied AI & Data Engineering12

LLMs in Production4yMulti-Agent Orchestration2yDocument Intelligence (OCR + LLM Vision)4yPrompt Engineering4yPython5ySQL5yPower BI3ySmartsheet API3yData Engineering4yWorkflow Automation4yData Quality5yData Governance4y

02Insurance & Compliance10

P&C Insurance9yInsurance Operations9yInsurance Compliance5yCertificate of Insurance (COI)5yRegulatory Compliance5yCompliance Auditing5yRisk Analysis4yClaims Management2yPolicy Issuance4yUnderwriting Support3y

03Methodology & Tools9

Business Analysis1yRequirements Engineering1yStakeholder Management5yScrum2yKanban3yProcess Mapping5yJira3yGoogle Workspace5yClickUp3y

sourceCV ATS · v1 · 2026.05classificationself-declaredyearspractical usage time

/experience · timeline

6 roles4 companies3 promotions at jones

experience

Path.

From claims analyst in a regional brokerage → Data Specialist at a NYC InsurTech. Click any role to expand.

2017201820192020202120222023202420252026

JonesDimensaE360Slomp

10 yrs · click to open

§ 01 / 06role

Jul 2023 → May 2026New York, NY · Remote

Jones Software

Data Specialist

End-to-end Document Handling — from degraded PDF to validated Smartsheet row and Power BI dashboard.

LLMs in productionClaudeGeminiGPTMulti-agentPythonPlaywrightSmartsheet APIPower BIOCR

01Ran end-to-end Document Handling (DH) operations at Jones — a B2B InsurTech headquartered in New York — delivering validated insurance and real estate compliance data to the internal Data Configuration and Extractions teams.
02Combined applied generative AI for document work with a deterministic layer for predictability-critical operations, under a documented maintenance playbook.
03Applied internal DH Standards as the output contract, ensuring cross-project reproducibility and governance. Pipeline internals (models, ordering, contracts) under NDA.

StakeholdersImplementation Managers (intake) · Data Configuration and Extractions (handoff) · end clients for specific mapping decisions. Daily tools: ClickUp, Slack, Gmail, Front.

sourceCV ATS · v1 · 2026.05orderingreverse chronologicaldatesYYYY-MM

/education · certs · languages

PUCPRSUSEPPT · EN

education