natan cardeal
Curitiba · remote

Resume

Natan Cardeal

Insurance Compliance × AI in Production · Data Specialist · Curitiba, Brazil

Data Specialist with 9 years in the insurance industry and nearly 5 years operating AI in production. Combine deep insurance domain 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. Career path includes three formal promotions at Jones Software (NYC InsurTech B2B), Auditor → QC Analyst → Data Specialist, and a parallel role at Dimensa Tecnologia serving Banco Toyota, Willis Towers Watson, and Banco Itaú.

Experience

Jul 2023 → May 2026
Data Specialist
Jones Software · New York (Remote)
B2B InsurTech headquartered in New York · end-to-end Document Handling operations · AI pipelines in production extracting data from COIs, leases, contracts, and various requirements, delivering insurance and real estate compliance data for clients across the US via Smartsheet API and Power BI. Combined Claude (Haiku, Sonnet, and Opus), Gemini, and GPT, Adobe Acrobat for pre-LLM OCR, Python and Playwright on the deterministic side, and multi-agent orchestration with sub-agent cascades for cross-validation. Applied internal DH Standards as output contract and maintained a proprietary maintenance playbook.
ClaudeGeminiGPTPythonPlaywrightSmartsheet APIPower BIAdobe AcrobatClickUpSlack
Aug 2024 → Feb 2025
Business Analyst II (in parallel)
Dimensa Tecnologia · Remote
Brazilian B2B fintech · insurance operations · banks and brokerages · Served clients including Banco Toyota, Willis Towers Watson, and Banco Itaú on software customizations for the end client's insurance operation, translating business requests into technical-functional specifications ready for engineering and QA. Documents covered user story, context, affected systems and screens, technical stacks, expected output, and positive and failure test scenarios.
Google WorkspaceJiraDimensa proprietary framework (Scrum/Kanban)
Mar 2023 → Jul 2023
Quality Control Analyst
Jones Software · New York (Remote)
Final validation point for the Data Extraction team · 5 months · Conducted line-by-line review of extraction output against the software standard, identifying inconsistencies and returning a conformance report. Restructured the client submission management flow, previously operated via conjugated Smartsheets, into Typeform with automated handoff to ClickUp via an agent. Started using Python scripts independently.
ExcelSmartsheetICSAdobe AcrobatTypeformClickUpPython (scripts)
Nov 2021 → Mar 2023
Auditor
Jones Software · New York (Remote)
First role at Jones · audit of Certificates of Insurance (COIs) · Audit to sustain insurance and real estate compliance in alternative vendor and tenant onboarding into properties, construction projects, and sites across the United States. Each audit was a point-by-point comparison between the submitted COI and the requirements in the internal system (ICS), under a regulatory framework always defined by the client. Proposed structural improvements implemented by the company.
ExcelICSinternal audit toolSlackFront
Mar 2019 → Dec 2021
Operations Manager
E360 Insurance Agency · Balneário Camboriú, Brazil
From founding · network of ~300 brokers · ~5 carriers represented · Operations with Berkley International Brasil, Starr Insurance Companies, Zurich, and others, in technical lines (E&O, General Liability, Surety, Engineering Risks, Equipment Risks, Life). Conducted the full quote cycle, training for the broker network and internal team, and tracked operational and commercial indicators. Structured the first automation layer (Excel templates + automated renewal reminders).
Carrier systemsExcelWhatsApp Businesscorporate email
Feb 2017 → Mar 2019
Claims Analyst
Slomp Seguros Corretora · Balneário Camboriú, Brazil
First role of the resume · solo in the role · Claims management from notice to settlement and policy issuance control (auto, commercial, condominium, and other lines). End-to-end claims cycle in direct contact with insureds, third parties, at-fault parties, victims, repair shops, vendors, and adjusters. In issuance control, validated documentation pre-issuance and re-validated post-issuance.
Carrier systemsQuiver (Brazilian back-office)phoneemailWhatsAppspreadsheets

Skills

Applied AI and Data Engineering

  • LLMs in Production
  • Multi-Agent Orchestration
  • Document Intelligence (OCR + LLM Vision)
  • Prompt Engineering
  • Python
  • SQL
  • Power BI
  • Smartsheet API
  • Data Engineering
  • Workflow Automation
  • Data Quality
  • Data Governance

Insurance and Compliance

  • Insurance Compliance
  • Certificate of Insurance (COI) Audit
  • Regulatory Compliance
  • Compliance Auditing
  • Claims Management
  • Policy Issuance
  • Risk Analysis
  • Broker-Carrier Intermediation
  • Technical Lines (E&O, GL, Surety, Engineering, Life)

Methodology and Tools

  • Business Analysis
  • Requirements Engineering
  • Stakeholder Management
  • Scrum
  • Kanban
  • Process Mapping
  • Jira
  • Google Workspace
  • ClickUp

Education

  • Big Data Technology and Analytical Intelligence

    Pontifícia Universidade Católica do Paraná (PUCPR)

    2024 – 2027

    In progress

Certifications

  • Insurance Broker LicenseSUSEP (Brazilian regulatory body)
  • Digital Business Metrics

Projects

  • Indícia · Security Radar (LGPD compliance)

    Co-founder · in development

    Continuous LGPD compliance audit platform for Brazilian websites. Case details coming soon at /projetos.

Languages

  • Portuguese · Native
  • English · Professional working proficiency (4+ years on the Jones Software team in New York)

Contact