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Claims Supervisor

Eric Jordan Mortega Santos

Claims Supervisor

Biography

Eric is an accomplished Accounting and Audit Supervisor, with extensive experience in financial reporting, internal controls, and compliance. He specializes in overseeing audit processes, ensuring accuracy in financial statements, and maintaining adherence to regulatory standards.

His expertise includes managing accounting process, payroll preparation, tax compliance, and audit. In my 12 years of experience as an accounting and audit supervisor, he has led audit teams in evaluating internal systems, identifying control gaps, and recommending actionable solutions.

Hired in 2023 as a Claim Supervisor, Eric specializes in casualty and property claims, applying my expertise in financial reporting, internal controls, and compliance to deliver accurate and fair claim resolutions. This foundation enables him to approach complex insurance cases with precision, ensuring thorough investigations and sound settlement recommendations.

NOTABLE ASSIGNMENTS

  • Warehouse – Stocks: Fire Claim (USD 270K)
  • Hotel and Resort – Third-party bodily injury (USD 30K)
  • Manufacturing Company – Property and Machinery: Fire Claim (USD 70K)
  • Commercial Establishment – Stocks: Fire Claim (USD 20K)
  • Manufacturing Corporation – Flood due to Typhoon (USD 140K)
  • Warehouse – Flood due to Typhoon (USD 37K)
  • Manufacturing Plant – Flood due to Typhoon (USD 110K)
  • Bank – Burglary (USD 50K)
  • Commercial Business – Property and Business Interruption due to Fire (USD 217 K)

Office Address / Contact Information

Unit 2404, 24th Floor, 88 Corporate Center,
Sedeño corner Valero Streets, Salcedo Village, Makati City
Local Time:
Local Date:

Industry Certification

Basic Non-Life Insurance (2023), Intermediate Course on Miscellaneous Casualty Insurance (2024)

Qualifications

Graduate of Bachelor of Science in Accountancy

Additional Expertise

As an Accounting and Audit Supervisor, I support the financial evaluation of Business Interruption (BI) claims by applying core principles of financial reporting, cost analysis, and audit procedures. While I am currently expanding my expertise in BI assessment, I actively contribute to the review of financial records, identification of relevant cost structures, and validation of supporting documentation.

Adjuster Experience

4 years 2022

Language Skills

English, Filipino