Anna Ellison
Sequim,TX
Summary
Results-driven Insurance Professional with expertise in leading claims teams and implementing efficient workflows. Achieved successful resolution of complex cases through effective risk assessment and policy interpretation. Committed to fostering team collaboration and adaptability, contributing to enhanced operational performance.
Overview
8
8
years of professional experience
Work History
Quality Assurance Manager
Pinpoint Claims Services
Monroe, LA
07.2021 - Current
- Developed and implemented comprehensive testing protocols to ensure product reliability and client satisfaction.
- Mentored junior staff members in best practices for quality management, contributing to overall team growth and development.
- Championed continuous improvement initiatives, consistently seeking ways to optimize operations for better results.
- Led quality assurance initiatives, enhancing compliance with industry regulations and standards.
- Mentored junior QA staff, fostering a culture of continuous improvement and professional development.
- Conducted regular audits of processes and systems to ensure adherence to established quality benchmarks.
District Branch Manager
First Federal
Sequim, WA
01.2020 - 07.2021
- Fostered culture of excellence and accountability, resulting in branch consistently exceeding performance targets.
- Continuously monitored branch performance against key performance indicators and took corrective actions to ensure objectives were met or exceeded.
- Managed team performance through coaching, training, and development initiatives.
- Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
- Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.
- Followed internal controls and policies to ensure compliance.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Complied with established internal controls and policies.
Financial Services Assistant
First Federal
Sequim, WA
02.2019 - 01.2020
- Manage and track the Investment Services Portfolio, of current Assets Under Management totaling $42 million. Additional responsibilities include monitoring compliance and industry standards while adhering to the First Federal policies and procedures. Mentoring and supporting Licensed Bankers and assisting the Financial Advisors with administrative tasks. Fostering relationships with Investment Services and Retail Team by consistently conducting huddles and encouraging one on one meetings with the Retail Team. Provide an open forum for cross partners for the purpose of generating referrals and prospects. Main objective is to grow the Assets Under Management and increase the strength of the Financial Advisors within the community while delivering excellence in service.
- Achieved top performer status in partner referrals and investment services during 2017 and 2018.
- Work in partnership with the Retail, Commercial and Mortgage Divisions to develop a referral process a referral process.
- Facilitated monthly meetings to boost participation within IS team, enhancing sales and training processes.
- Work in partnership with the Retail, Commercial and Mortgage Divisions to develop create a referral process.
Education
Bachelors of Science - Business Administration
Colorado Technical University
Colorado Springs, CO12-2019
Adjusters License -
Current
Skills
- Claims management
- Training development
- Innovative Training
- Claims management
- Quality control
- Team building
- Leadership
- Relationship management
Accomplishments
- Claims Management Platform: Managing and overseeing the interior quality assurance team, TPA team and field representatives within the company.
- Mentoring/Training - Designed and maintained job aids, standard operating procedures, and reference materials to support training, mentoring, and quality assurance initiatives. Mentored and trained new claims representatives on claims workflows, internal procedures, and quality standards, improving onboarding consistency and team performance.
- Business Development – Created and maintained a SharePoint site to centralize quality assurance resources, training materials, and claims procedures, improving team access to critical operational information.
Timeline
Quality Assurance Manager
Pinpoint Claims Services
07.2021 - Current
District Branch Manager
First Federal
01.2020 - 07.2021
Financial Services Assistant
First Federal
02.2019 - 01.2020
Bachelors of Science - Business Administration
Colorado Technical University
Adjusters License -
Current