Hardworking, self-driven employee with a strong work ethic who requires minimal supervision while consistently meeting job expectations. Values open communication and collaboration with team members and supervisors to achieve shared goals
Overview
21
21
years of professional experience
1
1
Certification
Work History
Compliance Specialist
Tokio Marine HCC
Encino, CA
11.2022 - Current
Assist claim adjustors in obtaining their state licenses
Reviewed and purchased pre-licensing courses for adjustors
Filed surplus line policies
Filed quarterly and annual state Taxes
Filed monthly, quarterly, and annual state filings through "Optins" and various state sties.
Trained new employees to file policies
Attended and participated in agile training meetings
Reviewed Compliance Marketing brochures for Logos
Paid state stamping and assessment fees
Compliance Coordinator
Western General Insurance Company
Calabasas
03.2017 - 11.2022
Oversaw various state compliance updates such as Certificate of Authority renewals, data calls, catastrophe reports, assessments,
fraud reports,and municipality fees. Additionally handled monitoring tasks for more than 96 agent/agency licensing along with directors' and officers' listings.
Conducted claim adjuster licensing processes.
Interacted with Department of Insurance, Secretaries of State, Municipality Organizations, and Rating Bureaus.
Reported directly to General Counsel.
Customer Service Specialist
Multi-State Insurance Services
Valencia
04.2012 - 03.2017
Review claim reports on customer accounts for possible future claims exposure
Alert Underwriting Department of potential risks
Audit customer service calls for quality control and staff re-training purposes
Receive escalated calls and complaint calls
Handle resolutions with little or no management involvement
Proof read letters of experience to assure accuracy, shield company from potential losses
Assist potential new clients with online quotes as needed
Customer Service Specialist
Explorer Insurance Company
Valencia
10.2004 - 07.2011
Customer Service phone calls
Data entry, letters of experience, general office.
Insurance Agent
KB Homes
Woodland Hills
07.2003 - 10.2004
Licensed insurance agent in California
Customer service
Quote and write applications for home and earthquake insurance coverage
Liaison between customers and insurance carriers.
Education
High School Diploma -
Golden Valley High School
Santa Clarita, CA
06-1991
Skills
Compliance, Regulatory Affairs
Ability to work in fast-paced environments
Multi-tasking
Ability to prioritize in high work flow environments
Strong follow-through skills
Organizational, communication, and customer service skills
Ability to keep information highly confidential
Computer experience: Advanced Microsoft Outlook, Internet, Microsoft Word, Excel and PowerPoint