Catherine Jackson
Tampa
Summary
Health insurance professional with deep understanding of policy management and client relations. Adept at simplifying complex insurance terms and providing intuitive guidance to clients. Known for strong teamwork, adaptability, and effective communication skills.
Experienced with analyzing client needs and matching them with suitable health insurance plans. Utilizes in-depth knowledge of policy regulations to ensure compliance and client satisfaction. Track record of building lasting client relationships through effective communication and support.
Overview
27
27
years of professional experience
Work History
Health Insurance Agent
Self-employeed
02.2024 - Current
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Used [Software] to process benefit transactions.
Investigation Specialist
Department of Business and Professional Regulation
09.2012 - Current
- Improved case resolution rates by conducting thorough investigations and collecting relevant evidence.
- Strengthened internal controls within organizations by recommending improvements based on investigative findings.
- Provided expert testimony in court proceedings, supporting prosecution efforts with clear and concise explanations of findings.
- Implemented new training programs for junior investigators, enhancing their skills and contributing to overall team performance.
- Applied analytical skills in reviewing financial records, transactional data, and other documents to identify patterns indicative of fraudulent activity or misconduct.
- Kept up-to-date with industry best practices by attending conferences, workshops, and seminars related to investigation methodologies and tools.
- Conducted comprehensive interviews of witnesses, suspects, and informants to gather essential information for case building.
- Maintained a high degree of professional ethics while handling sensitive and confidential information during investigations.
- Contributed to a positive team environment by sharing knowledge and expertise with colleagues, fostering collaborative problem-solving and informationsharing.
- Carefully documented statements, observations, and evidentiary materials.
- Conducted thorough face-to-face interviews with employers, families, neighbors, friends, and suspects, and documented investigative findings.
Regulatory Specialist
Department of Business and Professional Regulation
03.2005 - 08.2012
- Enhanced regulatory compliance by developing and implementing robust policies and procedures.
- Collaborated with cross-functional teams to ensure successful product launches in line with relevant regulations.
- Worked closely with legal counsel to address any concerns related to noncompliance or regulatory investigations.
- Streamlined regulatory submission processes for increased efficiency and reduced approval timeframes.
- Strengthened relationships with regulatory authorities through transparent communication and proactive engagement.
- Led training initiatives to increase organizational understanding of evolving regulations and industry best practices.
- Established a strong culture of compliance throughout the organization by promoting awareness and accountability at all levels.
- Performed and documented quality control checks to maintain compliance with company initiatives.
Accountant IV
Department of Business and Professional Regulation
02.1998 - 08.2005
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
Education
Bachelor of Arts - Business Education
Florida Agricultural And Mechanical University
Tallahassee, FL08-1985
High School Diploma -
Seminole High School
Sanford06-1980
Skills
- Policy analysis
- Health insurance
Timeline
Health Insurance Agent
Self-employeed
02.2024 - Current
Investigation Specialist
Department of Business and Professional Regulation
09.2012 - Current
Regulatory Specialist
Department of Business and Professional Regulation
03.2005 - 08.2012
Accountant IV
Department of Business and Professional Regulation
02.1998 - 08.2005
Bachelor of Arts - Business Education
Florida Agricultural And Mechanical University
High School Diploma -
Seminole High School
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