Results-driven Insurance Business Analyst with extensive experience in equipment finance and banking industry. Delivered exceptional customer service and ensured regulatory compliance through effective communication and problem-solving skills. Maintained strong relationships with customers and vendors while efficiently managing escalated issues.
Overview
1
1
Certification
23
23
years of professional experience
Work History
Insurance Business Analyst
CIT Bank, N.A. a Division of First Citizens Bank
Jacksonville, FL
11.2002 - 03.2026
Addressed escalated issues related to insurance for customers, vendor partners, and coworkers. Delivered timely support by tracking issues and communicating resolutions to end users.
Generated insurance cost quotes and provided coverage information to customers when requested.
Assisted 3rd party insurer with insurance claims process, verifying claim payments for portfolio and reviewing monthly claims reports for accuracy.
Managed insurance rebate requests, ensuring timely reporting of all rebates to 3rd party insurer.
Performed weekly and monthly reconciliations. Reviewed and processed weekly information transmittals sent from employer to 3rd party insurer and by insurer to employer.
Updated insurance procedures and claims policies, supporting design and implementation of new operational processes.
Conducted periodic training classes for the customer service departments and newly hired employees. Designed and developed training materials.
Quarterly updates of knowledge of banking laws & regulations through advanced training courses.
Maintained Florida Agent 0220 General Lines (Property & Casualty) License through Continuing Education.
Education
Clayton State College
Georgia
Skills
Insurance compliance and Regulatory knowledge
Claims processing
Data reconciliation
Customer relationship management
Vendor management
Training facilitation
Microsoft Outlook, Word, Excel and Access
Data analysis tools
Infolease (Rambo)
Pega
Certification
Florida Agent 0220 General Lines (Property & Casualty) Insurance License - Current