Diana Bunn
Bacliff
Summary
Experienced administrative professional with over 7 years in financial services and insurance operations. Specializes in executive support, process coordination, and compliance oversight. Expertise in managing complex workflows and enhancing operational efficiency. Notary Public with strong proficiency in enterprise systems and data management.
Overview
12
12
years of professional experience
Work History
Defined Benefits Specialist (Retirement Services)
American National Insurance Company
Galveston
05.2024 - Current
- Managed full lifecycle of retirement distribution processes, ensuring accuracy and compliance while executing timely distributions
- Acted as the primary point of contact for participant inquiries, providing clear guidance on benefits, vesting, and loan activity
- Prepared and reviewed sensitive financial documentation and termination packages, securing executive-level approval for accurate disbursement
- Conducted quality assurance audits on ACH and check disbursements, enhancing accuracy and mitigating compliance risks
- Monitored regulatory distribution requirements and proactively address exceptions
Customer Service Representative
American National Insurance Company (Agent Charles Rohden Jr.)
Friendswood
05.2022 - 05.2024
- Streamlined billing and payment plan setup processes, improving client satisfaction and retention
- Managed multi-line insurance quotes and policy servicing to support agency operations
- Coordinated with underwriting to resolve risk issues and ensure policy compliance
- Maintained accurate records and documentation across multiple systems to support operational integrity
Senior Account Specialist
American National Insurance Company
Galveston
06.2018 - 05.2022
- Managed high-volume suspense accounts, reconciling discrepancies to maintain data integrity across systems
- Oversaw daily financial processing to ensure accuracy in lockbox, EFT, wire transfers, and exception reporting
- Produced and analyzed financial and operational reports to support business decisions
- Trained and mentored new team members on systems and workflows, enhancing compliance understanding and operational readiness
Area Supervisor
Kohl’s Corporation
Friendswood
10.2014 - 02.2018
- Led teams of up to 20 employees, fostering productivity and compliance with company standards
- Supervised daily store operations, enhancing staffing, merchandising, and customer service effectiveness
- Managed opening/closing procedures, ensuring operational security and smooth transitions
Education
Bachelor of Science - Health Management
University of Phoenix
Associate of Arts - Health Care Administration
University of Phoenix
Skills
- Pension calculations
- Retirement plan compliance
- Financial reporting
- Audit readiness
- Quality assurance
- Process execution
- Process improvement
- Workflow management
- Document management
- Microsoft Office (advanced Excel)
- Stakeholder communication
- Issue resolution
- Document preparation
- Calendar coordination
Certifications And Skills
- Notary Public, State of Texas, 2026
- Advanced Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
- Enterprise Systems: SAP, BPM, CM8, CMOD, Life 70
- Typing Speed: 75 WPM
Timeline
Defined Benefits Specialist (Retirement Services)
American National Insurance Company
05.2024 - Current
Customer Service Representative
American National Insurance Company (Agent Charles Rohden Jr.)
05.2022 - 05.2024
Senior Account Specialist
American National Insurance Company
06.2018 - 05.2022
Area Supervisor
Kohl’s Corporation
10.2014 - 02.2018
Bachelor of Science - Health Management
University of Phoenix
Associate of Arts - Health Care Administration
University of Phoenix