Experienced insurance licensing and compliance professional
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensing Success Coordinator
Reged
Morrisville, NC
07.2023 - 01.2026
Served as a point of contract for a large client to assist insurance adjusters with industry licensing and compliance needs.
Sr Licensing Analyst
Policygenius
New York, NY
01.2023 - 06.2023
Assisted new agents with onboarding procedures specifically with obtaining resident and nonresident licenses and establishing appointments with carriers.
Contract position
Client Advisor
OneCore
Manila, PH
04.2020 - 12.2022
Working for a life and business coach reached out to potential clients over social media and email. Advised about services and prices, and scheduled meetings with senior staff for interested clients.
Licensing Analyst
GoHealth
Chicago, IL
06.2018 - 01.2020
Working alongside the organizational development team, assisted new employees with state and federal licensing requirements as needed for their roles. Additional duties included maintaining licenses for existing employees and updating management on employee progress.
Benefits Advisor
GoHealth
Chicago, IL
10.2015 - 06.2018
Working in a health insurance brokerage, assisted customers with obtaining or making changes to their health insurance. Obtained health and life insurance licenses in several states, also assisted with members services, billing and claims projects as well as helping train new agents.
Education
Associates of Arts -
Landmark College
Putney, VT
05.2005
Skills
Skilled in data analysis using MS Excel and Google Sheets
SQL and Python proficiency
Experienced with multiple operating systems: Windows, MacOS, Linux
Skilled in managing call center operations with IEX and Five9
Over 15 years Customer service experience across several industries
Remote Administrative Coordinator /Virtual Administrative Assistant at Steps Home CareRemote Administrative Coordinator /Virtual Administrative Assistant at Steps Home Care