MONICA DIXON
Memphis,TN
Summary
Strategic and persuasive professional with over 20 years of experience. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Excellent critical thinking and organizational abilities. Proficient in insurance policy coverage levels, industry practices and compliance requirements.
Overview
21
21
years of professional experience
Work History
Raymond James Insurance Group
Memphis, TN
06.2019 - Current
- Conducted thorough reviews of potential licensees to guarantee adherence to regulatory requirements.
- Facilitated communication and collaboration with outside organizations to secure necessary details for licensing applications.
- Evaluated applications and assessment results for determining eligibility and acceptance.
- Resolved discrepancies between licensee's data and official documentation quickly and efficiently.
- Verified accuracy and integrity of application data and account information by comparing it with legal documentation.
Senior Client Executive
Kemmons Wilson Insurance Group
Memphis, TN
05.2003 - 06.2019
- Evaluated insurance policies to guarantee compliance with regulations.
- Analyzed financial statements to assess coverage requirements for clients.
- Ensured compliance with all applicable laws, regulations, and guidelines related to insurance underwriting activities.
- Collaborated with senior management to develop and implement strategic initiatives for enhancing product offerings and expanding market share.
- Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
- Assessed risk management practices and procedures to identify potential areas of improvement.
- Processed liability claims and incident reports for submittal to third party administrators.
- Managed relationships with vendors for workers' compensation and property and casualty insurance policies.
Education
Bachelor of Arts -
Mississippi State University
Starkville, MS05.2022
Skills
- Account Management
- Risk Management
- Allocation development
- Audit Coordination
- Risk Analysis
- Compliance Assessment
- Quality Assurance
- Training & development
- Analyzing data
- CISR designation
Timeline
Raymond James Insurance Group
06.2019 - Current
Senior Client Executive
Kemmons Wilson Insurance Group
05.2003 - 06.2019
Bachelor of Arts -
Mississippi State University
Similar Profiles
Jennifer RodriguezJennifer Rodriguez
Sr. Registered Sales Associate at Raymond James & AssociatesSr. Registered Sales Associate at Raymond James & Associates
Chase GarrettChase Garrett
Financial Advisor Intern at SunCoast Advisory Group of Raymond James · InternsFinancial Advisor Intern at SunCoast Advisory Group of Raymond James · Interns
Danielle RogersDanielle Rogers
RPS-Decedent Solutions Associate at Raymond James & AssocRPS-Decedent Solutions Associate at Raymond James & Assoc