Business professional with expertise in regulatory compliance and client management. Adept at overseeing licensing processes for extensive employee rosters and enhancing onboarding experiences through effective project management and client support.
Overview
9
9
years of professional experience
Work History
Licensing Specialist
Confie
Huntington Beach, USA
10.2024 - Current
Maintains insurance licensing accounts for over 500 FL employees and Confie Administration employees
Assists new hire agents in obtaining licensure and required insurance carrier appointments
Schedules FL Identogo Fingerprint Appointments and State Licensing Exams for sales agents
Manages and resolves ServiceNow Tickets regarding insurance licensing inquiries
Enrolls monthly roster of sales agents into Continuing Education courses for annual insurance licensing compliance
Conducts weekly Accurate Background reports for New Hires
Works alongside HR to process new hire documentation, background issues, and employee terminations
Regularly assists Confie District Managers/Store Managers in FL department regarding carrier appointment and employee inquiries
Allocates monthly financial transactions from employee onboarding via SAP Concur
Licensing Analyst
Perr&Knight, Inc.
Santa Monica, USA
11.2021 - 10.2024
Managed accounts for 30 Insurance Businesses and conducted introduction of services for new insurance clients
Provided nationwide individual and business insurance licensing maintenance for clients
Filed initial state insurance license applications and monthly state license renewals for clients
Filed Secretary of State registrations for domestic and foreign entities to conduct insurance business
Managed financial transactions via QuickBooks and created monthly service invoices to clients via BillQuick and Deltek
Regularly scheduled meetings with clients to discuss licensing services and progress of insurance licensing
Educated clients on the insurance license types suitable for their needs (e.g. Producer, Surplus, and Adjuster Licensing)
Notarized Affidavits and Power of Attorney documents for Perr&Knight Directors and Officers
Guest Services Assistant
Loker Student Union
Carson, USA
10.2019 - 01.2021
Answered high volume calls from off-campus vendors and in-person inquiries from visitors
Scheduled meetings and updated calendar via Microsoft Outlook for Loker Student Union Professional Staff
Utilized Microsoft PowerPoint to create presentations for monthly department meetings
Ordered office supplies and coordinated repairs on office equipment
Transcribed minutes for monthly Board of Director meetings
Assisted other departments at the Loker Student Union with monthly event planning and campus research
Engaged in content creation for the Loker Student Union's Instagram page to promote the activities provided by the Union
Center Associate
The UPS Store
Carson, USA
08.2017 - 08.2018
Prepared domestic and international shipments for clients
Resolved client inquiries regarding tracking updates for UPS, USPS, and DHL shipments
Contacted mailbox holders for package pickups and mailbox renewals
Operated postage meter and processed incoming mail
Designed graphic prints, banners, and flyers for clients using the Adobe Creative Suite (Adobe Photoshop and Illustrator)
Education
Bachelor of Science - Business Administration (Marketing Concentration)
California State University, Dominguez Hills
Carson, CA
05-2021
Skills
Regulatory Compliance
State Law and Regulations
License Management
Regulatory Research
Compliance Auditing
Project Management
Operational Management
Client Relationship Management
Client Invoicing
Data Analysis
Employee Onboarding
Attention to Detail
Languages
English, Native Proficiency
Spanish, Intermediate Proficiency
Timeline
Licensing Specialist
Confie
10.2024 - Current
Licensing Analyst
Perr&Knight, Inc.
11.2021 - 10.2024
Guest Services Assistant
Loker Student Union
10.2019 - 01.2021
Center Associate
The UPS Store
08.2017 - 08.2018
Bachelor of Science - Business Administration (Marketing Concentration)