Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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Opeyemi Adisa

Houston,TX

Summary

Detail-oriented and adaptable Project Coordinator and Business Administration graduate with over 5 years of experience supporting healthcare, insurance, and financial operations. Proven ability to manage project timelines, documentation, and team communications across remote and hybrid environments. Experienced in insurance advising, customer service, and fraud analysis with strong knowledge of AML/KYC compliance and EHR systems (Epic ClinDoc). Recognized for multitasking under pressure, improving workflows, and building client trust.

Overview

9
9
years of professional experience
1
1
Certification

Work History

P&C Insurance Agent

TTEC
09.2024 - Current
  • Assisted clients in selecting home, auto, and commercial insurance policies by evaluating risk and financial needs.
  • Explained policy coverage, generated quotes, processed applications, and handled policy updates.
  • Provided claims support and acted as liaison between policyholders and carriers.

Insurance Agent - Property & Casualty

Foundever
05.2023 - 08.2024
  • Counseled clients on policy options, ensured accurate documentation, and managed renewals/modifications.
  • Supported the end-to-end claims process, including documentation and client education.

Project Coordinator

Age In Place Home Care
Houston, USA
01.2020 - 03.2023
  • Managed project schedules, documentation, and communication for remote healthcare teams.
  • Tracked deadlines, supported budget reports, and coordinated cross-functional meetings.
  • Identified project risks and aligned deliverables with business goals.
  • Maintained digital records and improved workflow efficiency through clear documentation and reporting.

AML / Fraud Analyst

EagleBank
Chevy Chase, USA
07.2017 - 11.2018
  • Monitored accounts and transactions to detect fraud or suspicious activity in compliance with KYC and EDD regulations.
  • Processed insurance applications, enrolled customers in healthcare plans, and ensured accurate recordkeeping.
  • Resolved high-volume client inquiries and documented findings to support compliance reporting.

Customer Service Representative

Belk
North Carolina, USA
06.2016 - 04.2018
  • Handled customer communications, billing disputes, and service inquiries.
  • Assisted with order processing and account troubleshooting.
  • Maintained service documentation and followed data security protocols.

Education

Bachelor of Business Administration -

Strayer University
01.2023

Master of Business Administration (MBA) - Cyber Security

Strayer University
Washington, DC

Skills

  • Project Coordination & Scheduling
  • Business Process Analysis
  • Healthcare & Insurance Operations
  • Epic (ClinDoc) EHR Support
  • Risk & Issue Tracking
  • Data Entry & Reporting (Excel, CRM)
  • Customer Relationship Management
  • AML/KYC Compliance
  • Time Management
  • Remote Collaboration

Websites

Certification

  • In Progress: CAPM or PMP Certification, Project Management Institute
  • Consider: Epic ClinDoc Certification or ACAMS, (for AML roles)

Timeline

P&C Insurance Agent

TTEC
09.2024 - Current

Insurance Agent - Property & Casualty

Foundever
05.2023 - 08.2024

Project Coordinator

Age In Place Home Care
01.2020 - 03.2023

AML / Fraud Analyst

EagleBank
07.2017 - 11.2018

Customer Service Representative

Belk
06.2016 - 04.2018

Bachelor of Business Administration -

Strayer University

Master of Business Administration (MBA) - Cyber Security

Strayer University
Opeyemi Adisa