Rachel Bruce
Leesburg,VA
Summary
Proactive Compliance Specialist and Operations Analyst with extensive experience in insurance regulatory compliance, process optimization, and financial management. Established effective record-keeping systems and provided expert guidance on regulatory matters. Strong analytical skills and attention to detail, enhancing operational efficiency and supporting strategic decision-making. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
Work History
Compliance Specialist
AHT Insurance, a Baldwin Risk Partner
01.2021 - 06.2023
- Established comprehensive record-keeping systems to guarantee the maintenance of accurate documentation in compliance with insurance regulatory standards and Insurance carriers at all times.
- Provided expert guidance to colleagues on matters related to regulatory compliance and licensing, solidifying company-wide understanding of requirements.
- Evaluated existing policies regularly, identifying areas for improvement and recommending revisions as needed.
- Worked closely with legal counsel to address any instances of non-compliance or potential violations promptly.
- Confirmed data and licensing information through investigations and notified violators of required changes to bring operations into compliance.
- Operations & Compliance support for 10 offices and300 Licensed Agents
Operations Analyst
AHT Insurance
08.2017 - 12.2020
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
- Optimized operational efficiency by analyzing and streamlining processes.
- Improved team productivity by implementing effective workflow strategies and time management techniques.
- Created custom reports and visualizations to support decision-making processes.
- Designed training programs for new hires, fostering a culture of continuous learning and skill development among employees.
- Evaluated current processes to develop improvement plans.
- Reduced financial discrepancies by performing monthly reconciliations of bank accounts.
Independant Contractor
R E Bruce, LLC
06.2016 - 12.2017
- Implemented third-party risk management software application for top tier private equity firm
- Utilized specialized software tools when necessary to enhance productivity or meet specific client requirements.
- Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
- Communicated effectively with clients throughout entire project lifecycle, keeping them informed of progress updates or any potential issues that arose.
- Provided exceptional customer service by addressing client concerns promptly and offering solutions that met their needs.
Analyst Strategic Services Development
Intercontinental Hotels Group
03.1998 - 05.2002
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased profitability
- Optimized resource allocation by conducting thorough cost-benefit analyses on potential investments.
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Tracked hours and expenses to keep project on task and within budgetary parameters.
Bookkeeper Office Manager
Rio Bravo Cantina
03.1995 - 03.1998
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Generated detailed financial reports for management review, facilitating informed decision making.
Skills
- Compliance knowledge & monitoring
- Task Prioritization
- Problem-solving aptitude
- Excellent Communication
- Licensing Regulations
- Document Control
- Database Management
- Risk Identification & Mitigation
- Analytical Skills
- Attention to Detail
Additional Information
Technical skills
- Proficient in Microsoft Office Product & Mac OS / IOS
- Applied EPIC
- Concur
- ItelAgree
- SaaS data records, entry & management
- Monday Boards
- ADP
- WorkDay
- SharePoint
Timeline
Compliance Specialist
AHT Insurance, a Baldwin Risk Partner
01.2021 - 06.2023
Operations Analyst
AHT Insurance
08.2017 - 12.2020
Independant Contractor
R E Bruce, LLC
06.2016 - 12.2017
Analyst Strategic Services Development
Intercontinental Hotels Group
03.1998 - 05.2002
Bookkeeper Office Manager
Rio Bravo Cantina
03.1995 - 03.1998
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