Summary
Overview
Work History
Skills
Additional Information
Timeline
Generic

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
Rachel Bruce