Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Quote
Timeline
AccountManager
Stephanie Mann

Stephanie Mann

Hilliard,OH

Summary

Focused Compliance Manager bringing 10 plus years of experience managing activities, programs and resources to meet customer needs. Flexible and adaptable with superior communication, relationship management and influencing skills. Proven history of identifying issues, acquiring data and drawing conclusions to support resolution. Strong aptitude for leading teams to effectively address client needs and implement changes by supporting strategic initiatives.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Compliance Service Administrator Team Lead

JT Bates Insurance Group
Georgetown, TX
06.2021 - 02.2023
  • Organized and prioritized incoming work orders and optimized team workflows and resources to handle dynamic demands.
  • Documented production levels and materials used to keep management informed.
  • Created and distributed monthly, quarterly and annual reports to management regarding performance.
  • Interviewed and selected potential new team members from list of candidates recommended by recruitment team.
  • Helped mitigate and resolve data issues by analyzing situation and implementing appropriate solutions.
  • Led team meetings and one-on-one coaching sessions to continuously improve performance.
  • Communicated company directives and programs to associates and ensured all follow-up items were completed accurately and timely.
  • Created training modules and documentation to train staff.

Compliance Service Administrator

JT Bates Insurance Group
Georgetown, TX
10.2019 - 06.2021
  • Completed accurate and efficient data entry and database updates to support business operations.
  • Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
  • Responded to daily inquiries and requests within mandated timeframe to meet deadlines.
  • Exceeded quality goals to support team productivity.
  • Communicated with coworkers regarding deadlines and project milestones.
  • Identified system and account issues to quickly and accurately resolve.

Administrative Professional

Ohio Attorney General's Office
Columbus, OH
06.2012 - 04.2019
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Organized both physical and digital files and updated reports to coordinate project materials.
  • Scanned and stored files and records electronically to reduce paper files and secure data.
  • Reviewed database entries to verify regulatory compliance.
  • Analyzed data from multiple sources to systematically document work and results.
  • Developed systems to track and monitor compliance with regulatory requirements and internal policies.
  • Liaised between regulatory agencies and internal departments to facilitate regulatory and related matters.
  • Organized training programs to educate company staff on benefits and consequences of complying or defying regulations.

Education

High School Diploma -

Westland High School
Galloway, OH
06.2004

Skills

  • Internal Audits
  • Compliance Reviews
  • Project Coordination
  • Process Development
  • Training Coordination
  • Data Evaluation
  • Investigative Skills
  • Teamwork and Communication
  • Team Management
  • MS Office
  • Onboarding and Orientation
  • Employee Development

Certification

  • Property and Casualty Insurance Agent License - 20023

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

If you are not willing to risk the usual, you will have to settle for the ordinary.
Jim Rohn

Timeline

Compliance Service Administrator Team Lead

JT Bates Insurance Group
06.2021 - 02.2023

Compliance Service Administrator

JT Bates Insurance Group
10.2019 - 06.2021

Administrative Professional

Ohio Attorney General's Office
06.2012 - 04.2019

High School Diploma -

Westland High School
Stephanie Mann