Zinez Scott
Acrisure
Grand Rapids,MI
6
years of professional experience
Detail-oriented insurance professional with experience in regulatory compliance, data accuracy, and surplus lines operation. Skilled at managing high-volume workloads, reviewing documentation, maintaining accurate records, and ensuring compliance with state regulations while meeting deadlines.
Work History
Surplus Line Associate II
1 Year- Manage surplus lines compliance activities, including tax reporting, regulatory filings, and documentation maintenance across multiple jurisdictions.
- Review policy information, premium data, and transaction details to ensure accuracy and compliance with state surplus lines requirements.
- Prepare and process surplus lines tax filings, affidavits, and related regulatory documentation within established deadlines.
- Monitor filing requirements and state-specific regulations to support accurate and timely compliance submissions.
- Research and resolve discrepancies related to policy data, premiums, taxes, and filing requirements.
- Maintain accurate records of surplus lines transactions and supporting documentation for compliance and audit readiness.
- Utilize tax reports and internal systems to support accurate reporting and efficient workflow processes.
Surplus Line Associate I
1 Year 1 Month- Initiate tax compliance submissions as assigned by senior team members.
- Verify the accuracy and applicability of tax compliance documents received and filed.
- Maintain day-to-day regulatory documents in an organized and timely manner.
- Maintain confidentiality of sensitive information and assigned tasks.
- Stay informed on multi-state tax requirement and apply guidelines to assigned task.
- Utilized tax reports and established procedures to support accurate reporting and timely completion of assigned tasks.
Customer Service Representative
1 Year 7 Months- Resolved customer inquiries through effective communication and problem-solving strategies.
- Handled customer calls professionally and efficiently while maintaining high service standards.
- Explained banking products and policies, providing customers with clear and accurate account information.
- Entered, updated, and verified customer information, maintaining data integrity within internal banking systems.
Home Health Aide
1 Year 2 Months- Provided personalized care and support for daily living activities to enhance patient comfort and independence.
- Monitored patient health, documenting vital signs and changes in condition to ensure timely interventions.
Coordinator
9 Months- Coordinated equipment lending operations, including checking in/out outdoor recreation gear and maintaining inventory records.
- Support outdoor adventure programs and group outings by preparing equipment, assisting participants, and ensuring safe use of resources.
- Provided customer service to community partners, youth groups, and program participants while maintaining accurate program documentation.
Education
High School Diploma
Risk Management & Insurance Certificate
Skills
Surplus Lines Tax Compliance
Regulatory Filings
Tax Reporting
Multi-State Tax Compliance
Compliance Documentation
Microsoft Excel
Policy Documentation Review & Data Accuracy
Insurance Systems & Software
Timeline
Surplus Line Associate II
Acrisure
08.2025 - CurrentRead More
Surplus Line Associate I
Acrisure
07.2024 - 08.2025Read More
Customer Service Representative
Fifth Third Bank
12.2022 - 07.2024Read More
Home Health Aide
Home Care Inc
09.2021 - 11.2022Read More
Coordinator
The City of Grand Rapids - GR Outside
11.2020 - 08.2021Read More
Godwin Heights High School
High School Diploma
Read More
Lake Michigan College
Risk Management & Insurance Certificate
Read More