Experience

Davies North America

• United States
• Insurance
• 100 - 200 Employee

• Sr Compliance Manager-Licensing & Regulatory Research

  • Mar 2023 - Present



UPC Insurance

• United States
• Insurance
• 100 - 200 Employee

• Sales Support & Compliance Manager

  • Jan 2021 - Mar 2023

  Managed up to 7 Associates on the Sales and Agency Support and Sales Operations Teams, including legal/regulatory compliance, agent onboarding, contracts, licensing, commissions, systems operations and internal audits. I performed reporting and data analysis for executive leadership. In addition, I managed new system conversions, including the accuracy of imported data, and business requirements.

• Compliance & Licensing Team Leader

  • Mar 2020 - Dec 2020

• Licensing & Compliance Specialist

  • May 2019 - Mar 2020

• Sales and Agency Support Rep

  • Mar 2018 - May 2019



Doug Mayer Insurance Agency

• Tampa/St. Petersburg, Florida Area

• Insurance Administrative Assistant

  • Dec 2014 - Mar 2018

  Here, I completed appointment documents for buy/sell and new appointments. I maintained compliance as per underwriting guidelines, updated policy info in a database, processed endorsements, and prepared certificates of insurance. I thoroughly researched insurance laws, procedures, and rules and actively responded to emails and phone calls from customers and carriers. I also provided support to 4 agents and quote assistance. Here, I completed appointment documents for buy/sell and new appointments. I maintained compliance as per underwriting guidelines, updated policy info in a database, processed endorsements, and prepared certificates of insurance. I thoroughly researched insurance laws, procedures, and rules and actively responded to emails and phone calls from customers and carriers. I also provided support to 4 agents and quote assistance.



Haahr Law Group

• Tampa/St. Petersburg, Florida Area

• Paralegal

  • Feb 2009 - Apr 2014

  I analyzed insurance policies, contracts, and laws while conducting legal research. I assisted property owners with insurance claims and answered inquiries and case updates. Furthermore, I exchanged information and documents during the discovery phase with opposing counsel. I ensured compliance with state and federal laws and thoroughly drafted correspondence and court documents. I analyzed insurance policies, contracts, and laws while conducting legal research. I assisted property owners with insurance claims and answered inquiries and case updates. Furthermore, I exchanged information and documents during the discovery phase with opposing counsel. I ensured compliance with state and federal laws and thoroughly drafted correspondence and court documents.



Wine Warehouse

• Tampa/St. Petersburg, Florida Area

• Manager

  • May 2006 - Jun 2008

  Managed a high end retail wine store generating over 1 Million dollars in sales per year. • Order all wine and accessories • Control inventory • Budget, P&L reports • Balance invoices, receiving • Train and managing employees Managed a high end retail wine store generating over 1 Million dollars in sales per year. • Order all wine and accessories • Control inventory • Budget, P&L reports • Balance invoices, receiving • Train and managing employees