Experience

Companion Life Insurance Company

• United States
• Insurance
• 1 - 100 Employee

• Director of Risk Management

  • Feb 2021 - Present

  Oversee teams of internal and third party auditors (Claims, Compliance, Premium and Underwriting) to manage business risk for 40 (+/-) internal and external business partners while satisfying regulatory requirements in 50 jurisdictions. Lines of business include Employer Stop Loss and non-major medical products (accident, critical illness, dental, GAP, life, limited benefits, long term disability, prescription drug, short term disability, short term limited duration, vision.)… Show more Oversee teams of internal and third party auditors (Claims, Compliance, Premium and Underwriting) to manage business risk for 40 (+/-) internal and external business partners while satisfying regulatory requirements in 50 jurisdictions. Lines of business include Employer Stop Loss and non-major medical products (accident, critical illness, dental, GAP, life, limited benefits, long term disability, prescription drug, short term disability, short term limited duration, vision.) Developed new business processes to improve the tracking of 168 partner audits in 2021 to timely resolution. Based on jurisdictional requirements, I revamped workflows to fill potential gaps in the audit schedule, and worked consultatively with external business partners to develop a 2022 audit schedule that minimized impact to sales and renewal activity. Working to implement an AI driven solution to analyze policy documents for forms compliance while ensuring the review of newly issued group policy forms for the book of business. Organized the tracking and distribution of newly approved policy forms to external business partners, and served as subject matter expert in interpreting allowable usage and modifications. Developed internal process to reduce the impact to audit targets by getting internal audit teams to coordinate and share audit samples where possible.

• Compliance Consultant and Administrator

  • May 2019 - Feb 2021

  Responsible for assessing product opportunities, potential business partners and compliance issues. Implements all corporate, company, and contractual requirements and policy form filings as they relate to regulatory compliance in all operating states and the District of Columbia. Ensures that regulatory obligations are met and compliance is maintained with issued policies, governmental regulations, applicable laws, and corporate policies and procedures. Served as a… Show more Responsible for assessing product opportunities, potential business partners and compliance issues. Implements all corporate, company, and contractual requirements and policy form filings as they relate to regulatory compliance in all operating states and the District of Columbia. Ensures that regulatory obligations are met and compliance is maintained with issued policies, governmental regulations, applicable laws, and corporate policies and procedures. Served as a liaison between corporate, company, partners, and regulators in order to maintain consistency in communications, documentation, and minimize cost risk due to misunderstanding and/or non-compliance. Oversee managing general agent and managing general underwriter state requirements. Managed complaint handling, Health Insurance Portability and Accountability Act (HIPAA) Privacy and Security, and Employment Retirement and Insurance Security Act (ERISA) compliance. Managed policy/certificate issuance software. Helped to develop new policy documents for approval by 50 jurisdictions. Led and supported company response to Market Conduct Examinations.



BlueCross BlueShield of South Carolina

• Sr Client Advocate

  • Jun 2015 - May 2019

  Columbia, South Carolina Area Managed multiple remote and onsite cybersecurity audits and implementations to mitigate vulnerabilities as well as to ensure compliance with applicable regulatory obligations. Worked with my customers to ensure compliance and security risks are mitigated in a waterfall and agile environment. Provided oversight and concierge services to customer driven IS efforts, facilitated budget discipline in a host and non-host environment. Oversaw multiple IS projects and implementations to ensure… Show more Managed multiple remote and onsite cybersecurity audits and implementations to mitigate vulnerabilities as well as to ensure compliance with applicable regulatory obligations. Worked with my customers to ensure compliance and security risks are mitigated in a waterfall and agile environment. Provided oversight and concierge services to customer driven IS efforts, facilitated budget discipline in a host and non-host environment. Oversaw multiple IS projects and implementations to ensure timely execution. Identified business challenges and opportunities to improve processes and reduce costs. Facilitated communications so that customer needs were clearly explained and satisfied within budget constraints. Show less



Aflac

• United States
• Insurance
• 700 & Above Employee

• Broker Account Executive

  • Jun 2014 - Jun 2015

  Columbia, South Carolina Area Served as single point of contact for large clients and national brokers and consultants, facilitating sales, renewal discussions and implementations of ancillary benefits.



Aetna, a CVS Health Company

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Product Consultant

  • Feb 2003 - Jun 2014

  Non-Major Medical and Ancillary Benefits Worked in products and underwriting, serving as data analyst for product development and regulatory reporting. Led the development of reporting models and data extracts to simplify regulatory reporting and product development. Served as regulatory compliance subject matter expert for our line of business. Promoted from Manager of Account Management, Large Group. Manager of Account Management, Large Group, managed staff of account… Show more Non-Major Medical and Ancillary Benefits Worked in products and underwriting, serving as data analyst for product development and regulatory reporting. Led the development of reporting models and data extracts to simplify regulatory reporting and product development. Served as regulatory compliance subject matter expert for our line of business. Promoted from Manager of Account Management, Large Group. Manager of Account Management, Large Group, managed staff of account managers serving national accounts. Promoted from Manager for Account Management, Small Group. Manager of Account Management, Large Group, managed staff of account managers serving smaller group accounts. Promoted from Account Manager, Small Group. Account Manager for small groups, managed portfolio of group benefit accounts, selling renewals and participating in new group sales. Oversaw implementation of new groups and renewals, served as single point of contact for billing, enrollment or claims concerns. Show less