Experience

Constellation Insurance, Inc.

• United States
• Insurance
• 100 - 200 Employee

• Junior Auditor of Fund Compliance

  • Jan 2023 - Present

  Cincinnati, Ohio, United States



Ohio National Financial Services

• United States
• Financial Services
• 300 - 400 Employee

• Junior Auditor of Fund Compliance

  • Jul 2021 - Feb 2023

  Cincinnati, Ohio, United States Work with senior members of the team to define scope, execute and report on audit activities.

• Senior Contracting & Licensing Service Representative at Ohio National Financial Service

  • Feb 2020 - Jul 2021

  Montgomery, Ohio, United States I specialize in processing multiple contracts for new and returning insurance agents. Assist management in reviewing workflows, training new employees, and quality checking appointments, and performing quality reviews of AWD transactions. Keep current on any relevant state regulations affecting appointments and work with management to implement controls to ensure compliance. Provide feedback, both positive and negative, to management regarding findings while performing quality reviews. Perform… Show more I specialize in processing multiple contracts for new and returning insurance agents. Assist management in reviewing workflows, training new employees, and quality checking appointments, and performing quality reviews of AWD transactions. Keep current on any relevant state regulations affecting appointments and work with management to implement controls to ensure compliance. Provide feedback, both positive and negative, to management regarding findings while performing quality reviews. Perform quick and decisive feedback to agents in the field regarding any contract, licensing, or general inquiry. Produce superior Average Speed of Answer and Average Call Duration in a position that is primarily based on administrative processing. Research agent background inquiries and decipher criminal and credit search history problems and assess the severity.

• Annuity Claims Processor

  • Sep 2019 - Feb 2020

  Montgomery, OH, United States

• Senior Contracting & Licensing Traditional Service Representative

  • Dec 2016 - Sep 2019

  Montgomery, OH, United States

• Policy Owner Services: Traditional Life Administrative Assistant

  • May 2015 - Dec 2016

  Montgomery, OH, United States

• Policyowner Services: Titles Customer Service Representative

  • Jan 2010 - May 2015

  Montgomery, OH, United States

• Policy Owner Services: Address Change Services, Address Change Clerk

  • Apr 2008 - Jan 2010

  Montgomery, OH, United States



DICK'S Sporting Goods

• United States
• Retail
• 300 - 400 Employee

• Frontend Coordinator

  • Apr 2003 - Oct 2008

  Cincinnati, Ohio