Experience

Underwriters Brokerage Service

• United States
• Insurance
• 1 - 100 Employee

• Licensing and Contract Team Lead

  • Aug 2020 - Present

  • Lead conflict-resolution team addressing internal and external issues: review evidence, document, create and implement new processes, present and execute trainings • Implemented and present monthly company-wide cyber-security training initiative • Run licensing and contracting team; delegate, research cases • Ensure compliance with state and federal standards amongst financial advisors and consultants: manage requests, paperwork, submissions, and state communications

• Information Technology

  • Aug 2018 - Present

  • Manage workstations; remotely provide tech support, onboard new accounts • Research tech trends, test and implement new software, maintain relationships with vendors and carriers, manage compliance with industry standards • Transitioned company to remote, paperless cloud-based system, presented trainings on new systems

• Commission and Accounting Specialist

  • Dec 2017 - Present

  • Manage accounting for internal employee commissions and external consultants including accounts payable, accounts receivable, and commissions payable • Prepare and oversee reports, utilize math skills to run calculations and analyze financial data, create commission statements, and execute pay-outs • Handle client inquiries with a same-day turnaround, providing solutions to accounting issues and investigating irregularities

• Licensing and Contract Specialist

  • Apr 2017 - Aug 2020

  • Responsible for the contracting, licensing, and appointment of Financial Advisors to legally be able to solicit life insurance • Handled 100 plus processing requests at a given time without delay of the life insurance application process while being the liaison between insurance carriers and financial advisors • Advanced working knowledge of licensing regulations and state requirements



Gateway Health

• United States
• Hospitals and Health Care
• 300 - 400 Employee

• Quality Support Analyst, Utilization Management

  • Dec 2014 - Mar 2017

  • Architected multiple workflows utilizing flowcharts and visual tools to increase office staff efficiency, while managing queues for inbound work distribution • Compiled and maintained multi-state reference database for healthcare contacts • Organized and coordinated 6 weekly meetings with internal/external participants • Completed over 200 billing authorizations for medical procedures per day • Architected multiple workflows utilizing flowcharts and visual tools to increase office staff efficiency, while managing queues for inbound work distribution • Compiled and maintained multi-state reference database for healthcare contacts • Organized and coordinated 6 weekly meetings with internal/external participants • Completed over 200 billing authorizations for medical procedures per day



Walsh Photography

• Pittsburgh, PA

• Administrative Assistant

  • Feb 2013 - Oct 2014

  • Coordinated scheduling, meetings and travel for studio personnel, clients and agents • Handled all billing, invoices and studio supply requisitions • Designed and created commercial print and web advertisements featured throughout western PA for 30+ companies • Coordinated scheduling, meetings and travel for studio personnel, clients and agents • Handled all billing, invoices and studio supply requisitions • Designed and created commercial print and web advertisements featured throughout western PA for 30+ companies