Bio
Credentials
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AAPA
LOMA -
ACS
LOMA -
AIAA
LOMA -
AIRC
LOMA -
ARA
LOMA -
FFSI
LOMA -
FLMI
LOMA -
FSRI
LOMA
Experience
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Senior Compliance Analyst
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Aug 2023 - Present
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Lead Compliance Analyst
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Mar 2022 - Aug 2023
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Senior Quality Analyst - Claims
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Apr 2018 - Mar 2022
Quality Assurance on Claims involving Life, Annuities, and various health products. Conduct quarterly/yearly tax recon on claim disbursements, B-Notice, Proposed Penalties and IRS Liens. Documentation audits on state market conduct exam files. Respond and provide compliance documentation to customer complaints submitted to the state insurance departments.
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United States
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Financial Services
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700 & Above Employee
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Senior Quality Analyst - Claims
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Feb 2011 - Apr 2018
Quality Assurance on Claims involving Life, Annuities, and various health products. Conduct quarterly/yearly tax recon on claim disbursements, B-Notice, Proposed Penalties and IRS Liens. Documentation audits on state market conduct exam files. Respond and provide compliance documentation to customer complaints submitted to the state insurance departments.
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Claims Project Administrator
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Dec 2006 - Feb 2011
Quality Assurance on Claims involving Life, LTC, Annuities, and various health products. Conduct quarterly/yearly tax recon on claim disbursements, B-Notice, Proposed Penalties and IRS Liens. Documentation audits on state market conduct exam files. Provide periodic ad-hoc reporting. System testing.
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Sr Claims Examiner
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Feb 2003 - Dec 2006
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Business Analyst
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Oct 1998 - Dec 2002
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Education
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1994 - 1996University of Northern Iowa
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1992 - 1994Kirkwood Community College
Suggested Services
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Industry Focus. “Legal Services”
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