San Ramon, California, United States
I am analytical, organized, and detail-oriented. I have a can-do attitude and a continuous improvement mindset with a track record of process improvements. I enjoy working cross functionally across an organization.
• Passed the Life & Health Insurance exam in October 2023 on my first attempt • Successfully completed 52+ hours of Life & Health Insurance course material in October 2023
• Worked directly with 1,000 broker accounts ranging from medium to large sized broker accounts, including Aon, Marsh, & Willis Towers Watson • Processed member policies, ensuring safety procedures & compliance with surplus line laws & regulations • Consistently achieved & maintained an error-free rate of 90-96% in the Data Analysis department; increased error-free rate from 70% to 90% within 2 years • Utilized Salesforce to record & track compliance & financial analysis issues • Created Microsoft Excel reports & analytics to improve accuracy, efficiency, and productivity in processing surplus line filings • Contacted SLA’s members to resolve compliance & financial analysis issues; responded to member inquiries • Led team meetings in the Data Analysis department & presented SLA’s financial results as well as administrative, processing, insurance carrier, & broker related updates to senior management • Served as a member of the Accounts Receivable team & oversaw electronic & physical check payments from SLA’s members • Identified $600k in delinquencies in physical check payments from SLA’s members • Worked closely with the SLA’s Controller & recommended streamlined collection processes to reduce delinquencies in stamping fee payments from SLA’s members, including expanded use of electronic payments; worked directly with SLA’s members to set up electronic payments • Helped increase SLA’s operating profits & revenue by incentivizing SLA’s members to pay their stamping fee payments in a timely manner • Served as a member of Data Analysis focus group, proposing updates to existing process documents to clarify procedures & reduce processing errors • Served as a member of NAICS Backfill Project & NAICS Backfill High Premium Project • Updated surplus line filings from SIC codes to NAICS, in order to represent more specific industries • Fostered effective relationships across many functions & SLA’s members
• Designed culture program and created events as a member of the Health/Wellness Committee; fostered engagement by creating cohorts that appealed to various interests and managed sign-ups • Working cross functionally, planned and executed 40+ events within 2 years to align people with similar interests, maintaining engagement and outreach during pandemic • Collaborated with COO on creation and content for Employee Engagement Survey • Collaborated with Digital Communications and Senior Staff members on content and delivered alongside CEO and COO in virtual Town Hall meeting
• Supported daily accounting and settlement activities for online equipment auction company • Liaised with seller accountants, titles & liens department, and customer service departments • Revamped processing procedures, saving 160 hours/month in manpower by digitizing wire payments for seller accountant team to process
• Led campus tours for prospective students, families, classes, and other visiting groups • Provided prospective families with hospitality services including answers, resources, and support • Mentored and recruited new Pacific Ambassadors
• Performed office & administrative responsibilities for Office of New Student and Family Programs • Organized applications of new Pacific Ambassadors and inventoried materials (bags, schedules, water bottles, etc.) for summer orientations