EMERY J. ELSE
Los Angeles
Summary
Compliance Specialist with over six years of experience within financial services, with a focus on branch operations. Proficient in CRM software and managing large databases, with keen attention to detail. Demonstrated success in analytical problem solving and boosting operational efficiency. Bringing superior performance in office support and customer service.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Underwriting Technician
Berkshire Hathaway Specialty Insurance
11.2021 - 10.2024
- Assisted Underwriters in data analysis and account assessment as well as the preparation of quotes, binders and policies
- Reduced turnaround time for policy decisions through effective risk assessment and accurate data analysis.
- Developed strong relationships with brokers, agents, and other stakeholders for seamless communication during the underwriting process.
- Evaluated submissions against established company guidelines, determining acceptability of risks within delegated authority limits.
- Reviewed loss runs to identify trends and make recommendations for improvements in risk management practices.
Underwriting Analyst
The Doctors Company
08.2019 - 12.2019
- Analyze new business submissions, renewals and policy change request as assigned
- Recommend appropriate underwriting action on requested policies based on factors such as exposure, loss history, and practice profile
- Provides customer service to brokers and agents to facilitate the processing of business; answers questions, resolves problems on topics such as policy transactions, billing, and service needs
- Worked under the direction of several underwriters to track or monitor policies
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks
- Ran data analysis reports and distributed to management staff.
Universal Banker/Client Service Associate
CIT Group Inc.
02.2018 - 08.2019
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue including; Money Market Deposits, IRA Accounts & Certificates of Deposit
- Analyzed, examined, and interpreted account records, compiled financial information and reconciled reports & financial data
- Collaborated with the compliance department to eliminate procedural errors for branch audits
- Utilized CRM software to organize and manage client relationships
- Responded to customer requests via telephone and email and effectively answered questions and inquiries
- Leveraged marketing content to promote products and services
- Maintained and updated CRM customer service database.
Universal Banker/Client Service Associate
U.S. Bancorp
12.2013 - 02.2018
- Coordinated with IT support to resolve advanced computer software and hardware problems.
- Executed customer transactions, including deposits, withdrawals, money orders and checks
- Created strategies to develop and expand sales of services to customers
- Performed risk assessments and audit practices against a wide variety of security and privacy regulatory and compliance frameworks for several banking products
- Provided exceptional service to members at all times while becoming fully conversant with all products services, policies & procedures
- Utilized CRM software to maintain large database to collect and analyze data from partners and customers.
- Compiled and accurately entered data for each customer encounter to record in system.
Education
Bachelor of Science - Business Administration
California Coast University
Santa Ana, CA10.2021
Skills
- Analytical
- Data organization
- Data Privacy
- Proficient in MS Office
- Superior attention to detail
- Exceptional communication skills
- Creative problem solving
- Emotional Intelligence
Accomplishments
- Received Stellar Teller Award for 3 consecutive quarters (Q1, Q2, Q4 of 2014)
- Annual Teller Award (2014)
- Received Pinnacle Award (Q3, Q4 of 2015)
Certification
- Certified Information Privacy Professional - United States(CIPP/US) (In Progress)
Timeline
Underwriting Technician
Berkshire Hathaway Specialty Insurance
11.2021 - 10.2024
Underwriting Analyst
The Doctors Company
08.2019 - 12.2019
Universal Banker/Client Service Associate
CIT Group Inc.
02.2018 - 08.2019
Universal Banker/Client Service Associate
U.S. Bancorp
12.2013 - 02.2018
- Certified Information Privacy Professional - United States(CIPP/US) (In Progress)
Bachelor of Science - Business Administration
California Coast University
Similar Profiles
SINDHUJA SANTHOSHSINDHUJA SANTHOSH
OPERATIONS ANALYST at Berkshire Hathaway Specialty InsuranceOPERATIONS ANALYST at Berkshire Hathaway Specialty Insurance
TELMON CLARKTELMON CLARK
Travel Claims Examiner at Berkshire Hathaway SpecialtyTravel Claims Examiner at Berkshire Hathaway Specialty
Jaclyn BuckmanJaclyn Buckman
Inside Sales Supervisor-Western Region at Berkshire Hathaway GUARD Insurance CompaniesInside Sales Supervisor-Western Region at Berkshire Hathaway GUARD Insurance Companies