Seasoned insurance expert with 8 years in risk management, client portfolio optimization, and claims processing. Proficient in enhancing workflow efficiency and customer satisfaction.
Overview
1
1
Certification
Work History
Insurance Specialist
Guardian Assurance Co.
Silverlake, WA
5 2022 - 5 2025
Managed portfolio of 120+ client accounts.
Improved claims process efficiency by 25%.
Developed risk analysis reports monthly.
Risk Management Analyst
BlueSky Insurance Solutions
Silverlake, WA
4 2018 - 4 2022
Conducted 50+ internal audits yearly.
Reduced operational costs by 15%.
Provided strategic recommendations quarterly.
Claims Processor
Sunrise Coverage Inc.
Seattle, WA
5 2015 - 3 2018
Processed 100+ claims monthly.
Achieved 95% customer satisfaction.
Trained 5 new team members annually.
Education
Master of Business Administration - Finance
University of California
Jun 2015
Bachelor of Science - Economics
University of Chicago
Jun 2013
Skills
Risk Assessment
Claims Processing
Client Portfolio Management
Financial Analysis
Customer Relationship Management
Market Research
Data Analytics
Insurance Policy Development
Certification
Certified Insurance Consultant - National Insurance Institute
Risk Management Specialty - Risk Management Association
Manager, General Financial Accounting and Planning/Payables; Financial Analysis at BDO Life Assurance Company, Inc. (formerly Generali Pilipinas Life Assurance, Inc.)Manager, General Financial Accounting and Planning/Payables; Financial Analysis at BDO Life Assurance Company, Inc. (formerly Generali Pilipinas Life Assurance, Inc.)
Chief Sub Editor / Acting Editor at The Daily Guardian / The Sunday GuardianChief Sub Editor / Acting Editor at The Daily Guardian / The Sunday Guardian