Business Analyst Administrative Support
Resume:
Sharon Patterson
Ocala, FL/USA
**********@***.***
Professional Summary
Skilled and efficient Business Analyst seeking to pivot by leveraging extensive analytical experience and expertise in underwriting and insurance policies in the cooperate environment.
Personable, resourceful, Business Analyst with over 25 years of experience within the Insurance industry as a member of the Commercial Lines Underwriting Team. Excellent communication, administrative, and organizational skills required for a culturally competent and efficient work environment.
Core Competencies
Administration
System for Electronic Rate
and Form Filing (SERFF)
Decisive
Administrative support
Time Management
Extensive documentation expertise
Professional Experience
WELLSFARGO BANK, NOVEMBER 20, 2023 – OCTOBER 01, 2024
Customer communications representative/Teller
Accurately Processed all customer banking transactions.
Performed complex administrative supportive tasks.
Preparation of outgoing and receiving of cash vault.
performed regulatory end of day exiting procedures.
Escalation of non-routine questions to management staff.
Bowhead Specialty Underwriters, August – September 2023 (Contract)
Filing Analyst
Tracked filings in SERFF in vendor portal, accurately implemented state filing approvals in product forms library.
Coordinated responses and rate objections from state insurance departments by researching and revising forms to ensure compliance with state regulations.
Organized form and rate filings for all states. Maintained the filing calendar and managed regular update filings to existing admitted products.
Reviewed forms for regulatory compliance prior to state filings.
Assisted with drafting state amendatory endorsements and state specific endorsements in accordance with state regulations.
Communicated and collaborated with Product Counsel, Product Managers, Underwriters, Legal, Actuarial and IT to ensure compliance with new product form and rate filings.
Responded to inquiries from internal departments regarding form, rate and regulatory compliance issues related to products.
Assisted with responding to inquiries from state insurance departments and reviewed statutes and regulations for compliance and remain current on statutes and regulations for compliance.
tokio marine, management, 2004-2017
business analyst
Responsible for processing all business line related activities with specialized business clientele.
Received and processed ISO circulars.
Maintained and updated product rating tools.
Notarized and distributed signature pages.
Processed all state insurance rates, rules and form filings through SERFF.
Performed monthly reviews of assigned business clientele.
Created and distributed special information and underwriting bulletins.
Reviewed and updated deregulation workbooks, forms and manuals.
Prepared monthly departmental assignment calendars.
Sharon Patterson
tokio marine, management, 2004-2012
Senior administrative assistant
Assisted with underwriting and issuance of Multi-Line policies including Automobile, General Liability, Workers Compensation, Fidelity & Crime and Boiler Machinery.
Analyzed, prepared and submitted State Insurance filings.
Posted bulletins, filings, and other documents to the corporate underwriting intranet.
Developed filing status charts and monitored filing progress.
Screened, sorted, and distributed department correspondence.
Prepared and submitted bi-weekly attendance report to Human Resources.
Trained new hires and summer interns.
Prepared departmental financial and numeric reports.
Efficiently completed all assigned projects to support organization functionality.
Prepared and submitted various vendors invoice for payment.
Researched and updated Departmental Procedures Manual.
Prepared and submitted various vendors invoice for payment.
Relieved reception duties (answered multiline phone console, direct calls, and greet visitors).
Bed, bath & beyond (part-time), 2004- July 2023
customer service representative
Assisted customers with sales and merchandise.
Replenished stock on sales floor.
Provided customer support in management staff absence.
church insurance company, 1997-2004
underwriting assistant/sr. administrative assistant
Assisted underwriters in renewing policies.
Maintained reports of new and cancelled policies and submitted information to accounting department for budgeting.
Prepared document and submitted to consulting firms to assist underwriters in quoting policy premiums.
Collected, reviewed, compiled and processed various data; established and maintained various spreadsheets and
physical files.
Prepared and submitted invoices for payment, ordered and maintained supplies for the entire underwriting staff.
Prepared and maintained manager’s calendar; scheduled all appointments and meetings; arranged all travel and lodging itinerary; prepared and submitted all expense reports.
Established and maintained communication with employees, clients and vendors and ensured that inquiries,
problems, etc. were resolved or escalated to the appropriate staff.
Recorded, maintained and reported timesheet for assigned department, tracked employees’ anniversaries for personnel evaluation.
Provided exceptional customer service skills, always chosen to host guests through offices.
education and additional Information
1996-1997 - Opportunity for A Better Tomorrow, Brooklyn, NY
1992-1993 - College of Insurance, New York, NY
Technical Proficiencies: Knowledge of Microsoft Suite (Power Point, Excel, Access, Word, Outlook), Lotus Notes, System for Electronic Rate and Form Filing (SERFF), SharePoint; culturally competent in providing support to staff, clients, and vendors; skilled in the processes and procedures of the corporate environment and interfacing with corporate clientele.
Contact this candidate