Compliance Coordinator with Insurance Expertise

Thisha Petty

Indianapolis, IN *****, 317-***-****, ***********@*****.***

Professional Summary

Accomplished compliance coordinator with deep experience in insurance compliance and risk assessment. Skilled in reviewing certificates of insurance, aligning coverage with contractual requirements, and using technology to streamline workflows. Proven track record of improving operational efficiency, reducing turnaround times, and increasing accuracy. Strong collaborator with a history of working effectively across teams to maintain industry standards.

Employment History

Jul 2017 –Oct 2024 Compliance Coordinator at myCOI

Reviewed certificates of insurance to ensure subcontractor coverage aligned with contractual obligations. Specialized in software that integrated certificate and contract review processes.

Streamlined the certificate review process, improving accuracy and efficiency.

Collaborated with teams to maintain compliance with industry standards.

Implemented software solutions that improved review turnaround times.

Oct 2009 –Jun 2015 Insurance Product Assistant at United Healthcare

Supported the Sales Producer by making cold calls and handling incoming inquiries. Pre-approved clients for potential health insurance options during the sales process. Transitioned to Sales Producer during open enrollment and managed high call volumes. Held health and life licenses across 35 states.

Facilitated client outreach to expand engagement and sales opportunities.

Successfully transitioned into the Sales Producer role during peak periods.

Maintained compliance with licensing standards across multiple states

Oct 2003 -Jun 2009 Underwriter/Underwriter Assistant at Safeco Insurance

Evaluated insurance applications and assessed risk for policy issuance. Collaborated with agents to gather required documentation and ensure compliance. Maintained accurate records and supported underwriting decisions.

Assessed 200+ applications monthly, contributing to a 15% increase in policy approvals.

Streamlined documentation processes, reducing processing time by 20%.

Facilitated training sessions for new underwriter assistants, improving team efficiency.

Education

Anderson University

oMBA in Business Administration

Indiana University

oBachelors in General Studies

Skills Risk Assessment Excel, Word, Power Point

Certificate Review Team Collaboration

Insurance Regulations Operational Efficiency

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