Administrative Operations & Compliance Specialist

PROFESSIONAL SUMMARY

Highly organized, detail-oriented Professional with administrative, operational, and customer-facing

experience. Proven track record of managing business operations, optimizing office workflows, and navigating complex regulatory compliance environments. Leverages deep expertise from recent roles as a licensed insurance professional to deliver elite document processing, high-volume account reconciliation, and collaborative leadership. Exceptionally skilled at resolving operational bottlenecks, maintaining a 99%+ data accuracy standard, and executing mission-critical administrative tasks in fast-paced corporate settings.

CORE COMPETENCIES

• Office Operations & Administration • Document & Workflow Management • Quality Assurance (99%+ Accuracy)

• Regulatory & HIPAA Compliance • B2B & Client Relationship Building • Accounts Receivable & Collections

• Cross-Functional Leadership & Training • Complex Problem Solving • Tech-Driven Systems & Tools

PROFESSIONAL EXPERIENCE

Licensed Insurance Agent / Benefits Consultant 06/2020 – Present

Aflac — Appleton, WI

• Business Operations: Independently directed all administrative operations, scheduling, and client management

pipelines for an independent agency, ensuring frictionless daily workflows.

• Account Management & B2B Relations: Successfully pioneered B2B outreach campaigns, cold calling, and

in-person consultations to secure corporate accounts and manage executive partnerships.

• Public Relations & Training: Led small-group public presentations to deliver critical benefits education; selected as

a Coordinator-In-Training to assist executive leadership with talent acquisition, onboarding, and training programs.

• Compliance & Professional Development: Maintained complete alignment with stringent, technology-driven

industry standards and state regulations by continuously pursuing advanced education credits.

Customer Service Delivery Associate II / CEPS 10/2018 – 02/2020

Guardian Life Insurance Co. — Appleton, WI

• Data & Document Management: Navigated and utilized an extensive internal repository of 250,000+ web-based

professional documents to process, audit, and systematically track complex workflow modifications.

• Quality Control: Consistently maintained the department's rigid 99%+ quality accuracy benchmarks

for data entry, document review, and multi-tier problem resolution.

• Back-Office Support: Served as the primary tier-2 support anchor for the Customer Response Team, effectively

diagnosing and resolving systemic account discrepancies.

Healthcare Collections Specialist 07/2018 – 10/2018

Atrium — Appleton, WI

• Financial Administration: Managed comprehensive day-to-day accounts receivable functions, safely handling,

processing, and clearing daily fiscal ledger balances for bank deposit prep.

• Client Arbitrations: Maintained high-empathy, high-professionalism direct communications with clients to securely evaluate, clarify, and structure payment workflows for outstanding liabilities.

PRIOR PROFESSIONAL EXPERIENCE

Administrative Assistant / Office Manager (10+ Years of Dedicated Experience)

• Comprehensive background delivering executive-level support, document control, scheduling, and team coordination across multiple professional business settings. Details available upon request.

EDUCATION & LICENSING

Bachelor of Arts in Music Lawrence University — Appleton, WI (Dean's List Senior Year)

Active State of Wisconsin Insurance License Life, Accident & Health (Effective May 2020)

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