Versatile Data Analyst/Consultant with expertise in navigating complex data management tasks and implementing process improvements. Demonstrates strong problem-solving abilities and a proactive approach to quality assurance. Skilled in effective communication, process documentation, and delivering exceptional customer service. Committed to continuous learning and enhancing team efficiency through self-directed development and innovative solutions.
Overview
5
5
years of professional experience
Work History
Data Consultant
North Carolina Rate Bureau
Raleigh, NC
07.2022 - Current
Problem-Solving and Analysis: Demonstrated strong analytical skills by interpreting WCIO specifications, NC stat plan, and rate filings, and providing accurate information and solutions in response to complex queries.
Team Collaboration: Contributed to team success by fostering open communication, sharing knowledge, and participating in collaborative problem-solving efforts, including creation and implementation of the Cherwell roundtable.
Customer Service Excellence: Maintained a high standard of professional communication and service, ensuring clear and effective dialogue with customers and colleagues, and consistently meeting or exceeding performance expectations.
Testing and Quality Assurance: Conducted thorough testing of Spectrum 5.0 and WITS tickets, including completing the testing tracker for the R30 release, ensuring the accuracy and functionality of updates and releases.
Communication and Liaison: Acted as the primary point of contact for accounting inquiries, communicated effectively between departments, and resolved issues related to Cherwell ticketing and customer interactions.
Knowledge Expansion: Engaged in self-directed learning and attended cross-departmental trainings and roundtables to enhance knowledge and address untrained areas, contributing to a broader skill set.
Property & Casualty Case Management Associate
PolicyGenius
Durham, NC
08.2021 - 03.2022
Participated in numerous team projects that require identifying trends, recording findings, providing constructive feedback and testing new products
Quoted and prepared relevant insurance quote recommendations from 30+ carriers for clients to evaluate
Conducted cross functional communication between Customer Sales and Customer Success Associates to ensure quality service.
Personal Lines Underwriter
North Carolina Farm Bureau
Raleigh, NC
01.2020 - 08.2021
Serviced the book of business for 30 agents and 6 agency managers for over 44,000 policy holders
Collaborated with supervisors, managers, the operations unit, the claims unit and customer service representatives to resolve coverage complications
Responsible for meeting cancellation deadlines, determining and identifying present or future risks and evaluating loss ratios for hundreds of policies.
Summer Intern
North Carolina Rate Bureau
Raleigh, NC
05.2019 - 08.2019
Analyzed, approved and rejected assigned risk applications, policies and information sensitive documents.
Collaborated with upper level staff to conduct research, assist and provide feedback with ongoing projects.
Furnished enhancements for current systems in place to improve efficiency by offering solutions that software could include to better match applicants.
Education
Bachelor of Science - Insurance And Risk Management
East Carolina University
Greenville, NC
12.2019
Instituto De Español
La Paz, Bolivia
Skills
Data Management & Analysis
Self-learning & Adaptability
Effective Communication
Process Improvement
Customer Service Excellence
Time Management
Problem-solving aptitude
Truist Emerging Leadership Certification
Awards
Contributor to two white papers and two webinars on emerging risks for Verisk/ ISO, October 2019
Gamma Iota Sigma (Beta Theta Chapter) Active Member, August 2017 - December 2019
Worked security detail for a formal 4th of July event alongside representatives of the United States Embassy and Bolivian government, July 2017
Timeline
Data Consultant
North Carolina Rate Bureau
07.2022 - Current
Property & Casualty Case Management Associate
PolicyGenius
08.2021 - 03.2022
Personal Lines Underwriter
North Carolina Farm Bureau
01.2020 - 08.2021
Summer Intern
North Carolina Rate Bureau
05.2019 - 08.2019
Bachelor of Science - Insurance And Risk Management