Analyst Insurance Resume Sample
Geoffrey Harris
7928 Frami Fields,
Los Angeles,
CA
+1 (555) 968 3786
Work Experience
Associate Insurance Accounting Analyst
12/2015
-
PRESENT
Los Angeles, CA
- Ensure traceability exists between business requirements and technical requirements
- Identify and document business requirements in order to capture required outcomes and ultimately support the business’s overall objectives
- Adhere to and ensure that others adhere to the organization’s Requirements Management Process to support the organizational standards and ensure consistency of deliverables
- Ensures Insurance Captive company’s, third party invoicing, and Valero's Accounts Payable ledger are in sync by building and maintaining relationships through daily interactions with both internal and external customers. Analyzes and resolves internal and external customer inquiries with exceptional customer service
- Allocates Valero’s Terminal and Distribution and VLP premium charges
- Researches the monthly Insurance Captive company financial statements to Valero’s general ledger and makes corrections as required. Works closely with Corporate Accounting group when items are identified as needing proper financial statement presentation
- Prepares Valero’s Texas self-insurance tax return
- Knowledge of commercial property/casualty coverages and claims
Insurance Compliance Analyst
04/2013
-
09/2015
New York, NY
- Basic understandings of Workers Compensation laws under the AM USA scope
- Understanding of commercial property/casualty TPA claims handling
- Basic Insurance industry knowledge through experience and/or course work
- Demonstrate the ability to instill confidence and comfort to internal clients so that clients look to the AM USA Risk & Insurance Dept as a resource and business partner
- Compile, analyze, present and interpret financial and statistical information
- Basic knowledge of established AM USA Risk & Insurance standards of quality performance and service
- Exemplary professional and tactful negotiation and persuasion skills when called upon
- Exemplary presentation skills, including preparation and execution
- Possess analytical and problem-solving skills, including research and investigation
Insurance Data Analyst
06/2010
-
12/2012
Detroit, MI
- Demonstrate understanding of when to proceed alone and when to involve management
- Willingness and ability to expand knowledge and effectiveness in the commercial industry by successful completion of extended classes and workshops related to insurance
- Administration of a framework that identifies and assesses opportunities for AMP to access core capabilities through external partnerships
- Development and coordination of a governance framework that manages the relationships between AMP and its partners
- Full management of coordinated reporting that monitors partnership performance to extract full value & scale from each partnership
- Maintaining a database of current and potential partnerships with relevant and up to date information
- Support the management & maintenance of the firm’s insurance programs corporately and across various businesses including but not limited to the Investment Management Division, Merchant Banking Division, JAron & GSBank USA
Education
Argosy University - Salt Lake City Campus
2005 - 2009
Bachelor's Degree in Business
Professional Skills
- Work efficiently and effectively, utilizing good time management skills
- Excellent communication skills, both orally and writing
- Advanced programming skills in C++ using object oriented software design
- Experience in similar field or industry with accounting experience
- Strong insurance reporting and research experience desired
- Experience in building and validating Health Insurance Payer Contracts
- Advanced Excel skills including use of Pivot Tables and V-look ups (Assessment required)
How to write Analyst Insurance Resume
Analyst Insurance role is responsible for research, software, microsoft, analytical, excel, design, retail, finance, securities, database.
To write great resume for analyst insurance job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Analyst Insurance Resume
The section contact information is important in your analyst insurance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Analyst Insurance Resume
The section work experience is an essential part of your analyst insurance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous analyst insurance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst insurance position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Analyst Insurance resume experience can include:
- Strong understanding of treasury/banking, risk management and financial reporting
- Up to 5 years of related technical insurance experience i.e. claims, underwriting assistant etc
- Very good knowledge of financial mathematics
- MGA experience an asset
- Experience with TAM broker management system an asset
- Analyzes data for validity and accuracy in preparation for assigned reports
Education on an Analyst Insurance Resume
Make sure to make education a priority on your analyst insurance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst insurance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Analyst Insurance Resume
When listing skills on your analyst insurance resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical analyst insurance skills:
- Drafting and reviewing legal documentation, with a good understanding of the regulatory requirements of a securities transaction
- Possibility of gaining experience within stable marketing capability in European region
- Is able to operate globally and is willing to travel
- Experiences in actuarial field preferable not required
- Client management or project management experience in a professional work environment
- Experience in the mortgage industry
List of Typical Experience For an Analyst Insurance Resume
1
Experience For Insurance Compliance Analyst Resume
- Providing insurance compliance system support
- Presenting financial and catastrophe modelling analysis to clients
- Assessing collateralised risk transfer structures and solutions
- Assisting in the presentation of financial and commercial information, for both clients and potential investors
- Assist in tracking and monitoring coverage enhancements suggested by attorneys
- Review managed and franchised actions in regards to insurance compliance, including new hotel openings, change of ownerships, and re-licensing in region
- Identifies and researches business needs and determines solutions to problems using various research methodologies
2
Experience For Analyst, Global Insurance Systems Resume
- Runs reports and interprets data for leaders and Executive Management Team upon request by using data system available
- Updates data system for Totten monthly using accurate parameters
- Provides actuarial information related to catastrophe modeling
- Develops rate indications, evaluates pricing levels and analyzes profitability and communicates results
- Budget preparation, allocations and tracking variance
- Assist with updating insurance tracker with binders, policies, premiums, etc
- Coordinate with insurance brokers on lender requirements for both existing and new properties
- Achievement of, or significant progress towards, CPCU or equivalent insurance credentialing
3
Experience For Insurance Data Analyst Resume
- The primary focus is to develop a detailed understanding of the North Guarantee product and associated processes to proficiently
- Liaise with our partners (including other finance teams, AXA Life Invest and AMPCI) to ensure the accuracy of data and any queries are answered
- Ensure accuracy of reports produced and understanding of issues within the reports
- Review for accuracy brokers’ specs. Analyze various profit & loss exhibits. Work with brokers, lenders and JV partners
- Research and respond to state insurance department inquiries: Prepare written responses to state insurance department inquiries related to the TFS insurance entitles. Identify and resolve compliance errors and discrepancies in accordance with known statutory requirements related to licensing
- Ensure compliance with state regulations: Prepare and provide written and/or verbal responses to state insurance department inquiries; analyze regulatory bulletins, pending legislation, and laws to determine impact on TFS companies, agents and TFS associates. Use Westlaw online legal resource and the Internet to conduct research
4
Experience For Insurance Rating Analyst Resume
- Process check requisitions, P-card transactions, and check request. Prepare and maintain biographical affidavits for TFS officer and directors. Provide support for dealer enrollment processing. Support TMIC Accounting with company financial filings and basic operational accounting activity. Perform special project assignments as directed by MSTL
- From time to time, cover other team members’ regions when that person is out of office
- Have ownership over the worker’s compensation program
- Develop and manage UA’s global exposure growth database within RMIS system; design and implement reporting cadence and analytics summary to support strategic allocation of risk management resources
- Directly assisting team colleagues in working with clients on ILS transaction opportunities, including catastrophe bonds, sidecars, ILW swaps and fund management vehicles
- Support business development activity by producing pitch/proposal documentation
5
Experience For Analyst, Mortgage Insurance Resume
- Assist with the co-ordination of third party service providers on ILS transactions, including legal, rating agencies, SPV administrators and collateral trustee/custodians
- Demonstrates consistent proficiency with the Six Sigma methodologies
- Communicates and interprets data through the production of various reports
- Oversees the completion of Totten’s various company bordereaux in an accurate and timely fashion
- Works with management team and Executive Management Team to develop valuable monthly reports
- Proficient in Microsoft Office: Word, Excel, PowerPoint and Outlook
6
Experience For Say Insurance Business Data Analyst Resume
- Advanced Proficiency in MS Access and MS Excel
- Knowledge of the competition and regulatory issues within the industry
- Prepares and performs actuarial analyses to assist in the development of complex actuarial formulations leading to the recommendation of pricing strategies, reserving, and / or risk position
- Demonstrates expert knowledge of data sources content and structure to assess the quality of data
- Prepares all required actuarial information to be submitted with various filings with state insurance departments
- Analyzes data from multiple sources and develops reports and spreadsheets
7
Experience For Associate Insurance Accounting Analyst Resume
- Prepare premium analysis exhibits of proposals and cost benefit evaluations
- Assist with aspects of Hawaii based Corporate entity “Pacific Western Insurance, LLC”
- Manage Insurance open items list for each broker and internal projects
- Manage insurance certificate requests from lenders, partners and various vendors
- Assist with follow up on action items from insurance committee meetings
8
Experience For Insurance & Financial Analyst Resume
- Asses hotel to ensure that any franchise with exposures not characteristic to standard hotel operation is referred accordingly
- Maintain a consistent, high quality customer focused orientation, listen to and communicate with customer to obtain all required information necessary to determine and address their insurance compliance requirements
- Researches, develops, and documents information used in the development of business recommendations, plans and decisions
- Monitors, investigates, evaluates and analyzes legislative and regulatory requirements and changes involving insurance products. Resolves complaints when necessary
- Communicates to all necessary parties any changes for systems, documents, contract language and/or plan amendments that might be required for plan and product compliance. Trains others as necessary
9
Experience For Analyst, Property Insurance Resume
- Provide detailed & meaningful analysis including commentary on financial results & current and emerging issues including sustainability of profit, ROC, profit at risk and A-L Mismatch exposures
- Support assigned business performance transformation initiatives through effective financial , process and/or strategic analysis
- Insurance contract review
- Assist with RFP’s
- Handle RFP process
- Placements: Gather and review underwriting information (construction data, property condition reports, Phase I and other pollution reports, Flood zone determination reports, seismic reports,_assist with preparation and review of insurance applications, research and collection of secondary characteristics relating to EQ, review brokers’ specifications for accuracy)
List of Typical Skills For an Analyst Insurance Resume
1
Skills For Insurance Compliance Analyst Resume
- Insurance or Underwriting experience
- Takes ownership for delivering results
- Outside candidates are being considered
- Work with insurance accounting team to construct finely-segmented insurance costs
- Provide internal financial reporting to allow informed business decisions
- Provide periodic reporting of claims and insights to RIM and the management team
2
Skills For Analyst, Global Insurance Systems Resume
- Reconciliation of any discrepancies between filing requirements and completed transactions
- Support the firm’s businesses to evaluate and mitigate operational risks with a particular focus on the evolving footprint of GSBank
- Superior ability to analyze a client’s needs and problem solve for insurance solutions
- Superior ability to analyze a client’s needs and problem solve for annuity solutions
- Has the highest ethical standards and values
- Possesses an appreciation and sensitivity for a diverse and multi-cultural environment
- Is viewed as a collaborative business partner
- Follow up diligently with internal parties via email and phone as needed
- Monitor and report on usage and success rate of tools to drive tool utilization and organizational investment decisions
3
Skills For Insurance Data Analyst Resume
- Evaluate and implement new analytical tools, reports, and services in partnership with vendors and internal partners
- Knowledge of and ability to access carrier software products and systems
- Interact with outside actuaries on large complex projects
- Death, total & permanent disability, trauma and disability income insurance
- Via advice, corporate superannuation and direct channels
4
Skills For Insurance Rating Analyst Resume
- Strong knowledge of core functions of an insurance company, Property & Casualty insurance and statistical concepts in analyzing loss information strongly desired
- Support the delivery of data, analytics and data governance within Insurances Team including helping with Management information, P& L forecasting & tracking of pricing projects across all insurance products
- Knowledge of a broad range of annuity products, including SPIA/DIA, VA’s, FIA’s, fixed annuities
- Analytic approach to problem solving; tenacity, inventive, proactive with the ability to work through problems and reach a solution
- New Joiners Program including trainings
- Completed and passed at least the first 3 CAS exams
- Detail oriented and ability to efficiently multitask– e.g. maintain multiple licenses, track all payments, perform research on regulatory questions or changes
- The ability to use your knowledge of foreign language on a daily basis at work
5
Skills For Analyst, Mortgage Insurance Resume
- Strong financial and analytical skills, including experience with catastrophe modelling, with an ability to interpret, organise and effectively communicate complex financial data
- An excellent academic background, as well as experience working for a reputable (re)insurance or securities firm and a good understanding of the non-life (re)insurance sector
- Experience following up with internal parties to resolve payment concerns
- Property casualty insurance experience
- Exceptional analytical thinker with excellent knowledge of IDS processes
- Support Uber’s rapidly growing and unique insurance operations
- In commercial insurance
6
Skills For Say Insurance Business Data Analyst Resume
- A number of client references as a top three sector analyst amongst Citi’s key institutional client base
- Build and maintain processes to calculate premium, loss, and other key financial metrics
- Well versed with Worker’s Compensation
- Life and Short/Long Term Disability Insurance
- 401k w/ Company Match
7
Skills For Associate Insurance Accounting Analyst Resume
- Career Advancement and Development Opportunities
- On-site Healthcare Clinic (Winston-Salem and Cleveland offices)
- On-site Fitness Center (Cleveland office)
- Analyze programs and coverages, evaluate alternatives and make recommendations
- Retail Management Certificate is desirable
- Electronic data entry of time-sensitive filings on multiple websites
- Preparation of compliance documents and submission forms
- Completion of tax and fee reports for multiple states
8
Skills For Insurance & Financial Analyst Resume
- Track and update filings, taxes and balances with local offices
- Strong knowledge of Microsoft Office Suite products; advanced Excel skills (e.g., complex formulas, VLOOKUP, pivot tables), Loss Forecaster, Mod Master, and NPVison (software products)
- Problem solver with the ability to clearly articulate findings and resolution
- Acts as mentor/trainer for other IDS Analysts
- Embraces new challenges and confidently makes decisions
- Act independently on assignment and understands appropriate escalation protocol
- Is backup for IDS Management as needed
9
Skills For Analyst, Property Insurance Resume
- Develops and maintains positive relationships within GB and externally with clients, carriers, and data vendors
- Supports department and corporate initiatives
- Adheres to Gallagher Shared Values
- Support the operation and management of the firm’s captive insurance company; Pearl Street is a consolidated captive insurance company with ~$90m in assets and ~$7m in additional annual premium spend
- Support the department’s processes and coordination with the Operational Risk & Management Analysis department with respects to scenario analysis, the mapping of operational risks to insurance mitigants and the use of insurance as a compliant operational risk capital mitigant
10
Skills For Senior Tax Analyst, Insurance Resume
- Technical financial support on negotiating and implementing new/existing partnership agreements
- Have a sound and comprehensive understanding of pricing methods for credit, fixed income and hybrid derivatives as well as CVA methodologies
- Manage financials of the bank and insurer partnerships, including profit share structures, commission and value of new business
- Gather and review underwriting information and specifications; prepare insurance applications. Coordinate sign off with Legal
- Manages PG&E’s insurance budget (forecasting, regulatory filings, finance interface, etc.)
- Goal of timely payment arrangement for the premium of insurance policies and insurance broker’s service fee, allocate the costs as needed to the LOB
- Support SVP of Capital Markets and Risk Manager in insurance activities
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