insurance analyst resume example with 19+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Efficient insurance professional with 10 years of experience in private mortgage insurance. Productive and diligent with passion for resolving discrepancies through attention to detail and creative problem-solving. Driven to maintain company values through exceptional work ethic and passion.

  • Analytical and Critical Thinking
  • Trend Data Analysis
  • Risk Assessment, Regulatory Compliance, and Confidential Records Management
  • Excellent Organizational Skills and Time and Multi-Task Management
  • Advanced Excel Spreadsheet Functions and Mathematical Aptitude
  • Complex Problem-Solving and Research
  • Excellent Oral and Written Communication
  • Data Quality Assurance Processes and Data Integrity Validation
  • Accounts Payable and Accounts Receivable
  • Internal and External Collaboration, Team Oriented, Customer Care
  • Microsoft Office: Outlook, Word, Excel, PowerPoint · Salesforce · MicroStrategy · RIMS (Regulatory Information Management Software) · 10-Key · VPN · Insurance Processing Software and Loan Activity Reporting · Collaboration Tools: Box, Zoom, Teams
Work History
04/2022 to 12/2022 Insurance Analyst Brp Group, Inc. | Fort Myers, FL,
  • Produced monthly reports using advanced Excel spreadsheet functions.
  • Upheld security and confidentiality of documents and data within area of responsibility.
  • Used statistical methods to analyze data and generate useful business reports.
  • Worked with business intelligence software and various reports to glean insights into trends and prospects.
  • Tested data prediction algorithms based on historical data.
  • Participated in requirements meetings to understand business needs.
  • Analyzed large datasets to identify trends and patterns in customer behaviors.
  • Ran statistical analyses within software to process large datasets.
  • Applied loss functions and variance explanation techniques to compare performance metrics.
  • Compiled, cleaned and manipulated data for proper handling.
  • Collaborated with business-unit leaders to identify and prioritize problems.
  • Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements.
  • Documented effective and replicable methods for extracting data and organizing data sources.
  • Identified, analyzed and interpreted trends or patterns in complex data sets.
  • Partnered with billing analyst department to investigate and remedy any gross margin trend issues.
  • Conducted monthly pre-billing review and data quality analysis to verify complete accuracy of invoices delivered to customers and providers.
  • Maintained strict confidentiality with all personal data as per company guidelines.
  • Analyzed payment information and applied changes correct customer accounts.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Generated and submitted invoices based upon established accounts receivable schedules and terms.
  • Prepared and submitted monthly billing reports to management for financial overview.
  • Generated monthly invoices for customers in multiple formats to provide transparency.
  • Worked with multiple departments to check proper billing information.
  • Provided excellent customer service, developing and maintaining client relationships.
  • Processed and verified invoices to secure accuracy of billing information.
  • Identified payment trends and adjusted billing processes accordingly to retain customers.
  • Reviewed and reconciled customer accounts to manage accuracy of payments.
  • Monitored customer accounts to identify and rectify billing issues.
  • Researched and resolved billing discrepancies to enable accurate billing.
07/2012 to 04/2022 Insurance Data Entry Specialist Radian Group, Inc. (Mortgage Insurance) | City, STATE,
  • Evaluated and handled customer requests to amend terms on existing mortgage insurance policies due to changes to loan agreements.
  • Verified input data against original supportive documents provided by customers to ensure accurate process completion.
  • Collaborated with external and internal customers to expedite processes.
  • Provided customers with feedback, submission instructions for exception process requests, and resolved issues.
  • Approved certificate of Insurance amendments to insurance policies based on established procedures.
  • Issued accurate endorsements to policy forms to customers showing new terms to policies.
  • Accurately calculated adjustments, premiums, and refunds resulting from changes to policy terms.
  • Exceeded optimal quality levels daily to prevent critical errors and support team performance targets, maintained 98% SLA ratings monthly.
02/2003 to 06/2012 Associate Underwriter/Loan Processor Bank Of America, N.A. | City, STATE,
  • Evaluated loan applications, determined creditworthiness, assessed risk, and established loan conditions according to underwriting (manual and automated) and regulatory guidelines.
  • Provided underwriting support to manage heavy volume by taking on additional underwriting files for 10 loan processors.
  • Collaborated with loan officers, underwriting, and closing teams to provide customer service excellence.
  • Obtained, analyzed, and verified applicant income, assets, credit history, appraisals, and title documents to verify accuracy and completeness in compliance with underwriting guidelines.
  • Performed follow-up contact with applicants for loan conditions, responded to customer inquiries, and resolved issues.
  • Monitored and managed 100+ pipelines, tracked and logged loan statuses from application to loan closing.

Expected in 12/2014 to to Associate of Science | Business Administration Peirce College, Philadelphia, PA , GPA:

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Resume Overview

School Attended

  • Peirce College

Job Titles Held:

  • Insurance Analyst
  • Insurance Data Entry Specialist
  • Associate Underwriter/Loan Processor


  • Associate of Science

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