Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

405/745-3877 (home)

 405/923-4186 (cell)

Social Security Number:

Citizenship:

 

Vacancy Announcement: Internal Revenue Agent (International Examiner)

 

 

CORE COMPETENCIES

 

Accounting, Analysis, Compliance Analysis, Management, Personnel Supervision, Research, Financial Management, Financial Analysis, Legislative Processes, Program/Management Analysis, Administration, Operations, Data Generation, Project Administration, Budgeting, Cost Analysis/Control, Revenue Maximization, Work Streamlining, Sales Operations, Negotiations, Contract Management, Quality Management, Systems/Process Development, Policy/Procedure Development, Organizational Structuring, Regulatory/ Procedural Compliance, Human Resource Management, Staffing, Training, Strategic Business Planning, Communications, Public Relations, Consulting, Records Maintenance, Government Correspondence, Legal Documentation,

 

 

PROFESSIONAL EXPERIENCE

 

07/2007-Present

Senior Administration Analyst

Mercury Insurance Group

City/State (or address if provided)

Hours per Week:
Salary:
Supervisor: Name Phone: xxx-xxx-xxxx  May Contact:  Yes or No

Serving as Senior Analyst, actively provide regulatory support and filings, while ensuring compliance with all regulations. Responsible for supporting the Corporate General Counsel by providing reviews, research and filing of all non-attorney-required documents/correspondence. Tasked with distributing all legal notices, litigation and relevant documents to the proper corporate and outside parties.  Hand-selected to serve as liaison and coordinator for all insurance Department examinations and Internal/External Audits.  Successfully track, maintain and review corporate complaints for all relevant companies in all states. Strategically maintain and review all required bond placement and amounts in the relevant states in support of overall business operations.  Actively support the accounting department through the review/approval of bank reconciliations, various journal entries and financial analysis. Effectively streamlined premium tax/annual statement review process, increasing company performance. Responsible for the conversion of paper filing system for complaints to an electronic filing system and centralized process. Successfully reduce insurance examination time by working directly with examiners to reduce overall company costs. Consistently review documents for all new and existing contracts, resulting in more efficient agreements and significant cost savings.

 

 

 

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06/2002-07/2007

Underwriting & Administration Manager

Mechanical Breakdown Division

Mercury Insurance Group

City/State (or address if provided)

Hours per Week:
Salary:
Supervisor: Name Phone: xxx-xxx-xxxx  May Contact:  Yes or No

Served as Director of the MBP Administration and Underwriting Division, overseeing marketing, administration, underwriting, distribution of commissions, regulatory compliance, and document creation in support of Vehicle Service Contracts and Mechanical Breakdown Insurance operations. Actively supervised 16 employees ranging from supervisors to customer service support staff. Spearheaded a broad range of business operations, including regulatory compliance, commission review, agent/marketing support, and contract/application processing. Increased sales revenue from 2,700 contracts and $2.5M per month to sales of 5,200 contracts and $6.95M per month, with only an increase of 5 staff members. Effectively provided quality customer service, from processing refunds and cancellations to approving transfers and handling complaints. Drove the creation of dynamic marketing materials, including brochures, training manuals, contracts, applications, and all other related materials. Proficiently managed all strategic planning, loss ratio review/analysis, budgeting, and audits in support of overall company operations. Efficiently eliminating old manual data entry process through the creation and implementation of automated processes. Proficiently created and implemented a specific monthly closing cycle and cross-training program, enabling fewer staff members to process a higher volume of contracts each month.

 

Sprint PCS

10/2000-06/2002

Senior Major Market Collections Team Lead

City/State (or address if provided)

Hours per Week:
Salary:
Supervisor: Name Phone: xxx-xxx-xxxx  May Contact:  Yes or No

Effectively trained and directed 19-member collection staff in a professional Multi-Task Call Center and actively collaborated in Human Resource operation functions such as new employee training, evaluating performance and providing guidance/mentoring. Strategically developed collection goals associated with business credit classes for cell phone use, analyzed collection trends, recommended methods of improvement, and ensured compliance with FCC and state requirements. Consistently ensured delivery of quality customer service vital to sustaining and growing clientele base. Successfully created a detailed analysis/procedure manual for dollars collected and trend analysis. Wrote and maintained an analysis tool, ensuring compliance with quality control requirements. Developed an innovative audit information/system to track and monitor internal/external fraud. Successfully achieved the highest per-advocate collections for 11 months in a row.

 

 

 

 

 

 

 

 

 

 

 

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Yyyyyy x. yyyyyy                                                               Page 3 of 5

 

10/1999-10/2000

Owner/Operator

Perry Professional Consulting

City/State (or address if provided)

Hours per Week:
Salary:
Supervisor: Name Phone: xxx-xxx-xxxx  May Contact:  Yes or No

As Owner of consulting firm, strategically providing professional insurance assistance to individual and business clients. Sharp business acumen and experienced in managing broad scope of operations, from

cash flow analysis, types/amounts of insurance purchases and settlement of claims to analysis of policies and regulatory compliance. As an Independent Agent for Banker Life & Casualty, successfully steered sales operations to generate high volume growth and revenue on life, health, and annuity products. Strategically developed an innovative sales program, effectively providing group presentations to senior citizen groups and organizations. Actively collaborated with Bankers Insurance in creating a training program to ensure regulatory compliance of all independent agents.

 

1/1999-8/1999

Legal and Regulatory Services Manager

PacifiCare of Oklahoma

City/State (or address if provided)

Hours per Week:
Salary:
Supervisor: Name Phone: xxx-xxx-xxxx  May Contact:  Yes or No

Drove operational compliance with all state and federal regulations on behalf of the largest managed care plan in the state of Oklahoma, both in the commercial and the Medicare risk markets. Spearheaded the review and analysis of daily, weekly and monthly reports associated with governmental compliance. Effectively supervised compliance analysts, support staff, contracting consultants, and outside legal counsels. Strategically conducted analysis and impact studies on all related legislative activities.  Proficiently performed risk assessment and management function in collaboration with outside legal actions.  Successfully created and reviewed all required governmental mandated filings, while also performing research and development of all related policies and procedures. Actively assisted contracted lobbyist in legislative analysis and strategy development. Capably created and implemented an innovative legislative tracking report and provided continuous updates with analysis and impact statistics pertinent to the managed care industry. Actively developed a company-wide training program on all related legislation for each affected area/division. Effectively redesigned legal reports from outside counsel, increasing the efficiency of reporting mechanism for the Compliance Department. Assisted in completion of largest service area expansion application provided to HCFA from an Oklahoma HMO. Utilized in-depth knowledge of state and federal health care and insurance laws in support of all business operations, including the Balanced Budget Act, Health Care Financing Authority regulations, Office of the Inspector General, and rules/regulations for the Oklahoma Department of Health, Oklahoma Department of Insurance, and Oklahoma Health Care Authority. Hand-selected to serve as company s Ethics Officer.

 

 

 

 

 

 

 

 

 

 

 

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12/1996-1/1999

Senior Compliance Analyst

PacifiCare of Oklahoma

City/State (or address if provided)

Hours per Week:
Salary:
Supervisor: Name Phone: xxx-xxx-xxxx  May Contact:  Yes or No

Actively reviewed, processed and completed all state filings on behalf of PacifiCare of Oklahoma, including the Annual License Renewal. Responsible for reviewing, monitoring and creating contractual documents, including subscriber agreements, associated riders, limitations, and exclusions.  Skillfully performed statutory, legal, and general research for the department and outside attorneys. Effectively streamlined and standardized the Annual License Renewal, from writing an instructional procedure manual to serving as chairman of the policy and procedure committee. Proficiently rewrote and standardized the company s policy regarding Workers Comp filings by members.

 

4/1995-12/1996

Contract & Account Manager

Benova Corporation

City/State (or address if provided)

Hours per Week:
Salary:
Supervisor: Name Phone: xxx-xxx-xxxx  May Contact:  Yes or No

Successfully supervised all operations of Benova s Call Center, effectively increasing overall performance. Responsible for the indirect supervision and monitoring of the Call Center in Portland, OR. Actively reviewed, analyzed, and submitted all daily, weekly and monthly reports.  Proficiently provided clients with account review services, organized expansion of services, extension of contracts, and policy/procedure oversight.  Consistently attended all required state board meetings and monitored all pertinent legislature changes to ensure total compliance. Effectively created an innovative monthly reporting format that was adopted and implemented throughout the company on all contracted states. Skillfully established new analytical procedures and reports for handling call center statistics. Drove the creation of an innovative method of reconciling billing information provided to clients, increasing work efficiency. Collaborated in the preparation and review of RFP s for contract bids in numerous states.

 

1/1992-2/1995

Chief Examiner/Director of Financial Division

Oklahoma State Department of Insurance

Hours per Week:
Salary:
Supervisor: Name Phone: xxx-xxx-xxxx  May Contact:  Yes or No

Actively served as Department Leader of the Financial and Examination Division, directly supervising 8 financial analysts, 17 insurance examiners and 4 support staff. Spearheaded the planning, coordination and supervision of a detailed financial review and statutory regulation of all licensed insurance companies, surplus line companies, warranty companies, third party administrators, risk retention groups, HMO s, motor service clubs, and pre-arranged funeral permit holders. Directed a broad range of operations, resulting in the successful national accreditation from the National Association of Insurance Commissioners. Drove company to become the 23^rd state to receive national certification. Strategically created an innovative multi-level computerized review system, effectively reducing manual review time by 30 hours. Responsible for single-handedly standardizing the entire financial review and examination process. Contributed to dramatic legislation changes effecting the insurance and pre-arranged funeral industry. Drafted technical procedures and operational manual, detailing all responsibilities in the financial/examination division.

 

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EDUCATION

 

East Central University

Bachelors of Science

Major in Accounting

1983

GPA:

Credits Earned:

Key Coursework (if provided)

 

Southeastern Oklahoma State University

Coursework in Accounting

1978

GPA:

Credits Earned:

Key Coursework (if provided)

 

University of Oklahoma

Coursework in Accounting

1980

GPA:

Credits Earned:

Key Coursework (if provided)

 

High School:
Degree: Diploma

Date Earned:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 5 of 5

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

405/745-3877 (home)

 405/923-4186 (cell)

Social Security Number:

Citizenship:

 

 

 

 

Date

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a [Insert Job Title] capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As demonstrated in the accompanying resume, my professional qualifications include experience in Accounting, Financial Analysis, Regulatory Compliance, and Legislative Processes. An examination of my credentials will confirm that I am a skilled professional who thrives in a challenging work environment. I am driven, independently motivated, and results-oriented. I enjoy a challenge and work hard to achieve success. It is my practice to operate within a strict conduct of professionalism and integrity with my clientele. To complement this background, I offer dynamic communication, presentation, analysis, and relationship management skills.

 

As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  I am confident that I could be a valuable asset to your company, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

 

Chris Perry