With over a decade of experience in the insurance industry, I have developed a strong expertise in insurance compliance, taxation, and underwriting services. Throughout my career, I have held progressively responsible roles, honing my skills and contributing significantly to the success of the companies I've worked for.I began my career as an Underwriting Service Assistant at State Farm in Atlanta, GA, where I was responsible for ensuring the accurate and timely processing of policy transactions. I efficiently handled tasks such as rating and entering quotes, new business, endorsements, cancellations, and renewals. My attention to detail and adherence to underwriting guidelines played a crucial role in maintaining the accuracy of policy records and avoiding potential issues.Transitioning to JenCap as a Compliance Analyst in 2019, I managed surplus lines tax transactions for all states, meeting specific deadlines and utilizing tools like Expert Insure (EI) and Agency Information Manager (AIM). I successfully prepared tax reports, verified data accuracy, and resolved discrepancies between tax reports and documentation. My collaborative approach in conducting compliance audits and quality reviews has led to effective issue resolution, and I've maintained the licensing database of brokers and agencies in full compliance.Building on this experience, I joined AMWINS in Atlanta, GA, in January 2022 as a Surplus Lines Tax Analyst & Compliance Coordinator. In this role my responsibilities have extended to the timely and accurate completion of monthly, quarterly, semi-annual, and annual surplus lines tax and stamping fee filings for multiple states, ensuring full compliance with state regulations.Proficient in various tools such as AIM, EI, OnBase, Sircon, NIPR, Power BI and Excel Pivot Tables, I've streamlined processes, maintained precise records, and made data-driven decisions to support business goals.I take pride in contributing to operational efficiency and employee onboarding by creating training materials that familiarize new employees with department policies, procedures, and compliance requirements.In summary, my experience in insurance compliance, taxation, and underwriting, along with my commitment to precision and dedication to compliance, have consistently driven positive outcomes for the companies I've served. I continue to seek opportunities to expand my knowledge and expertise, contributing to the growth and success of the insurance organizations I support.
Amwins
View- Website:
- amwins.com
- Employees:
- 5110
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AmwinsAtlanta, Ga, Us -
Tax Analyst & Compliance CoordinatorAmwins Jan 2022 - PresentCharlotte, North Carolina, UsProcess transactional submissions to meet deadlines i.e. SLIP, OPTins, SLSOT, ELANY, InsCipher, etc. Prepare and complete monthly, quarterly, semi-annual and annual surplus lines tax and stamping fee filings accurately and timely in accordance with each individual state requirement as applicable. Conduct compliance and quality reviews on invoicing and documents associated with surplus lines taxfilings and work with the appropriate team to resolve any issues.Reconcile surplus lines tax and fee filings to open payables and resolve discrepancies. Obtain and maintain comprehensive knowledge of surplus lines state regulatory requirements and promptly communicate changes to the appropriate teams.Developed and maintained strong working relationships with brokers, clients, and internal colleagues.Determined amount of insurance in force on single risk and group of closely related risks.Demonstrated ability to manage multiple tasks while remaining adaptable and flexible. -
Compliance AnalystJencap Jan 2019 - Dec 2021New York, Ny, UsComplete monthly Diligent Effort audits, summarize, and report findings for Property and Casualty Insurance brokers.Reconciliation of reports to states on a monthly/quarterly/annual basis correct discrepancies between the accountreports and invoices received.Ensure all compliance guidelines are properly followed on non-admitted transactions and investigate irregularities.Oversaw implementation of corrective actions and monitored response to identified issues and audits.Determined appropriate actions by assessing nature of code violations.Identified compliance issues that required follow-up and investigation.Evaluated applications, records, and documents to gather information about eligibility and liability issues.Kept informed regarding pending industry changes, trends, and best practices.Verified documentation, implementation and communication of firm and regulatory policies and procedures.Provided assistance to internal and external auditors in compliance reviews. -
Underwriting Service AssistantState Farm Jun 2014 - Dec 2018Bloomington, Illinois, UsCoordinated underwriting process for new and renewal business by pulling reports and data for commercials lines underwriters in Property and Casualty.Reviewed endorsement requests to suggest approval or denial or request additional information.Gathered underwriting information via internet and other sources to perform underwriting analysis.Supported underwriters in tasks related to underwriting and administration support.Assessed financial statements to address issues and other commercial matters.Performed basic underwriting functions to develop into market-facing underwriting role.Learned proper risk selection using mix of business management, pricing strategies and adherence to underwriting guidelines.Solicited renewal applications to prep renewals and review renewal accounts.Answered questions and concerns regarding company products, services and prices.Verified order accuracy and tracked company shipments to confirm on-time arrivals.
Stacey P. Education Details
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College Of Coastal GeorgiaGeneral
Frequently Asked Questions about Stacey P.
What company does Stacey P. work for?
Stacey P. works for Amwins
What is Stacey P.'s role at the current company?
Stacey P.'s current role is Tax Analyst & Compliance Coordinator.
What schools did Stacey P. attend?
Stacey P. attended College Of Coastal Georgia.
Who are Stacey P.'s colleagues?
Stacey P.'s colleagues are Kathy Mcvaney, Jerry Martinez, Patrick Lee, Cpcu, Arm, Ains, Laura Callaway, Ryan Covello, Tyler Agajanian, Joanna Ringel.
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