Wendi Miller is a Commercial Lines Account Manager at Professional Insurance Strategies, LLC.
Professional Insurance Strategies, Llc
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Commercial Lines Account ManagerProfessional Insurance Strategies, Llc Aug 2023 - PresentUnited States
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Director Of Insurance ServicesSpivak Financial Group Dec 2022 - Aug 2023Scottsdale, Az -
Licensed Insurance AgentAllstate Apr 2015 - Dec 2022Phoenix, Arizona Area -
Independent AgentFarmers Insurance Mar 2014 - Apr 2015Tempe, Arizona
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Audit And Compliance SpecialistJpmorgan Chase Bank Oct 2008 - Nov 2013Jpmorgan Chase BankProvide guidance and coaching to improve the quality output of the team based on findings in QC reviews.Formulate recommendations that will further enhance the overall Due Diligence process.Assess the need for process/procedural changes and escalate to the QC Manager, assist in theimplementation of new policies and procedures as appropriate.Provide feedback to the Management team that will help ensure consistent quality across the teamProactively highlight potential issues to management and Compliance.Leverage previous experience to share best practices, ideas for procedural and process changes.Integrate and synthesize component parts to evaluate the whole analysis.Examine and evaluate whether conclusions follow from facts.Make independent decisions and support them in the event of challenge or audit.Question and review the work of others and to take a stand when necessary to protecting the interest of thebank.Re-examine facts already identified as well as identify and consider alternative interpretations of data and findings.Recognize the importance of independent verification of information, data, and conclusions.Manage multiple deadlines in a fast paced environment.Maintain a task pipeline to ensure timely delivery of vendor products and services.Provide issue resolution via email, instant messaging, telephone and face to face inquiriesServe as liaison between vendor offices and the Audit teamUtilize Chase Processing systems to research vendor issues and provide resolution and follow guidelines to ensure vendor and personal compliance
Wendi Miller Education Details
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English Language And Literature/Letters -
Grand Junction High School
Frequently Asked Questions about Wendi Miller
What company does Wendi Miller work for?
Wendi Miller works for Professional Insurance Strategies, Llc
What is Wendi Miller's role at the current company?
Wendi Miller's current role is Commercial Lines Account Manager.
What schools did Wendi Miller attend?
Wendi Miller attended Front Range Community College, Grand Junction High School.
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