Insurance Operations Specialist | COI Tracking & Compliance Analyst

I am a commercial insurance operations professional specializing in high-priority Certificate of Insurance (COI) management, policy compliance auditing, and streamlined back-office support for international brokers and corporate firms.

Currently serving as an active Senior Advisor at Willis Towers Watson (WTW), I manage complex backend insurance workflows under strict global regulatory frameworks. Having spent extensive time fast-tracked into corporate "Rush Request" queues, I am highly expert at clearing severe tracking backlogs and processing urgent data pipelines under rigid daily SLA timelines while maintaining a flawless 0% error rate.

I hold a Bachelor's degree in Accounting & Finance, which enables me to combine rigorous corporate insurance auditing with advanced financial literacy and data precision.

My Core Competencies Include:
• Technical COI Management: Reviewing, tracking, and verifying Certificates of Insurance and Auto ID cards.
• Compliance Auditing: Cross-referencing third-party vendor policy limits (General Liability, Cyber, Umbrella layers) against strict client requirements to eliminate tracking gaps.
• Database Data Quality: Transitioning raw policy documentation cleanly into organized Excel/Google Sheet tracking matrices or native Agency Management Systems (AMS).
• Professional B2B Communication: Corresponding effectively with international brokers, clients, and underwriters to clear policy discrepancies quickly.

I maintain absolute broker-client confidentiality, operate under strict data privacy guidelines, and am available during off-hours to seamlessly support your team's operations. Let's optimize your agency workflow today!

Work Terms

Availability & Working Hours:
• Schedule: Available up to 10-15 hours per week during off-hours, evenings, and weekends.
• Response Time: I monitor messages regularly and guarantee a response within 12 hours.
• Time Zone Flexibility: Fully capable of aligning milestone check-ins with US, UK, and European business hours.

Payment & Billing Framework:
• Fixed-Price Projects: Preferred for structured batch tasks, backlog clearance operations, or single compliance audits. A minimum 20% milestone deposit is requested prior to work commencement.
• Hourly Contracts: Available at my standard profile rate ($20/hr) for ongoing, long-term agency administrative support.
• Payment System: All billing, invoicing, and milestones must be processed safely and exclusively through Guru’s official SafePay escrow system.

Confidentiality & Communications:
• Data Privacy: Adhere strictly to enterprise-grade confidentiality frameworks and NDAs. I operate on secure personal networks to protect sensitive client and carrier document logs.
• Direct Progress Updates: Regular milestone status logs and updated tracking sheets will be provided at agreed-upon intervals.