• Conduct detailed client intake interviews, gather documentation, and update client profiles. • Explain complex policies and regulations clearly, similar to communicating legal processes. • Maintain compliance in all written communications and document submissions.

Manage day-to-day administrative operations including scheduling, email management, and client communication. • • Prepare, edit, and organize documents, reports, and client files with 100% accuracy. • Maintain confidential records and ensure compliance with internal policies. • Draft correspondence, notices, summaries, and client updates in professional legal-style language.

• Reviewed and reconciled high-volume project documentation, payroll records, and reports— mirroring legal document review standards. • Identified discrepancies and collaborated with multiple departments to resolve issues and ensure accuracy. • Prepared state and federal reports with strict formatting, policy compliance, and procedural correctness.

• Managed confidential client documents, applications, and compliance paperwork. • Reviewed contracts, policy documents, and financial plans for accuracy. • Documented consultations and maintained detailed client records aligned with strict regulatory guidelines.

Life & Health License

California Department of Insurance

2020 - 2025