Lauren Robertson
Columbia,SC
Overview
13
13
years of professional experience
1
1
Certification
Work History
Chief Financial Analyst
South Carolina Department of Insurance
01.2023 - Current
- Oversee the regulation and on-going analysis of over 200 captive insurance companies.
- Implemented robust review processes to assess the depth and accuracy of financial analyses, addressing concerns that could potentially impact a company's financial statements or operations.
- Examined captive applications, meticulously reviewing components such as the plan of operation, feasibility study, financial proformas, claim agreements, and insurance or reinsurance contracts.
- Played a pivotal role in promoting South Carolina as a preferred domicile for captive insurance by representing the state on panels at national conferences.
- Provided guidance and mentorship to analysts, fostering professional development and enhancing their analytical capabilities.
Supervising Financial Analyst
South Carolina Department of Insurance
01.2022 - 01.2023
- Supervised a team of financial analysts to ensure the quality and thoroughness of analyses conducted, aligning with accreditation standards and regulatory requirements.
- Established efficient review processes and workflows to ensure timely completion while maintaining a high standard of accuracy and thoroughness.
- Assisted in the development and implementation of marketing and promotional strategies to enhance the visibility and attractiveness of South Carolina as a captive insurance domicile.
- Actively engaged with prospective companies seeking licensure, participating in meetings to provide information and guidance on the benefits of establishing captive insurance entities in South Carolina.
Business Plan Change Analyst
South Carolina Department of Insurance
07.2020 - 01.2022
- Reviewed and evaluated change of business plan requests submitted by captive insurance companies, ensuring compliance with regulatory requirements and industry standards.
- Facilitated timely decision-making processes, with an overall average of three working days or less to completion for each review.
- Conducted thorough assessments of proposed changes, analyzing potential impacts on financial stability, risk management, and regulatory compliance.
- Served as the primary reviewer for more complex risk retention groups, ensuring adherence to industry standards and regulatory guidelines.
- Conducted comprehensive reviews in accordance with the NAIC Financial Analysis Handbook, NAIC Sound Practices, NAIC Accreditation Manual, and departmental procedures.
Financial Analyst
South Carolina Department of Insurance
02.2018 - 07.2020
- Served as the primary point of contact for all financial analysis issues related to assigned companies, maintaining continuous communication and collaboration with key stakeholders.
- Conducted ongoing monitoring and analysis of assigned companies' financial performance, identifying trends, risks, and opportunities for regulatory intervention or support.
- Completed detailed financial analysis checklists for assigned companies.
Insurance Regulatory Analyst
South Carolina Department of Insurance
09.2015 - 02.2018
- Reviewed, investigated, and tracked written complaints and inquiries related to a variety of insurance policies, ensuring adherence to regulatory guidelines and standards.
- Assisted customers in navigating insurance policies, explaining coverage details, policy terms, and claim procedures in a clear and understandable manner.
- Played a key role in assisting clients and insurance agents in locating hard-to-place insurance coverage in the market.
Multi-line Sales Representative
State Farm Insurance, Terri Brock Agency
06.2011 - 09.2015
- Quoted auto, home, life, and health insurance policies for clients, accurately assessing their insurance needs and providing customized coverage options.
- Utilized effective sales techniques to engage clients, address objections, and close insurance sales, achieving sales targets and revenue goals.
- Provided comprehensive assistance to policyholders regarding billing inquiries, coverage details, and claims processing.
- Collaborated with underwriters and insurance carriers to expedite policy issuance and resolve any issues or concerns raised by clients.
- Cultivated strong relationships with clients through proactive communication, follow-up, and personalized service, fostering loyalty and trust.
Education
Master of Business Administration -
Francis Marion University
Florence, SC12.2018
Bachelor of Arts - Corporate Communication
College of Charleston
Charleston, SC05.2011
Certification
- Associate in Captive Insurance, Currently enrolled
- Professional in Insurance Regulation, 06/2019
- Associate Professional in Insurance Regulation, 09/2018
- Certified Insurance Service Representatives (CISR Elite), 12/2016
Timeline
Chief Financial Analyst
South Carolina Department of Insurance
01.2023 - Current
Supervising Financial Analyst
South Carolina Department of Insurance
01.2022 - 01.2023
Business Plan Change Analyst
South Carolina Department of Insurance
07.2020 - 01.2022
Financial Analyst
South Carolina Department of Insurance
02.2018 - 07.2020
Insurance Regulatory Analyst
South Carolina Department of Insurance
09.2015 - 02.2018
Multi-line Sales Representative
State Farm Insurance, Terri Brock Agency
06.2011 - 09.2015
Master of Business Administration -
Francis Marion University
Bachelor of Arts - Corporate Communication
College of Charleston
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