Tara Ortiz
Bourbon
Overview
13
13
years of professional experience
Work History
Senior Product & Compliance Analyst
W.R. Berkley Corporation
Wilmington
01.2015 - 07.2019
- Provided guidance on compliance issues related to contract execution processes in the Property and Casualty, and commercial line of business.
- Policy drafting of individual accident products, filing via SERFF, negotiating regulatory approval, product development, state and/or legal regulatory review, state filings, advertising and marketing material review, and special compliance charts.
- Assisted with dispute resolution when conflicts arise from contractual language or interpretations.
- Analyzed existing contracts to identify areas of improvement, risk, and territory of the product.
- Collaborated closely with internal departments such as Actuarial, Legal, and Underwriting to ensure proper due diligence is conducted during the contracting process.
- Provided support for special projects as required by management team.
- Ensured compliance with all applicable laws, regulations, standards and internal policies regarding contracting activities.
Contract Analyst
McHugh Consulting Resources
Doylestown
01.2009 - 07.2019
- Ensured compliance with all applicable laws, regulations, standards and internal policies regarding contracting activities.
- Draft accident, life, and disability contracts.
- Review and issue new business policies, renewals, and endorsements for Business Travel Insurance.
- Resolve compliance and legal issues with Underwriting and Actuarial teams.
- Prepared reports summarizing contractual commitments for senior management review.
- Provided guidance on compliance issues related to contract execution processes and respond according with each state department of insurance.
- Analyzed existing contracts to identify areas of improvement, risk, or potential savings opportunities.
Owner President
Sandco
Lewes
05.2006 - 10.2012
- Day to Day operations of tanning salon
- Collaborated with other owners on joint ventures and shared resources.
- Developed policies and procedures for the organization.
- Managed daily operations of business, including hiring and training staff.
- Conducted performance reviews for employees on a regular basis.
- Provided direction and guidance to employees.
- Oversaw budgeting and financial management.
Education
Associate of Arts - Business Administration And Management
Endicott College
Beverly, MA05-1992
Skills
- Customer service
- Business management
- Contract negotiation
- Regulatory compliance
- Legal document drafting
- Risk assessment
- Dispute resolution
- Data analysis
- Legal compliance
- Analytical skills
- Legal administration
Timeline
Senior Product & Compliance Analyst
W.R. Berkley Corporation
01.2015 - 07.2019
Contract Analyst
McHugh Consulting Resources
01.2009 - 07.2019
Owner President
Sandco
05.2006 - 10.2012
Associate of Arts - Business Administration And Management
Endicott College
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