Mandy Rudolph
San Tan Valley
Summary
Detail-oriented insurance administration professional focused on maintaining accurate insurance records and processing complex policy transactions. Effective in resolving escalated issues and collaborating with cross-functional teams to ensure regulatory compliance and timely resolutions. Strong organizational skills enhance efficient program administration.
Overview
17
17
years of professional experience
Work History
Underwriting Service Assistant / Portfolio Management
State Farm Insurance
07.2021 - Current
- Maintained vehicle and policy insurance records by managing complex billing and underwriting transactions, while resolving escalated complaints to enhance customer satisfaction.
- Responded to accounting team requests by providing detailed manual rate sheets, transaction breakdowns, and insurance documentation.
- Tracked and processed refund checks and billing/payment issues, including suspense accounts, ensuring timely resolution to support financial accuracy.
- Collaborated daily with business partners to interpret policy history, distribute documentation, and direct inquiries to appropriate resources.
- Delegated tasks and trained team members, effectively managing multiple priorities under tight deadlines to enhance team capability.
Underwriting Service Assistant / Complex Team
State Farm Insurance
10.2012 - 07.2021
- Conducted regular insurance compliance audits of complex files, maintaining the lowest pend error rate on the team while verifying documentation accuracy.
- Reviewed and resolved escalated Motor Vehicle Record (MVR) and policy issues in collaboration with underwriters, leadership, and branch management.
- Processed complex policy changes and accounting transactions to maintain accurate insurance records and ensure proper coverage.
- Monitored and reconciled insurance-related action items, ensuring compliance with time-service goals and standards.
- Collaborated with corporate training to create and update process guides and job aids, enhancing consistency in insurance administration.
- Trained peers and served as a key resource for procedural and system updates
Underwriting Service Assistant / Call Center
State Farm Insurance
03.2009 - 10.2012
- Delivered high-volume customer service by resolving policy and billing inquiries, processing change requests, and ensuring accuracy in record maintenance.
- Managed shared team email box and coordinated insurance documentation requests to streamline workflow and enhance response times.
- Led and participated in team huddles to identify process enhancements that improved productivity and compliance.
- Monitored workflows and reconciled action items to support timely insurance administration and improve stakeholder satisfaction.
Skills
- Policy administration
- Insurance records maintenance
- Compliance audits
- Billing resolution
- Refund processing
- Payment reconciliation
- Microsoft Excel
- Critical thinking
- Attention to detail
- Organization
- Multitask management
- Collaboration
- Independent decision-making
Websites
Key Skills Competencies
- Insurance records maintenance & policy administration
- Billing resolution, refund processing & payment reconciliation
- Microsoft Excel (intermediate/advanced data reporting) & full Microsoft Office Suite
- Strong attention to detail, organization & multi-task management
- Critical thinking & independent decision-making
Timeline
Underwriting Service Assistant / Portfolio Management
State Farm Insurance
07.2021 - Current
Underwriting Service Assistant / Complex Team
State Farm Insurance
10.2012 - 07.2021
Underwriting Service Assistant / Call Center
State Farm Insurance
03.2009 - 10.2012