Summary
Overview
Work History
Skills
Websites
Timeline
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Phil Donahue

Indianapolis

Summary

Dynamic compliance coordinator with a proven track record at Mycoi in reviewing compliance documents and conducting audits. Expertise in risk assessment and team collaboration enhances operational efficiency. Strong analytical skills ensure accuracy in all compliance processes. Committed to maintaining legal standards and fostering a culture of compliance.

Overview

24
24
years of professional experience

Work History

Compliance Coordinator

MyCoi
Indianapolis
08.2018 - 05.2025
  • Review Certificates of Insurance for accuracy and compliance with insurance review guidelines.
  • Tracked and reviewed insurance documents, including endorsements and full commercial policy documentation, to ensure accuracy and adherence to guidelines.
  • Supported Team Lead in processing rush requests and managing high-volume client accounts to ensure timely compliance.
  • Conducted audits of Compliance Coordinators' work to maintain quality standards and compliance integrity.

Retirement Services Specialist

OneAmerica
Indianapolis
06.2015 - 06.2018
  • Executed compliance testing on 401(k), 403(b), and 457 retirement plans, ensuring adherence to regulatory standards.
  • Analyzed complex retirement plan issues, providing insights to resolve challenges for stakeholders.
  • Completed Form 5500 filings for retirement plans, utilizing both long and short forms to meet deadlines.
  • Trained and assisted new associates with processes and workflows.

Technical Support Specialist

Safeco Insurance
09.2009 - 12.2015
  • Resolved technical support issues, enhancing user access through password resets, account creation, and database research.
  • Troubleshot quoting and policy change tools, maintaining system stability and reliability.
  • Collaborated with management to resolve high-level technical issues.
  • Guided agency automation programs, improving user efficiency and system integration.

Senior Customer Service Representative

Safeco Insurance
12.2000 - 09.2009
  • Delivered high-quality service by explaining coverage details, reviewing accounts for accuracy, and efficiently processing endorsements to enhance customer understanding.
  • Resolved billing inquiries and executed billing changes to ensure accurate customer account management.
  • Facilitated underwriting process by gathering necessary information for endorsement requests and renewals, contributing to timely policy updates.
  • Trained coworkers on workflows, systems, and insurance coverages.

Skills

  • Compliance review
  • Regulatory knowledge
  • Compliance documentation
  • Audit processes
  • Compliance reporting
  • Risk assessment
  • Legal compliance
  • Stakeholder engagement
  • Team collaboration
  • Analytical thinking
  • Documentation management
  • Time management

Timeline

Compliance Coordinator

MyCoi
08.2018 - 05.2025

Retirement Services Specialist

OneAmerica
06.2015 - 06.2018

Technical Support Specialist

Safeco Insurance
09.2009 - 12.2015

Senior Customer Service Representative

Safeco Insurance
12.2000 - 09.2009
Phil Donahue