Open to opportunities

Dee Mc

@deemc

Message

I’m a compliance-focused financial services professional skilled in eligibility, documentation, and client retention.

United States

Message

What I'm looking for

I’m looking for a compliance-centered role where I can review documentation and eligibility with accuracy, protect confidential data, and partner with clients through clear guidance—while contributing to retention, quality, and long-term results.

I’m a Licensed Financial Services Professional and Compliance Specialist with 8+ years of experience analyzing documentation, maintaining regulatory compliance, and resolving complex client concerns. I conduct financial needs analyses, educate clients on life, health, and annuity solutions, and build long-term client relationships.

In my roles, I review applications, records, and supporting documentation to determine eligibility and compliance, analyze data for accuracy, and protect confidential financial, medical, and personal information. I’m known for operations leadership, compliance & risk review, and customer retention—turning detailed review into clear guidance for clients and program requirements.

Experience

Work history, roles, and key accomplishments

Current

Eligibility Specialist

Current

Maximus

Feb 2018 - Present (8 years 5 months)

Reviewed applications, records, and supporting documentation to determine eligibility and compliance with regulatory requirements. Analyzed data for accuracy, handled sensitive information confidentially, and resolved client inquiries related to program requirements.

Eligibility Compliance Review Data Analysis Documentation Management Confidentiality Regulatory Requirements Case Processing client support

Sales Agent

Pagan Insurance Agency

Sep 2023 - Mar 2024 (6 months)

Consulted with clients to identify insurance needs and recommend appropriate coverage solutions. Managed policy applications and renewals, educated clients on benefits and risk protection, and generated new business through relationship-driven sales.

Consultative Sales Policy Application Renewals Client Education Client Relationship Management Business Development Insurance Documentation

Insurance Service Representative

Geico

Aug 2020 - Sep 2023 (3 years 1 month)

Managed high-volume customer interactions covering policy coverage, billing, claims, and account servicing. Reviewed insurance policies and documentation to ensure compliance while resolving complex customer concerns and maintaining detailed records.

Insurance Operations Policy Reviews Claims Support Customer Service & Compliance Billing Support Documentation Customer Retention

Licensed Financial Professional

World Financial Group (WFG)

Conducted financial needs analyses and educated clients on life, health, and annuity solutions, including protection and retirement planning strategies. Built and maintained long-term client relationships to support ongoing business growth.

Client Education life insurance Health Insurance Annuities Retirement Planning Client Relationship Management Consultative Sales

Founder & Executive Chef

OH'SO ROYAL CUISINES

Founded and managed a luxury catering and private chef business, leading budgeting, contracts, staffing, logistics, and business development. Oversaw client acquisition and delivered high-end customer experiences through end-to-end service planning.

Business Management Budgeting Contract Management Staffing Coordination Logistics Planning Client Acquisition Customer Experience Business Development