At Wellfleet Insurance Company, I led end-to-end SERFF filings and regulatory compliance for voluntary accident, critical illness, and hospital indemnity products, as well as ACA-compliant Student Health Plans. I also drafted and maintained policy forms and supporting documents, and supported filings in four states.
Earlier, I coordinated ACA-compliant submissions and policy form drafting at Aetna Life Insurance Company, where I also responded to regulator objections and mentored compliance staff. At New York Life Insurance Company / NYLCARE, I directed product development, policy form drafting, and multi-state filings, including life insurance forms for the AARP program.

