Ashley Burgett

Insurance professional with 2 years of direct insurance experience and 12+ years of broader professional experience in data validation, documentation, and compliance-driven operations, seeking a Claims Assistant role. Comfortable applying structured guidelines and defined authority levels to make consistent decisions, resolving missing or conflicting data points, and managing high-volume correspondence across producers, carriers, and internal teams. Active P&C, Personal Lines, Life, and Health licenses.

Insurance Account Representative at Paul Santone State Farm Agency (2024-08 – Present)

• Validate customer account and policy documentation to determine General Liability classification and assess risk exposure, identifying discrepancies within underwriting workbooks.
• Process policy issuance, endorsements, and renewals across admitted and surplus lines with 100% alignment to carrier guidelines and documentation standards.
• Draft documentation and correspond with producers to resolve missing or conflicting data points, adapting communication style to agent, carrier, and policyholder needs.
• Collaborate with agency staff across surplus lines operations, tracking and resolving time-sensitive documentation requests.

Logistics & Dispatch Manager at Centerra Co-Op (2022-09 – 2024-08)

• Managed compliance documentation and regulatory record-keeping, supporting Workers' Compensation Bureau reporting and DMV filing accuracy.
• Validated daily operational and risk data to make scheduling decisions, using SharePoint and Excel for tracking and reporting.
• Adapted quickly to shifting priorities across departments, managing high-volume correspondence and issuing performance reports from fleet-tracking systems.

Inventory Control Specialist at Centerra Co-Op (2020-10 – 2022-09)

• Maintained data validation integrity across enterprise systems (iRely ERP), functioning as a primary electronic document management system for product and account details.
• Drafted product recommendations and supported consultative sales, building agent-facing communication skills.
• Generated complex Excel reports for leadership and resolved order discrepancies, reflecting an analytical approach to problem-solving under deadline pressure.

Customer Service Representative at Centerra Co-Op (2018-07 – 2020-10)

• Processed high-volume customer account updates and payments with meticulous attention to detail and accuracy.
• Assisted with administrative tasks and inventory management, building a foundation in organized data management and process compliance.

Medical Assistant at Lake Health (2012-07 – 2018-06)

• Processed high-volume account updates and payments with meticulous accuracy.
• Performed data collection in a healthcare setting and coordinated with insurance carriers on authorizations.

Professional Certificate in Google IT Support – Coursera (2023-02)