William Kwame Yeboah
Philadelphia
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
Work History
Underwriting Accounts Analyst
Zurich Insurance Company
04.2019 - Current
- Bind, book and issue new line and renewal policies, midterm endorsements, and cancellations in applicable rating and issuance systems in accordance with standardized workflows
- Review renewal submissions for receipt of all underwriting information and follow up with producer for missing information
- Analyze renewal information submitted by producer including loss information, application and financial reports
- Complete underwriting analysis template and documents template with renewal changes for referral to underwriter
- Rate renewal policies and determine pricing strategy in conjunction with underwriter
- Coordinate quotation process and complete quote letter for referral to underwriter
- Provide rating, quoting and issuance support on all new lines
- Conduct clearance and process all transactions in appropriate systems
- Completes follow up on manuscript endorsement requests
- Communicate open item status with producers and underwriters
- Research and resolve premium discrepancies and compliance issues
- Assist with account management and achievement of service goals via occasional agency travel
Network Services Appeals Analyst
Independence Blue Cross Blue Shield
02.2017 - 03.2019
- Performs daily quality assessments for all function areas of the Appeals and Grievances Department to assure the integrity of processes – for pre-disbursement cases and for multiple line of business (HMO, POS, PPO, CMM, FEP, Traditional, and Medicaid)
- Reviews include assessments of the decision making process through the life of the appeal and assuring that complex organizational policies and procedures are correctly assimilated with equally complicated regulatory and accreditation requirements
- Identifies deficiencies in individual, departmental, and committee quality
- Assesses the language in the appeals case summaries, meeting minutes, and determination letters to assure accuracy, thoroughness, and clarity
- Meets with individuals or units to review audit findings and to educate associates on proper procedures
- Performs periodic audits and assists in resolving deficiencies; assists department with preparation for external audits
- Previews cases, identifies deficiencies, facilitates resolutions
- Develops department action plans regarding compliance for Management approval
- Monitors effectiveness of plans
- Maintains a thorough understanding of the respective departmental and corporate policies and remains current on all functions performed by each unit within the department: administration and determination, and adjudication
- Manages template inventory
- Creates and edits template and enclosures that are compliant with regulatory and accreditation requirements and with corporate guidelines; obtain approvals from Compliance, Legal and Corporate Communications as required
- Manages document inventory and serves as a subject matter expert for the department and business partners
- Trains and peer-coaches
- Trains new hires on the QA process, peer-coaches staff as needed on areas identified as needing improvement
- Creates and presents training material for staff and business partners as needed
- Performs other duties as assigned
Assistant Archivist
Chestnut Hill College
09.2010 - 12.2012
- Accessioning and processing physical as well as born-digital materials
- Offsite and special collections circulation
- Cataloging digital objects
- Other administrative duties and projects, as prioritized.
- Evaluated potential acquisitions for relevance and condition, ensuring only valuable materials were added to the collection.
- Preserved delicate materials with specialized storage techniques to ensure long-term stability.
- Partnered with educators to develop lesson plans that incorporate primary sources from the archives into classroom activities.
- Enhanced archival organization by meticulously cataloging and labeling historical documents.
- Collaborated with other archive staff to develop efficient workflows, ensuring timely completion of projects.
- Assisted researchers in locating relevant resources, leading to increased satisfaction and repeat visits.
- Maintained accurate records of all incoming donations, acknowledging donors promptly with personalized appreciation letters.
- Audited physical storage spaces regularly to identify any potential issues or areas for improvement.
Steel Park Supervisor
Best Lockers
07.2009 - 11.2015
- Supervised a staff of 40 attendants to ensure quality business operations
- Oversaw and managed acquisition of at least $10,000 in daily sales
- Resolved customer complaints within 24 hours and maintained customer satisfaction
- Trained and monitored staff performance.
- Reviewed incident reports thoroughly for accurate documentation and appropriate follow-up actions when necessary.
- Managed staff schedules and assignments, resulting in increased efficiency and productivity.
- Trained new employees on park policies and procedures, promoting a high standard of performance among staff members.
- Established clear communication channels between staff members to improve teamwork and collaboration within the department.
- Enhanced park safety by implementing effective security measures and protocols.
- Supervised park events, ensuring smooth operations and successful outcomes.
Education
Bachelor of Arts - History, Law and Politics
La Salle University
Philadelphia, PAMasters - History
Southern New Hampshire University
05.2025
Skills
- Content Management Systems (CMS)
- Microsoft Office
- Windows SharePoint Services
- PeopleSoft
- Regulatory Compliance
- RMIS
- SQL
- Database Administration
- Microsoft Excel Proficiency
- Archival Processing
- Historical Research
- Digitization Skills
Timeline
Underwriting Accounts Analyst
Zurich Insurance Company
04.2019 - Current
Network Services Appeals Analyst
Independence Blue Cross Blue Shield
02.2017 - 03.2019
Assistant Archivist
Chestnut Hill College
09.2010 - 12.2012
Steel Park Supervisor
Best Lockers
07.2009 - 11.2015
Bachelor of Arts - History, Law and Politics
La Salle University
Masters - History
Southern New Hampshire University
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