Allison Osborne

Personal Lines Account Manager & Customer Service Specialist

• Enhanced revenue from existing accounts by identifying coverage gaps and risk factors
• Analyze client data to identify organization-wide growth opportunities and streamline workflows for enhanced client retention and productivity
• Ensure sales team compliance with industry and carrier regulations to meet audit and agency standards

E&O risks and ensure application accuracy.

• Provide comprehensive risk assessment summaries to financial advisor for optimal coverage alignment
• Systematically document client interactions in agency management system to maintain accurate records and workflow efficiency amidst multiple AMS transitions

Corporate Compliance Manager for National restaurant franchise both publicly and privately owned

• Ensured regulation standards for design and safety on all new buildings
• Communicated effectively with all owners/operators and managers on effective ways to maintain the integrity of the dining experience
• Francise regulation planning and development based on blueprints submitted by potential buyers
• Vendor management with research and design control. Created best practices, still in place, for all uniform inventory used Nationwide
• Integration of modernization and technology in all locations based on modern trends and advances

Team training coach instructing in classroom programs. Integrating new hires with orientation and conducting semiannual quality assistance assurance seminars and workshops.

• Development of onboarding assessments to qualify candidates for my mentorship program
• Working with upper management scheduling personalized learning opportunities. Hosting symposiums based on learning styles and areas of individualized curriculum to a broad range of talent
• Creation of an effective program based on task and time management to provide my students the confidence to succeed
• Facilitation of tools used for my junior trainers to better assist my students upon course completion