Operations professional with 10+ years in operations. Strong problem-solving abilities and proven track record of fostering strong relationships with clients and team members.
Overview
12
12
years of professional experience
Work History
Business Operational Specialist
Zinnia
Topeka
11.2024 - Current
Guideline reviews/ making updates for licensing, new business and post issue departments.
Communicating with clients and operations to review processes/find any missing gaps in guidelines/step by steps.
Handling the escalation log and joining daily client meetings to discuss progress
Assisting with cleanup projects
Assisting with client onboarding
Specialist, Carrier Solutions
SE2 (Now Zinnia)
Topeka
06.2018 - 11.2024
Handling escalated resolution cases
Helping with cleanup projects
Tax corrections
Post issue corrective processing
Account Services Rep III
SE2 (Now Zinnia)
Topeka
06.2015 - 06.2018
Processing new business applications and performing follow ups
Apply money to contracts
Also processed withdrawals, exchanges, systematic and rush request
Client Service Specialist
SE2 (Now Zinnia)
Topeka
04.2013 - 06.2015
Processed loans, withdrawals, transfers and rollovers for 403b, IRA and 457 plans.
<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange