Amy Shewczyk
Thorp,WI
Summary
Seasoned Operations Manager and talented leader with 20+ years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Insurance Operations Manager
Forward Insurance Agency
Thorp, WI
03.2015 - Current
- Collaborate with cross-functional teams to develop and implement standard operating procedures for all operational processes
- Conduct regular performance evaluations for team members, providing feedback on areas of improvement and recognizing achievements
- Manage the implementation of new technology systems, resulting in improved operational efficiency
- Collaborate with external vendors or service providers for specialized tasks like data migration or system upgrades
- Collaborate with business intelligence teams to develop dashboards or visualizations based on the available datasets
- Prepare all financial reports for the agency and present to upper management
- Responsible for carrier contracting of 30+ carriers and agency onboarding
- Reconciliation of all monthly commissions
- Handle all accounts payable, reconciliation of all agency accounts and commission payments to the agents
- Develop training programs for a staff of 35 to create a consistent and efficient process throughout the agency
- Supervise operations staff and keep employees compliant with company policies and procedures
- Internal auditing of agency management system and verification of downloads into the system
Insurance Agent
Mid-State Insurance Agency
Thorp, WI
02.2004 - 03.2015
- Developed and maintained a portfolio of 2500 clients, providing them with personalized insurance solutions
- Analyzed client needs and recommended appropriate coverage options to ensure comprehensive protection
- Built strong relationships with clients by delivering exceptional customer service and promptly addressing their inquiries or concerns
- Collaborated with underwriters to negotiate favorable terms for clients while ensuring compliance with company guidelines
- Conducted thorough risk assessments for potential policyholders to accurately determine coverage requirements
- Educated clients on the features, benefits and exclusions of different insurance policies to help them make informed decisions
- Managed policy renewals by proactively contacting clients ahead of expiration dates and offering updated coverage options
- Participated in ongoing training programs to stay up-to-date on industry trends, product knowledge, and regulatory changes affecting the insurance market
Patient Care Coordinator
Midwest Dental
Eau Claire, WI
05.1997 - 02.2004
- Managed patient appointments, scheduling procedures, and coordinating with medical staff to optimize efficiency
- Collaborated with insurance providers to verify coverage and process claims accurately and efficiently
- Provided exceptional customer service by addressing patient concerns promptly and effectively
- Oversaw the hiring process for new employees including conducting interviews and checking references
- Served as a liaison between dentists and patients to ensure smooth communication and understanding of treatment plans
- Managed accounts receivable process, including billing, collections, and payment reconciliation
- Performed regular audits of patient files for accuracy and completeness
Education
Bachelor of Science - Business Administration
UW-Eau Claire
Eau Claire, WI12-1995
Skills
- Problem-solving
- Team leadership
- Operations management
- Customer service
- Decision-making
- Planning and implementation
- Policies and procedures implementation
Certification
Property & Casualty License/
Insurance Producer License
Timeline
Insurance Operations Manager
Forward Insurance Agency
03.2015 - Current
Insurance Agent
Mid-State Insurance Agency
02.2004 - 03.2015
Patient Care Coordinator
Midwest Dental
05.1997 - 02.2004
Bachelor of Science - Business Administration
UW-Eau Claire