Dedicated customer centric professional managing client relationships through detailed analysis, transparent communication, and education.
Overview
27
27
years of professional experience
Work History
Client Operations Lead
HSB
01.2020 - Current
Manage up to 23 client companies with multiple products
Obtained outstanding strategic client’s data files allowing for validation of $13.5 million
Successfully launching 12 product implementations potential of $2.75 million at medium attachment
Co lead complex, multi-year cross functional initiatives
Partnered with Client integration team members to support client initiatives
Facilitated and managed customer experience processes and procedures meetings with HSB Canada’s Client Experience Team, American Modern and Valley Forge
Coordinated NAMIC PL and CL event with MunichRe
Client Operations Manager
Hartford Steam Boiler Inspection and Insurance Co.
Hartford, CT
01.2014 - 01.2020
Developed 20 Home Field Advantage (HFA) Clients (under $500,000 in potential premium) and successfully transitioned HFA clients to Associate COM group
Managed 21 client companies through implementations, maintenance and cancellations
Promoted HSB through United Way, Habitat for Humanity, Asian Festival
On boarded, trained and assisted with Associate COMs
Certified PRIDE ambassador
Conducted University of Hartford mock interviews for Young Professional Group
Client Operations Manager
Travelers Insurance Company
Hartford, CT
01.2001 - 01.2014
Led cross regional project to automate manual Auto Notice of loss process
Researched and resolved Auto Line of Business Claims System issues
Assessed and identified business training needs
Designed, developed and delivered training programs and curriculum
Managed 12 administrative assistants
Monitored financial controls for Sarbanes Oxley reporting
Cost Accountant
RCN
Westwood, MA
01.1999 - 09.2001
Developed and maintained accurate cost accounting systems to track expenses and profitability.
Analyzed financial data to identify trends, variances, and potential areas for cost reduction.
Prepared monthly financial statements and reports in compliance with regulatory standards.
Collaborated with cross-functional teams to improve budgeting processes and enhance financial forecasting accuracy.