Versatile leader successful at taking on routine and complex business challenges with resourceful and creative approach. Recognized as driven, dedicated and hardworking leader with history of streamlining operations and increasing results. Engaging personality and customer-focused background coupled with expertise in Insurtech. Ready to tackle new challenges and build success with an exciting organization.
Overview
15
15
years of professional experience
3
3
years of post-secondary education
Work History
Account Manager
INSTANDA
Remote
05.2023 - Current
Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Monitored and analyzed customer feedback to identify opportunities for improvement.
Developed and implemented strategies to increase client retention.
Educated clients on new products or services to increase customer engagement with brand.
Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
Configuration Analyst
INSTANDA
Remote
05.2022 - 05.2023
Organized and detail-oriented with a strong work ethic.
Proven ability to develop and implement creative solutions to complex problems.
Demonstrated strong organizational and time management skills while managing multiple projects.
Skilled at working independently and collaboratively in a team environment.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Worked well in a team setting, providing support and guidance.
Business ConFiguration Analyst
Britecore
Lees Summit, MO
01.2021 - Current
Successfully built and launched 90-120 day implementations
Set up Basic Framework for each client in software using internal tools, software Fluency, and basic programming knowledge
Gather and organize materials provided by clients including rating manuals, underwriting guidelines, and other pertinent information
Analyze client materials and identify any potential gaps such as new software requirements
Conduct weekly meetings and demonstrations to client
Aide with other team members to ensure successful Implementation
Communicated and explained business requirements to team members to understand and implement functional demands.
Collaborated closely with upper management to drive strategy through development and implementation of client's platform
Underwriting Support Supervisor
IAT
Kansas City, MO
08.2019 - 05.2021
Manage team of 7 account managers supporting 13 experienced Underwriters in Excess Casualty Mid-Market Division
Aide in development, testing, and implementation of enterprise platform
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Oversee new business and renewal accounts, supporting $65 million dollar portfolio
Aide in merger of two segments, developing and implementing procedures
Interviewed, hired and trained new employees for Account Manager positions
Built effective and remote team that promotes diversity, change, and engagement
Performed midyear and annual evaluations and reviews
Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
Developed and maintained courteous and effective working relationships
Fluent in systems such as PointIn, ImageRight, OnBase/Duck Creek, ODEN, IsoNet
Underwriting Associate
Swiss Re
Kansas City, MO
01.2019 - 08.2019
Support 6 experienced Underwriters in Excess Casualty Division
Responsible for maintaining policies during policy life cycle
Responded to customer requests via telephone and email and effectively answered questions and inquiries
Conduct Audits, loss runs, endorsements, and other inquiries as needed
Copied, logged and scanned supporting documentation and placed all information in client files.
Verified data integrity and accuracy.
Increased customer service success rates by quickly resolving issues.
Volunteered to help with special projects of varying degrees of complexity.
Fluent in systems such as CorFlow Global, PointIn, PRISM, and SharePoint
Underwriting Support Supervisor
American National Insurance Company
Springfield, MO
02.2009 - 11.2018
Managed team of 21 employees, overseeing hiring, training, and professional growth of employees, supporting Personal Property and Casualty
Interpreted management directives to define and document administrative staff processes.
Coached employees through day-to-day work and complex problems.
Streamlined workflow solution that reduced processing time by 50%
Monitored employee and customer interactions to assess quality of service.
Standardized office structures and processes to promote collaboration and increased performance.
Assessed personnel performance and implemented incentives and team-building events to boost morale.
Establish foundation of Commercial Auto and Agricultural Underwriting
Fluent in systems such as Mainframe, Guidewire, ImageRight
Emergency Medical Technician
CoxHealth
SpringField, MO
01.2011 - 01.2013
Aids in immediate care of patients in Class 1 Trauma Center
Performed vital signs, intake of medical history, preparing for examinations, and aiding in Triaging of Patients
Maintained levelheadedness and efficiency in high-pressure situations, effectively prioritizing tasks to save lives and provide medical care.
Communicated with lucid patients to gather incident and medical history information.
Assisted with medical processes in fast paced environment
Document all patient care activities provided with appropriate medical terminology
Education
Associate of Science -
Ozark Technical Community College
Springfield, MO
08.2009 - 08.2011
Skills
Effective leader
undefined
Accomplishments
Spearhead permanent workFlow solution that reduced turnaround time by 50%
Supervised a team of up to 21 Account Managers
Established and documented processes and procedures for New Line of Business
Point of Contact during National Disasters
Lead for Process Enhancement Committee
Point of Contact for software implementation on enterprise platform
Quote
The road to success and the road to failure are almost exactly the same.