Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
23
23
years of professional experience
Work History
Contact Center Manager
Liberty Mutual And State Auto Insurance
04.2019 - 09.2023
Proven leadership/general management skills, an expert level of understanding and knowledge of the property/casualty industry in the areas of Service, Underwriting, Processes, System Knowledge, and Products including Personal Lines, Commercial Lines, and Internal Sales
Led a team with a focus on staffing, training, coaching, development, and workforce management.
Month-over-month success in all service KPIs
Managed the strategic navigation of the service team going through a transition to Liberty in 2022 and 2023 including the associates and the book of business.
Platform Agency Specialist
State Auto Insurance
04.2018 - 04.2019
Serve as operations, processing, and project management lead for the Platform Team.
Work with the Platform Agency Team on various aspects of non-traditional, digital distribution of Personal Lines and Commercial Lines insurance products; including operations of the State Auto Inside Agency. Role encompasses areas of expertise including insurance underwriting, sales, and distribution; technology and digital user experience; and insurance operations.
Developed the training and materials for the new agency appointments and onboarding new agents as they become appointed with State Auto.
Served as liaison between key stakeholders during Platform IT integrations, and closely oversees integration projects.
Lead the training and onboarding sessions for new Customer Service Representatives and Inside Sales Agents on the Platform Team.
Business Analyst
State Auto Insurance
01.2017 - 04.2018
Interacted with internal customers to understand business needs and translate into requirements and project scope.
Collaborated with stakeholders to define project objectives and criteria.
Performed gap analysis to identify areas of improvement.
Improved business direction by prioritizing customers and implementing changes based on collected feedback.
Personal Insurance Underwriting Training Lead
State Auto Insurance
10.2014 - 01.2017
Coordinated training for new hires to impart information about company policies, requirements and performance strategies.
Developed and improved training courses to increase staff performance and overall training effectiveness.
Oversaw day-to-day functions of training department.
Evaluated training needs to improve training quality.
Personal Insurance Underwriting Support Supervisor
State Auto Insurance
01.2013 - 10.2014
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
Monitored workflow to improve employee time management and increase productivity.
Personal Insurance Underwriter
State Auto Insurance
10.2010 - 01.2013
Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
Evaluated applications to determine insurance coverage and appropriate risk classifications.
Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
Collaborated with other professionals to develop innovative underwriting solutions.
Sales Specialist
State Auto Insurance
04.2008 - 10.2010
Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
Provided first-rate service to all customers and potential customers.
Built rapport with customers and assessed needs to make product recommendations and upsell.
Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
Residential Real Estate Agent
Coldwell Banker King Thompson
05.2005 - 01.2009
Guided clients from beginning to end of home buying process in choosing right property.
Cultivated strong relationships with agents, lenders and title companies.
Negotiated real estate contracts to navigate transactions between buyers and sellers.
Generated leads and qualified prospects, facilitating smooth property transactions.
Escrow Officer
LandSel Title
09.2002 - 05.2005
Prepared documents for closing and handled complete disbursement and follow up of escrow transactions.
Managed real estate closing process in compliance with applicable standards and legal requirements.
Alumni Director
Bishop Watterson High School
06.2000 - 07.2002
Worked closely with organizational leadership and board of directors to guide operational strategy.
Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
Education
Bachelor of Arts - Sports Management
Ohio Wesleyan University
Delaware, OH
05.2000
Skills
Project management
Customer service excellence
Process improvement
Crisis management
Timeline
Contact Center Manager
Liberty Mutual And State Auto Insurance
04.2019 - 09.2023
Platform Agency Specialist
State Auto Insurance
04.2018 - 04.2019
Business Analyst
State Auto Insurance
01.2017 - 04.2018
Personal Insurance Underwriting Training Lead
State Auto Insurance
10.2014 - 01.2017
Personal Insurance Underwriting Support Supervisor
State Auto Insurance
01.2013 - 10.2014
Personal Insurance Underwriter
State Auto Insurance
10.2010 - 01.2013
Sales Specialist
State Auto Insurance
04.2008 - 10.2010
Residential Real Estate Agent
Coldwell Banker King Thompson
05.2005 - 01.2009
Escrow Officer
LandSel Title
09.2002 - 05.2005
Alumni Director
Bishop Watterson High School
06.2000 - 07.2002
Bachelor of Arts - Sports Management
Ohio Wesleyan University
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