Briana Scalise
Troy,NY
Summary
Experienced sales and training professional with a background in project management, client engagement, and claims adjustment. Skilled in prospect conversion strategies, client outreach, and quality control. Proficient in project management software and possess strong organizational and communication skills. Certified Scrum Master with a Bachelor of Science in Economic Crime Investigation. Skilled in problem-solving techniques and managing sales projects efficiently..
Overview
6
6
years of professional experience
1
1
Certification
Work History
Project Coordinator
Tyler Technologies
Latham, NY
09.2023 - Current
- Act as the primary training point of contact on sales projects
- Ensure all documentation is processed and attached in CRM
- Provide travel estimates
- Assign resources in PSA and CRM system
- Manage and complete sales projects in PSA
- Complete weekly Operations report for Implementation.
Client Engagement Analyst
Goldman Sachs
Cohoes, NY
09.2021 - 09.2023
- Created and implement new ideas to streamline the process of converting prospects to clients
- Improved the client approach and outreach process to increase prospect conversion rates
- Make outreach calls to prospective clients, scheduling financial counseling meetings spread across a team of advisors.
- Quality check client files and updating documents in Sharepoint to reflect updated procedures.
Claims Representative
Utica National Insurance
Utica, NY
09.2019 - 09.2021
- Analyzed policies, endorsements, and the loss reported to determine what coverages apply
- Made the determination to authorize payments on claims based on coverage, the appraisal, and reported damage
- Responsible for corresponding with policyholders, claimants, and agents to bring the claim to completion in a timely manner.
Service Coordinator
Metlife
Oriskany, NY
07.2018 - 09.2019
- Provided exemplary customer service by handling total absence management insurance claims
- Received incoming calls from insureds through the help line; assisting by answering questions, and reporting absences.
Education
Bachelor of Science in Criminal Justice- Economic Crime Investigation -
Utica College
05.2018
Skills
- Conflict Management
- Critical thinking
- Microsoft Office: SharePoint, Word, Excel, Project
- Continuous Improvement
- Change Management
- Decision-Making
- Workflow Analysis
- Documentation and Reporting
- Policy Improvements
- Analytical Thinking
- Complex Problem Solving
- Verbal and Written Communication
Professional Development
LinkedIn Learning- Project Management with Monday.com
Certification
CSM Scrum Master
Timeline
Project Coordinator
Tyler Technologies
09.2023 - Current
Client Engagement Analyst
Goldman Sachs
09.2021 - 09.2023
Claims Representative
Utica National Insurance
09.2019 - 09.2021
Service Coordinator
Metlife
07.2018 - 09.2019
Bachelor of Science in Criminal Justice- Economic Crime Investigation -
Utica College
Similar Profiles
Darci R DykeDarci R Dyke
Software Support Specialist at Tyler TechnologiesSoftware Support Specialist at Tyler Technologies
Paul McCourtPaul McCourt
Conversion Developer at Tyler TechnologiesConversion Developer at Tyler Technologies
Victoria ShewardVictoria Sheward
Application Trainer at Tyler TechnologiesApplication Trainer at Tyler Technologies
Natalie GieseckeNatalie Giesecke
Implementation Consultant at Tyler TechnologiesImplementation Consultant at Tyler Technologies
Laurie HenryLaurie Henry
Financial Specialist at Apex SystemsFinancial Specialist at Apex Systems