Results driven with 30+ years of experience in customer service. Proven expertise in account management, operations, project management, and system integration with a focus on process improvement, compliance and metrics-driven performance. Strong leadership background with 20+ years in team management, 5+ years in system integration/project management, and 6+ years remote work experience
Overview
1
1
Certification
36
36
years of professional experience
Work History
Compensation Analyst II
Mutual Of Omaha Insurance Company
Omaha, NE
06.2026 - Current
Handle average of 70 - 80 inbound and outbound calls daily, resolving customer inquiries regarding commissions, products, and technical support, achieving average call handle time under 4.5 minutes.
Continually achieve a 100% first-call resolution rate, exceeding the company target.
Assess customer needs and address basic issues during support calls, enhancing overall customer satisfaction.
Document customer interactions, complaints, and resolution steps accurately in JIRA to ensure comprehensive tracking and follow-up.
Senior Associate
New York Life Insurance Company
Bethlehem, PA
01.2019 - 07.2025
Led system implementations and account management initiatives for Group Benefit Solutions, enhancing client engagement and service delivery.
Designed, tested and supported Oracle to SAP system conversion impacting over 90 Revenue Management employees, reporting issues via JIRA and ServiceNow.
Authored and implemented 100+ Standard Operating Procedures (SOPs) to streamline processes and improve efficiency
Supported SAP training initiatives, facilitating SAP navigation and report generation with Crystal Reports for improved user proficiency.
Utilized advanced software skills in Salesforce, CRM, Tableau, and Callidus to manage projects and analyze data, enhancing overall client service.
Enrollment/Billing Senior Specialist
Cigna Insurance Company
Bethlehem, PA
06.2013 - 12.2018
Supervised, managed, and developed a staff of 10+ personnel employees in billing and enrollment operations, overseeing payment of $4M+ weekly broker commissions to 4,000+ brokers.
Developed and maintained financial reports to track results, forecast performance and ensure budget accuracy.
Streamlined staff productivity initiatives, decreasing key-person dependencies for smoother operations.
Developed and tracked staff metrics to ensure alignment with service agreements and performance goals.
Coached team on escalation processes for broker commission and 1099 issues, enhancing resolution efficiency.
Recruited and guided Revenue Management staff fostering skill growth.
Team Leader
Hooper-Holmes Portamedic
Allentown, PA
05.2012 - 06.2013
Directed a 15 member QA team ensuring accuracy of health data for multiple insurance carriers.
Validated and transmitted sensitive personal health information via PSSQL, maintaining HIPAA compliance to protect patient privacy.
Compiled and distributed statistical and operational reports to inform key stakeholders and support data-driven decision-making.
Enhanced team capabilities through staff training and cross-training initiatives, promoting compliance and operational effectiveness.
Case Implementation Specialist and Team Leader
Guardian Life Insurance Company of America
Bethlehem, PA
02.1991 - 03.2012
Managed a 20 member team of Case Implementation Specialists responsible for client onboarding, as well as maintaining existing clients, for group insurance.
Facilitated client relationships and resolved service issues through effective troubleshooting.
Established and improved client communications and maintained ongoing relationships.
Oversaw data entry and eligibility processes in systems including Phoenix, ClaimFacts, Zeus, AS400, ensuring accuracy and compliance.
Partnered with Northeastern Regional Sales Offices to ensure alignment on client service and implementation.
Conducted risk evaluations and collaborated with underwriters for non-standard cases.
Created billing statements, ID cards, and onboarding communications to enhance client experience.
Maintained compliance with regulatory requirements and company standards.