Customer Service, Operations and Enablement leaders with a proven track record in creating engaged, high-performance teams through accountability, ownership and coaching and development at all levels of the organization.
Overview
8
8
years of professional experience
Work History
Head of Onboarding and Advising - Benefits
Gusto
Current - Current
Empowers five Directors and over 250 team members in Benefit Operations organizations; responsible for Benefits Advising (Renewal) and Benefits Onboarding (New Plan) customer journeys
Responsible for vision, direction, and strategy of Benefit Operations teams; creates department OKRs capacity plans, and Product and initiative roadmaps to drive profitable growth
Scaled Broker integrations team to drive an additional $2M in additional revenue through the integration of SMB personal broker and Gusto's payroll services.
Director of Customer Service and Operations, Senior Manager of Customer Care
Pie Insurance
06.2019 - 06.2023
Works in partnership with Executives on creating roadmaps for Product and Engineering in support of current company OKRs and Pie's 5-year vision
Scaled insur-tech service organization from three to 70 team members, including two managers, four team leads, workforce management forecasters and schedulers, and analytics departments
Provided direction in all of Pie's service, operations, and enablement functions like QA, and corresponding accuracy initiatives
Focuses on automation, process simplicity, and innovation to exceed top-level efficiency and productivity metrics
Use VOC, employee feedback, and benchmarking data to inform future strategies for improving CX
DEI: One of two co-leads for Pie's Culture Ambassadors ERG; responsible for promoting and driving Pie's culture and values throughout the organization.
Sales Branch Manager, Performance Coach, Service Supervisor
Esurance
11.2015 - 07.2019
Empowered eight assistant managers and over 250 Sales agents; focus on East and Midwest states and Canada
Increased sales conversion percentage from 19% - 28% in one year; Tampa was #1 Sales site in Esurance
Led DriveSense initiatives in partnership with the Product team, driving a 51% increase in YoY adoption rates
PC: Responsible for coaching and development of nearly 20 Sales/Service supervisors, managers, and directors to drive organizational efficiency, through embedded coaching and accountability sessions.
Education
Some College (No Degree) - English
John Carroll University
University Heights, OH
Skills
Customer Service
Operations
Enablement
Sales
Process Improvement
Efficiency
Accountability
Ownership
Leadership
Coaching and Development
Automation
High-Performance teams
Awards
P & C 360 Innovator in Customer Experience (Pie Insurance CS, 2021)