Versatile and results-driven professional with extensive experience across various sectors, including a pivotal roles at Transamerica Life Insurance Company and the US Federal Government. Expert in IT strategic planning and enterprise architecture, coupled with a proven track record in enhancing customer relations and achieving financial excellence. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
33
33
years of professional experience
Work History
Insurance Agency Coordinator
Transamerica Life Insurance Company
03.2022 - Current
Service all East TN offices and Atlanta and Nashville offices to include recruiting, case management, generating leads, tracking life and health claims, customer relations, and responding to phone calls and emails for 5 offices in a timely manner.
Lead case manager for the East TN offices by reviewing and verifying daily, pending reports and communicate to leadership, agents, and home office to ensure all case requirements are in good order and are submitted in a timely placing as many policies as possible.
Provide training as needed on entire new business process, including submission, managing requirements, and placing business.
Respond to phone calls, emails, and walk-ins to the district office (i.e. customers, candidates, policyholders, HQ departments/associates, etc).
Build and manage an agent and leadership candidate pipeline. Leverage all available sources including Wall Street Jobs, community networking, internet sites, job fairs, and other sources to help identify and contact potential candidates. Actively contact candidates to schedule appointments with recruits in coordination with the leadership team.
Develop leads spreadsheet for each manager utilizing the Transamerica Network Leads Application Program. Knowledgeable of the types of leads and SLAs. Research any other possible leads.
Coordinate with leadership team to execute specific plans and activities that support marketing and sales objectives.
Opened and sorted mail and distributed to department on daily basis.
Resolved conflicts as they arose by mediating discussions between team members and clients, fostering a positive working environment for all parties involved.
Assistant Retail Store Manager
Chicos
10.2021 - 01.2022
Supported Store Manager in promoting a customer and product-focused sales culture, where values and guiding principles are at the forefront of all store operations, including managing sales operations, asset protection, and human resources functions to ensure great customer experience and maximum profitability.
Analyzed sales reports and KPIs to determine the needs of the business; In partnership with Store Manager, executes in store business and sales strategies.
Performed and oversaw basic operational activities such as scheduling, target shrink audits, physical inventory, opening and closing duties, time sheet review and payroll accuracy documents, and merchandise flow processes.
Performs all financial activities effectively and in accordance with policy, including cash handling and reporting, price changes, and merchandise handling; ensures all register transactions are completed accurately and in accordance with policy.
Develops a high performance culture, motivating sales team to meet assigned sales and productivity goals.
Client Specialist/Key Holder Part-Time
Talbots
11.2008 - 10.2021
Created and fostered a culture of hospitality through exceptional customer experiences.
Built strong enduring relationships with both new and existing customers, other Talbot's associates, and the community consistently exceeding company productivity standards.
Ambitious and enthusiastic in helping every Talbot's customer look and feel their best through wardrobing/fashion trends
Analyzed store reports leveraging store's historical sales data with current sales goals to establish achievable stretch goals for individual and team performance.
Lead/supervised others, open store for business and/or close store following all company policies and procedures. Delegate work to team members based on shift requirements. individual strengths and unique training.
Strong organizational skills and the ability to multi-task in a fast paced, ever-changing environment to meet the needs of the customer and business.
Senior Information Technology Specialist
United States Department Of Energy
01.1999 - 01.2018
Demonstrated leadership in increasing the efficiency and effectiveness in the delivery and management of commodity services to Federal staff and support service contractors.
Successfully implemented and managed all aspects of the Oak Ridge (OR) information management program.
Ensured IT acquisitions and information resources management were consistent with statutory, regulatory, and Departmental requirements during the IT transformation.
Effectively executed IT liaison responsibilities with DOE Headquarters, Chief Information Officer, Program IT managers, other field offices and government agencies in support of the President's Management Agenda initiatives, capital planning and investment control (CPIC), Federal and DOE enterprise architecture, Federal Information Security Act, information resources strategic planning, and other programs sponsored by DOE.
As Contracting Officer Representative for10 + years successfully performed direct oversight/administration of an annual $3M OR IT support services contract (36+ employees) to include information engineering; telecommunications/network operations; process engineering; enterprise IT asset management; end-user services; and information and cyber security. Contract administration included financial management, approving monthly invoices, and contract recruiting.
Managed a software engineering team to develop and implement Share Point platform to centralize the records and document management process and Improve collaboration between organizations. In efforts to compliment the Agency's initiative to modernize the Federal IT infrastructure served as IT liaison lead for several Individual Project Teams to include software, helpdesk, asset management and SharePoint.
As Federal Help Desk/Desk Side Support lead managed the successful migration of 3 separate functioning Helpdesk into one call center to include the implementation of a new asset management/help desk systems improving customer service.
Served as resident expert in IT portfolio management, developed/maintained a comprehensive/effective integrated Enterprise Architecture (EA) and CPIC process complex wide to ensure maximum impact of IT funding towards DOE mission.
Certified IT Project Manager developing and managing the OR IT investment portfolio in accordance with programmatic, DOE and Office and Management (OMB) budget requirements.
Successfully served as the Oak Ridge (OR) Y2K Manager executing all aspects of the Y2K program. Program scope included OR office and all its complex wide contractors. Ensured the program addressed both operations and programmatic requirements in identifying mission-critical, non-mission-critical, and health and safety related systems.
Standards Based Management Specialist Detail
United States Department Of Energy
12.2006 - 12.2008
Special detail in development of a standards based management system for the Office of Science, Department of Energy.
Exemplified skills and experience in contract administration, development of plans and schedules and oversight of contracts for reservation management and infrastructure, financial management, information management, administrative services and activities, and implementation of safety policies and procedures.
Provided daily oversight/direction in the development of the SCMS information system. Directed the technical implementation of the new Requirements Management System which related requirements to procedures/policies.
Managed a team of contractor staff who supported the SCMS Operations Center, to include the Help Desk, established daily priorities as needed, and ensured overall objectives and functionalities were maintained. Identified staff and funding resources, and developed budget estimates.
Organized/managed training plans and reengineering workshops, using web collaboration technologies, which resulted in significant travel costs savings.
Managed system documentation to include cyber security and information technology requirements, desktop procedures for all functional capabilities, and instructions for development and modifications of SCMS documents.
Financial and Administrative Specialist
United States Department Of Energy
01.1992 - 01.1999
Performed with a high level of consistency a wide range of analytical budget and financial management activities. Developed policies and procedures for automating these activities.
Developed and implemented systems to integrate financial analysis processes with budget administration activities for multiple, complex set of DOE programs with annual funding of$3 billion. Consistently provided recommendations to senior management for improved system applications to support OR as a Financial Center of Excellence for DOE.
Successfully developed and implemented the Budget Execution and Formulation System which dramatically improved the efficiency of the budget formulation and execution processes. System served as an administrative and obligational control of funds which distributed funds to the OR contractors from monthly approved funding programs received from DOE.
Established and maintained the Quality Assurance Plan for the execution of the responsibilities to perform budget administration activities.
Effectively integrated the Environment, Safety, and Health (ES&H) Management Plan to ensure the plan presented the health and safety funding requirements for the OR facilities.
Education
High School Diploma -
Granite City Senior High School
Granite City, IL
06.1969
Skills
Tennessee State Life and Accident and Health Producer
Certified IT Project Manager
IT Strategic Planning and Enterprise Architecture
Federal Appropriations Law
Cyber Security
Contract Administration and Management
Financial and Budgeting Analyst
Asset Management/Standards Based Management
Cost Estimating and Earned Value Management
Retail Sales and Management
Microsoft Office Suite
Customer Service
Timeline
Insurance Agency Coordinator
Transamerica Life Insurance Company
03.2022 - Current
Assistant Retail Store Manager
Chicos
10.2021 - 01.2022
Client Specialist/Key Holder Part-Time
Talbots
11.2008 - 10.2021
Standards Based Management Specialist Detail
United States Department Of Energy
12.2006 - 12.2008
Senior Information Technology Specialist
United States Department Of Energy
01.1999 - 01.2018
Financial and Administrative Specialist
United States Department Of Energy
01.1992 - 01.1999
High School Diploma -
Granite City Senior High School
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