Proven leader in CRM and proposal management, notably at PRIME AE, where I spearheaded initiatives that significantly enhanced customer satisfaction and sales forecasting accuracy. Expert in CRM software and adept at fostering team collaboration, I consistently exceeded 80% recovery goals through innovative strategies and effective mentorship. My approach combines analytical thinking with interpersonal skills to drive continuous improvement and business growth. Experienced CRM Database Director with a strong background in managing projects, client relationships, and leading training sessions within the Architecture, Engineering, and Construction (AEC) industry. With a deep understanding of the proposal process as a marketing manager, I am keenly aware of the necessity of centralized information to streamline operations and improve business outcomes. Skilled in CRM database management, data migration, and workflow optimization, with proven success in collaborating cross-functionally, including partnering with finance teams on the Vision to Vantagepoint migration. Adept at providing group training, mentoring, and system administration while driving business development support. Recognized for strong organizational, leadership, and communication skills gained from diverse roles in insurance, education, and coordination.
recruiting, selecting and managing volunteers for various committees on the base and within the Dept of Defense School system, ensuring adequate staffing for all events. I coordinated and managed monthly meetings, including budget preparation and agenda setting, which streamlined the event planning processes. I successfully organized and executed fundraising events, significantly increasing yearly donations to need-based groups. Additionally, I tracked volunteer hours to ensure accurate records and compliance with reporting requirements, and communicated with base leadership to maintain alignment with command and legal department requirements.
In this role, I also recruited volunteers for base-wide and local events, enhancing community engagement and participation. Demonstrating strong leadership, organizational skills, and creativity, I led a highly successful tenure. I created a scholarship for student-athletes and presided over the selection committee, fostering educational opportunities. Additionally, I managed the spirit wear program, marketing it to school and base personnel, which resulted in increased sales each year. Furthermore, I administered grants to support military families struggling with sports travel expenses for students, providing financial relief and opportunities for participation.
During my time as a substitute teacher at a Department of Defense school in Germany, I successfully implemented existing lesson plans for PreK to high school students, ensuring minimal disruption to the daily curriculum. I developed and delivered creative activities to meet learning goals and assess student achievement in long-term assignments. My responsibilities included timely completion of grading, reporting, and conducting parent conferences.
I communicated effectively with administrators, teachers, and parents to devise strategies for student success and filled in for certified teachers during I.E.P. and strategy meetings with administration. Additionally, I mentored middle and high school students, initiated a homework assistance program, and provided resume preparation support. My commitment to professional development was demonstrated by actively participating in sessions to stay updated with the latest teaching strategies and educational tools. I was honored with multiple Volunteer of the Quarter awards for base-wide recognition, reflecting my dedication and impact.During my time as a substitute teacher at a Department of Defense school in Germany, I successfully implemented existing lesson plans for PreK to high school students, ensuring minimal disruption to the daily curriculum. I developed and delivered creative activities to meet learning goals and assess student achievement in long-term assignments. My responsibilities included timely completion of grading, reporting, and conducting parent conferences. I communicated effectively with administrators, teachers, and parents to devise strategies for student success and filled in for certified teachers during I.E.P. and strategy meetings with administration. Additionally, I mentored middle and high school students, initiated a homework assistance program, and provided resume preparation support. My commitment to professional development was demonstrated by actively participating in sessions to stay updated with the latest teaching strategies and educational tools. I was honored with multiple Volunteer of the Quarter awards for base-wide recognition, reflecting my dedication and impact.
As a Senior Subrogation Specialist, I evaluated liability claims to identify subrogation potential, meticulously reviewing liability and assessing claims' feasibility for recovery based on current state statutes. My role involved conducting background investigations and preparing detailed reports to evaluate recovery potential. I managed litigation processes with both in-house and outside counsel to maximize recovery efforts, prepared comprehensive arbitration and mediation documentation to enhance outcomes, and effectively communicated with carriers, claimants, and legal representatives through various channels.
I analyzed complex claims disputed between carriers to identify optimal resolution strategies. I created insightful articles for the internal website, sharing updates on subrogation processes. Representing the company on the arbitration and mediation board for alternate dispute resolution, I promoted cost-effective resolutions. As a Team Leader, I consistently exceeded the 80% recovery goal set by the department and initiated the Employee Recognition Program, rewarding excellent production and customer service. Additionally, I was awarded $10,000 for promoting efficiency in handling and cost reduction. I created a job share position within the organization, effectively offering a flexible work arrangement for new parents that was adopted by the firm, minimizing time off and retaining experiened personnel. My role required superb attention to detail, thorough knowledge of state, federal, and local laws relevant to subrogation, and excellent written and oral communication skills.
I analyzed complex claims disputed between carriers to identify optimal resolution strategies. I created insightful articles for the internal website, sharing updates on subrogation processes. Representing the company on the arbitration and mediation board for alternate dispute resolution, I promoted cost-effective resolutions. As a Team Leader, I consistently exceeded the 80% recovery goal set by the department and initiated the Employee Recognition Program, rewarding excellent production and customer service. Additionally, I was awarded $10,000 for promoting efficiency in handling and cost reduction. I created a job share position within the organization, effectively offering a flexible work arrangement for new parents that was adopted by the firm, minimizing time off and retaining experiened personnel. My role required superb attention to detail, thorough knowledge of state, federal, and local laws relevant to subrogation, and excellent written and oral communication skills.
In addition to my technical responsibilities, I served as the Regional Customer Service Ambassador, where I delivered presentations and awarded top achievers in our region of six offices in MD and VA. I also was responsible as acting Manager as needed. I consistently maintained and exceeded closure goals, demonstrating excellent oral and written communication skills, and ensuring high team performance.During my tenure as a Senior Claims Adjuster, I was responsible for investigating, evaluating, negotiating, and resolving both automobile and bodily injury claims with a high degree of accuracy and efficiency. My role required determining coverage, liability, and damages, and ensuring compliance with all internal policies and procedures through meticulous internal reporting. I conducted thorough interviews with claimants, witnesses, and other relevant parties via face-to-face meetings, phone calls, and written communications. I effectively communicated with outside counsel, vendors, medical personnel, investigators, and experts, maintaining an advanced understanding of relevant statutes, medical terminology, and policy coverages. In addition to my technical responsibilities, I served as the Regional Customer Service Ambassador, where I delivered presentations and awarded top achievers in our region of six offices in MD and VA. I also was responsible as acting Manager as needed. I consistently maintained and exceeded closure goals, demonstrating excellent oral and written communication skills, and ensuring high team performance.
CRM software proficiency
Lead generation techniques
Cross-selling tactics
Campaign Management
Interpersonal abilities
Sales strategy development
Performance Tracking
Client Retention Strategies
Customer Relations
Training and mentoring
Schedule Management
Problem Resolution
Inter-department collaboration
Customer Relationship Management
Customer Service
Administration and Reporting
Team Leadership
Performance Tracking and Evaluation
Scheduling and Coordinating
Teamwork and Collaboration
Idea Development and Brainstorming
Decision-Making
Goal Setting
Documentation And Reporting
Training and Development
Performance Evaluations
Hiring and Training
Performance reviewing
Employee Coaching and Mentoring
Staff Development
Preventive Maintenance
Interpersonal Relations
Emergency Response
Needs Assessment
Staff Management
Onboarding and Orientation
Process Improvement
Revenue Forecasting
Professional and Courteous
Problem-Solving
Positive Attitude
Good Judgment
Negotiation
Staff Training
Team Development
Time Management
Attention to Detail
Organizational Skills
Excellent Communication
Multitasking Abilities
Team Collaboration
Effective Communication
Adaptability and Flexibility
Relationship Building
Team building
Self Motivation
Task Prioritization
Interpersonal Skills
Analytical Thinking
Professionalism
Interpersonal Communication
Time management abilities
Continuous Improvement
Written Communication
Adaptability