Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
6
6
years of professional experience
Work History
Producer and Field Underwriter
New York Life Insurance Co
10.2023 - Current
Documented underwriting decisions and provided evidence of compliance with applicable regulations.
Made approval and denial recommendations by determining accurate risk levels.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Cross-sold insurance products to existing clients to reach sales targets.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Head of Operations
Innovative Medicine, LLC
10.2022 - 04.2023
Planned and monitored day-to-day running of business operations to ensure smooth progress.
Regularly evaluated efficiency of business procedures according to organizational objectives and applied improvements.
Managed relationships/agreements with external partners/vendors.
Evaluated overall performance by gathering, analyzing, and interpreting data and metrics.
Managed procurement processes and coordinated material and resource allocation.
Liaised with superior to make decisions for operational activities and set strategic goals, established KPIs, and flagged issues to leadership in timely manner.
Oversaw third-party accounts including Shopify, Amazon, PayPal, Woocommerce, Refersion, and Yotpo.
Account Manager
Innovative Medicine, LLC
07.2019 - 10.2022
Maintained relationships with healthcare practitioners purchasing Nadovim for wholesale.
Led outreach campaigns and acquired new practitioner accounts.
Kept close eye on inventory levels to ensure product lead times were accurate for placing new POs.
Educated clients on new products or services to increase customer engagement with brand.
Monitored and analyzed customer feedback to identify opportunities for improvement.
Developed and implemented strategies to increase client retention.
Oversaw new business development to generate sales leads, negotiate client pricing, and forecast revenue.
Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.
Administrative Assistant
Innovative Medicine, LLC
01.2019 - 07.2019
Worked alongside CEO and brainstormed rebranding, product designs, and options for broadening revenue channels.
Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Assisted development and implementation of new administrative procedures.
Scouted and hired new 3PL warehouse to store inventory.
Coordinated logistics and ensured smooth transportation of product from lab to warehouse to customer.
Team Lead
Plated
09.2018 - 01.2019
Trained 18 new team members by relaying information on company procedures and safety requirements.
Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
Developed monthly and daily production output plans to deliver on customer service and financial metrics.
Customer Service Associate
Plated
10.2017 - 09.2018
Managed over 50 customer calls, emails, and chats per day with positive attitude and focus on customer satisfaction.
Offered advice and assistance to customers, paying attention to special needs or wants.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Education
Bachelor of Science - Integrative Health Science
Stetson University
DeLand, FL
06.2017
Skills
Self-Motivated
Dependable and Responsible
Multitasking Abilities
Analytical and Critical Thinking
Decision-Making
Excellent Communication
Teamwork and Collaboration
Active Listening
Written Communication
Flexible and Adaptable
Good Telephone Etiquette
MS Office
Accomplishments
Collaborated with a team of three in the development of Nadovim, a novel NAD+ brain supplement, wearing many hats in a fast-paced, start-up environment.
Documented and resolved 3PL inventory issues which led to a more efficient logistics process.
Executive Underwriter -Team Lead Small Commerical at Commercial Lines DepartmentExecutive Underwriter -Team Lead Small Commerical at Commercial Lines Department