Dynamic Client Solutions Specialist with a strong track record in quality assurance testing and effective communication. Proven ability to lead teams, manage client inquiries, and enhance customer satisfaction through collaborative problem-solving.
Overview
42
42
years of professional experience
Work History
Client Solutions Specialist
Cisive
Holtsville, New York
09.2019 - 03.2026
Conducted quality assurance testing for technology solutions for Fortune 500 companies.
Collaborated with IT developers to analyze bugs and detail new functionality flows.
Delivered client support through effective communication and problem resolution.
Trained new team members on best practices for complex client testing.
Updated client billing after client implementation to ensure billing accuracy when applicable.
Managed client inquiries utilizing Salesforce and JIRA software tools.
Contract Administrator
Cisive
Holtsville, New York
05.2018 - 09.2019
Administered new client and vendor contracts utilizing DocuSign software.
Developed onboarding manual for vendor system setup and client configurations to streamline integration for new clients.
Maintained records of contract modifications to ensure regulatory compliance and support audit processes.
Communicated contract requirements to new vendor clients for seamless integration processes.
Collaborated with onsite compliance officer to address inquiries and clarify procedures.
Conducted training sessions for peers on effective vendor onboarding practices to enhance team knowledge and support new client integration.
Account Manager
Cisive
Holtsville, New York
06.2014 - 05.2018
Managed multiple accounts, ensuring timely delivery of services to meet client expectations.
Acted as primary contact for client concerns and needs.
Resolved customer complaints promptly to enhance satisfaction.
Collaborated with internal teams to address client inquiries and issues.
Facilitated regular communication between clients and service teams to address needs and concerns effectively.
Conducted analysis of client reports to identify trends.
Participated in quarterly business reviews with clients to assess performance.
Maintained accurate records of client interactions and service requests to support service quality and client satisfaction.
Contract & Billing Assessor
J Tortorella Swimming Pools
Southampton, NY
03.2010 - 06.2014
Drafted client proposals to generate new business opportunities for sales department.
Followed up on estimates and contracts to maintain responsiveness and client satisfaction.
Opened newly signed contracts and distributed internal specifications documentation.
Created and dispatched invoices using QuickBooks to improve financial process efficiency.
Supported showroom sales through effective communication and customer engagement.
Service Underwriting Manager
AutoOne Insurance Company
Melville, New York
03.2002 - 02.2010
Led diverse team to maintain regional standards in daily operations, ensuring consistency and quality.
Ensured compliance with state regulations and company policies across all processes.
Maintained current knowledge of relevant laws, regulations, and industry best practices.
Assessed employee performance through scheduled reviews, identifying areas for targeted improvement.
Built relationships with NYAIP key internal and external stakeholders, fostering collaboration and communication.
Participated in meetings with senior leadership to discuss market trends and strategies.
Assisted in developing training materials for onboarding new underwriters.
Consultant to Business Analysis Department
AutoOne Insurance Company
Melville, NY
04.2002 - 03.2004
Acted as subject matter expert for development of web-based computer system during startup, guiding project direction and functionality.
Developed specifications for underwriting rules to guide system functionality.
Developed and executed test scenarios for internal validation processes, verifying system functionality and reliability.
Conducted thorough testing and regression tests to ensure system reliability.
Analyzed client needs to recommend appropriate insurance products.
Facilitated training sessions on new processing systems, improving team efficiency.
Managed client communications, ensuring timely responses and follow-ups to enhance client satisfaction.
Collaborated with stakeholders to define project scope, objectives, and deliverables.
Support Center Manager
Allstate Insurance Company
Farmingville, New York
05.1991 - 03.2002
Managed daily operations of support center team of 40+ employees.
Monitored performance metrics to ensure service quality standards.
Collaborated with cross-functional teams to resolve complex issues.
Ensured compliance with applicable laws, regulations, and company policies.
Conducted performance reviews for staff members and provided feedback on areas of improvement.
Developed and maintained relationships with customers, vendors and other stakeholders.
Provided ongoing coaching and mentoring for Support Center personnel.
Unit Supervisor
Allstate Insurance Company
Farmingville, NY
06.1996 - 09.1998
Managed team of up to 17 employees to achieve departmental goals.
Administered salary plans and conducted employee performance reviews to ensure alignment with company standards.
Trained and developed employees.
Assigned job responsibilities and scheduled work to support project completion and team efficiency.
Administrative Positions
Allstate Insurance Company
Farmingville, NY
05.1984 - 05.1994
Held multiple roles within Regional Operations Center, including processing specialist and team leader, gaining extensive technical expertise.
Contributed to creation, testing, and deployment of new processing database, enhancing operational capabilities.
Managed a team of over 10 employees in daily operations.
Coordinated checkpoint meetings and conducted yearly performance reviews to align team objectives and appraise employee performance.