I have a strong background in managing multi-million dollar RFPs and creating standout proposals that win business. I'm skilled at collaborating across teams, simplifying complex ideas, and delivering strategic solutions that drive success.
Overview
11
11
years of professional experience
Work History
IT Technical Advocate
Standard Insurance Company
03.2022 - Current
Develop and deliver customized training sessions on organizational and Microsoft applications for diverse audiences of various technological skill levels (beginner to advanced).
Orchestrate weekly basic computer set up classes for an average of 11 new employees with varied technological skill levels.
Execute quarterly day-long instructional sessions for an average of 350 new employees.
Continuously restructure employee orientation processes to incorporate stakeholder feedback, user experience (UX), and evolving technologies.
Synthesize complex technical features for lay audiences to deliver company-wide technology awareness campaigns
Create and maintain ServiceNow and SharePoint Online resource pages and articles outlining application-specific productivity tips.
Generate instructional manuals that document and streamline team workflows.
Liaise with business users to identify and address technology issues.
Guide departmental trainees in foundational technological skills, including SharePoint, Microsoft Office, and Adobe applications.
Learning & Development Specialist II
Standard Insurance Company
02.2019 - 02.2022
Developed comprehensive training programs and classes for sales and billing team onboarding.
Customized existing training programs to ensure adherence with company goals.
Utilized the Successive Approximation Model (SAM) and ADDIE instructional design methodologies and technologies to create effective learning experiences.
Managed logistics, scheduling, and technical setup for virtual and in-person learning sessions.
Optimized the development of two change management projects per quarter, helping to ensure successful integration of new initiatives within the organization.
Used Power Automate to design and implement two separate data intake processes. Linked survey and communication applications; ensured the appropriate capture of information and notification; created multi-page job aids that outlined how to replicate and update process flows.
Drafted and published a 70-page process manual documenting the team training program for complex proposal management.
Instructed two junior departmental trainees in foundational technical and instructional design skills.
Senior Proposal Analyst
Standard Insurance Company
03.2015 - 01.2019
Managed the Request for Proposal (RFP) process for multi-million dollar complex sales bids, including response for some of the country’s largest public entities.
Developed extensive supplemental proposal materials such as executive summaries, team charts, and implementation timelines.
Coordinated proposal priorities and project target dates for all cross-functional teams to meet submission requirements. Ensured timely assignment completion and adherence to strict legal requirements.
Spearheaded strategy meetings with sales representatives, underwriters, and other key subject matter experts to develop compelling proposal responses.
Created a supplier diversity selection, tracking, and reporting program that generated millions of dollars in new business for the company.
Created and maintained comprehensive documentation, including project plans, progress reports, and status updates to track decisions, project milestones, and deliverables.
Orchestrated engaging training classes to support the successful implementation of the new process, ensuring users were equipped with the necessary knowledge around the tracking tool and processes.
Triaged incoming assignments and managed team workflow as an interim manager.
Guided and mentored the incoming manager.
Process Architect (Short-Term Assignment)
Standard Insurance Company
08.2017 - 03.2018
Coached lean methodologies, supporting incremental process improvements through the implementation of lean experiments; reduced process waste and inconsistencies by 15 percent.
Led a multi-departmental process improvement project that generated $600k in tracked business by targeting multi-million dollar opportunities with public municipalities requiring strict supplier diversity.
Designed detailed process maps to aid in training and documentation, providing visual representations of workflows to enhance process fluency.
Guided a cross-departmental process improvement project team through current state process analysis and future state process development.
Proposal Analyst
Standard Insurance Company
02.2014 - 02.2015
Managed the RFP process for multiple smaller sales opportunities, ensuring efficient completion of all proposals, and overseeing a minimum of six RFPs simultaneously.
Analyzed complex legal terms and conditions to ensure company capability and compliance.
Coordinated with internal stakeholders to meet submission deadlines and prioritize resources effectively.
Collaborated closely with subject matter experts to develop compelling bid responses, aligning with customer requirements and maximizing win potential.
Curated and edited an online question/answer library database that contained hundreds of pages of technical documents.
Education
Bachelor of Arts - Communication
Portland State University
Skills
Cross-functional collaboration
Stakeholder engagement
Project management
Technical writing
Analytical reasoning
Problem-solving
Effective communication
Client representation
Building trust and relationships
Technical Skills: Microsoft Suite (Word, Forms, Outlook, Teams, PowerPoint, SharePoint Online, Copilot, Excel, Power Automate)
Timeline
IT Technical Advocate
Standard Insurance Company
03.2022 - Current
Learning & Development Specialist II
Standard Insurance Company
02.2019 - 02.2022
Process Architect (Short-Term Assignment)
Standard Insurance Company
08.2017 - 03.2018
Senior Proposal Analyst
Standard Insurance Company
03.2015 - 01.2019
Proposal Analyst
Standard Insurance Company
02.2014 - 02.2015
Bachelor of Arts - Communication
Portland State University
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