Operations and account management professional with a track record of improving workflows, supporting revenue-generating accounts, and strengthening client relationships. Experienced in developing training programs, streamlining processes, and driving operational efficiency across diverse business environments. Recognized for strong communication, cross-functional collaboration, and a proactive approach to solving complex business challenges.
Overview
13
13
years of professional experience
Work History
RMS Associate Account Manager
American Contractors Insurance Group
Richardson, TX
07.2025 - Current
Manage full lifecycle of accounts including renewals, audits, endorsements, and policy updates
Serve as primary contact for clients and brokers, resolving issues and coordinating requests
Process policies, certificates, and endorsements while maintaining accurate documentation
Support audits through payroll validation, data analysis, and compliance review
Identify and implement workflow improvements to increase team efficiency
Developed Excel-based audit comparison tool reducing data entry time by 85% and improving accuracy
Utilize Microsoft Copilot and AI-assisted tools to streamline communication, reporting, and workflow organization
Proactively developed and led a weekly training series covering AI tools, process improvements, and advanced Excel techniques to support team efficiency, innovation, and continuous development
Awarded Innovation of the Quarter for process improvement impact
Executive Administrative Assistant
Red Zone Tickets
Omaha, NE
05.2019 - 06.2025
Managed day-to-day business operations, including reporting, executive support, and workflow coordination
Served as primary liaison between leadership, clients, and internal teams, improving communication and response time
Led full transition from in-office to remote operations, maintaining productivity and continuity
Developed training programs and onboarded approximately 20 interns and employees, improving employee readiness, consistency, and operational efficiency
Managed customer accounts, order processing, and ongoing client relationships
Built financial estimates and supported budgeting and planning processes
Analyzed market trends to strengthen proposals and pricing strategies
Developed and managed a client retention program that secured approximately 40% of active clients into multi-year agreements, increasing retention and reducing competitive churn
Designed, managed, and executed DocuSign contract workflows that streamlined agreement execution and accelerated client onboarding
Increased College World Series social media engagement by 50% through strategic marketing partnerships, QR-code campaigns, and targeted promotional placements throughout Omaha
Played a key role in supporting a company consistently recognized as Omaha's top ticket broker throughout tenure through client service, operational leadership, and retention-focused initiatives.
Oversaw inventory pricing and operational workflows to improve efficiency and cost control
Account Manager
Uline
Des Moines, IA
05.2017 - 03.2019
Managed a $18M sales territory, relocating for a high-growth opportunity
Achieved a 27% cold call conversion rate, highest in Midwest region
Built strong client relationships through solution-based selling and product expertise
Scheduled and led up to seven daily client meetings to maximize territory performance
Prospected and secured new business through strategic outreach and relationship building
Analyzed reports and developed recommendations to improve coordination between teams
Monitored industry trends and adjusted sales strategies to remain competitive
Inside Sales & Backorder Representative
Uline
Hudson, WI
06.2014 - 05.2017
Managed nationwide customer accounts, including special pricing requests and order support
Partnered with outside sales team to maintain and grow client relationships
Utilized data analysis to manage inventory levels and optimize logistics decisions
Trained and mentored new team members, supporting onboarding and development
Customer Service Representative
Uline
Hudson, WI
04.2013 - 06.2014
Handled approximately 90 customer calls daily, resolving issues and providing product support
Consistently exceeded weekly and monthly performance goals
Trained and supported new hires to improve team productivity
Education
Bachelor of Science - Marketing
Minnesota State University - Mankato
2012
Skills
Account Management
Client Relations
Process Improvement
Audit & Compliance
Data Analysis
Microsoft Excel
Microsoft Copilot & AI Tools
Operations Management
Training & Development
Problem Solving
Inventory & Logistics
Quote
Some people want it to happen, some wish it would happen, others make it happen.