Holli Stringer
Delano
Summary
Detail-oriented Business Analyst and Operations Specialist with 7+ years of experience supporting insurance, sales, and operations teams through data analysis, KPI reporting, workflow optimization, and compliance support. Advanced in Excel, Power BI, Salesforce, SharePoint, and insurance quoting systems. Proven ability to analyze large datasets, improve operational efficiency, enhance broker and client relationships, and deliver accurate financial and benefits reporting in fast-paced environments.
Overview
13
13
years of professional experience
Work History
Business Analyst | Quoting Specialist
Principal Financial Group
01.2022 - 12.2025
- Manage the full quoting lifecycle for group benefits including Dental, Vision, Life, Disability, Hospital Indemnity, Critical Illness, Accident, PFML, and Pet Insurance.
- Conduct data analysis for operational and financial reporting using Excel, Power BI, and internal tools.
- Build and track quotes in Salesforce, ensuring accurate plan matching, census validation, and competitive pricing.
- Analyze plan designs, commission structures, and existing coverage to develop aligned proposals.
- Organize and standardize 30+ census data spreadsheets daily using advanced Excel functions and custom templates.
- Assign OCC codes to ensure proper disability rating and underwriting compliance.
- Collaborate with 50+ brokers, account managers, and sales teams to resolve gaps, gather data, and deliver customized solutions.
- Coordinate across internal departments using Microsoft Teams to meet deadlines and support shared project goals.
- Maintain accuracy, confidentiality, and compliance with HIPAA, OSHA, and internal regulatory standards.
- Analyzed business processes to identify areas for improvement and efficiency.
- Collaborated with cross-functional teams to gather requirements and develop solutions.
- Analyzed existing systems and processes to identify areas of improvement.
- Analyzed and tracked data to prepare forecasts and identify trends.
- Managed client communication and resolved inquiries effectively.
Senior Operations Specialist
EverVest, Inc.
Eden Prairie
01.2019 - 01.2022
- Onboard and contract insurance agents with over 60 different carriers, ensuring accurate setup, compliance, and smooth integration into workflows.
- Manage multiple inboxes and high-volume caseloads, including 60-70 Life/Annuity applications and 30-50 licensing appointments weekly, providing timely updates and resolving issues.
- Review new business applications for accuracy and suitability, coordinating corrections with agents to ensure fast, clean submission.
- Research state-specific licensing and regulatory requirements to ensure full agent compliance before appointments and solicitation.
- Track and analyze revenue-related data by monitoring carrier updates, case movement, and commission-impacting trends.
- Build and maintain Excel reports to track commissions, case aging, KPIs, revenue trends, and operational performance.
- Reconcile data between carrier portals, internal systems, and commission reports to identify discrepancies, anomalies, and areas impacting revenue accuracy.
- Prepare weekly and monthly summaries of revenue-impacting trends, processing timelines, and business performance insights.
- Collaborate with operations, finance, and sales teams to validate data inputs, improve data integrity, and streamline reporting processes.
- Developed training materials to support staff onboarding and skill development.
- Implemented process improvements to streamline operational tasks and reduce delays.
- Facilitated communication between teams to resolve issues and enhance collaboration.
- Oversaw compliance with company policies and industry regulations during operations.
- Analyzed existing systems and processes to determine their effectiveness in meeting business objectives.
- Resolved customer complaints promptly while providing excellent customer service experiences.
- Trained new employees on operational protocols, significantly reducing onboarding time.
- Negotiated contracts with vendors and suppliers, ensuring cost-effective procurement of resources.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Ensured compliance with all relevant laws, regulations, policies, procedures, and best practices related to operations management.
Program Coordinator
Howry Residential Services
Rosemount
03.2017 - 01.2019
- Managed appointment scheduling, transportation logistics, and detailed care documentation.
- Facilitated communication between team members by organizing regular meetings and conference calls.
- Prepared reports on progress towards program goals for management review.
- Maintained accurate financial records for clients and completed required monthly, quarterly, and annual reporting.
- Handled administrative tasks including filing, scanning, and resolving insurance issues.
- Coordinated program schedules and activities for diverse resident needs.
- Developed training materials to enhance staff understanding of program goals.
- Facilitated communication between residents, staff, and external partners.
- Managed program documentation and maintained accurate records for compliance.
- Trained new staff on best practices and program procedures effectively.
- Organized community events to promote resident engagement and participation.
- Managed the day-to-day operations of the program, ensuring compliance with applicable policies and regulations.
Appointment Scheduling Specialist
Apple Auto Group
Apple Valley
03.2014 - 02.2015
- Managed high-volume, multi-line phone system and routed calls promptly to the appropriate departments.
- Scheduled customer service and maintenance appointments using Excel and internal scheduling tools.
- Collaborated with team members to streamline appointment-setting processes.
- Processed cancellations and rescheduling requests promptly while maintaining accurate records of changes.
- Maintained accurate records of all scheduled appointments utilizing a database system.
- Ensured that scheduling conflicts were resolved in a timely manner.
- Verified customer arrivals and ensured appointments were updated and accurately documented.
- Generated and reviewed daily and prior-day operational reports to support dealership workflow and service efficiency.
- Provided professional customer support, ensuring clear communication and a positive experience for all visitors and callers.
- Scheduled appointments for customers, optimizing availability and service efficiency.
Assistant Store Manager
CVS Pharmacy
Apple Valley
09.2012 - 03.2014
- Developed and managed employee schedules to ensure proper staffing coverage and efficient store operations.
- Trained staff on customer service best practices and company policies.
- Managed inventory levels and conducted regular stock audits.
- Assisted in scheduling shifts and coordinating employee assignments.
- Maintained store appearance and ensured compliance with health standards.
- Managed the day-to-day operations of the store, including customer service, inventory management and staff scheduling.
- Assisted in recruiting efforts by interviewing candidates for open positions in the store.
- Maintained accurate records of all transactions, stock levels and employee performance metrics.
- Identified areas of operational inefficiency and implemented solutions to streamline processes.
- Coordinated with vendors to secure product availability at competitive prices.
- Completed daily opening and closing paperwork, including inventory reports, sales summaries, and operational checklists.
- Processed payroll accurately and in accordance with company guidelines.
- Managed cash operations, including counting tills, reconciling registers, and preparing daily bank deposits.
- Monitored inventory needs and placed orders to maintain optimal stock levels.
- Answered phone calls and provided high-quality customer service to address inquiries and resolve issues.
- Delegated tasks to team members, ensuring productivity and timely completion of daily operational responsibilities.
- Supervised daily operations to ensure smooth store functionality.
Education
Certificate of Technical Studies -
PCI Academy
Plymouth, MN11.2015
High School Diploma -
Prior Lake Senior High School
Savage, MN01.2012
Skills
- Advanced Microsoft Excel (Pivot tables, VLOOKUP/XLOOKUP, formulas, macros)
- Data analysis and trend identification
- Reporting and dashboard creation (Power BI, Salesforce)
- Data validation and quality assurance
- Data integration and management
- Financial analysis and revenue forecasting
- Business analysis
- Data visualization techniques
- CRM systems (Salesforce, SureLC, OneHQ, GPS quoting system)
- Microsoft Office 365 proficiency (Excel, Word, PowerPoint, Outlook, Access)
- Google Workspace applications
- Adobe Acrobat and Creative Suite expertise
- SharePoint collaboration
- DocuSign electronic signatures
- Project management methodologies
- Microsoft Excel expertise
- Database management systems
Timeline
Business Analyst | Quoting Specialist
Principal Financial Group
01.2022 - 12.2025
Senior Operations Specialist
EverVest, Inc.
01.2019 - 01.2022
Program Coordinator
Howry Residential Services
03.2017 - 01.2019
Appointment Scheduling Specialist
Apple Auto Group
03.2014 - 02.2015
Assistant Store Manager
CVS Pharmacy
09.2012 - 03.2014
Certificate of Technical Studies -
PCI Academy
High School Diploma -
Prior Lake Senior High School