Lead a hybrid team of 13 CSRs, managing KPIs including adherence, AHT, and audit scores.
Spearheaded the development of a Scrum-style planner to prioritize tasks, streamline projects, and improve team visibility.
Created tools and training guides, including an adherence calculator and a 'Ways to Educate Agents' resource, enhancing onboarding and accuracy.
Collaborated with Tech, WFM, TMs, and Analysts to implement systems access, resolve technical blockers, and support transition efforts (e.g., Freshdesk).
Helped coordinate book-of-business transfer processes and trained representatives on State Auto workflows post-merger.
Conducted regular 1:1s and sprint-style performance check-ins to align rep goals with team metrics.
Approved third-party vendor payments, and ensured compliance across multi-system platforms.
Agency Service Representative (Hybrid)
Liberty Mutual
Columbus, OH
09.2020 - 12.2024
Supported agents during Liberty Mutual's acquisition of State Auto by navigating system changes and maintaining clear, empathetic communication.
Developed training materials for State Auto cancellations, including PowerPoints, job aids, templates, and video walkthroughs.
Led huddles, contributed to department newsletters, and designed accessibility workflows to improve team engagement and productivity.
Provided time-saving processes (e.g., one-button launch for daily tools) and taught team members how to optimize system workflows.
Customer Service Representative
Dawson - State Auto
Columbus, OH
09.2019 - 09.2020
Built lasting client relationships through issue resolution and proactive communication.
Gained foundational insurance product knowledge and supported customer success through multiple communication channels.
Advanced Cashier
Express
Columbus, OH
09.2017 - 01.2019
Delivered tailored customer service while managing data accuracy and sales records.
Designed in-store visual layouts to support customer flow and retention.
Volunteer Lead Alumni Group Facilitator at Lifepoint Health, Columbus SpringsVolunteer Lead Alumni Group Facilitator at Lifepoint Health, Columbus Springs