Dynamic executive with extensive experience at Loggerhead Reciprocal Interinsurance Exchange, specializing in operational excellence and customer experience enhancement. Achieved a 15% increase in customer satisfaction through effective strategic planning and team development. Proficient in CRM implementation and promoting employee engagement, fostering a culture of continuous improvement and high performance.
Overview
24
24
years of professional experience
1
1
Certification
Work History
<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul>
Loggerhead Reciprocal Interinsurance Exchange
Tampa
10.2022 - Current
Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.
Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.
Work closely with the CEO and COO on all aspects of delivering service to customers and agents.
Provide strategic oversight and guidance to the operational leadership team.
Work closely with other department heads to support projects or procedures that have a direct impact on customers.
Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.
Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.
Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.
Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.
<ul><li>Company Overview: Business and Management Consulting Firm that builds better businesses by bringing constructive collaboration to People, Processes, and Technology</li><li>Help businesses explore ways to utilize current technology better, refine, and focus the use of data as part of their business intelligence and data analytics strategy. This includes an assessment of the current state, a detailed analysis comparing the current state with best practices, recommendations for improvement, and business integration. Additionally, focus on employee engagement and transforming the workplace culture.</li><li>Bring a focus to people in business through workplace culture and employee engagement analysis. Perform complete workplace audits and analysis, develop improvement plans, and provide leadership/employee training. Perform follow-ups as needed.</li></ul>
Culture Architects Consulting
Saint Johns
02.2020 - Current
Company Overview: Business and Management Consulting Firm that builds better businesses by bringing constructive collaboration to People, Processes, and Technology
Help businesses explore ways to utilize current technology better, refine, and focus the use of data as part of their business intelligence and data analytics strategy. This includes an assessment of the current state, a detailed analysis comparing the current state with best practices, recommendations for improvement, and business integration. Additionally, focus on employee engagement and transforming the workplace culture.
Bring a focus to people in business through workplace culture and employee engagement analysis. Perform complete workplace audits and analysis, develop improvement plans, and provide leadership/employee training. Perform follow-ups as needed.
<ul><li>Company Overview: Citizens is a not-for-profit property and casualty insurance company whose employees are driven primarily by our mission of service to the people of Florida. In addition to providing a quality product and service, we strive to be good stewards of the premium funds entrusted to us. We are committed to modeling the highest level of ethical behavior.</li><li>Responsible for directing and managing the responsibilities and functions of the Customer Care teams, which are responsible for over two million interactions for insureds, agents, and third parties every year, by overseeing the short and long-term initiatives of the operation. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Responsible for the day-to-day direction and leadership of the Customer Care team, providing maximum input to ensure the highest level of quality and performance.</li><li>Facilitates a work environment that fosters and supports ethical decision-making and actions by motivating, promoting, and modeling ethical behavior.</li><li>Led five teams, inclusive of seventy-five representative staff and five Supervisors.</li><li>Responsible for the development and expansion of the Live Chat and Help Desk teams.</li><li>Collaborate closely with Workforce Management concerning real-time and future staffing needs.</li></ul>
Citizens Property Insurance Company
Jacksonville
07.2021 - 10.2022
Company Overview: Citizens is a not-for-profit property and casualty insurance company whose employees are driven primarily by our mission of service to the people of Florida. In addition to providing a quality product and service, we strive to be good stewards of the premium funds entrusted to us. We are committed to modeling the highest level of ethical behavior.
Responsible for directing and managing the responsibilities and functions of the Customer Care teams, which are responsible for over two million interactions for insureds, agents, and third parties every year, by overseeing the short and long-term initiatives of the operation. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.
Responsible for the day-to-day direction and leadership of the Customer Care team, providing maximum input to ensure the highest level of quality and performance.
Facilitates a work environment that fosters and supports ethical decision-making and actions by motivating, promoting, and modeling ethical behavior.
Led five teams, inclusive of seventy-five representative staff and five Supervisors.
Responsible for the development and expansion of the Live Chat and Help Desk teams.
Collaborate closely with Workforce Management concerning real-time and future staffing needs.
<ul><li>Company Overview: One of the country's largest and most reputable debt settlement companies.</li><li>Oversee operational excellence for the Client Success department, which includes domestic contact centers in New York, Las Vegas, and the Dominican Republic. Partner with cross-functional teams, including Workforce Management (WFM), Quality, Client Experience, Finance, Product Development, Human Resources, and Learning and Development. Responsible for reputation management, working with Better Business Bureaus, state Attorneys General, and other consumer review sites. Collaborate with members of the executive management team to meet operational objectives, align with departmental strategy, and the overall goals of the organization. Contribute to the development of operational standards, procedures, and strategies to facilitate departmental growth. Develop and implement efficient operations through key initiatives and projects within budget.</li><li>Manage the day-to-day call center, related to both client contact and client advancement within our settlement program.</li><li>Provide cohesive and consistent leadership, as well as direct people management responsibility, to our client Success teams across our three sites: New York, Nevada, and the Dominican Republic.</li><li>Provide oversight and direction for existing staff in the New York and Nevada offices.</li><li>Responsible for building and optimizing a client Success team in the Dominican Republic.</li><li>Continually evaluate, create, and maintain performance-related policies and procedures, and partner and improve process quality by partnering with the VP of CS Ops, Quality Assurance, and Workforce Management to monitor adherence and facilitate operational changes as needed.</li><li>Manage and communicate department-wide KPIs and OKRs, and implement actions in a timely and efficient manner to address operational challenges.</li><li>Drive collaboration across Client Success and encourage the team to partner effectively with other functional teams.</li><li>Work with Senior Leadership across the organization to add insight into the customer experience.</li><li>Develop and sustain a culture of service excellence, driving improvements in customer satisfaction.</li><li>Foster a positive team culture that aligns with our company values.</li></ul>
National Debt Relief, LLC
New York
10.2020 - 02.2022
Company Overview: One of the country's largest and most reputable debt settlement companies.
Oversee operational excellence for the Client Success department, which includes domestic contact centers in New York, Las Vegas, and the Dominican Republic. Partner with cross-functional teams, including Workforce Management (WFM), Quality, Client Experience, Finance, Product Development, Human Resources, and Learning and Development. Responsible for reputation management, working with Better Business Bureaus, state Attorneys General, and other consumer review sites. Collaborate with members of the executive management team to meet operational objectives, align with departmental strategy, and the overall goals of the organization. Contribute to the development of operational standards, procedures, and strategies to facilitate departmental growth. Develop and implement efficient operations through key initiatives and projects within budget.
Manage the day-to-day call center, related to both client contact and client advancement within our settlement program.
Provide cohesive and consistent leadership, as well as direct people management responsibility, to our client Success teams across our three sites: New York, Nevada, and the Dominican Republic.
Provide oversight and direction for existing staff in the New York and Nevada offices.
Responsible for building and optimizing a client Success team in the Dominican Republic.
Continually evaluate, create, and maintain performance-related policies and procedures, and partner and improve process quality by partnering with the VP of CS Ops, Quality Assurance, and Workforce Management to monitor adherence and facilitate operational changes as needed.
Manage and communicate department-wide KPIs and OKRs, and implement actions in a timely and efficient manner to address operational challenges.
Drive collaboration across Client Success and encourage the team to partner effectively with other functional teams.
Work with Senior Leadership across the organization to add insight into the customer experience.
Develop and sustain a culture of service excellence, driving improvements in customer satisfaction.
Foster a positive team culture that aligns with our company values.
<ul><li>Company Overview: Fortune 50 company comprised of several affiliates/subsidiaries that provide property and casualty insurance, banking, and financial products/services with >84M policyholders, 60K employees, and 19K agents; $3.9B/2018 net income.</li><li>Directed customer care operations of high-volume (national) call center; managed over four hundred onsite/virtual employees, with oversight for $20/annual budget. This included collaborating with peers to establish the business strategy for corporate operational performance and influencing continuous improvements in productivity, quality, and employee performance. Collaborated and drove organizational talent acquisition, coaching/training, evaluation, and constant development. Engaged and communicated with StateFarm.com clients, providing digital and internet technical support to enhance the online experience. Developed best practices, identified trends, and ensured consistent compliance with federal/state regulations and corporate standards.</li><li>Drove achievement of call center/company targets with consistency, while directing up to 30K incoming calls per week throughout the U.S. Delivered the call product on each client account call through operational performance and service metrics; within exacting timelines and cost/budget constraints, reporting directly to the Executive Team and Business Leaders. Ranked #1 call center for State Farm (out of five centers nationally).</li><li>Attained handle-time (less than 5 minutes), with adherence of 92% or better; exceeding target by 15%.</li><li>Achieved quarterly customer satisfaction survey results, consistently exceeded targets by 15%.</li><li>Exceeded quarterly employee satisfaction survey results by 12%.</li><li>Established customer contact center Spanish-language unit (35K operations/employees), providing spoken and written in-language translation services, and resulted in reducing handle-time for in-language calls by 60% (versus using AT&T language line services). Plus, reduced written document transcription turnaround time from 1.5 weeks to 48 hours or less.</li><li>Created engagement policies, service level agreements, and performance metrics.</li><li>Selected to lead the strategic opportunities associated with the start-up of the company's first 24/7, customer-facing internet support initiative, consisting of a hundred-member team providing online technical assistance to over 50M statefarm.com client accounts and over 1M B2B/vendors.</li><li>Created scope of work, vision, marketing relationships, work cadence, communications, training, and staffed multi-site operation; handling over 28K calls and 5K chat sessions per week.</li><li>Spearheaded multiple corporate business issues and consistently selected to serve as a business development test center for new organizational process changes, testing for retail sales and procedures (before national rollout). Ranked as the top operational call center in productivity, quality, customer satisfaction, and employee retention.</li><li>Led Lean effort that drove efficiency gains within the Jacksonville Operation. Reduced staffing at all levels by 50% and budget by 40%, while maintaining production goals and increasing customer satisfaction.</li><li>Collaboratively led corporate staffing initiatives of 3-national call centers, as part of organizational restructuring and retail market growth. Collaboration with peers in the creation of the talent identification processes and procedures, resulting in staffing over 1.4K employees (leaders and representatives).</li></ul>
State Farm Insurance Company
Jacksonville
07.2001 - 08.2019
Company Overview: Fortune 50 company comprised of several affiliates/subsidiaries that provide property and casualty insurance, banking, and financial products/services with >84M policyholders, 60K employees, and 19K agents; $3.9B/2018 net income.
Directed customer care operations of high-volume (national) call center; managed over four hundred onsite/virtual employees, with oversight for $20/annual budget. This included collaborating with peers to establish the business strategy for corporate operational performance and influencing continuous improvements in productivity, quality, and employee performance. Collaborated and drove organizational talent acquisition, coaching/training, evaluation, and constant development. Engaged and communicated with StateFarm.com clients, providing digital and internet technical support to enhance the online experience. Developed best practices, identified trends, and ensured consistent compliance with federal/state regulations and corporate standards.
Drove achievement of call center/company targets with consistency, while directing up to 30K incoming calls per week throughout the U.S. Delivered the call product on each client account call through operational performance and service metrics; within exacting timelines and cost/budget constraints, reporting directly to the Executive Team and Business Leaders. Ranked #1 call center for State Farm (out of five centers nationally).
Attained handle-time (less than 5 minutes), with adherence of 92% or better; exceeding target by 15%.
Exceeded quarterly employee satisfaction survey results by 12%.
Established customer contact center Spanish-language unit (35K operations/employees), providing spoken and written in-language translation services, and resulted in reducing handle-time for in-language calls by 60% (versus using AT&T language line services). Plus, reduced written document transcription turnaround time from 1.5 weeks to 48 hours or less.
Created engagement policies, service level agreements, and performance metrics.
Selected to lead the strategic opportunities associated with the start-up of the company's first 24/7, customer-facing internet support initiative, consisting of a hundred-member team providing online technical assistance to over 50M statefarm.com client accounts and over 1M B2B/vendors.
Created scope of work, vision, marketing relationships, work cadence, communications, training, and staffed multi-site operation; handling over 28K calls and 5K chat sessions per week.
Spearheaded multiple corporate business issues and consistently selected to serve as a business development test center for new organizational process changes, testing for retail sales and procedures (before national rollout). Ranked as the top operational call center in productivity, quality, customer satisfaction, and employee retention.
Led Lean effort that drove efficiency gains within the Jacksonville Operation. Reduced staffing at all levels by 50% and budget by 40%, while maintaining production goals and increasing customer satisfaction.
Collaboratively led corporate staffing initiatives of 3-national call centers, as part of organizational restructuring and retail market growth. Collaboration with peers in the creation of the talent identification processes and procedures, resulting in staffing over 1.4K employees (leaders and representatives).
Education
Bachelor of Science Degree - Industrial Management
<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul>
Loggerhead Reciprocal Interinsurance Exchange
10.2022 - Current
<ul><li>Company Overview: Citizens is a not-for-profit property and casualty insurance company whose employees are driven primarily by our mission of service to the people of Florida. In addition to providing a quality product and service, we strive to be good stewards of the premium funds entrusted to us. We are committed to modeling the highest level of ethical behavior.</li><li>Responsible for directing and managing the responsibilities and functions of the Customer Care teams, which are responsible for over two million interactions for insureds, agents, and third parties every year, by overseeing the short and long-term initiatives of the operation. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Responsible for the day-to-day direction and leadership of the Customer Care team, providing maximum input to ensure the highest level of quality and performance.</li><li>Facilitates a work environment that fosters and supports ethical decision-making and actions by motivating, promoting, and modeling ethical behavior.</li><li>Led five teams, inclusive of seventy-five representative staff and five Supervisors.</li><li>Responsible for the development and expansion of the Live Chat and Help Desk teams.</li><li>Collaborate closely with Workforce Management concerning real-time and future staffing needs.</li></ul>
Citizens Property Insurance Company
07.2021 - 10.2022
<ul><li>Company Overview: One of the country's largest and most reputable debt settlement companies.</li><li>Oversee operational excellence for the Client Success department, which includes domestic contact centers in New York, Las Vegas, and the Dominican Republic. Partner with cross-functional teams, including Workforce Management (WFM), Quality, Client Experience, Finance, Product Development, Human Resources, and Learning and Development. Responsible for reputation management, working with Better Business Bureaus, state Attorneys General, and other consumer review sites. Collaborate with members of the executive management team to meet operational objectives, align with departmental strategy, and the overall goals of the organization. Contribute to the development of operational standards, procedures, and strategies to facilitate departmental growth. Develop and implement efficient operations through key initiatives and projects within budget.</li><li>Manage the day-to-day call center, related to both client contact and client advancement within our settlement program.</li><li>Provide cohesive and consistent leadership, as well as direct people management responsibility, to our client Success teams across our three sites: New York, Nevada, and the Dominican Republic.</li><li>Provide oversight and direction for existing staff in the New York and Nevada offices.</li><li>Responsible for building and optimizing a client Success team in the Dominican Republic.</li><li>Continually evaluate, create, and maintain performance-related policies and procedures, and partner and improve process quality by partnering with the VP of CS Ops, Quality Assurance, and Workforce Management to monitor adherence and facilitate operational changes as needed.</li><li>Manage and communicate department-wide KPIs and OKRs, and implement actions in a timely and efficient manner to address operational challenges.</li><li>Drive collaboration across Client Success and encourage the team to partner effectively with other functional teams.</li><li>Work with Senior Leadership across the organization to add insight into the customer experience.</li><li>Develop and sustain a culture of service excellence, driving improvements in customer satisfaction.</li><li>Foster a positive team culture that aligns with our company values.</li></ul>
National Debt Relief, LLC
10.2020 - 02.2022
<ul><li>Company Overview: Business and Management Consulting Firm that builds better businesses by bringing constructive collaboration to People, Processes, and Technology</li><li>Help businesses explore ways to utilize current technology better, refine, and focus the use of data as part of their business intelligence and data analytics strategy. This includes an assessment of the current state, a detailed analysis comparing the current state with best practices, recommendations for improvement, and business integration. Additionally, focus on employee engagement and transforming the workplace culture.</li><li>Bring a focus to people in business through workplace culture and employee engagement analysis. Perform complete workplace audits and analysis, develop improvement plans, and provide leadership/employee training. Perform follow-ups as needed.</li></ul>
Culture Architects Consulting
02.2020 - Current
<ul><li>Company Overview: Fortune 50 company comprised of several affiliates/subsidiaries that provide property and casualty insurance, banking, and financial products/services with >84M policyholders, 60K employees, and 19K agents; $3.9B/2018 net income.</li><li>Directed customer care operations of high-volume (national) call center; managed over four hundred onsite/virtual employees, with oversight for $20/annual budget. This included collaborating with peers to establish the business strategy for corporate operational performance and influencing continuous improvements in productivity, quality, and employee performance. Collaborated and drove organizational talent acquisition, coaching/training, evaluation, and constant development. Engaged and communicated with StateFarm.com clients, providing digital and internet technical support to enhance the online experience. Developed best practices, identified trends, and ensured consistent compliance with federal/state regulations and corporate standards.</li><li>Drove achievement of call center/company targets with consistency, while directing up to 30K incoming calls per week throughout the U.S. Delivered the call product on each client account call through operational performance and service metrics; within exacting timelines and cost/budget constraints, reporting directly to the Executive Team and Business Leaders. Ranked #1 call center for State Farm (out of five centers nationally).</li><li>Attained handle-time (less than 5 minutes), with adherence of 92% or better; exceeding target by 15%.</li><li>Achieved quarterly customer satisfaction survey results, consistently exceeded targets by 15%.</li><li>Exceeded quarterly employee satisfaction survey results by 12%.</li><li>Established customer contact center Spanish-language unit (35K operations/employees), providing spoken and written in-language translation services, and resulted in reducing handle-time for in-language calls by 60% (versus using AT&T language line services). Plus, reduced written document transcription turnaround time from 1.5 weeks to 48 hours or less.</li><li>Created engagement policies, service level agreements, and performance metrics.</li><li>Selected to lead the strategic opportunities associated with the start-up of the company's first 24/7, customer-facing internet support initiative, consisting of a hundred-member team providing online technical assistance to over 50M statefarm.com client accounts and over 1M B2B/vendors.</li><li>Created scope of work, vision, marketing relationships, work cadence, communications, training, and staffed multi-site operation; handling over 28K calls and 5K chat sessions per week.</li><li>Spearheaded multiple corporate business issues and consistently selected to serve as a business development test center for new organizational process changes, testing for retail sales and procedures (before national rollout). Ranked as the top operational call center in productivity, quality, customer satisfaction, and employee retention.</li><li>Led Lean effort that drove efficiency gains within the Jacksonville Operation. Reduced staffing at all levels by 50% and budget by 40%, while maintaining production goals and increasing customer satisfaction.</li><li>Collaboratively led corporate staffing initiatives of 3-national call centers, as part of organizational restructuring and retail market growth. Collaboration with peers in the creation of the talent identification processes and procedures, resulting in staffing over 1.4K employees (leaders and representatives).</li></ul>
State Farm Insurance Company
07.2001 - 08.2019
Bachelor of Science Degree - Industrial Management
<ul><li>Oversaw all operational functions during the successful amalgamation of two legacy mutual insurers into a single, unified organization. Reported directly to the CEO and played a key leadership role in aligning people, processes, and performance with long-term strategic goals.</li><li>Led the full operational transformation of Salus Mutual, uniting teams and systems from two legacy organizations under a cohesive structure with shared goals and culture.</li><li>Redesigned leadership accountabilities and implemented new KPI and SLA frameworks, enabling stronger performance management and outcome tracking.</li><li>Built internal capacity in key operational areas, reducing reliance on external consultants and establishing a culture of ownership, capability, and continuous improvement.</li><li>Established an Operations function to support Claims, Underwriting, and Sales, delivering enterprise-wide value through data insights, process improvements, project delivery, and enhanced customer service.</li><li>Collaborated closely with the Senior Leadership Team and Board of Directors to co-develop and launch the organization’s first corporate strategy post-amalgamation.</li><li>Held P&L responsibility for $45M in Gross Written Premium, with a strong focus on operational efficiency and strategic growth.</li><li>Delivered key strategic outcomes, including: First-ever member rebate in company history, First employee engagement survey, achieving a 75% engagement score, 3% reduction in expense ratio through operational efficiencies and cost control.</li></ul> at Salus Mutual Insurance Company<ul><li>Oversaw all operational functions during the successful amalgamation of two legacy mutual insurers into a single, unified organization. Reported directly to the CEO and played a key leadership role in aligning people, processes, and performance with long-term strategic goals.</li><li>Led the full operational transformation of Salus Mutual, uniting teams and systems from two legacy organizations under a cohesive structure with shared goals and culture.</li><li>Redesigned leadership accountabilities and implemented new KPI and SLA frameworks, enabling stronger performance management and outcome tracking.</li><li>Built internal capacity in key operational areas, reducing reliance on external consultants and establishing a culture of ownership, capability, and continuous improvement.</li><li>Established an Operations function to support Claims, Underwriting, and Sales, delivering enterprise-wide value through data insights, process improvements, project delivery, and enhanced customer service.</li><li>Collaborated closely with the Senior Leadership Team and Board of Directors to co-develop and launch the organization’s first corporate strategy post-amalgamation.</li><li>Held P&L responsibility for $45M in Gross Written Premium, with a strong focus on operational efficiency and strategic growth.</li><li>Delivered key strategic outcomes, including: First-ever member rebate in company history, First employee engagement survey, achieving a 75% engagement score, 3% reduction in expense ratio through operational efficiencies and cost control.</li></ul> at Salus Mutual Insurance Company
<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA
<ul>
<li>Managed and prioritized service requests to meet customer deadlines and expectations. Maintain detailed written records, and provide audit reports on customer equipment. Update asset databases and other internal systems. Rack and stack customer equipment in data center environments, and install circuits requiring advanced fiber terminations using a fusion splicer. Set up telecom cabinets, fiber trays, and cage wiring for customer equipment. Perform installation, testing, and modification of cross-connects, including coax, fiber, twisted pair copper, and other cabling, according to SOPs. Support standard data center cross-connect work orders (installs, terminations, modifications). Install 'across-connect' circuits, such as switched or multiplexed circuits. Troubleshoot fiber and copper circuits, and collaborate with the networking team as needed. Work with customers to resolve issues, supporting standard testing and installations of their assets. Regularly communicate with customers, providing updates and troubleshooting support. Deliver exceptional customer service, and raise any issues to the appropriate teams. Provide on-site support, including access control, and escorting services for customers. Support customers with inbound and outbound shipments, including inventory management, and staging.</li>
</ul> at Equinix Data Center<ul>
<li>Managed and prioritized service requests to meet customer deadlines and expectations. Maintain detailed written records, and provide audit reports on customer equipment. Update asset databases and other internal systems. Rack and stack customer equipment in data center environments, and install circuits requiring advanced fiber terminations using a fusion splicer. Set up telecom cabinets, fiber trays, and cage wiring for customer equipment. Perform installation, testing, and modification of cross-connects, including coax, fiber, twisted pair copper, and other cabling, according to SOPs. Support standard data center cross-connect work orders (installs, terminations, modifications). Install 'across-connect' circuits, such as switched or multiplexed circuits. Troubleshoot fiber and copper circuits, and collaborate with the networking team as needed. Work with customers to resolve issues, supporting standard testing and installations of their assets. Regularly communicate with customers, providing updates and troubleshooting support. Deliver exceptional customer service, and raise any issues to the appropriate teams. Provide on-site support, including access control, and escorting services for customers. Support customers with inbound and outbound shipments, including inventory management, and staging.</li>
</ul> at Equinix Data Center