Summary
Overview
Work History
Education
Skills
Timeline
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Joseph Lavecchia

Morristown,NJ

Summary

Detail oriented, organized and reliable professional with 7 years of experience in an Agency Management System support and conversion lead role, for a variety of systems used by independent insurance agencies. Proven success in leading all aspects of Agency Management System conversions and establishing longstanding relationships with clients along the way. Providing support and resolving issues for agencies through daily Helpdesk support, encompassing a wide array of insurance products, which includes but is not limited to, extensive knowledge of AMS360 and Vertafore products. Seeking a position where I can apply my professional skills and years of administrative support, customer service an database conversion experience.

Overview

7
7
years of professional experience

Work History

Insurance Help Desk Specialist/Conversion Analyst

Renaissance Alliance Insurance Services
04.2022 - Current
  • Take leading role on Agency Management System conversions from start to finish. Includes establishing relationships with agency users, data backups/transfers from previous AMS, mapping data/quality assurance, status calls with agency and AMS vendors, and handling download and other post conversion needs for agency.
  • Conversions into AMS360 from various management systems including Applied TAM, EPIC, EZLynx (Vertafore Conversion tool) Hawksoft, Partners XE, etc. (CSV)
  • Admin/manage carrier download for AMS360, EPIC, and EZLynx systems. Admin agency IVANS account, configure downloads into databases, work with carriers on setups/configuration of downloads.
  • Act as full time support on Helpdesk. Support Tier 1-3 tickets as well as escalate Tier 4 tickets to appropriate vendors for support. Escalate internal product issues to our development team. Support external users on AMS360, EPIC, and EZLynx support. Provide IVANS download support, Renaissance host website as well as general user support and system installations. Greater than 1,000 tickets resolved annually with greater than 100 active databases/clients supported. Zendesk and Freshdesk experience, as well as Asana and Jira.
  • Onboard new agencies start to finish including internal setup, active directory, conversions/data imports, and data sync connections to host website for live dashboards.

Commercial Lines Marketing Analyst

Liberty Insurance Associates
07.2018 - 04.2022
  • Work alongside Commercial Lines producers, service reps, and marketing manager throughout renewal process and new business prospecting and acquisition. Initiate renewal process and help create structure and improved time management for producers.
  • Support multiple commercial insurance producers on accounts totaling 20+ on a monthly basis, multiple books of business exceeding $1 million.
  • Ensure maximum client satisfaction through creating strong and personal relationships with clients and showed a consistent and positive track record in customer service.
  • Hold admin rights for AMS360 and Vertafore product suite and act as agency software expert. Oversee various administrative tasks including Vertafore Single Sign on.
  • Work directly with AMS360 provider (Vertafore) and IT firm to report, troubleshoot, solve, and document AMS360 issues for agency users, when necessary.
  • Built issue and resolution reference guide for AMS360 based on support needed within agency. Trained staff on common issue resolution, drastically reducing gaps in productivity and need for external vendor support.
  • Developed reusable templates for agency proposals using AMS proposal builder, able to customize when requested on back end.

Education

Rutgers University - Information Technology and Informatics

Rutgers University
New Brunswick, NJ
01.2017

Skills

  • Proficient with Microsoft Office products, including excel for AMS conversions
  • 7 years experience with AMS360 including a service role, user support, download configuration, installation, and overall VSSO administration
  • Experienced with additional Vertafore products including but not limited to PL Rating, Agency Zoom, ImageRight, Insurlink
  • Applied Epic and EZLynx support/download experience
  • Zendesk and Freshdesk helpdesk experience Asana and Jira project management experience
  • Microsoft Dynamics CRM experience
  • MS SQL Server Experience
  • IVANS download administrative experience
  • Remote support, including remote desktop control via Zoom and Microsoft Teams
  • Upgrade coordination - Large scale AMS upgrade support
  • Highly professional, with adaptability and flexibility in both solo and team environments
  • Strong multitasking and time management abilities as demonstrated by managing projects on timelines alongside general helpdesk support

Timeline

Insurance Help Desk Specialist/Conversion Analyst

Renaissance Alliance Insurance Services
04.2022 - Current

Commercial Lines Marketing Analyst

Liberty Insurance Associates
07.2018 - 04.2022

Rutgers University - Information Technology and Informatics

Rutgers University

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Joseph Lavecchia