Results-driven professional with extensive experience in managing strategic carrier accounts. Skilled in budget development, pricing negotiation, and team collaboration, contributing to streamlined operations and enhanced program success.
Overview
13
13
years of professional experience
Work History
Insurance Program Manager
Epiq
06.2017 - Current
Managed day-to-day client needs for strategic carrier accounts and high-profile prospects.
Customized solutions and professional services based on customer and internal client requirements.
Empowered sales teams by providing strategic deal guidance and enabling personalized decision-making.
Liaised between sales, finance, and legal to negotiate pricing, discounts, and payment terms.
Developed detailed budgets and timelines while managing project scope to prevent overruns.
Streamlined workflows to enhance overall program success through improved operational processes.
Analyzed sales processes of insurance program group, identifying performance improvements.
Conducted regular team meetings to review progress and address issues during program execution.
Regional Litigation Consultant
Esquire Deposition Solutions
New York, New York
04.2013 - 09.2014
Leveraged legal expertise and presentation skills to drive revenue growth.
Cultivated repeat business through strategic relationship management with attorneys and staff.
Developed business opportunities, enhancing connections within designated amlaw account territory.
Applied consultative selling techniques to convert cold calls into substantial sales outcomes.
Delivered comprehensive insights into court reporting solutions during on-site product demonstrations.
Evaluated client requirements, providing tailored solutions using strategic consultative methods.
Conducted detailed market analysis to align service offerings with client needs.
Facilitated project meetings to discuss timelines, updates, and deliverables with stakeholders.
Specialty Insurance Program Structuring and Insurance Placement at Trident Global Strategies LLCSpecialty Insurance Program Structuring and Insurance Placement at Trident Global Strategies LLC
Senior Project Manager → Program Manager, Technology Modernization Program at STRATPLUS for ACTINVERSenior Project Manager → Program Manager, Technology Modernization Program at STRATPLUS for ACTINVER
Licensed Insurance Agent/Office Manager/Account Manager at The Dennis Smith Agency- Farmers InsuranceLicensed Insurance Agent/Office Manager/Account Manager at The Dennis Smith Agency- Farmers Insurance