Operations and business management professional with 20+ years of leadership experience across insurance, benefits administration, financial management, and manufacturing. Proven success in guiding organizations through complex challenges, including leading recovery from a major cyber attack—managing insurer claims, legal analysis, IT restoration, and negotiations with both carriers and threat actors. Skilled in delivering client-focused benefits administration and operational efficiency, with deep experience serving groups from small businesses to large organizations. Proficient in digital platforms including LearnWorlds (LMS), HeyGen, Synthesia, ChatGPT, Fish AI, WIX, SignUpGenius, and Eleven Labs to streamline training, engagement, and client communication. Recognized for building trusted client relationships, ensuring compliance, and driving operational excellence.
Client Relations & Benefits Administration Event & Project Management
401(k) Client Liason
Obtained Annuities license to allow agency to receive commissions on 401(k) plans. Work with Voya, Transamerica, Fidelity and other third party administrators to reduce 401(k) costs for clients.
Responsible for initial implementation of large groups up to 2500 employees. Experienced in EASE, ADP Workforce Now, Paylocity and Employee Navigator Benefit Administration platform implementations. Oversaw benefits programs for groups up to 2,500 employees, improving client satisfaction scores by 25%. Obtained letters of recommendations from many clients for corporate use in prospecting. Lead prospecting agent.
Technology & Innovation
Deployed LearnWorlds LMS to launch a digital training program reaching 500+ users in the first year.
Integrated AI tools (ChatGPT, HeyGen, Eleven Labs) into training workflows, cutting content production time by 60%.
Designed and launched WIX websites that increased online visibility and client inquiries by 35%.
Served as Race Director for RCP Tiburon Mile, overseeing 1,000+ participants and securing $200K in sponsorships.
Coordinated national trade shows and marketing campaigns that expanded customer base across 5 states.
Led rollout of new product lines, generating $2M in first-year sales.