Natalie Urbina
San Gabriel,CA
Summary
Dynamic Acquisitions Manager with a proven track record at Foundation Risk Partners Corp DBA SIP Insurance Services, enhancing team performance and integrating assets seamlessly. Expert in Data Conversion and adept in fostering cross-functional collaboration. Achieved significant improvements in post-acquisition processes through exceptional communication skills and problem-solving abilities.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Acquisitions Manager
Foundation Risk Partners Corp DBA SIP Insurance
11.2018 - Current
- Collaborated with cross-functional teams to ensure successful integration of acquired assets into company operations.
- Communicated acquisition updates to senior leadership, keeping them informed on progress and potential roadblocks throughout process.
- Facilitated clear communication among project teams, resulting in better collaboration and smoother workflows during complex integrations.
- Championed change management efforts within the organization following acquisitions, ensuring smooth integration process and minimal disruption to operations.
- Fostered positive relationships with acquired companies' leadership to ensure smooth integration and collaboration.
- Ensured seamless transition for acquired employees by providing targeted onboarding and training programs.
- Conducted training for new hires, ensuring smooth onboarding process.
- Improved post-acquisition performance by conducting thorough due diligence and identifying key areas for improvement.
- Enhanced team performance with regular training sessions on product knowledge and customer service excellence.
- Assisted in recruiting, hiring and training of team members.
- Supported multiple teams and Producers through staffing transitions
- Managed heavy internal and external email and phone traffic
Acquisitions Manager
SIP Insurance Services
05.2017 - 11.2018
- Reviewed analyzed, and improved the overall financial reporting.
- Developed and implemented various procedures to improve accounting process.
- Maintained financial databases for data entry, tracking and reporting.
- Trained and led a team of accounting professionals in achieving department goals while fostering a positive work environment.
- Promoted culture of continuous improvement by initiating regular training on Data Management System
- Managed and successfully completed 10 integrations prior to SIP merger with FRP in 2018
- Worked with FRP team to complete SIP merger to FRP in November 2018
Account Manager
Bolton & Company
06.2014 - 05.2016
- Managed a specialized portfolio of mid-sized to large Construction accounts, ensuring timely communication and effective problem resolution.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Collaborated with sales team to identify potential upsell opportunities
- Negotiated contracts successfully, securing favorable terms for clients.
- Stayed current on company offerings and industry trends.
- Conducted regular audits of existing policies for exposures, ensuring their continued effectiveness in mitigating risks.
- Maintained control of renewal expiration lists, binders, audits, aged receivables, and claims
- Managed heavy internal and external emails from client-partners
Commercial Lines Manager
Abernathy Insurance Agency
05.2007 - 10.2012
- Managed diverse portfolio of commercial lines accounts while maintaining high levels of retention and client satisfaction.
- Streamlined policy administration processes for increased efficiency and improved commercial lines management.
- Mentored junior team members to enhance their knowledge and skills in commercial lines insurance management.
- Optimized workflows by implementing efficient organizational systems for managing files, correspondence, and documentation.
- Assessed departmental performance metrics regularly, identifying areas of opportunity for continuous improvement initiatives.
- Assisted in recruiting, hiring and training of team members.
- Spearheaded migration to new agency management system and implemented team training
Education
Associate of Arts -
Ramapo College of New Jersey
Mahwah, NJSkills
- Cross-functional team leadership
- Experienced in Operations, Project and Systems Management
- Experienced in Data Conversion and Software Implementation
- Advanced in Applied Epic DMS
- Proficient in Vertafore and other Data Management systems
- Proficient in Microsoft suites
- Excellent communication skills
- Multitasking and Problem-solving Abilities
Certification
CISR, CLCS Designations
Timeline
Acquisitions Manager
Foundation Risk Partners Corp DBA SIP Insurance
11.2018 - Current
Acquisitions Manager
SIP Insurance Services
05.2017 - 11.2018
Account Manager
Bolton & Company
06.2014 - 05.2016
Commercial Lines Manager
Abernathy Insurance Agency
05.2007 - 10.2012
Associate of Arts -
Ramapo College of New Jersey
CISR, CLCS Designations
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