4 Years of Honorable military service, Secret Security Clearance, and management experience. Technical expert in project management, organizational operations, employee benefits, employee relations, human resources, contracting and other administrative related systems. Problem solver with a proven record in bringing decisive resolution to challenging near, mid, and long-term ventures. Experienced with Lean Six Sigma methodology and source development. Innovative thinker with effective management and goal setting abilities, combined with superior leadership, team building, interpersonal, and presentation skills. Ability to excel in a fast-paced environment and communicate effectively at all levels.
Overview
9
9
years of professional experience
Work History
Operations Specialist
SF&C Insurance Associates, INC.
06.2021 - Current
Lead projects from requirements definition through deployment, identifying schedules, scopes, budget estimations, and implementation plans, including risk mitigation.
Analyze project status and, when necessary, revise the scope, schedule, or budget to ensure that project requirements can be met.
Develop, implement, and review operational policies and procedures. Make important policy, planning, and strategy decisions. Formulate strategy, improving performance, procuring material and resources, and securing compliance.
Ensure all legal and regulatory documents are filed and monitor compliance with laws and regulations.
Follow department’s standard operating procedures.
Identify and address problems and opportunities for the company.
Create and maintain relationships with insurance carriers and serve as point of contact for matters concerning contracts.
Manage weekly pipeline averaging $150,000 in premium of new insurance applications.
Assisted various departments with change by communicating new improvement plans and expectations.
Collected, arranged, and input information into database system.
Tracked and analyzed reports to determine needed improvements.
Developed and updated tracking spreadsheets using Microsoft Excel.
Helped meet changing demands by recommending improvements to business systems or procedures.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Developed effective improvement plans in alignment with goals and specifications.
Gathered, organized and input information into digital database.
Devised and implemented processes and procedures to streamline operations.
Educated staff on organizational mission and goals to help employees achieve success.
Conducted regular reviews of operations and identified areas for improvement.
Customer Service Rep.
Sue Beckner, State Farm Insurance Agent
05.2019 - 04.2020
Answered inbound calls from customers, quickly assessing customer needs and proactively providing solutions.
Asked probing questions to determine service needs and accurately input information into electronic systems.
Providing superior customer service while handling inbound calls for inforamtion and product inquiry.
Assessed customer needs and upsold products and services to maximize sales.
Informed customers about billing procedures, processed payments and provided payment option setup assistance.
Delivered service and support to each customer, paving way for future business opportunities.
Set up and activated customer accounts to maintain QA satisfaction levels.
Documented conversations with customers to track requests, problems and solutions.
Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
Educated customers on special pricing opportunities and company offerings.
Analyze statistics and compile accurate reports and maintain an orderly workflow according to priorities.
Reconciled errors in a cost effective manner.
Resolved post-order issues such as returns and follows up to ensure all customer needs are fulfilled.
Met or exceeded scorecard requirements for productivity, schedule adherence, quality and attendance.
Complete assignments accurately despite a large workload.
Use a customer-focused, needs-based review process to educate customers about insurance options, while improving customer service experience, creating engaged customers, and facilitating organic growth.
Administrative Supervisor
Headquarters & Support Battalion, U.S. Marine Corp
09.2014 - 06.2018
Supervised 12 Human Resource Specialist responsible for preparing, organizing, and often teaching weekly technical training to enhance the proficiency of the administrative staff.
Developed effective team members through highly individualized coaching.
Established action plans for team members and helped each person attain objectives.
Provided administrative support and customer service to staff members and outside agencies while safeguarding Personally Identifiable Information (PII) covered by the Privacy Act of 1974.
Maintained and audited over 3000 service records, scans, uploads and verified documents were incorporated into Official Personnel Files.
Prepared and delivered presentations to improve policies and procedures, which increased organizational capability and productivity by eliminating unnecessary steps in internal procedures.
Monitored employee performance and provided counseling in order to increase job proficiency.
Analyzed training needs, compiled statistical data and reports to determine staffing levels, and reorganized job responsibilities to effectively utilize resources resulting in 100% of operational and professional development goals for 5000 employees.
Implemented and executed effectively plans and strategies by constantly communicating objectives and trends to the team.
Executed and maintained standards consistent with Marine Corps guidelines.
Supervised and proctored various annual and fiscal training courses and events.
Researched, wrote and edited 3000 public communications (policy statements, correspondence, and messages) using Microsoft Office, Word, Excel, PowerPoint, and Access and prepared narrative, graphic, and numeric reports, analyses, summaries and other documents.
Addressed performance discrepancies in a timely manner.
Satisfied Marine Corps necessities and management goals.
Monitored and evaluated personnel performance to complete annual reviews, recommend advancement, or address productivity concerns.
Delivered performance reviews, recommending additional training or advancements.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Prepared detailed documents and reports in adherence administrative processes.
Managed special projects to complete all tasks by deadlines.
Highly organized, with the ability to multitask and prioritize, resulting in increased sales, meeting deadlines and corporate requests.
Positions held with extensive and difficult responsibilities, each requiring greater leadership, team building, and organizational skills.
Education
Bachelor of Science - Organizational Leadership
Pennsylvania State University
University Park, PA
08.2021
Intermediate Leadership
U.S. Marine Corps, Oceanside, CA
09.2017
Lean Six Sigma Yellow Belt
Business Performance Office, Camp Pendleton, CA
03.2016
Personnel Administration School
U.S. Marine Corps, Jacksonville, NC
04.2015
Skills
Ability to plan and organize, set priorities, develop schedules, formulate, and evaluate plans – gained from the supervisory assignment
An excellent leader and motivator with great communication, organizational and people skills
Ability to express ideas and facts in a clear and understandable manner, tailoring communication to the intended audience
Ability to manage a diverse workforce and lead others, including planning and assigning work, improving and controlling performance, and selecting employees
Work experience in the fields of management analysis, financial management, office services management, and program analysis
Strong ability to forecast trends and react proactively
Action Planning
Operations
Goals and Performance
Systems and Software Expertise
Team Management
Critical thinking
Time management
Microsoft Office
Supervision
Business Administration
Performance Management
Work Flow Planning
Compliance Monitoring
Project Planning
Financial Administration
Document Management
Timeline
Operations Specialist
SF&C Insurance Associates, INC.
06.2021 - Current
Customer Service Rep.
Sue Beckner, State Farm Insurance Agent
05.2019 - 04.2020
Administrative Supervisor
Headquarters & Support Battalion, U.S. Marine Corp
Licensed Benefits Advisor at Health Insurance Associates / MedicareInsurance.comLicensed Benefits Advisor at Health Insurance Associates / MedicareInsurance.com