Dynamic and results-driven professional with a proven track record in customer success, operations leadership, and strategic team development across insurance, healthcare, and financial services. Known for building high-performing teams from the ground up, streamlining complex workflows, and delivering exceptional client experiences with precision and empathy. Adept at translating vision into execution—whether guiding agents through policy changes, launching billing departments, or resolving escalations with grace. A natural communicator and systems thinker who thrives in fast-paced environments, balances heart with strategy, and leads with clarity, accountability, and purpose.
• Manage midterm policy transactions and coverage adjustments for small commercial insurance accounts
• Advise agents and insureds on insurance options, policy changes, and account setup procedures
• Guide clients through self-service tools and digital platforms to promote adoption and efficiency
• Process premium payments and ensure accurate billing and account reconciliation
• Deliver high-level customer support while maintaining compliance with regulatory standards
• Collaborate cross-functionally to resolve inquiries and enhance the client experience
• Forged strategic collaborations with shelters, sponsors, and community partners to expand rescue impact
• Managed social media presence and digital storytelling to drive engagement and donor visibility
• Oversaw daily operations, volunteer coordination, and pet placement logistics with precision and compassion
• Ensured nonprofit compliance with state and federal regulations, maintaining ethical standards and fiduciary integrity
• Managed relationships with Natera’s two largest channel partner labs, ensuring timely sample processing and issue resolution
• Developed training protocols to improve sample handling accuracy and reduce delays across lab teams
• Founded and led a dedicated billing team for self-pay patients, overseeing operations from concept to execution
• Designed SOPs, scheduled workflows, and implemented scalable systems to support billing and customer success functions
• Supervised and mentored 14 direct reports, driving performance, accountability, and team cohesion
• Collaborated cross-functionally to enhance service delivery and streamline operational efficiency
• Supervised frontline customer service team handling high-volume inbound calls for Bank of America
• Managed escalated inquiries and resolved complex banking issues with professionalism and compliance
• Monitored performance metrics and coached agents to improve service quality and efficiency
• Ensured adherence to financial regulations and internal protocols across all customer interactions
• Collaborated with leadership to implement process improvements and enhance customer satisfaction