Detail-oriented professional with a solid background in operations management and project coordination. Known for effective communication and collaboration skills, ensuring successful onboarding and project execution while maintaining high standards of quality and efficiency.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Operations Supervisor
Relion Insurance Solutions
03.2024 - Current
Supervise, support and review performance of administrative support staff.
Manage Insurance Company Appointments for the Agency and its employees.
Assist with IT support and technology projects.
Programming, upgrading and maintenance of the Agency telephone system to efficiently handle the needs of the Agency in all offices and remote locations.
Collaborate, coordinate, and maintain New Hire Onboarding to provide a successful experience for new team members joining the Agency.
Act as Epic Champion for the entire Agency by performing all routine processing, generating recurring and one-time reports, troubleshooting issues for users and answering their questions, overseeing projects, maintaining quality control, and making recommendations to improve use and increase efficiencies.
Maintain licensing records for the Agency and its employees.
Project Coordinator
Relion Insurance Solutions
03.2022 - 03.2024
Coordinated project timelines and deliverables to ensure efficient workflow and adherence to deadlines.
Facilitated communication between cross-functional teams, enhancing collaboration and project alignment.
Managed project documentation, ensuring accuracy and accessibility for team members.
Personal Lines Coordinator & Account Manager
AW Welt Ambrisco Insurance
01.2015 - 03.2022
Assist department manager with training for new and current employees.
Act as back-up support to the department manager.
Monitor workloads and realign tasks and projects to ensure consistency.
Cross-sell the agency service’s additional lines, otherwise refer prospect(s) to appropriate department or Producer.
Able to manage a proportionate number of high-level accounts when reviewing your overall book of business.
Personal Lines Account Manager
AW Welt Ambrisco Insurance
05.2006 - 01.2015
Managed client insurance portfolios, ensuring optimal coverage and compliance with policies.
Developed customized insurance solutions based on clients' unique needs and risk profiles.
Coordinated communication between clients and underwriters to facilitate policy changes and renewals.
Education
Associate of Science - Marketing Management
Kirkwood Community College
Cedar Rapids, IA
05-2005
Skills
Operations management
Performance monitoring
Task delegation
Staff supervision
Team Training
Employee development
Certification
CISR- Certified Insurance Service Representative- 2011