Analytical, results-driven Economics graduate that is a primary resource for underwriting requirements and their workflows and processes. Knowledge in case management, project management, and new business operations. Skilled at process improvement and cross-functional collaboration to drive data-backed decisions. Focused on efficient and accurate output.
Overview
4
4
years of professional experience
Work History
Underwriting Account Manager – New Business Operations
Massachusetts Mutual Life Insurance Company
07.2024 - Current
Partner with underwriting to streamline policy management workflows, reducing processing time and improving overall placement ratios – overseeing applications from submission to commission. Reducing cycle time from 32-day average to 19 days.
Act as the primary liaison for 11 of 57 wealth and finance agencies, strengthening advisor relationships through proactive communication, issue resolution, and product expertise. 98% VoC (Voice of Customer) score.
Serve as a Subject Matter Expert (SME) for a Salesforce development launch, advising on workflow design and driving successful adoption across the team.
Deliver monthly performance metrics and reporting to leadership, providing data-driven insights that improved efficiency and allow for informed strategic decision-making.
Procurement Consultant
PosiGen LLC.
09.2021 - 07.2024
Implemented procurement strategies and supplier management to streamline purchasing processes, reducing cycle times and improving compliance. Connecting supplier and consumer.
Built and maintained relationships with vendors and internal teams to ensure on-time delivery and service quality.
Analyzed spend data and market trends to identify opportunities for savings and supplier consolidation.
Streamlined procurement processes by implementing strategic sourcing and supplier management techniques.
Education
Bachelor of Science - Managerial Economics
University of Massachusetts
05.2021
Bachelor of Science - Legal Studies (Pre - Law)
University of Massachusetts
05.2021
High School Diploma -
Agawam High School
05.2017
Skills
Problem-solving
Account & project management
Data interpretation
Risk assessment and mitigation
KPI tracking
Excel, PowerPoint, Word
SharePoint
Word
Timeline
Underwriting Account Manager – New Business Operations