Experience

Milliman IntelliScript

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Team Lead, Client Relationships

  • Jan 2023 - Present

• Senior Client Relationship Manager

  • Jan 2022 - Dec 2022

  Brookfield, Wisconsin, United States

• Client Relationship Manager

  • Jan 2021 - Dec 2021

  Milliman IntelliScript offers industry-leading risk management solutions to the insurance industry. As a Client Relationship Manager, my responsibilities include: -Building and maintaining client relationships -Conducting strategy meetings to understand client goals and maximize their value -Advocating for clients and collaborating interdepartmentally to improve their experience -Analyzing client utilization to share trends and make recommendations -Owning a project to update… Show more Milliman IntelliScript offers industry-leading risk management solutions to the insurance industry. As a Client Relationship Manager, my responsibilities include: -Building and maintaining client relationships -Conducting strategy meetings to understand client goals and maximize their value -Advocating for clients and collaborating interdepartmentally to improve their experience -Analyzing client utilization to share trends and make recommendations -Owning a project to update Salesforce layouts, objects, dashboards, reports, and workflows for internal and external process improvement



Zywave

• United States
• Software Development
• 500 - 600 Employee

• Customer Success Manager

  • Jan 2018 - Dec 2020

  Greater Milwaukee Area Zywave is an insurance tech company that offers cloud-based sales management, client delivery, content, and analytics solutions. As a Customer Success Manager, I: -Mentored and coached Customer Success Consultants -Developed and tested workflows to roll out for the Customer Success team -Helped update Salesforce account pages, reports, and dashboards to improve internal insight and enhance the client experience -Managed key customers in the West territory of the U.S. -Proved… Show more Zywave is an insurance tech company that offers cloud-based sales management, client delivery, content, and analytics solutions. As a Customer Success Manager, I: -Mentored and coached Customer Success Consultants -Developed and tested workflows to roll out for the Customer Success team -Helped update Salesforce account pages, reports, and dashboards to improve internal insight and enhance the client experience -Managed key customers in the West territory of the U.S. -Proved return on investment to decision makers through presenting success stories, utilization, and ongoing action items -Worked in unison with Sales, Finance, and Legal to focus on protecting and maximizing recurring revenue

• Customer Success Consultant

  • Sep 2015 - Jan 2018

  Greater Milwaukee Area -Managed customers in the West territory of the U.S. -Created action plans with key client stakeholders to increase business efficiency and win new business -Facilitated online consulting and training sessions for end users



State Farm

• United States
• Insurance
• 700 & Above Employee

• Insurance & Financial Services Representative

  • Jan 2012 - Sep 2015

  Bob Vitt Agency | Milwaukee, WI -Held renewal meetings with clients to review and advise on auto, fire, life, health, and commercial insurance policies, and financial services -Marketed to prospective clients via email and cold calling -Trained new employees



Best Buy

• Retail
• 700 & Above Employee

• Product Process Specialist

  • Nov 2008 - Jan 2012

  Brookfield, WI -Managed the inventory of products received -Oversaw security and tracked loss prevention efforts

• Customer Service Representative

  • Nov 2007 - Nov 2008

  Brookfield, WI -Gave customers a positive experience in purchasing products -Educated customers on Best Buy promotions -Trained employees new to the role