Experience

Sandler Partners

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Portal Experience Manager

  • Sep 2020 - Present

  • Create, curate, and audit Portal content for a fresh and relevant portal experiences that aligns with partner needs and increase the value of the Portal as a key tool for our partners and value proposition for Sandler Partners.• Develop, manage, and implement of new Portal innovations and features for targeting information to partners as well as increasing sorting and presentation capabilities.• Engage the portal user community for feedback and insights on current Portal content; track and analyze feedback to provide recommendations for maximizing efficiency and effectiveness.• Provide guidance and recommendations to all company departments and business operations to ensure optimization of portal resources.• Lead trainings and presentations on the Sandler Portal at major company live and virtual events.• Initiate new provider onboarding, including gathering relevant information and coordinating internal team efforts. Show less

• Knowledge Kurator

  • Mar 2017 - Aug 2020

  • Develop and implement portal innovations and upgrades, including developing new portal features and functionality for targeting information to agents as well as increasing sorting and presentation capabilities.• Create new landing pages for recruitment and marketing initiatives; evaluate and enhance current company website and features.• Monitor and filter updates for new provider SPIFS and promotions, provider trainings and notes to update in the portal. Ensure collateral/contacts listings are current. Validate existing data for accuracy.• Manage provider onboarding, including gathering relevant information, and ensuring distribution and coordination of relevant information to internal teams.• Participate in regularly scheduled weekly and monthly Providers Negotiations, Solutions, Commissions and Sales meetings. Provide support to all business operations to ensure optimization of portal resources.• Provide support and training as needed for troubleshooting, updating the portal, and answer questions for internal and external users. Lead trainings and presentations on the Sandler Portal at major company events. Show less

• Carrier Advisor

  • Jan 2017 - Mar 2017

• Carrier Pricing Specialist

  • Aug 2015 - Dec 2016

  • Prepare product pricing proposals, conduct bill audits and analysis for agents and customers.• Compare multiple solutions and options based on various client requirements.• Provide customer service support and resolve pricing problems for agents and customers.• Use specialized online pricing tools and the Sandler Portal to provide effective sales support.• Actively monitor and respond to shared team mailbox with a 4-hour commitment guarantee.• Participate in team meetings and provider trainings to learn specific products and procedures. Show less



UC Berkeley School of Public Health

• United States
• Higher Education
• 100 - 200 Employee

• Assistant Administrative Officer

  • Jun 2014 - Aug 2015

  The California Program on Access to Care is an applied policy research program established in August 1997 that brings the resources of the University of California to address significant healthcare policy issues affecting California's low-income, migrant populations, expanding and enhancing dialogue among government officials, healthcare advocates, and academic researchers.• Directly assist the Administrative Officer with accounting and operational duties.• Prepare monthly, quarterly, and annual expense reports for six fund sources.• Prepare quarterly and annual budgets and projections for income, payroll, and non-payroll.• Prepare and submit travel and entertainment reimbursements for staff and events.• Experience with BFS, BAIRS, BearBuy, and Citrix platforms.• Prepare invoices and documentation, and work with sublets to collect rental income.• Responsible for interviewing, hiring, and training work-study students.• Serve as the student workleader in charge of all work-study students’ schedules, workload, timesheets.• Transcribe audio recordings and files from events into text in both Spanish and English.• Serve as a backup assistant for policy briefings and other programmatic endeavors.• Purchase supplies needed for in-office and special event operations.• Provide clerical support and assist in various ad hoc projects and tasks. Show less

• Administrative Student Assistant

  • Mar 2012 - May 2014

  • Assist the Administrative Officer with accounting and operational duties.• Prepare monthly, quarterly, and annual expense reports for three fund sources.• Serve as a backup assistant for policy briefings and other programmatic endeavors.• Provide clerical support as well as assist in various ad hoc projects and tasks.



University of California, Berkeley

• United States
• Higher Education
• 700 & Above Employee

• Notetaker

  • Jun 2014 - May 2015

  • Take detailed notes for every course lecture and discussion. • Upload and manage files to course website with a 48 hour deadline. • Take detailed notes for every course lecture and discussion. • Upload and manage files to course website with a 48 hour deadline.