Experience

Convergence Acceleration Solutions/CAS Group a Wipro Company

• United States
• Telecommunications
• 1 - 100 Employee

• Consultant

  • Jul 2022 - Present



FormFire - an AgencyBloc Solution

• United States
• Insurance
• 1 - 100 Employee

• Learning Specialist

  • Jun 2020 - Jul 2022

  • Conduct FormFire employee certification testing for new hires. Support and mentor new employees through the product certification process. • Design effective training programs for and conduct webinars, workshops, group training sessions, etc., for external users of FormFire. • Work with Development team to author regular, high quality internal and external release notes for all FormFire users. • Create and maintain instructional material such as handouts, PowerPoints, video demonstrations, how to guides, etc., for external users of FormFire. • Create and maintain external messaging through Pendo system to all users of FormFire. • Manage the creation of the monthly company newsletter working with the CEO and COO.

• Customer Success Coach

  • Jan 2018 - Jun 2020

  • Design effective coaching programs for all users• Conduct webinars, workshops and individual coaching sessions to help users better understand the FormFire platform• Create educational materials for the FormFire Help Site (help.formfire.com)• Create video content for the FormFire Help Site (help.formfire.com)

• Senior Client Support Specialist

  • Aug 2016 - Dec 2017

  • Offer personalized coaching sessions to Insurance Brokers on how to use FormFire effectively • Host webinars on new programs and services that are offered through FormFire for Insurance Brokers and Insurance Carriers• Provide excellent customer service and help users resolve their problems• Work on escalated issues from users received through email and online messaging• Ensure data integrity and HIPAA compliance

• Client Support Specialist

  • Aug 2015 - Aug 2016

  • Coach users on how to use FormFire effectively• Provide excellent customer service and help users resolve their problems• Troubleshoot client issues received over the phone, email, or chat• Ensure data integrity and HIPAA compliance



GE Lighting, a Savant company

• United States
• Computers and Electronics Manufacturing
• 300 - 400 Employee

• Customer Financial Service Representative

  • Jun 2011 - Aug 2015

  • Manage high volume portfolio in excess of $5 million.• Coordinate activities between customers, internal and external sales departments, distribution and operations to identify and resolve shipping and pricing discrepancies.• Works within a team structure to achieve team goals set by management.• Exercise leadership by providing training as needed for new employee. • Manage high volume portfolio in excess of $5 million.• Coordinate activities between customers, internal and external sales departments, distribution and operations to identify and resolve shipping and pricing discrepancies.• Works within a team structure to achieve team goals set by management.• Exercise leadership by providing training as needed for new employee.



Bath & Body Works

• United States
• Retail
• 700 & Above Employee

• Sales Lead

  • Mar 2010 - Jun 2011

  • Directly impact total store sales results as part of the sales leadership team.• Maximize sales potential through a primarily physical presence on the sales floor• Analyze Customer Experience Reports and assisted in development of action plans to correct deficiencies in customer care.• Analyze mid-week sales progress and determined remaining payroll needs each week.• Coach, mentor, and educate Sales Associates on company policies and procedures.•Facilitate meetings and lead in-store promotional events.

• Sales Associate

  • Jul 2008 - Mar 2010

  • Help customers to feel pampered, relaxed, and special through the use of one-on-one demonstrations of products, and used product knowledge to assist each customer with their shopping experience.• Promoted to Sales Lead in March 2010 due to consistently high performance evaluations and excellent sales results.



Bowling Green State University

• United States
• Higher Education
• 700 & Above Employee

• Desk Clerk

  • Aug 2007 - May 2008

  • Assist staff in the daily resident hall operations, including various clerical tasks.• Perform general operational services for residents and visitors. • Assist staff in the daily resident hall operations, including various clerical tasks.• Perform general operational services for residents and visitors.



E! Entertainment Television

• Events Services
• 1 - 100 Employee

• Live Events Intern

  • Jun 2007 - Aug 2007

  • Reported to Jeff Shore, Senior Vice President of Production• Research and logged data for video, pictures, and audio for stock footage bank.• Relay attendee information to on-camera talent for live pre-show interviews at E!’s Live From The Red Carpet: The 2007 BET Music Awards• Gain insight and knowledge into the development of entertainment television shows and live events. • Reported to Jeff Shore, Senior Vice President of Production• Research and logged data for video, pictures, and audio for stock footage bank.• Relay attendee information to on-camera talent for live pre-show interviews at E!’s Live From The Red Carpet: The 2007 BET Music Awards• Gain insight and knowledge into the development of entertainment television shows and live events.