Experience

Applied Systems

• United States
• Software Development
• 700 & Above Employee

• Operations Consultant

  • Aug 2019 - Present

  Remote o Work with Applied’s largest clients creating high levels of customer satisfaction throughout large-scale implementations o Perform business process review and workflow gap analysis identifying requirements, inefficiencies, redundancies, and opportunities for improvement o Provide recommendations and tactics, training, and non-technical support o Create customized workflow documents based on requirements and process review findings o Define and execute UA testing based on… Show more o Work with Applied’s largest clients creating high levels of customer satisfaction throughout large-scale implementations o Perform business process review and workflow gap analysis identifying requirements, inefficiencies, redundancies, and opportunities for improvement o Provide recommendations and tactics, training, and non-technical support o Create customized workflow documents based on requirements and process review findings o Define and execute UA testing based on customization o Serve as liaison between client stakeholders and product team o Coordinate release management and adoption of software updates, changes and upgrades o Collaborate with product and development to provide insight and feedback on product roadmap o Collaborate with product, development, service, and operations to establish and maintain design and configuration best practices, reusable standard configurations, and documentation o Creation and empathetic execution of Get Healthy plans for at risk clients o Perform Internal UA Testing o Review samples and pre-production data o Manage successful implementation, onboarding, and training o Oversee activation ensuring successful deployment o Facilitate use optimization Show less



RealCare Insurance Marketing, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Agency Tech Leader | Senior Underwriter | Senior Account Executive

  • Mar 2010 - Aug 2019

  Remote o Underwriting of Real Estate E&O Insurance for MGA portion of agency, including pricing and endorsements o Maintained comprehensive documentation of files that reflected solid thought and decision making process o Closely interfaced with customers, agents, association and carrier personnel o Demonstrated proficiency by participating and representing the company at national and state conventions o Coached, onboarded, and supervised new and junior underwriting… Show more o Underwriting of Real Estate E&O Insurance for MGA portion of agency, including pricing and endorsements o Maintained comprehensive documentation of files that reflected solid thought and decision making process o Closely interfaced with customers, agents, association and carrier personnel o Demonstrated proficiency by participating and representing the company at national and state conventions o Coached, onboarded, and supervised new and junior underwriting staff o Administered the marketing, presentation, and sales of enterprise accounts o Supervised, managed, and trained junior and administrative staff o Developed and executed new program resulting in the partnership with the Hawaii and Florida Associations of REALTORS o Established Property and Casualty department; established and executed efficient procedures o Completed process and system analysis identifying inefficiencies, redundancies, and opportunities for improvement o Provided recommendations, workflows and training Show less