Engineering Delivery Lead

• Jul 2021 - Present

Business Analyst & Product Owner

• Oct 2016 - Jul 2021

Document, coordinate and implement projects that require IT development. Establish & maintain strong understanding of business strategies and stakeholder objectivesIdentify trends and suggest technical resolutions to business partners Led the PCI Compliance and secure payment processing implementationIdentified process improvement opportunities at Breathe Easy after site visitEstablish and grow relationships with internal and external business stakeholders

Senior Commercial Underwriter

• Jun 2013 - Oct 2016

Responsible for underwriting and maintaining new, renewal, and mid-term commercial non-profit accounts. Concentrating on effective communication and negotiation with agents, maintaining a profitable book of business, and mentoring my peers. Gathered requirements, developed, implemented, and currently maintain an excel based quote release document utilized by all of commercial underwriters Successfully identified lean ops initiatives Analyze, price, and take action on risks Work with agents to gather underwriting requirements Seek alternate solutions for risks not falling within the business needs Established training documentation used with new underwriters in the commercial underwriting department Show less

Customer Service Representative

• Oct 2011 - Oct 2014

Responsibilities include handling cash, observing customers, and keeping the store in order. Ensured all displays are in compliance to avoid injury Observed customers and employees to avoid potential losses due to theft Served as support to store management to ensure safe work environment Interacted with customers daily Responsibilities include handling cash, observing customers, and keeping the store in order. Ensured all displays are in compliance to avoid injury Observed customers and employees to avoid potential losses due to theft Served as support to store management to ensure safe work environment Interacted with customers daily

Business Analyst/Client Service Analyst

• Sep 2012 - Jun 2013

Met with stakeholders within business units to obtain requirements for system implementations and updates. Communicate with IT to ensure that all requirements and deadlines are met Provide technical support and assistance on client reporting for the client block of business. Acts as the liaison to the client executive/program manager by obtaining data regarding case management. Works closely with the client on system or data issues, makes recommendations for resolution. Recognizes and manages risks to protect the firm from Errors and Omissions (E&O). Identify important business needs of client and assist with achieving objectives by effectively communicating to the client executive. Accumulates and analyzes data and provides recommendations, advising clients on identified trends and issues in benefit programs. Develops and analyzes reports and provides data to management and client executive/program manager. Evaluates current processes and determines new solutions and process improvements. Initiates and may prioritize system and platform changes and testing to ensure that the system is meeting requirements. Show less

Account Manager

• Jan 2009 - Oct 2012

Placement Services Specialist I Commercial Program & Franchise Specializing in Business Owners Policies, Workers' Compensation, Non-Trucking Liability, Wind Coverage, and Employers' Practices Liability coverages. Responsibilities include anticipating desired coverages, processing adjustments to customer's accounts, analyze daily and weekly reports, and communicate information to team members. Analyzed applications and approached various markets to ensure proper coverage is obtained and placed for each unique client Proven high level of problem solving in pressured situations Managed and resolved issues on complex accounts Acknowledged for ability to analyze, address, and resolve obstacles in a timely manner Maintained the Southeast region book of business with emphasis in Florida Researched and prioritized applications and accounts Communicated with underwriters from numerous insurance carriers Scrutinized reports weekly to ensure that internal procedures are followed Identified trends and proactively recommend solutions Wrote, updated, and presented procedures for new and existing processes Corresponded with different departments within the company to propose process improvements and efficiencies Assisted in the implementation of process improvements Proposed cross sale opportunities and work with client specialists to implement Show less

Purchasing Assistant

• Jan 2007 - Jan 2009

Receiving invoices and purchase requisitions, interpreting contracts, communicating with internal and external vendors, creating purchase orders, writing detailed instructions, and train fellow coworkers on new procedures.Corresponded and managed internal and external vendor accountsCreated and maintained relationships between external and internal vendors Verified receipt of products in the contracted timelineReconciled invoices within standard, 48 hours of receipt, to avoid late fees and accept timely payment discountsUtilized contracts to verify that invoices correspond with the contracted amountNegotiated removal of various fees with vendors on outstanding invoices Interacted with customers and vendors to clarify orders and special instructions Implemented contracts with storage facilities that guaranteed the highest valueEliminated obsolete furniture in storage facilities to acquire a savings of over $50,000 per yearParticipated in implementations that saved Wells Fargo over $1,000,000 within six monthsActively identified improvements to streamline the supply management processConsistently met all yearly goals prior to end of yearTested and assisted in the building of a computer program Show less

Operations Processor

• Feb 2004 - Jan 2007

Responsibilities included going from department to department to learn their processes, process invoices, audit temporary workers work and accuracy, and train coworkers/new temporary employees. Audited co-worker's workAbility to adapt to different department processes quickly Completed and implemented process improvements Created instructional Power-Point slide showsTook several online classes on how to read credit bureau reportsOversaw daily operations including: applications, Regulation B letters, and counter offer lettersDeveloped and implemented the counter offer letter processConsistently exceeded performance goals Worked with the Underwriting department to obtain missing information from applicants. Took incoming calls from dealers with questions on why an application was not approved. Read credit bureau reports and explained the results to dealers and applicants. Processed applications for credit. Show less