IT Project Manager

• May 2017 - Present

Benefits Account Manager/IT Administration

• Apr 2014 - May 2017

Administrator/Benefits Account Manager, Harding Brooks Associates, LLC, Vestal, NY (2014 to Present)Plan and administer operations and work flow to support a bi-location insurance agency with 27 employees including office staff and agents (producers) serving residential and commercial clients.• Collaborate with agency owners to develop strategic plans to move business forward including marketing, IT, accounting, customer service, carrier relations, enrollment/renewal processes, security and licensing.• Work closely with marketing consultant to develop and foster company image and mission; offer creative input into logo and website development; built and maintain social media presence providing ongoing updates.• Counsel clients on administration of healthcare benefits; travel to businesses to present options, cost effective strategies and procedures for enrollment using web-based systems.• Manage IT systems including security program controlling user access; manage downloads, updates and information retrieval of management system; create forms to facilitate work flow and accuracy; served as project manager and central point of contact with IT vendor during upgrade to fiber optics.• Confer with accounting department in generation of direct bill commissions. • Manage complex agency licensing and bi-annual renewals involving 40 separate procedures for 50 states.• Provide critical information and support to producers to meet client needs and capture new accounts.

Operations Administrator

• Aug 2009 - 2014

Operations Administrator & Accounting Associate, Mang Insurance Agency, LLC Norwich, NY (2009 to 2014)Developed and managed administrative tasks in support of agency; served a pivotal role in carrying out IT and accounting functions; central point of contact with customers, employees and vendors.• Wrote job descriptions and conferred with department heads to identify and establish work flow efficiencies.• Generated critical reports for executive team with information on client trends and production; also produced month end profit/loss statements.• Project lead for the research, selection, test and launch of IT upgrades; developed and managed web-based training program on new software applications.• Closely analyzed agency workflows and facilitated integration into management system resulting in greater accuracy and timeliness of reporting. • Applied VLOOKUP function to expedite processing of commissions; streamlined billing processes through enhancements to management system.• Provided and analyzed data to support decisions on new business acquisitions. • Set up customer financing programs negotiating prices and terms with various banks; arranged for no-cost staff training in the processing of financial contracts including eligibility requirements.

Administrative Manager

• Apr 2001 - Jan 2008

Office Manager, RFO Insurance Services, Marietta, GA (2001 to 2008)Managed IT, accounts payable/receivable, invoicing, claims processing and client relations for firm specializing in insurances for the transportation industry; maintained ongoing communications with CEO’s, CFO’s, clients and staff to manage needs of over 300 commercial accounts.• Managed the research and procurement of software system; maintained databases; developed and updated website; go to person for troubleshooting, repairs and end-user support.• Central point of contact for claims and billings; generated periodic invoices and managed receivables.