Experience

The McGowan Companies

• United States
• Insurance
• 100 - 200 Employee

• Senior Account Executive

  • Dec 2021 - Present



MiddleOak

• United States
• Insurance
• 100 - 200 Employee

• Customer Service Manager

  • Aug 2012 - Dec 2021

  Salem, MA Oversee the day-to-day operations of the Billing Services, Customer Care, and Cash Management departments. Accountable for the development and implementation of department service standards, procedures, and workflows targeted at optimal customer satisfaction; and for the management, training and development of staff in the areas of productivity, effectiveness and high quality service.

• Billing Services Supervisor

  • Sep 2010 - Aug 2012

  Supervise call center staff of 8 Billing Services Representatives. Daily cash balancing.

• Human Resources Specialist

  • Jan 2006 - Sep 2010

  PHR Designation Provide HR generalist support Responsible for employee benefit administration including health and welfare benefits, pension plan, 401(k) and COBRA Secretary of the company’s 401(k) plan, Pension plan and Welfare Plan’s administrative committees Coordinate Annual Open Enrollment Performed recruiting functions including sourcing and interviewing candidates for exempt and non-exempt positions Provide assistance in the resolution of employee issues and… Show more PHR Designation Provide HR generalist support Responsible for employee benefit administration including health and welfare benefits, pension plan, 401(k) and COBRA Secretary of the company’s 401(k) plan, Pension plan and Welfare Plan’s administrative committees Coordinate Annual Open Enrollment Performed recruiting functions including sourcing and interviewing candidates for exempt and non-exempt positions Provide assistance in the resolution of employee issues and grievances Assist managers and employees with interpreting HR policies and procedures Conduct New Hire orientations and exit interviews Process biweekly payroll for 375 employees Administer annual merit increases and bonuses Prepare annual Human Resources Department Budget



Electric Insurance Company

• United States
• Insurance
• 300 - 400 Employee

• Licensing Administrator

  • Sep 2002 - Jan 2006

  Licensed new agents according to regulatory requirements for each state Maintained and tracked approximately 5000 licenses and appointments for approximately 100 agents in 50 states with results of zero defects reported in market conduct exams and internal audits Assisted in creating a new License Tracking system Reported monthly on licensing productivity and compliance Ran background checks to determine eligibility for newly hired agents Created annual budget for the Licensing… Show more Licensed new agents according to regulatory requirements for each state Maintained and tracked approximately 5000 licenses and appointments for approximately 100 agents in 50 states with results of zero defects reported in market conduct exams and internal audits Assisted in creating a new License Tracking system Reported monthly on licensing productivity and compliance Ran background checks to determine eligibility for newly hired agents Created annual budget for the Licensing Department Served as termporary Licensing Dept Manager for 3 months while permanent manager on leave

• Insurance Account Specialist

  • Sep 1997 - Sep 2002

  Provided a broad range of services to policyholders in all states, including coverage counseling, policy updates, customer retention, claims and billing inquiries