Experience

Milliman IntelliScript

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Director, Relationship Management

  • Jan 2023 - Present

• Director, Client Relationships

  • Jan 2021 - Jan 2023

  • Developed and implemented strategy to engage clients to achieve maximum return-on-investment • Developed and implemented strategy to improve internal communication and collaboration• Collaborated with cross-functional teams to ensure consistency with client messaging• Advocated for clients, prospects and Relationship Management team for product and process improvement• Scaled team to consist of managers, team leads and individual contributors to prepare for growth and successful management of new and existing territories

• Manager, Client Relationships

  • Aug 2018 - Jan 2021

  • Developed and led team to ensure superior client satisfaction and revenue retention across the Life and Health insurance industry • Integrated various technical and project teams to achieve business and client objectives• Established team and individual KPIs to achieve annual OKRs

• Senior Account Manager

  • Feb 2018 - Aug 2018

  • Successfully managed territory to achieve continued client satisfaction and account profitability• Led Quarterly and Annual Business reviews within assigned territory• Determined client needs at strategic level and applied tactical skills to accomplish goals• Identified opportunities for growth within assigned territory• Collaborated with various teams to meet client and business needs

• Account Manager

  • May 2014 - Feb 2018

  • Drove further adoption and identified new opportunities within existing accounts • Established trusted relationships within all contact levels within assigned territory• Provided software training to clients via WebEx and onsite• Negotiated contract renewals and various amendments as needed

• Operations Coordinator

  • Aug 2010 - May 2014

  • Handled escalated consumer interaction and ensured timely delivery of consumer report requests• Prepared contracts for proper approval and signatures• Reviewed HIPAA authorizations to ensure compliance• Streamlined Standard Operating Policy review process• Managed new client account setups and conducted user training• Prepared monthly activity reports using SQL and Excel



Midwestern Underwriting Conference Committee

• Past President

  • Oct 2015 - Present

  http://www.midwesternunderwritingconference.com/ http://www.midwesternunderwritingconference.com/



SEEK Careers/Staffing

• United States
• Staffing and Recruiting
• 100 - 200 Employee

• Associate Recruiter - SEEK Professionals

  • Jan 2010 - Aug 2010

  • Sourced candidates via various sites for permanent placement Executive and IT roles • Prepared position descriptions and postings to attract qualified candidates • Established relationships with clients and candidates to ensure the "right fit" • Sourced candidates via various sites for permanent placement Executive and IT roles • Prepared position descriptions and postings to attract qualified candidates • Established relationships with clients and candidates to ensure the "right fit"



Bellwether Group, LLC

• Investment Management

• Executive Assistant/HR

  • Jan 2008 - Jan 2010

  • Managed all client correspondence • Prepared presentations for client delivery • Developed client database within Excel for contact and communication tracking • Coordinated meetings and travel for CEO and CMO • Managed general accounting within QuickBooks and employee files • Managed all client correspondence • Prepared presentations for client delivery • Developed client database within Excel for contact and communication tracking • Coordinated meetings and travel for CEO and CMO • Managed general accounting within QuickBooks and employee files



American Home Inspectors Training Institute

• Training Operations and New Markets Manager

  • Jan 2004 - Jan 2008

  • Established relationships with key contacts at Community Colleges, Universities and Training locations across the United States • Reviewed and provided feedback on the adequacy of training documents and took necessary steps to cure any deficiencies • Effectively controlled the release of proprietary and confidential training material and collateral • Monitored enrollment to ensure proper student/instructor ratios • Managed training team consisting of 25 instructors across the United States, including the training calendar for over 150 courses nationwide


Liftow Limited
• Canada
• Automation Machinery Manufacturing
• 200 - 300 Employee
• Recruiter

  • 2003 - 2004

American TV
• United States
• Retail
• 100 - 200 Employee
• Customer Service Supervisor

  • 1997 - 2002