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Credentials

  • Series 26 Investment Company and Variable Contracts Products Principal
    FINRA (Financial Industry Regulatory Authority)
  • Series 6 Investment Company & Variable Products Representative
    FINRA (Financial Industry Regulatory Authority)
  • Series 63 Uniform Securities State Law
    FINRA (Financial Industry Regulatory Authority)

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Claims
      • Feb 2020 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Field Sales Leader / Hiring Manager
      • May 2019 - Present

      Promoted to Field Sales Leader

    • Field Sales Associate / Hiring Manager
      • May 2018 - May 2019

      - Exceeded performance and production goals during initial direct selling phase- Obtained Series 6, 63, 26 as well as Property, Casualty, Life and Health licenses- Promoted to lead a market of Allstate agency owners accounting for $60M+ in annual premium- Responsible for production and staffing - Main responsibilities include acting as a small business consultant and coach to help Allstate agency owners profitably grow their own businesses. Examples include: business & strategic planning, goal setting, designing and executing effective marketing plans, agency economics and cash flow, staff compensation and incentive programs, staff development and training, new business growth strategies, retention practices)- Designated Supervisory Principal (DSP) for Allstate Financial Services, LLC- Identify and recruit business leaders to own and run their own small business as an Allstate agency owner Show less

    • United States
    • Real Estate
    • Casualty Claim Manager
      • Dec 2016 - Present

      -Led a team that handles complex third party casualty liability claims-1 of 14 claim leaders selected for the Senior Vice President's 2016 Claim Advisory Council-Recognized as only claim leader in Nashville to receive Distinguished Performance Award in 2018

    • Impact Leadership Program
      • Jan 2016 - May 2017

      Selected to participate in an advanced leadership development program for current leaders.Program Description: To accelerate the development, retention and engagement of high potential leaders with senior leader potential to expand enterprise knowledge and enrich the succession pipeline.

    • Claim Service Leader - Liability Determination Unit
      • Feb 2016 - Dec 2016

      Promoted within current leadership role which included an increased span of control

    • Claim Team Lead - Liability Determination Unit
      • May 2015 - Feb 2016

      Led and developed a team of auto claim liability adjusters

    • Claim Property Line Management - Leadership Development Program
      • Nov 2014 - May 2015

      -Served in a multi-functional role on the Property Field Interaction team within Claims Line Management.-Included field travel to multiple regional offices around the US to focus on developing stronger relationship between our home and regional offices

    • Human Resources Talent Acquisition - Leadership Development Program
      • Jul 2014 - Nov 2014

      -Temporary development assignment within Human Resources Talent Acquisition -Enhanced metrics and reporting tools to support countrywide recruiting and hiring efforts-Co-lead organizational health project to assess the relationship between our Claim Organization and HR Talent Acquisition.Organizational Health Project:o Led multiple focus groups of key internal and external stakeholders to identify strengths and opportunity areaso Analyzed findings and presented recommendations to Executive Vice President and Chief Administration Officero Project resulted in the implementation of several of our key recommendations across Talent Acquisition Claims Show less

    • Auto Liability Sr Claims Analyst - Leadership Development Program
      • Jul 2013 - Jul 2014

      In this role, I gained a foundational understanding of our Auto Claims business by rotating through multiple Casualty segments. For the first six months, I worked as an Auto Liability Claims Adjuster. In this role I was responsible for analyzing complex claims to determine the extent of Allstate's liability and negotiated with third parties to ensure a fair and reasonable settlement. Next, I transitioned through our Unrepresented and Represented/Litigated Casualty units. By the end of my rotation, I had the opportunity to take on several leadership responsibilities in a Claims Service Leader/Market Claim Office Administrative role. Show less

    • Competitive Intelligence Sr. Analyst, Quantitative Research and Analytics
      • Jul 2012 - Jul 2013

      I spent my first year with Allstate as a Sr. Analyst in Quantitative Research and Analytics. This rotation developed my knowledge of the insurance business and highlighted the importance of utilizing data and analytics to drive decisions and optimize performance. I was responsible for providing qualitative and quantitative decision support to Product Management.

    • Lead Staff Management Position
      • Aug 2010 - May 2012

      • Promoted from Health Fitness Instructor to Lead Staff management position• One of five managers selected to oversee upwards of 40 student-employees • Recreational Center Advisory Council

    • Health Fitness Instructor
      • Aug 2008 - Aug 2010

    • India
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Financial Leadership Program Intern
      • Jun 2011 - Aug 2011

Education

  • Miami University Farmer School of Business
    Bachelor’s Degree, Finance
    2008 - 2012
  • Saint Xavier High School
    High School
    2004 - 2008

Community

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