Experience

Point & Pay

• United States
• Software Development
• 1 - 100 Employee

• Strategic Relationship and Implementation Manager

  • Aug 2022 - Present

  Responsible for successful coordination and implementation of new strategic clients and software partners as well as on-going relationship management and maintenance of existing strategic clients. Responsible for successful coordination and implementation of new strategic clients and software partners as well as on-going relationship management and maintenance of existing strategic clients.



Corestream

• United States
• Software Development
• 100 - 200 Employee

• Implementation Manager

  • Jun 2021 - Aug 2022

  Onboard and implement voluntary benefits for small to large companies. Configure and test file feeds to multiple carriers and payroll companies. Establish web portals for HR personnel to utilize during open and ongoing enrollment periods. Onboard and implement voluntary benefits for small to large companies. Configure and test file feeds to multiple carriers and payroll companies. Establish web portals for HR personnel to utilize during open and ongoing enrollment periods.



GIS Benefits, Inc.

• United States
• Insurance
• 100 - 200 Employee

• Account Manager

  • Apr 2016 - Jun 2021

  Manage and implement ancillary benefits for small to large companies from implementation through renewal. Coordinate benefits through multiple carriers to facilitate coverage, consolidate billing, process enrollments and create web portals for HR and Benefit Coordinators to utilize during open and ongoing enrollment periods. Manage and implement ancillary benefits for small to large companies from implementation through renewal. Coordinate benefits through multiple carriers to facilitate coverage, consolidate billing, process enrollments and create web portals for HR and Benefit Coordinators to utilize during open and ongoing enrollment periods.



Amwins

• United States
• Insurance
• 700 & Above Employee

• Relationship Manager

  • Nov 2012 - Apr 2016

  Coordinated client benefits with multiple carriers and brokers. Acted as a liason for escalated issues dealing with coverage and/or claims issues. Maintained custom weekly and monthly reports for internal departments and human resource departments. Guided clients through open and ongoing enrollments to meet or exceed company guidelines. Conducted weekly meetings with multiple clients and vendors to coordinate benefits Coordinated client benefits with multiple carriers and brokers. Acted as a liason for escalated issues dealing with coverage and/or claims issues. Maintained custom weekly and monthly reports for internal departments and human resource departments. Guided clients through open and ongoing enrollments to meet or exceed company guidelines. Conducted weekly meetings with multiple clients and vendors to coordinate benefits



IPA / Mercer

• Brecksville, Ohio

• Implementation Analyst

  • Jul 2011 - Nov 2012

  Coordinated client benefits with multiple carriers and brokers. Maintained custom weekly and monthly reports for internal departments and human resource departments. Guided clients through open and ongoing enrollments to meet or exceed company guidelines. Assisted with online enrollment services and customized client specific websites to deliver benefit information to both employees and HR personnel. Conducted weekly meetings with multiple clients and vendors to coordinate benefits. Coordinated client benefits with multiple carriers and brokers. Maintained custom weekly and monthly reports for internal departments and human resource departments. Guided clients through open and ongoing enrollments to meet or exceed company guidelines. Assisted with online enrollment services and customized client specific websites to deliver benefit information to both employees and HR personnel. Conducted weekly meetings with multiple clients and vendors to coordinate benefits.



Fleetmatics (Formerly SageQuest)

• United States
• Software Development
• 1 - 100 Employee

• Engineering Support Team Leader

  • Jul 2005 - Jul 2011

  Led a team of five technical support representatives to diagnose and resolve hardware and software issues dealing with GPS tracking of fleet vehicles. Conducted new hire and cross department training within the organization. Worked with senior management to develop and improve processes and procedures, increasing customer satisfaction and developing strong client relationships. Led a team of five technical support representatives to diagnose and resolve hardware and software issues dealing with GPS tracking of fleet vehicles. Conducted new hire and cross department training within the organization. Worked with senior management to develop and improve processes and procedures, increasing customer satisfaction and developing strong client relationships.



CardTech

• Customer Service

  • 1995 - 1998

  Served as a client liaison for credit card issuers nationwide. Provided full color proofs for all designs and solicited approval for production. Conducted weekly meetings with clients, updating timelines and providing insight into production lead times and shipping options. Served as a client liaison for credit card issuers nationwide. Provided full color proofs for all designs and solicited approval for production. Conducted weekly meetings with clients, updating timelines and providing insight into production lead times and shipping options.