Experience

SageSure

• United States
• Insurance
• 300 - 400 Employee

• Carrier Operations Analyst

  • Jan 2023 - Present



Billy

• United States
• Software Development
• 1 - 100 Employee

• Operations Manager

  • Mar 2022 - Oct 2022

  Created automated workflows and sequences that allowed follow up for the sales team to be more efficient Delivered data driven improvements to the sales and client retention process Lead complex cross-functional project in partnership with Sales, API Integration and Engineering Developed Billy’s first Insurance email campaign which resulted in over a 32% open rate Managed all analytics and drove customer KPIs through creation of customized dashboards and reports using hubspot analytics Established monthly and quarterly premium goals Evaluated and reported on operation efficiency, pipeline and financial information Interviewed potential licensed producers and customer success representatives Show less



Policygenius

• United States
• Insurance
• 300 - 400 Employee

• Senior Case Manager P&C

  • Jun 2020 - Mar 2022

• Case Manager Associate P&C

  • May 2019 - Mar 2022



Quaker Special Risk Insurance

• United States
• Insurance
• 1 - 100 Employee

• Assistant Underwriter

  • Aug 2016 - May 2019

  -Responsible for over 1.5 million dollars of renewals monthly. -Work with producers to qualify potential new business -Evaluated new and renewal applications to determine insurance risks and premiums. -Provided recommendations on individual or group insurance plans. -Prepared underwriting reports and updated insurance forms. -Prepared insurance documents (policy documents, certificates, endorsements, schedule, invoice, etc) -Responsible for placing risks in both admitted and non-admitted markets Show less



University of Delaware Multimedia

• Newark, Delaware

• Media Intern

  • Apr 2016 - May 2016

  -Worked with a team to capture highlights of sports teams at the University -Managed content and updated social media to help engage fans -Assisted is producing competition highlights and post game interviews -Worked with a team to capture highlights of sports teams at the University -Managed content and updated social media to help engage fans -Assisted is producing competition highlights and post game interviews



NCAA Mens Baseball Team

• Newark, DE

• University of Delaware

  • Aug 2012 - May 2016

  - Scholarship Athlete - First Basemen - 20 plus hours per week • Work with team members to achieve common goals • Display strong work ethic through rigorous year round training • Comfortable performing under pressure situations - Scholarship Athlete - First Basemen - 20 plus hours per week • Work with team members to achieve common goals • Display strong work ethic through rigorous year round training • Comfortable performing under pressure situations