Bio
Credentials
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Registered Customer Service Representative
Florida Department of Financial ServicesDec, 2010- Apr, 2026
Experience
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Travelers
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Orlando, Florida Area
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Customer Services Representative
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Nov 2012 - Present
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Orlando, Florida Area
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Training Specialist
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Nov 2011 - Nov 2012
* Works with regional contacts to assess and identify agency training needs for technical, process and potentially product training.* Develops automation training strategy and plans for assigned agencies.* Delivers training to assigned agency personnel in use of automation tools and processes. * Handles complex agency training situations and needs. * Works with agency personnel to implement effective methods of incorporating automation into agency workflow. * Develops and maintains highly effective relationships with agency personnel.* Monitors effectiveness of training, reviewing utilization rates, new business flow, and internal operating efficiencies. * Makes recommendations and implement training related strategies for improvement in meeting regional production goals.* Contributes to field sales efforts by potentially participating in agency visitations, point-of-sales presentations, building positive brand with agencies and sharing information/insights from interactions with agencies.* Assist in preparation of point-of-sales presentations/proposals.* Takes lead role in testing new automation products and functions.* Maintains superior knowledge of competitor automation capabilities.* Responds to questions from agents on automation issues.* May participate in local vendor or user groups as required. * Develops and maintains strong understanding of products including products outside of primary business line.* Supports special Agency Automation projects as requested.* May serve as a floater resource to other region teams as needed.* May mentor/coach more junior staff as assigned.
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Senior Agency Training Executive
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Oct 1989 - Nov 2011
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Clerk IV
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Aug 1988 - Mar 1989
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Security Administrative Assistant
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Mar 1985 - Aug 1988
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Education
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2006 - 2008University of Phoenix
BSBM, Business
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