Shanna M. Reid
OCIP Administrator/Certificate Compliance at Milwaukee Metropolitan Sewerage District- Claim this Profile
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Bio
Credentials
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Emerging Leaders (E200)
US Small Business AdministrationJan, 2011- Nov, 2024 -
Property, Casualty & Life Insurance
State of Wisconsin -
Property, Casualty & Life Insurance
State of Michigan -
Property, Casualty & Life Insurance
State of Virginia -
Property, Casualty & Life Insurance
District of Columbia
Experience
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Milwaukee Metropolitan Sewerage District
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United States
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Environmental Services
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100 - 200 Employee
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OCIP Administrator/Certificate Compliance
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2009 - Present
Partner with executive management and stakeholders in the management and administration of complex OCIP programs from conception through project wrap-up/close-out to ensure all projects are managed appropriately and effectively, and that all administrative details are communicated to stakeholders as appropriate. • Manage all aspects of OCIP administration, to include plan development, communicating with project contractors and brokers, explaining coverage and assisting contractors with forms and enrollment. • Address and resolve questions or inquiries from construction managers, contractors, brokers, and insurance carrier representatives and auditors regarding the established OCIP. • Perform construction site visitations and facilitate communications amongst all project stakeholders; review contractor certificates of insurance for compliance. • Request, review, process and follow-up on all OCIP program documents; enter details into risk management system; review project performance and compliance with procedures and reporting. • Review subcontractor insurance policies for the OCIP per district requests. • Provide assistance in developing quarterly updates and progress reports for the Wisconsin Department of Workforce Development; participate in DWD quarterly meetings. • Monitor the district’s Builders’ Risk program for new projects; assist with gathering underwriting information for submission to the insurance carrier. • Partner with the OCIP Safety Team to ensure all contractors attend OCIP/OSHA training and certifications are issued before working on-site. • Attend the project pre-con and progress meetings; assist with handling OCIP program claims. • Prepare monthly supplier and workforce reports for submission to the appropriate MMSD staff. • Monitor payment procedures to ensure that payment is withheld from firms that are delinquent in the submission of required reports and/or documentation.
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One Accord LLC
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Greater Milwaukee Area
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President/Owner
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2002 - Present
Direct and oversee all aspects of business operations to include sales, finance and accounting management, business planning, team management, program development, cost controls and pricing, risk management and complex insurance coverage. • Manage the administration of OCIP for multiple current construction projects, provide claims administration, review contractor policies, and monitor the Builder’s Risk Program. • Perform the interviewing, hiring, performance evaluation and termination of staff. • Create and update strategic operating plans supportive of company objectives with a focus on leveraging operational strengths and resolving any issues or deficiencies. • Develop and execute strategic marketing and sales plans that increase sales and meet business goals, while coordinating communications between marketing, field agents and other stakeholders. • Conduct market research on trends and competition to formulate strategies that drive profitable growth. • Oversee all financial aspects of business, including P&L, receivables/payables, billing, purchasing, budgeting, payroll and report generation. • Oversee all aspects of policy creation, identification of complex insurance coverage issues, monitoring of high exposure claims, and interfacing with re-insurers/excess insurers. • Possess current licensure in the States of Wisconsin, Michigan, Virginia and the District of Columbia (Washington D.C.) to do business.
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Board Member
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2008 - 2012
Board Officer Board Officer
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National African American Insurance Association WI Chapter
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Greater Milwaukee Area
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President
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2006 - 2010
Drove ongoing programmatic excellence, rigorous program evaluation, awareness campaigns and strategies, finance and administration, fundraising and communications in order to achieve the strategic goals of the organization. • Facilitated meetings with board members in regards to any changes to the organization’s current status; advised members on resolutions and strategies to meet goals and objectives. • Partnered in the development of organizational and financial plans with board of directors; carried out plans and policies approved by the board.
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The Benefit Companies
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Greater Milwaukee Area
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Account Executive ~ Property & Casualty
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2007 - 2009
Managed the building and servicing of new and existing accounts, developed new business, and led the establishment of both regional and national accounts. • Partnered with executive-level clients and relevant intermediaries to identify client needs, build client loyalty, and promote the adoption of strategic initiatives. • Implemented the design, delivery and execution of supporting business plans for each client in territory. • Acted as a coach and mentor to new or junior staff. • Proactively identified cross-selling opportunities in existing book and supported all new business efforts to drive sales through customized solutions.
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Agency Director
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2000 - 2002
Directed the planning, organization and management of a regional agency providing sales and customer service functions to investors, policyholders, and field employees for new and existing business. • Managed all aspects of operations, to include the application of policies and procedures, operating structure, and information flow in accordance with consumer laws. • Oversaw and coordinated the efficiency and integrity of the transactions process including underwriting, due diligence, closing and servicing in support of meeting aggressive production objectives for the region. • Ensured production volume met product/service standards, while exceeding quality standards. • Implemented all personnel activities, to include hiring, training/development, evaluation, performance, pay and corrective counseling/termination proceedings. • Strategically controlled all expenses, developed production goals, monitored production and prepared progress reports for headquarters office; conducted client/staff seminars and educational workshops.
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Education
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2012 - 2016
Concordia University-Wisconsin
Bachelor's Degree, Business, Management, Marketing, and Related Support Services -
Tuck Executive Education at Dartmouth
Building a Successful Diverse Business
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