Experience

Western Asset Protection

• United States
• Insurance
• 1 - 100 Employee

• Vice President of Operations / Integrator

  • Jan 2018 - Present

  Phoenix, Arizona Area Senior Management Team. Provide leadership for the overall operating performance of the business. Focus on strategic planning. Budget management. Support, Build and Manager of Operational Systems. Workflow processes, process mapping, process improvement, quality control and work flow management. Evaluate operational processes and procedures. Build and manage high performing teams. Direct Manager Commissions, Contracting, Sales Support; responsible for leveraging… Show more Senior Management Team. Provide leadership for the overall operating performance of the business. Focus on strategic planning. Budget management. Support, Build and Manager of Operational Systems. Workflow processes, process mapping, process improvement, quality control and work flow management. Evaluate operational processes and procedures. Build and manage high performing teams. Direct Manager Commissions, Contracting, Sales Support; responsible for leveraging technology, create and improve processes to optimize efficiencies. Quality control. Data management and analysis. Compliance – collaborate with compliance officer and IT Department to assess, audit and implement IT security standards utilizing NIST and HIPAA guidelines. Risk analysis and risk management

• Director of Operations and Information Systems

  • Sep 2014 - Present

  Phoenix, Arizona Area Manages all IT and Information Systems related projects and needs for the business through operational teams and outsourced vendors. Due diligence on all technology acquisitions. Manage IT budgets and establish technology roadmaps for the company. Project Management. Manager of Operational Systems. Workflow processes, process mapping, process improvement, quality control and work flow management. Staff development and training Direct Manager of the Commissions and… Show more Manages all IT and Information Systems related projects and needs for the business through operational teams and outsourced vendors. Due diligence on all technology acquisitions. Manage IT budgets and establish technology roadmaps for the company. Project Management. Manager of Operational Systems. Workflow processes, process mapping, process improvement, quality control and work flow management. Staff development and training Direct Manager of the Commissions and Contracting Departments; responsible for leveraging technology, create and improve processes to optimize efficiencies. Quality control. Data management and analysis. Compliance – collaborate with compliance officer to assess, audit and implement IT security standards utilizing NIST and HIPAA guidelines. Risk analysis and risk management Marketing team member – rebranding, social media, budgets, campaign strategies, vendor management, technology

• Business Operations Manager

  • Aug 2013 - Sep 2014

  Phoenix, Arizona Area Responsible for the planning, direction, coordination and management of the day to day business operations of the organization. Responsible for ensuring and improving performance productivity, efficiency and profitability of departmental and organizational operations. Developed more efficient processes, identify current deficiencies and implement best practices with a specific focus on work flow, new business and technology. Technology vendor coordination and management



Disability Insurance Services

• United States
• Insurance
• 1 - 100 Employee

• Operations Manager

  • Jul 2011 - Feb 2013

  Greater San Diego Area Focus on increasing the synergy between organizational departments, carrier partners, stakeholders, and high value clients to improve the function and efficiency of the operations. Improve processes and policies in support of organizational goals. Monitor, manage and improve the efficiency of support services, facilitate coordination and communication between support functions. Provided support to sales and marketing staff, including active participation in marketing team… Show more Focus on increasing the synergy between organizational departments, carrier partners, stakeholders, and high value clients to improve the function and efficiency of the operations. Improve processes and policies in support of organizational goals. Monitor, manage and improve the efficiency of support services, facilitate coordination and communication between support functions. Provided support to sales and marketing staff, including active participation in marketing team, research and development of marketing campaigns based on business analytics, market trends and customer focused research.

• Case Manager

  • Jun 2008 - Jul 2011

  Greater San Diego Area Actively managed a continually evolving caseload of 65+ cases in underwriting. Managed and built strategic relationships with brokers, affiliates, and insurance carriers, increased efficiency and expedited underwriting process to maximize profitability. Responsible for review and sumission of new business applications with 13 insurance carriers; traditional and impaired risk. Responsible for evaluation fo each applicant's medical, financial and lifestyle history to determine… Show more Actively managed a continually evolving caseload of 65+ cases in underwriting. Managed and built strategic relationships with brokers, affiliates, and insurance carriers, increased efficiency and expedited underwriting process to maximize profitability. Responsible for review and sumission of new business applications with 13 insurance carriers; traditional and impaired risk. Responsible for evaluation fo each applicant's medical, financial and lifestyle history to determine eligility and potential outcome with selected carrier.



Peoples Premium Finance

• Financial Services
• 1 - 100 Employee

• Office Manager

  • Jan 2006 - Apr 2007

  Bothell, WA Managed Underwriting and Customer Service Team for Bothell office, processed finance contracts over 10 Million in financed insurance premium per month. Average volume in excess of 600 contracts per month. Provided finance contracts and negotiated terms for insurance agency clients within credit limits. On larger contracts provided credit manager with the necessary supporting information to make credit decisions. Including relevant agency relationship information, credit information and… Show more Managed Underwriting and Customer Service Team for Bothell office, processed finance contracts over 10 Million in financed insurance premium per month. Average volume in excess of 600 contracts per month. Provided finance contracts and negotiated terms for insurance agency clients within credit limits. On larger contracts provided credit manager with the necessary supporting information to make credit decisions. Including relevant agency relationship information, credit information and supporting documentation of insured. Set and met Quoting Guidelines 90% of the time, far exceeding corporate goals. Quote requests for contracts <$250K delivered within 1 hour, <$1 Million delivered within 2, >$1 Million delivered within 4 hours. Provided support to sales staff including marketing support, market trends and results of follow-up on large finance quotes with agency clients. Traveled with sales staff on client visits providing training and continuing education courses. Participated in networking events and opportunities to build client relationships and foster business development. Maintained files for quotes and reviewed accepted finance contracts based on corporate policies and procedures relevant to audits and compliance requirements. Responsible for compiling, writing and editing quarterly newsletter distributed to agency clients. Promoted three times during employment.

• Agency Service Supervisor

  • Jan 2002 - Jan 2006

  Bothell, WA In addition to the duties of Quote Specialist, this position added supervisory responsibilities with staff supervision and development including employee reviews, workflow management and training. Maintained files for quotes and reviewed accepted finance contracts based on corporate policies and procedures relevant to audits and compliance requirements. Responsible for compiling, writing and editing quarterly newsletter distributed to agency clients.

• Quote Specialist

  • Jan 2000 - Jan 2002

  Bothell, WA Provided finance contracts and negotiated terms for insurance agency clients. Met or exceeded client expectations for quote turnaround time with accuracy while staying within established guidelines and authority levels. Maintained the highest level of courtesy and professionalism in a high-pressure environment.



GEICO

• United States
• Insurance
• 700 & Above Employee

• Sales Counselor

  • Apr 1999 - Dec 1999

  Poway, CA Counseled prospects on auto insurance coverage and provided insurance quotes to callers while maintaining the highest level of courtesy and professionalism in a high-pressure environment. Obtained P&C license for AZ, CA and WA during employment.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Account Associate Officer

  • Dec 1998 - Feb 1999

  Greater Seattle Area Founding member of a new department resulting from a restructured internal organization that changed focus from support of personal and business banking high valued clients to focus on the business clients. Built relationships with business clients by providing multi-banking services support including wire transfers, funds transfer, new account opening, withdrawals, cashier’s check, payments, advances, fee reversals and fund hold removals. Wrote the manual for procedures for… Show more Founding member of a new department resulting from a restructured internal organization that changed focus from support of personal and business banking high valued clients to focus on the business clients. Built relationships with business clients by providing multi-banking services support including wire transfers, funds transfer, new account opening, withdrawals, cashier’s check, payments, advances, fee reversals and fund hold removals. Wrote the manual for procedures for the department and assisted in training of new team members. Provided support to business sales officers and their clients; resolved any issues related to client’s accounts.

• Account Associate Lead

  • Mar 1998 - Nov 1998

  Greater Seattle Area Coordinated work distribution to meet production deadlines. Scheduled staff and assisted managers in reporting volumes. Supervised team to ensure superior service standards. Researched and resolved client issues. Responsible for timely resolution of customer, branch and other complaints in a satisfactory manner. Worked closely with sales team to advise of client issues and significant account changes. Provided support as needed with client calls, acted as a liaison… Show more Coordinated work distribution to meet production deadlines. Scheduled staff and assisted managers in reporting volumes. Supervised team to ensure superior service standards. Researched and resolved client issues. Responsible for timely resolution of customer, branch and other complaints in a satisfactory manner. Worked closely with sales team to advise of client issues and significant account changes. Provided support as needed with client calls, acted as a liaison with servicing partners. Built and maintained good working relationships to provide clients with best and most comprehensive services possible.