Experience

Dalton Wade Real Estate Group

• United States
• Real Estate
• 300 - 400 Employee

• Realtor®

  • Feb 2023 - Present

  Tampa, Florida, United States



eXp Realty

• United States
• Real Estate
• 700 & Above Employee

• Realtor®

  • Apr 2022 - Feb 2023



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Senior Client Services Specialist

  • Feb 2020 - Jun 2022

   Responsible for strategic and consultative management of assigned book of business, including the development of customer specific business plans to identify opportunities to retain and profitably grow business and to strengthen relationships.  Collaborated with Account Managers and Regional Account Executives on books of business to identify business growth opportunities. Coordinated enrollment, sales, and support services for assigned accounts.  Built strong relationships and… Show more  Responsible for strategic and consultative management of assigned book of business, including the development of customer specific business plans to identify opportunities to retain and profitably grow business and to strengthen relationships.  Collaborated with Account Managers and Regional Account Executives on books of business to identify business growth opportunities. Coordinated enrollment, sales, and support services for assigned accounts.  Built strong relationships and collaborated with internal functional partners to successfully implement new business, address service inquires, and provide consultative support.  Actively participated in special projects throughout the year.  Provided ongoing coaching and mentoring to peer group.  Updated reporting source systems.

• Senior Long Term Disability Claim Manager, Group Insurance

  • Feb 2020 - Oct 2021

   Effectively managed an assigned block of Long-Term disability and complex disability claims.  Collaborated with internal and external resources as needed to achieve desired results.  Provided mentoring and coaching to newer team members as needed.  Communicated clearly in writing and telephonically with claimants, clients, and team members.  Shared knowledge and information with the team to promote unity, growth, and teamwork.  Participated in events and activities to… Show more  Effectively managed an assigned block of Long-Term disability and complex disability claims.  Collaborated with internal and external resources as needed to achieve desired results.  Provided mentoring and coaching to newer team members as needed.  Communicated clearly in writing and telephonically with claimants, clients, and team members.  Shared knowledge and information with the team to promote unity, growth, and teamwork.  Participated in events and activities to promote inclusion and diversity.  Constantly adapted to changes to effectively meet business needs.  Promoted positive and constructive growth among team members.



RJ HEALTH SYSTEMS

• Manager, Contracts & Compliance

  • Sep 2017 - May 2018

   Responsible for creating and implementing an audit plan to ensure adherence to contracts, processes, State and Federal laws, and HIPAA regulations.  Serve as HIPAA Compliance Officer.  Managed benefits open enrollment for all employees in the organization.  Reviewed and revised the employee handbook to ensure appropriate content.  Ensured HIPAA training compliance for all workforce members.  Responsible for the contracting process for new and existing clients… Show more  Responsible for creating and implementing an audit plan to ensure adherence to contracts, processes, State and Federal laws, and HIPAA regulations.  Serve as HIPAA Compliance Officer.  Managed benefits open enrollment for all employees in the organization.  Reviewed and revised the employee handbook to ensure appropriate content.  Ensured HIPAA training compliance for all workforce members.  Responsible for the contracting process for new and existing clients.  Managed recruiting efforts by screening and interviewing prospective employees.  Oversaw the onboarding process for new employees, including background checks and training.  Identified coaching and training opportunities and managed results delivery and trending reports.  Conducted organizational audits that led to overall process improvement and the implementation of best practices.  Administered company personnel policies.  Monitored employee activity on company coding systems and salesforce.  Served as the key point of contact and company organizer for external SOC2 Type 1 and SOC2 Type 2 audits. Show less



ReedGroup

• United States
• Insurance
• 400 - 500 Employee

• Quality Assurance Manager

  • Apr 2016 - May 2017

   Oversaw team of 16 virtual absence management auditors.  Recruited top talent and was responsible for hiring decisions of new team members.  Provided support, guidance, leadership and motivation to promote maximum performance.  Provided ongoing coaching and training to new and existing team members.  Responsible for managing large-scale reporting projects and ensuring compliance.  Collaborated with operations, training, appeals and best practice teams to design and… Show more  Oversaw team of 16 virtual absence management auditors.  Recruited top talent and was responsible for hiring decisions of new team members.  Provided support, guidance, leadership and motivation to promote maximum performance.  Provided ongoing coaching and training to new and existing team members.  Responsible for managing large-scale reporting projects and ensuring compliance.  Collaborated with operations, training, appeals and best practice teams to design and implement quality improvement plans.  Followed company staffing standards and training recommendations.  Identified coaching and training opportunities and managed results delivery and trending reports.  Instrumental in managing daily, weekly and monthly workload distribution.  Ensured data tracking reports were accurate prior to being sent to management and clients.  Addressed and resolved productivity, teamwork and performance issues as required.  Presented the company objectives by participating in client relationship events.  Participated in finalist presentations and implementation projects.  Interviewed, hired and established colleague performance development plans.  Conducted colleague performance discussions.  Maintained contact with clients and promoted a professional client relationship

• Quality Assurance Specialist

  • Dec 2009 - Apr 2016

   Performed quality review on Disability and FMLA claims in compliance with audit requirements, service contract requirements, and quality standards.  Conveyed audit results to team members and management daily.  Collaborated with IT to complete user acceptance training and repair LSF defects.  Delivered training on standard operating procedures for new and existing client accounts.  Monitored and tracked quality trends to aid in creating trending analyses reports.  Managed… Show more  Performed quality review on Disability and FMLA claims in compliance with audit requirements, service contract requirements, and quality standards.  Conveyed audit results to team members and management daily.  Collaborated with IT to complete user acceptance training and repair LSF defects.  Delivered training on standard operating procedures for new and existing client accounts.  Monitored and tracked quality trends to aid in creating trending analyses reports.  Managed monthly and daily workload management for the team.  Resolved FMLA, Statutory and Disability leave related questions and issues as the SME.  Increased employee retention and saved revenue by negotiating return-to-work options.  Created and improved standard operating procedures for globally outsourced work.  Ensured fraudulent claims were handled properly by working alongside management, vocational rehab colleagues and surveillance units.  Served as a subject matter expert on Disability and FMLA related inquiries.  Contributed to several years of progressive case management, including FMLA, Statutory, Disability (Short-term and Long-term), Workers Compensation, and ADA/ADAA accommodations.



The Hartford

• United States
• Financial Services
• 700 & Above Employee

• RENEWAL UNDERWRITER / FRONT LINE MANAGER

  • Mar 1998 - Jun 2007

   Recognized for demonstrating excellence, dedication, and producing high quality work.  Served as underwriter for all facets of policy and risk activity.  Functioned as the primary contact for multiple targeted underwriting projects.  Analyzed renewal risks to make appropriate underwriting decisions.  Oversaw all facets of customer care for the company executives.  Oversaw all customer satisfaction needs relating to executive and media relationships.  Supervised and… Show more  Recognized for demonstrating excellence, dedication, and producing high quality work.  Served as underwriter for all facets of policy and risk activity.  Functioned as the primary contact for multiple targeted underwriting projects.  Analyzed renewal risks to make appropriate underwriting decisions.  Oversaw all facets of customer care for the company executives.  Oversaw all customer satisfaction needs relating to executive and media relationships.  Supervised and coached a team of 18 representatives in a fast-paced insurance call center environment.  Ensured individual and team results met specific metric objectives.  Increased customer satisfaction by coaching and developing individual representative performance.  Recruited and selected new employees, in addition to team placements and salary decisions. Show less