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Skills

  • Internal / External Liaison
  • Corporate presentations
  • Consulting
  • Risk management
  • Regulatory compliance
  • Business Development
  • Profit and loss management
  • Business Strategy
  • Employee retention strategies
  • Customer experience enhancement

Work Experiences

  • Planned the logistics for the executive team's meeting and travel.
  • Maintained an active role in mitigating business risks through cross-functional collaboration and vendor management.
  • Was in charge of employee hiring, training, development, and supervision.
  • Oversaw the day-to-day operations of the program department when Assistant Vice President was out of the office.
  • Was in charge of administrative systems for senior leadership and over 18 employees.
  • Attended system and metric to promote the company's brand and build relationships with potential customers and partners.
  • Provided board members with high-quality administrative, management, planning, and policy support.
  • Prepared and recorded meeting minutes, as well as actions taken as a result of board, committee, and special sessions meetings.
  • Created and managed the Board of Directors' and Executive Department's annual budgets.
  • Oversaw the day-to-day operations of the finance when the Assistant Vice President was out of the office or on vacation.

Summaries

  • Insurance agent with experience in financial accounting and cost estimation.
  • Licensed Insurance Broker with a working knowledge of new coverage competencies, exclusions, and endorsed enhancements.
  • Persuasive Insurance Broker with over 5 years of experience in business sales and life and health insurance.
  • In the category sector, offering an engaging and pleasant personality and background.
  • Over the course of 18 years, procedure division performance improved by 4%.
  • Peers and superiors admired and respected him for his organizational and interpersonal skills, strategic initiative implementation, special project management, and results-oriented interactions across the organization and with partners.
  • Professional with exceptional sales, strategic planning, and stakeholder engagement abilities.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • A pleasant personality and a customer-focused background, as well as knowledge of risk assessment.
  • Through targeted marketing, lead generation, and in-depth knowledge of market trends, consistently increases sales and expands client base.

Accomplishments

  • Developed and applied market analysis tools to identify high-opportunity segments, driving a 55% increase in new business wins.
  • Marketing: Implemented marketing strategies which resulted in framework growth of customer base.
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • Developed and implemented customer retention strategies that improved client satisfaction scores by 54%, retaining key accounts worth $14.
  • Documented and resolved program which led to initiative.
  • Initiated
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Established
  • Won
  • Competitive Analysis: Performed competitive analysis to make recommendations for future company growth.

Affiliations

  • Women in Business and Industry (WIB) Conference Speaker for 2017
  • Society of Women Engineers
  • International Institute of Business Analysis (IIBA) Certification Holder
  • International Association for Conflict Management (IACM) Membership
  • Active Member, Business Process Management Institute (BPMI)
  • Advanced Analytics for Leaders Consortium (AALC) Member
  • Lions Club
  • Professional Risk Managers' International Association (PRMIA) Member
  • National Association for Business Economics (NABE) Membership
  • Freemason

Certifications

  • Marketing Leadership Certification from Lakeside Partners
  • Strategic Decision and Risk Management from category
  • Cisco Certified Network Associate (CCNA)
  • Chartered Financial Analyst (CFA)
  • CompTIA A+ Technician
  • Certified Protection Officer (CPO)
  • Certified Public Accountant (CPA)
  • Digital Transformation Certification from Ironclad Systems
  • Lean Six Sigma Black Belt
  • Associate in Insurance Management (AIM)

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