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Skills

  • Industry-specific certification compliance
  • Scheduling
  • First Aid/CPR
  • Category equipment
  • Client relationship management
  • Business operations
  • Contract evaluation
  • Talent scouting
  • Network development
  • Operational improvement

Work Experiences

  • Closed deals worth $3 on average.
  • Worked with other members of the staff to make accurate reservations.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved case resolution.
  • Collaborated with legal teams to ensure all documentation adhered to regulatory guidelines, reducing non-compliance cases by 72%.
  • Decreased processing time from 14 days to 3.
  • Collaborated with external consultants.
  • Coordinated with underwriters.
  • Collaborated with legal teams.

Summaries

  • Achieved a 60% reduction in workflow bottlenecks.
  • Automated routine tasks.
  • Accomplished New Business Case Manager.
  • Consistently exceeded monthly targets.
  • Booking Agent with a passion for finding the right projects for system performers.
  • Achieved a 39% reduction in approval time.
  • Achieved a client retention rate of 75%.
  • New Business Case Manager with 5 years of successful vendor management and quality assurance experience.
  • Having a solid reputation as a tough negotiator and client advocate.
  • Analytical professional with extensive experience in handling new business applications, consistently ensuring compliance with PMP regulations for over 7 clients.

Accomplishments

  • Established a client interaction protocol, contributing to a 64% increase in client retention within several months.
  • Led the initiative to streamline underwriter submissions, decreasing the rejection rate by 20% over three years.
  • Introduced financial analysis tools that identified upsell opportunities, increasing additional revenue by $11 per client.
  • Resolved escalated client complaints and disputes, resulting in a 23% increase in overall customer satisfaction ratings.
  • Facilitated process improvement workshops that resulted in a 52% decrease in case handling times across the department.
  • Acted as liaison between compliance and case management teams, ensuring adherence to Miscellaneous regulations and reducing audit failures by 35%
  • Optimized client introduction processes that increased the speed of onboarding by 70% and enhanced customer experience.
  • Orchestrated the roll-out of SAP, improving client documentation accuracy by 18% in 6 months.
  • Identified and mitigated bottlenecks in the case management process, decreasing client escalations by 68% over 18 months.
  • Collaborated with sales and underwriting departments to close deals valued at $18 on average, exceeding quarterly revenue goals by 52%.

Affiliations

  • American Association for Long-Term Care Insurance (AALTCI)
  • National Underwriter Company – Insurance & Risk Management Education
  • Client Retention and Onboarding Excellence Group
  • Project Management Institute
  • International Council of Nurses
  • Association of Information Technology Professionals
  • American Risk and Insurance Association (ARIA)
  • Risk and Insurance Management Society (RIMS)
  • International Association of Administrative Professionals
  • Insurance Institute of procedure – Certifications in Risk and Financial Services

Certifications

  • Associate, Customer Service (ACS) - Brightline
  • Certified Insurance Fraud Examiner (CIFE) - 2015
  • First Aid/CPR Certified
  • Customer Service Excellence Award - Northwind 2022
  • Certificate in Business Analytics for Financial Services - Vantage
  • Project Management Professional (PMP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Negotiation Expert (CNE) - Vantage
  • IFRS Certification for Financial Professionals - Northwind
  • Project Management Professional (PMP) – 2019

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