Steven Pelzman, MBA

Experience

• 

  Jorgensen Center for the Performing Arts

  Jan 2014 - Jan 2015

  Marketing Intern

  •Identified all local influence centers to determine referral sources to publicize upcoming events•Assisted in managing presence on networking sites and posting on relevant blogs to better communicate information about upcoming events to certain target groups•Performed analysis of marketing and sales data to evaluate performance against goals

• 

  University of Connecticut - First Year Programs

  Jan 2014 - Jan 2014

  Teaching Assistant

  - Strengthen and utilize leadership skills as a Teaching Assistant to a group of 11 First Year Experience Mentors. - Utilized time management, organizational, and effective facilitation skills while creating lesson plans, facilitating discussions, grading and evaluating students, giving and receiving critical feedback, and teaching students various ways in which they can enhance their roles as mentors. - Empower students to confidently handle difficult situations that they may face as a mentor and teach them ways in which they can serve as a positive role model and empower their first year students as well. Lihat lebih sedikit

• 

  Northwestern Mutual

  Jun 2014 - Jan 2014

  Financial Representative Intern

  •Started my own business to develop a network of prospects and clients in order to provide financial knowledge and security•Conducted meetings with clients to discuss their long and short-term financial situation and offer advice about their needs •Created and presented policy illustrations of Northwestern’s financial products to help clients achieve his/her goals and financial visions •Licensed in multiple states to sell various life, disability and health insurance as well as annuities •Top Ten Internship that offered experience identical to that of a full-time representative Lihat lebih sedikit

• 

  Amica Insurance

  Jun 2015 - now

  • Identify, gather, and translate user requirements for reports into technical specifications from upper management to help aid their business decision process• Construct, validate, and maintain advanced reports and dashboards utilizing MicroStrategy, Microsoft Excel and Microsoft Access to reduce effort for business users on an company-wide level• Assist and collaborate with business executives by sharing insights, providing supporting details, making recommendations, and measuring results• Serve as a liaison between branch operations and the business intelligence team to collect feedback and requests to support their business needs• Mentor team members on communicating results, troubleshooting data inconsistencies, and building reports Lihat lebih sedikit - Lead, managed, and coached a team of 7 customer service representatives to reach their individual goals in order to progress the growth of Amica- Fully analyzed and reviewed new auto and home insurance applications to determine future profitability and overall risk rating- Drove employee engagement through discovering motivational forces for each team member in creative, individual ways- Planned for and administrated One on One coaching meetings on a monthly basis to review progress towards sales and individual goals- Analyzed office-wide phone statistics through utilization of Microsoft Excel in order to best service our customers and lessen wait time- Audited telephone conversations on a monthly basis to ensure thorough documentation, seamless customer service, and reduced customer effort. Lihat lebih sedikit

  • Assistant Business Intelligence Manager

    Jan 2023 - now

  • Business Intelligence Supervisor

    Jul 2021 - Jan 2023

  • Senior Business Intelligence Analyst

    Jun 2020 - Jul 2021

  • Business Intelligence Analyst

    Feb 2017 - Jun 2020

  • Account Manager

    Nov 2015 - Feb 2017

  • Associate Account Manager

    Jun 2015 - Nov 2015