Experience

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  Millbury national bank

  Dec 2002 - Sept 2006

  Teller

  Worked with customers on a daily basis, address their banking needs and answer their financial questions. Accepted and processed customer deposits and loan payments. Provided administrative support for bank management, by answering phones, maintaining customer information packets, and processes sensitive financial information through organizing and disposing.

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  Novak charter oak insurance & financial planning

  Sept 2005 - May 2006

  Intern and receptionist

  Worked with a Financial Planner to increase attendance to financial seminars, by the development of a technology based approach and traditional methods of cold calling. Answered phones, welcomed customers and performed daily office activities such as filing, faxing, and data input.

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  Fidelity investments

  Sept 2006 - Dec 2007

  Customer service associate ii benefits

  Provided customer service in a call center role, supporting payroll and benefit enrollments to employees, retirees and dependents of large companies such as Bank of America, PepsiCo, and General MotorsSuccessfully identified, evaluated and provided resolutions for all customer inquiries while surpassing all established standards for call quality and working in a high call volume environmentBecame a SME for training of new hire employees and developed training scenario calls

• 

  Unum

  Feb 2008 - Jun 2021

  •Support large high-profile clients through all aspects of the entire case life cycle including onboarding, managing the account, annual review and questions•Demonstrated personal creditability partnering with Executive Benefit Reps, Brokers and internal partners through actions and accountability•Strategically managed each client through consultations for overall satisfaction, growth through policy increase and plan enhancements•Ensure all case stakeholder including Plan Administrators, Brokers, Implementation Managers, Sales Representatives, Policy Service and Underwriting have a clear understanding of objectives and accountabilities Show less •Collaboratively support all aspects of enrollments to meet enrollment objectives for both external and internal stakeholders•Monitor and identify potential enrollment roadblocks through reporting and analysis to provide prompt, specific and accurate resolutions•Managed all aspects of first-time technology integrations with third party and enrollment firms for successful implementations.•Leverage partnerships to create the best implementation strategy on all enrollments to achieve the shared objectives of positive outcomes•Proactively pivot strategies based on data analysis from statistical enrollment results and the understanding of the specific attributes of each unique customer•Supported the development of peers through mentoring and training of existing and new teammates•Mentored a peer through a job transition into a new role•Manage and identified gaps in team process documents and create additional supplemental resources through partnership with knowledge management •Providing subject matter expertise insight on department wide initiatives including the new product, journey work and voyager Show less •Worked closely with Sales Representatives and Underwriters to assess the viability of offers to new clients and provide solutions•Collaborated with teammates to determine the ideal way to process complex quotes through discussion, mentoring and quality review.•Ensured total client satisfaction by providing superior client service when handling all in and outbound communications•Managed the quote process from initial plan request thought rates and proposals, focusing on adherence to underwriting rules and quality•Served as an extension of the sales team assisting to build effective partnerships with all external partners Show less •Managed all duties of inforce customer relationship including solicitations to ensure all employees had the same opportunities to obtain and increase their policies, researching and communicating to all inquiries•Developed new role, Client Specialists, focusing on the strategically reassigning of administrative tasks to permit all Account Managers to optimize the growth opportunities in the block•Led department wide training program to create a high level of customer confidentiality with improved use of Excel•Attention to details to ensure high quality work removing obstacles to drive success Show less South Leader, North East Leader July Create a team focused environment within rating, which extends to IDI Business OperationsManipulate several systems to research and develop solutions for unique rating requirements Manage multiple priorities simultaneously while providing clear communication on expectationsDevelop and share expertise on cases within the south region to advise other team members on unique situations, cases and requirementsMentored both new and incumbent employees helping to increase their confidence levels and understating of rating expectation which has impact to both internal and external business partners Show less Accurately provide analysis of prospective and in-force group Life and Disability insurance plansManipulate Excel files to meet required specificationsComprehensively review contracts to obtain in-force plan requirementsCollaborate and communicate with coworkers to meet tight deadlines while managing multiple priorities to provide consistent and accurate pricingCreated, published and trained a learning curriculum on special California rating for both National Client Group and Integrated UnderwritingParticipate on the SME advisory board as a point person to assist or lead projects and trainingsResponsible for running daily and monthly work volume analysis report assisting the Portfolio Analyst Show less

  • Senior Client Manager

    Feb 2020 - Jun 2021

  • Implementation Manager

    Aug 2016 - Feb 2020

  • Sr. Market Specialist

    Feb 2016 - Jul 2016

  • Account Manager

    Sept 2015 - Feb 2016

  • Sr. IDI Rating Analyst

    Aug 2012 - Sept 2015

  • Sr. Group UW Specialists

    Feb 2008 - Aug 2012
• 

  Macy's

  Sept 2009 - Jun 2012

  Star selling ambassador

  Manage the selling floor and create action plans to ensure the store is prepared for customer demands. Resolve customer issues on a case by case basis. Coach new employees on selling and customer service techniques. Maintain store quota on sales goal, Star Rewards accounts and all other in store sales promotions.

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  Workhuman

  Jul 2021 - now

  Workhuman® is the world’s fastest-growing integrated Social Recognition® and continuous performance management platform. Our human applications are shaping the future of work by helping organizations connect culture to shared purpose. With a consistent stream of gratitude fueling unparalleled, provocative workplace data and human insights, Workhuman® Cloud is a critical software engine for global companies seeking to motivate and empower their people to do the best work of their lives. Workhuman (formerly known as Globoforce) was founded in 1999 and is co-headquartered in Framingham, Mass., and Dublin, Ireland. Show less

  • Parents at Workhuman (PAW)- Co-Leader

    Aug 2023 - now

  • Sr. Launch Success Manager

    Jul 2021 - now