Kay Chaples

Experience

• 

  Poe & Associates, Inc

  Jan 1976 - Jan 1992

  Asst Vice President - Retail

  Worked with President of Retail Division and with Corporate CEO/Chairman of the Board on various accounting, systems and insurance related projectsProject managed decentralization of automation systems.Managed Retail Division automation support unitSet up, staffed and managed various organizational units including a branch accounting office, a client service department, a corporate level system support department and a corporate collections department.

• 

  AAA Auto Club South

  Jan 1992 - Jan 1993

  Insurance System Manager

  Managed daily operations of insurance agency’s policy management system. Provided software support, designed workflows, delivered training and participated in management team.Designed staffing and workflow model for centralized personal lines insurance call center servicing thirty five sales offices in three states.

• 

  Delphi Information Systems Inc (now ebix)

  Jan 1993 - Jan 1996

  Consultant/Trainer

  Advised clients on effective utilization of software and automation tools. Delivered software and workflow training in classroom and workshop formatsConducted operational reviews and prepared consulting reports.

• 

  White Bird Consulting

  Jan 1996 - Jan 2001

  Owner/Principal

  Project management services for complex technology and business operations projects including software and hardware implementation, organization re-design and process re-design.General consulting and training services to insurance agencies and brokers.Delivered process redesign, team building, team facilitation, standardized process and training Managed workflow and system configuration standardization projectsManaged system disengagement of an insurance broker from the parent insurance company Show less

• 

  USI Insurance Services

  Oct 2001 - now

  Project management on corporate wide initiatives relevant to increasing revenue growth and profitability.Project managed 14 data conversion in 3 years resulting in a consolidated data environment that significantly improves our operations' access to real time information.Designed and implemented standard project templates supporting project management best practices.Developed web documentation for best practices documentation for insurance operations workflowsFacilitated workflow solutions for insurance operations Show less

  • Director, Special Projects

    Apr 2016 - now

  • National Director of Operations - Personal Risk Services

    Jan 2010 - now

  • PMP, Sr Project Manager

    Oct 2001 - Jan 2010