Adriana Sanchez

Experience

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  Aon Risk Solutions

  Apr 2012 - Jan 2022

  • PEO Account Management: Led teams handling high-volume PEO (Professional Employer Organization) accounts, ensuring seamless operations and customer satisfaction.• Certificate Production and Distribution: Achieved successful renewal of PEO accounts with ADP TotalSource, Inc., overseeing the printing and distribution of 300,000 certificates.• Team Recruitment and Development: Successfully recruited, trained, and developed two high-performing teams for ADP TotalSource and TriNet, consisting of a total of 20 client service specialists. Led these teams to achieve departmental goals, ensuring seamless operations and client satisfaction.o ADP TotalSource Team: Recruited and led a team of 14 client service specialists responsible for the production and distribution of 300,000 certificates annually.o TriNet Team: Established and managed a team of 6 specialists focused on streamlining client data transmission and policy production.• COI Support Enhancement: Contributed to the training of an outsourced COI (Certificate of Insurance) support team, enhancing overall service efficiency and accuracy.• Onboarding and Data Management: Established and managed the onboarding process for the TriNet PEO account, streamlining client data transmission and policy production.• Technological Innovations: Designed and implemented advanced certificate of insurance technology to support operational efficiencies, reducing processing time and improving accuracy.• Problem-Solving and Resolution: Applied problem-solving skills to address and resolve complex client and operational issues promptly and effectively, maintaining high client satisfaction levels. Show less • Spearheaded the issuance of workers' compensation and employers' liability certificates for PEO clients under ADP TotalSource, supporting over 14,000 clients and ensuring compliance with state regulations.• Collaborated with state bureaus to swiftly resolve client issues, fostering strong relationships and enhancing client satisfaction.• Optimized data management by maintaining and updating client and policy information within the company’s database, leading to improved data integrity and operational efficiency.• Applied advanced Microsoft Office Suite skills to create and manage detailed reports, providing actionable insights and supporting strategic decision-making across teams.• Contributed to continuous process improvement by identifying inefficiencies and implementing innovative solutions that streamlined operations and elevated client service standards. Show less

  • Senior Operations Manager

    May 2016 - Jan 2022

  • Customer Service Specialist I

    Apr 2012 - Jun 2016
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  INFINITI HR

  Jan 2022 - now

  Sr. Insurance Manager

  • Managed General Liability Insurance Program: Successfully managed and maintained the general liability insurance program for over 15 senior healthcare franchises, ensuring compliance with industry standards and regulations.• Multi-Line Renewal Management: Oversaw a diverse multi-line renewal book of business, aligning with departmental objectives for profit, growth, retention, and service excellence.• Policy Placement and Continuity: Expertly navigated and placed non-renewal and mid-term policies with alternative carriers, maintaining continuity and satisfaction for clients.• Producer Relationships: Fostered strong relationships with producers to support and exceed departmental goals, enhancing collaboration and achieving growth targets.• Project Management and Efficiency: Utilized advanced project management skills to streamline processes and improve operational efficiency, resulting in enhanced service delivery and reduced costs.• Client Satisfaction and Retention: Implemented strategies that increased client satisfaction and retention rates, contributing to overall business success. Show less

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  Paylient Inc

  Sept 2023 - now

  Chief Insurance Officer