Experience

• 

  Washington university in st. louis

  May 2013 - May 2015

  As the Facilities Assistant, I performed various clerical and secretarial duties as part of the Federal Work-Study Program As the Research Assistant, I tested participants in studies regarding memory, testing effects, and individual learning differences. I also compiled, organized and analyzed statistical data for multiple studies within the lab.

  • Facilities Assistant

    Aug 2011 - May 2015

  • Research Assistant

    May 2013 - Aug 2013
• 

  Washington university school of medicine in st. louis

  May 2014 - Aug 2014

  Research assistant

  As the Research Assistant, I replicated a study analyzing G-protein alpha subunit behavior in A. thaliana to determine its accuracy. I also reproduced a similar molecular dynamics simulation to evaluate the activity of the G-protein alpha subunit in the moss S. moellendorffii and determine the two subunits’ similarities

• 

  Mcv insurance agency, inc.

  Aug 2015 - Dec 2017

  Business office manager

  - Outproduced all agency goals and sales targets in 2017, qualifying for Ambassador Club company travel for the first time since 2007, and producing in the top 12% of agencies in the Cleveland area- Drove the agency to break sales goals in 2016 for the first time since 2011, producing in the top quarter of agencies in the Cleveland area and earning Honor Club accolades- Implemented processes and strategies leading to increased sales of financial services by tenfold, while also eliminating workflow interruptions and bolstering retention and cross-sells- Employed a relationship-oriented sales approach that increased the percentage of clients with multiple product lines, increasing profitability and effectively lowering the lapse/cancellation ratio by 4%. Show less

• 

  Chris booth insurance agency, inc.

  Jan 2018 - May 2019

  Business office manager

  - Accelerated financial services production by creating in-book prospecting processes to generate an average of 100 new leads monthly, overcome objections, and boost close ratios by 14%- Coordinated efforts to enhance commercial market area penetration and generate new partnerships- Advised clients daily on appropriate financial recommendations tailored to their specific circumstances- Developed and centralized administrative practices to streamline onboarding, expedite service, enhance closing ratios, and maximize customer retention. Show less

• 

  Edward jones

  May 2019 - Aug 2019

  Graduate intern - accelerated leadership program

  - Spearheaded an initiative to automate a manual mailing process resulting in savings of 2,028 hours and $13,169 annually, while also increasing procedural accuracy and improving the client experience. - Reconfigured existing hardware to optimize production, leading to an immediate savings of 173-260 hours annually, and proposed new hardware which would save an additional 52-76 hours annually. - Consulted on division-wide change management efforts to replace client account-servicing software. Show less

• 

  Rt specialty

  May 2020 - now

  - Led an initiative to scale 18 service offerings to 180+ teams and 3 acquisitions to reduce headcount and improve compliance and accuracy by streamlining admin tasks. Designed new processes, consulted with stakeholders for signoff, collaborated with IT to implement technical requirements, and delivered to teams.- Owned and delivered an automated surplus lines tax filing product integrated with 2 internal applications and 15 external APIs to 150+ users, eliminating duplicate data entry, streamlining 53 states and territories’ workflows, increasing compliance with states’ reporting rules and reducing existing headcount by 27%.- Designed and deployed account-specific past due balance notifications to retail agency partners, shortening the receivables period by 30% and improving the collection rate by 11% on ~$20B in annual premium.- Devised and directed a Salesforce solution for semi-automated reporting of licensed producer data to 27 states, increasing reporting efficiency and reducing compliance risk via standardized workflows. - Implemented an interdepartmental procedure to identify and validate market agreements with surplus lines tax filing responsibility across several production systems, reducing invoice corrections and manual reviews.- Led the evaluation of a niche acquisition with $9M in revenue, recommending a system and support model.- Operationalized a program to increase Binding transactions via virtual incentives to retail agency partners.- Managed the technology and operational integration of an $8.5M P&C book and 5 staff to a consolidated policy admin platform, leading to improved tooling, workflows, and access to underwriting resources.- Facilitated the effort to capture 25K policies’ detailed historical data to enable analytics and benchmarking.- Selected by leadership for both the Pilot Mentorship and Future & Emerging Leaders programs. Show less - Led a two-pronged regulatory initiative to consolidate the firm licensing structure and update the firm’s Designated Responsible Licensed Producer, successfully updating 20 systems and ~60 Lloyd’s agreements.- Managed the integration of a Transportation acquisition with $110M in annual premium, while facilitating the migration of two Transportation teams ($27M in annual premium jointly) to the acquisition’s platform.- Evaluated 55 regional Lloyd’s agreements and recommended a system transition strategy by line of business.- Analyzed 8 risk-level detail bordereaux formats and developed the RT Standard to be Lloyd’s-compliant.- Created and consulted on several SharePoint intranet sites and workflows, including the RT homepage.- Monitored the status of Internal Audit action plans for timely completion and provided ad hoc analyses.- Developed an infrastructure for Property programs, improving visibility and establishing governance.- Assisted in several Premium Accounting data cleanup efforts concerning markets/sources and mortgagees. Show less

  • Director, Brokerage Solutions

    Sept 2024 - now

  • Business Process Manager

    Mar 2022 - Dec 2024

  • Senior Business Process Analyst

    May 2020 - Mar 2022