Experience

• 

  Hilliard lyons - a baird company

  Jul 2006 - Sept 2007

  New accounts associate

  Responsible for opening new investment accounts and notifying financial consultants and their sales assistants on the proper paperwork, client information, and legal documentation needed to establish the accounts.

• 

  Kaplan compliance solutions

  Sept 2007 - Jun 2009

  Licensing coordinator

  Responsible for submitting license applications and appointment requests through customer's producer database and keeping their agents compliant with state regulations.

• 

  Vertafore

  Jun 2009 - Aug 2017

  Serviced and supported up to 30 clients by researching and resolving client issues that were reported including software questions, billing inquiries, and state insurance processing procedures through our new compliance management software.- Supported first 20 clients on our newly developed compliance management system generation two software. - Trained entire customer support staff on the features and functionality of the new software system and how to support it. - Prepared and presented hands-on software training to external customers via WebEx and on site training.- Received Employee All-Star award for the year 2011. Also received 6 monthly customer appreciation awards over a 2 year period while in the Customer Service Department.- Part of the defects and enhancements committee where we ranked the top 10 defects that would be fixed in each quarterly release. Show less

  • Production Support Analyst

    May 2014 - Aug 2017

  • Systems Support Analyst

    Apr 2013 - May 2014

  • Regulatory Configuration Analyst

    Apr 2012 - Mar 2013

  • Customer Support Analyst

    Jun 2009 - Apr 2012
• 

  Allied solutions llc

  Aug 2017 - now

  • Product Owner

    Jan 2020 - now

  • Application Management Analyst

    Aug 2017 - Jan 2020