Lisa Bailey Sorum, PMP, CSM

Experience

• 

  William Clairmont Inc.

  Aug 1983 - May 1988

  Receptionist/Office Manager

  Served as the executive assistant to the company president and the management team. Managed a busy phone system and administrative tasks for 4 separate companies, functioned as primary liaison to customers and ensured a consistently positive customer experience.

• 

  Allianz Life

  Jan 1988 - Jan 2003

  Responsible for various client programs and projects including business requirements, design, development, testing, implementation and business support. Managed annual $3M budget and the IT resource allocation of 20+ staff members. Responsible for building strong working relationships with business and IT and interviewing business and technology partners to elicit project needs, then translated those needs into workable requirements documentation. Responsible for managing an annual budget of $2M and team of 10 - 16 individuals. Provided team leadership and direction to successfully manage ongoing policy administration billing functions, which includ set up, premium payment reconciliation, returned checks and interfacing with customers.

  • Project Manager

    Jan 2001 - Jan 2003

  • Business Analyst

    Jan 1999 - Jan 2001

  • Billing Manager

    Jan 1988 - Jan 1999
• 

  Allianz Life

  May 2003 - Nov 2012

  Manage a team of Project Manager professionals. Developing PM Practice Management. Liaison between senior leadership, business and technology partners. Responsible for building and maintaining strong relationships to successfully deliver the project needs of the enterprise.

  • PMO Manager

    Aug 2007 - Nov 2012

  • Business and Technology Integration Manager

    May 2003 - Aug 2007
• 

  Daugherty Business Solutions

  Dec 2012 - Jun 2015

  Project Manager, Consultant
• 

  Ameriprise Financial Services, Inc.

  Jul 2015 - Jul 2016

  Project Manager
• 

  Retired and enjoying time with family

  Jul 2016 - now

  Retired