Jason Paul

Experience

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  State Farm

  Dec 2001 - Sept 2006

  •Performed administrative duties as well as travel arrangements•Developed successful methods of telemarketing and outbound marketing to local businesses and community functions, and general sales tactics•Advised customers on potential insurance coverage and answered all pertaining questions or concerns •Built strong relationships with local businesses, as well as our underwriting team for streamlined new business practices •Developed the Employee Handbook and Policies and Procedure Manuals Show less

  • Office Manager

    Nov 2004 - Sept 2006

  • Lead Sales Producer

    Dec 2001 - Oct 2004
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  Allstate

  Nov 2006 - Apr 2009

  Agent

  •Manage and operate all day-to-day operations of my agency. Solely responsible for all staff and their individual roles as a working team and to maintain absolute compliance with all required testing and education•“Customer First” philosophy, always maintaining exceptional customer service•In charge of all advertising, accounting, marketing, and sales. Performed all administrative duties as well as travel arrangements. Won two trips and two awards for over achievement of production goals •Processed new employees and handled all human resource functions, such as payroll, leave time, employee benefits, performance reviews•Completed financial reporting, invoicing and accounts payable/ receivable Successfully completed the required training and New Agent Education and tested second in the class of over 100 new agents •Developed the Employee Handbook, Policies and Procedure Manuals Show less

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  American Shingle

  Apr 2010 - Sept 2010

  Adjuster

  •Responsible for all weather related roof claims within a 50 mile radius of the home office•Scheduled appointments with Insurance adjusters and claimants to conduct roof inspections•Skilled roof and ladder tactics to insure safety and avoid further damage to covered claim areasInspected property damage, with or without claim adjuster, to determine if a claim payment was warranted or should be withdrawnRequired to submit detailed roof sketches with all measurements, photos and perform a test square to the insurance company or adjusterMaintained a high level of customer service from claim inception to resolution Show less

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  Penny Worley Auctioneers

  Mar 2011 - Sept 2013

  Inventory Auditor

  •Responsible for traveling the country with a small team in order to inventory bank assets for the FDIC.•Scheduled flights, hotel accommodations, rental cars for my team.•Responsible for discrepancy reports the various workbooks used to catalog bank assets and making sure they are delivered to the appropriate government contact.•In charge of coordinating my team’s schedules with the various bank branches and the appropriate bank managers to insure our teams efficiency.•Completed financial reporting, invoicing and accounts payable/ receivable on a per assignment basis. Show less

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  Anthem Blue Cross and Blue Shield

  Sept 2013 - May 2017

  Process Expert II

  Primary function is to develop business tools via VBA, Microsoft Access and SQL Server to improve overall team performance and provide detailed reporting for analysis.Other responsibilities include:· Researches operations workflow problems and system irregularities.· Develop, test, presens process improvement solutions for new systems, new accounts and other operational improvements.· Develop and lead project plans and communicates project status.· Provide process direction and decision making for all minor and major project work.· Provides guidance to process experts, managers, leads and staff.· Perform duties as a lead when involved with enterprise wide initiatives/projects. Show less

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  Anthem, Inc.

  Feb 2014 - now

  Create and customize software applications/tools using advanced development and coding techniques. Manage all phases of application design – from prototyping and coding through system testing, integration and deployment. Research and develop methods for process improvement and training. Developed multiple applications with VBA front-end and SQL back-end architecture to allow for data transmission/capture for reporting purposes. Served as a consultant/SME for a large-scale transformation project for the development and integration of Salesforce to act as the primary CRM department-wide. Developed and conducted multiple training sessions with reps, managers and vendors on various application, tool and process changes. Responsible for providing Ad-hoc reporting using various data sources when needed. Show less

  • Program Manager

    May 2022 - now

  • Process Improvement Consultant

    Feb 2014 - May 2022