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Work Background
Founder
InsurSuccessFounder
Mar. 2025Building InsurSuccess as the dedicated "right hand" partner for agency leaders, empowering them to achieve sustainable business growth through strategic support and technology implementation. Committed to providing unbiased support and resources, independent of any specific FMO or upline, ensuring the agency's best interests are prioritized. Key functions include: Delivering tailored training programs focused on enhancing sales skills, operational efficiency, and agency management. Developing and implementing customized digital marketing strategies and lead generation systems, leveraging modern technology to drive client acquisition. Providing guidance and support with technology implementation, ensuring agencies are utilizing the most effective tools to streamline operations and maximize efficiency. Providing strategic consulting and resources to optimize agency performance and profitability. Fostering a supportive community for agency leaders to network and share best practices. Focused on building long-term partnerships with agencies, providing the tools and expertise they need to thrive in a competitive, technology-driven market.
Vice President Operations and Analytics
Integrity Marketing Group LLCVice President Operations and Analytics
May. 2022 - Apr. 2025🔸️Operational Excellence: Overhauling operational processes and achieving significant cost savings, efficiency gains, and data accuracy. 🔸️Revenue Cycle Management: Implementing a new Revenue Cycle system with 80% process automation. Built in KPI tracking for process monitoring and revenue reporting. 🔸️AI and Business Analytics: Leveraging AI technology to enhance business analytics, providing automated market segmentation and analysis. Leveraged market analytics and competitor data to dynamic opportunity maps. 🔸️Portfolio Owner for sales enabling technology, growth engines, revenue management tools and operational effectiveness tools.
Data Measurements & Reporting Manager
CignaData Measurements & Reporting Manager
Mar. 2021 - Jun. 2022🔸️Increased analytics accuracy by 20% through redesigned data architecture and expanded data element scope. 🔸️Reduced departmental overhead by 12%. Increased analytics provided by 60% and reduced ad-hoc SLA by 30%. 🔸️Implemented advanced dashboards and analytics uncovering compliance and sales exposures, and created proposals to mitigate risk. 80% increase in analytics provided.
Manager, Finance Data and Analytics
Onco360 Oncology PharmacyManager, Finance Data and Analytics
Sep. 2020 - Feb. 2021Louisville Metropolitan Area🔸️Increased annual sales targets by 15% through the use of advanced consumer analytics. 🔸️Automated $500 million in Revenue Cycle Reconciliation. 🔸️Reduced analytics FTEs by 30% through process automation. 🔸️Leveraged analytics to improve strategic negotiations.
Finance Lead Consultant
HumanaFinance Lead Consultant
Apr. 2006 - Sep. 2020Louisville, Kentucky Area🔸️Improved data analytics platform automation and reduced reporting costs by 30% by process automation. 🔸️Developed and Implemented proprietary CRM systems. 🔸️Developed tools to identify at risk customers and retain business. 🔸️Developed a $1 billion multi-channel forecast model to predict two years of operational outcomes based on market conditions and 10 KPI categories. 🔸️Created a Merger and Acquisition data consolidation framework for business unit consolidation for various mergers. 🔸️Designed a national FP&A model for multi-channel agent framework. 🔸️Recipient of the 2019 STAR Award for Outstanding Contributions in Lifetime Value Sales Analytics. 🔸️Led Quarterly Business Review (QBR) for national, omni-channel sales executives. 🔸️Supported Annual Bid process with product analytics, market dynamics pricing impact evaluation. 🔸️Averaged a 38% reduction in cost through streamlined processes, product education. Analyzed legislative changes for operational impacts and implemented necessary changes. Managed STARs and HEDIS reporting, analytics, and optimization. 🔸️Streamlined financial reporting for the Claims Adjudication Unit. 🔸️Ad-hoc Analytics Process Owner utilizing QlikView, Tableau, and PowerBI. 🔸️Segment Data warehouse owner leveraging SQL, SSIS and SSMS

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