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Work Background
MainstreetOperations Specialist
Sep. 2021
Protocol LabsRecruiting Operations
Jun. 2019 - Sep. 2021
Insurance Technologies Corporation (1983-2020)Product Manager & Project Coordinator
Jan. 2016 - Jul. 2019Carrollton, Texas, United StatesCreate requirements and organize sprints, use cases and scheduling
Assist developers with roadblock resolution and time management
Manage large accounts during onboarding and custom development while maintaining ongoing relationship (Successfully onboarded the products largest clients)
Project Coordinator for second Web API development team Complete account setup with GitHub and manage customer experience while using SDK for product implementation
Review developer build statistics; monitor progress and time management
Create monthly and weekly product reports for high-level long-term projects
Monitor client system usage and transactional billing
Facilitate customer meetings
Document business procedures and create processes
SedgwickAdministrative/Claims Assistant
Jan. 2014 - Dec. 2015Lewisville, Texas, United StatesConverted and processed incoming commercial liability claims
Maintained litigation calendar
Maintained and created Excel data files and reports
Reviewed, duplicated, and archived videos for case reference materials
Corresponded with vendors and customers about process direction
Provided customer service and process resolution steps to B2B and end claimants
EZLynxProject Coordinator
Jan. 2008 - Dec. 2014Lewisville, Texas, United StatesManaged customer data conversion projects. Worked directly with customers and internal teams to obtain, organize, and convert customer data Worked with internal development team on proprietary system issues, enhancements, and improvements
Provided training, support, and assistance based on customer feedback to improve business functionality
Researched and implemented improvements on customer presentation data Dispatched work orders for product set up and maintained deadlines Implemented Salesforce CRM including creating fields and reports, provided training, maintained data, and integrated 3rd party products; APEX Data Loader
Provided customer support, account management, and training for B2B clients
Assisted VP of Sales & Marketing with sales team goals
Scheduled and completed project requirements, documentation, and payment triggers
Maintained fluid movement of projects from internal and external parties
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