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Work Background
Your Way InsuranceVice President of Agency Operations/Compliance
Jul. 2022Chicago, Illinois, United States• Played a pivotal role in transforming a small insurance agency into the largest and most profitable agency under Accretive Individual Choice Insurance Solutions, LLC., a division of Assured Partners.
• Optimize processes for 400+ Medicare consultants, reducing time-to-value and ensuring compliance across multiple states.
• Partner cross-functionally with Sales, Product, and Support teams to enhance the customer experience and optimize revenue retention strategies.
• Manage escalations and complex problem-solving to ensure swift resolution and customer success.
• Analyzed customer data to identify expansion opportunities and mitigate churn risks.
Advise InsuranceProject Manager of Lead Management & Carrier Relations
Apr. 2021 - Jul. 2022Bloomington, Indiana, United States• Implemented initiatives to enhance employee adoption of CRM tools and password management systems for seamless client integration.
• Led projects to improve CRM data accuracy, reporting, and workflow automation.
• Managed high-value B2B and vendor relationships, driving customer activation and product adoption through strategic planning.
• Facilitated data-driven tracking and reporting of consumer enrollment submissions to understand key customer needs and strengthen external relationships.
Sector Solutions LLCResearch Director
Nov. 2019 - Aug. 2024Chicago, Illinois, United States• Collaborated with former members of Congress and state insurance commissioners to assist insurance companies in recouping funds from the government under the Affordable Care Act's Marketplace incentives, providing critical data insights to drive strategic decisions. • Conducted donor profile research to identify high-value prospects for arts organizations, utilizing data-driven approaches to build strategic relationships and expand funding opportunities.
GoHealthDirector of Carrier Operations and Agent Services
Aug. 2013 - Nov. 2019Chicago, Illinois• Managed 300+ relationships with insurance carriers and software vendors, ensuring licensing, agent contracting, certifications, and compliance for 3000+ agents.
• Spearheaded fast-track onboarding programs for new agents, accelerating their time-to-value and revenue generation.
• Collaborated with Sales and Product teams to deliver tailored agent training programs and implemented cross-functional processes to enhance customer feedback and support.
• Partnered with leadership to develop customer retention strategies, reducing churn by 15%.
• Saved $700,000 annually through cost-saving initiatives and system optimizations that enhanced operational workflows and improved compliance standards.
Art Institute of ChicagoDevelopment Research Department Head/Information Specialist
May. 2004 - Jun. 2012Chicago, Illinois, United States• Led a team in identifying new donor prospects, resulting in a 25% monthly increase in high-potential donors for the museum.
• Played a crucial role in the successful $400M Capital Campaign, leading to the opening of the Modern Wing in 2009.
• Implemented data improvement plans to enhance donor stewardship and engagement, ensuring effective communication with key patrons.
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