Ashley Herbers, Eris / Smc Email & Phone Number

I am extremely dependable and have excellent organizational skills. I am serious about the task at hand, and typically find success because I am prepared and thorough. I have excellent concentration and can always be counted on to meet my commitments and deadlines. I feel that my commitment to productivity and accountability makes me a consummate employee.

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  Implementation Analyst

  Ima Financial Group, Inc.

  Jul 2021 - Present

  Work with the Implementation Manager to assist with new client implementations (roughly 50% of the time)• Assist with integration of new clients into TrustLayer or myCOI• Review Service Agreements and Contracts to determine insurance requirements• Build new compliance profiles in TrustLayer or myCOI based off contract requirements• Preform complex audits of Certificates of Insurance for IMACC clients utilizing both myCOI and TrustLayer platforms• Following up with insurance… Show more Work with the Implementation Manager to assist with new client implementations (roughly 50% of the time)• Assist with integration of new clients into TrustLayer or myCOI• Review Service Agreements and Contracts to determine insurance requirements• Build new compliance profiles in TrustLayer or myCOI based off contract requirements• Preform complex audits of Certificates of Insurance for IMACC clients utilizing both myCOI and TrustLayer platforms• Following up with insurance agents to verify policy coverage and cancellations• General assistance to Specialist – including maintenance of complex client process• Interact professionally and timely with clients via email and phone• Sets daily team goals and monitors workflow in absence of the Admin Manager• Monitors work of the Admin I team members on complex client reviews.• Assists in training and acts as a mentor for new team members. • Assists with process improvements to make the overall operation of the Admin Team more efficient.• Utilizes Microsoft Teams and OneNote to stay informed and communicate with the other team members.• Manages Admin emails in Outlook and answers any client inquiries in a timely manner.• Ensures accurate tracking of all communications• Completes reports for clients ensuring both myCOI & TrustLayer are updated with current project information.• Make new vendor registration calls for various clients.• Keeps team dashboard updated with current review dates and number of outstanding reviews. • Assists IMACC Specialist with client projects as needed.• Completes all assigned training in SAP Litmos as required. Show less