Anna Haug Email and Phone Number
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Self-directed, enthusiastic, and results-driven leader who understands how to ideate, define, and execute strategy. I am known as a customer advocate and service designer with a significant background in healthcare and financial services, who leverages technology and data/insights to make strategy a reality.Experience in the following areas:- Experience in highly regulated industries Property & Casualty Insurance, Health Insurance, Financial Services, Accounting and Tax, and Law- Service Design, User Experience Design, Human Centered Design - Product/Experience Management- Implementation Mangement- Project Mangement- Research (VR, AR, Digital, Ethnographic, Qualitative, Quantitative, etc.)- Mapping (Customer Journey, Service Blueprint, etc.)- Data and Insight Analysis, Data visualizations (Power BI & Tableau)- CRM Design and Development (Salesforce, Dynamics, ServiceNow, 5+)- Strategic planning and Stakeholder Managment- Change management and Individual & Team Development- Deep operational background
Passageway Financial - Accounting, Tax, & Advisory
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Co-Founder And Firm ManagerPassageway Financial - Accounting, Tax, & Advisory Jul 2022 - PresentMinneapolis, Minnesota, United StatesDefine and implement key operations including systems, budgeting, and organizational strategy. Support clients through the sales, onboarding, and retention process.▪ Lead and facilitated the creation of a multi-year strategic plan by leveraging the Traction EOS model.▪ Implemented systems and operations including phone systems, marketing content, digital sales workflow,CRM, Quickbooks, information and security plan, key vendors, and other essential systems and processes.▪ Designed the client journey for onboarding to achieve a more complete and efficient implementationresulting in a better client experience.
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Director Of Service Excellence ProgramBright Health Sep 2021 - Jul 2022Greater Minneapolis-St. Paul AreaOversees a unified approach to servicing Bright Health's constituents by working cross-functionally to drive standardization, consolidation, performance management, and governance to support the service excellence strategy. -
Member And Provider Services ManagerBright Health Jul 2019 - Sep 2021Greater Minneapolis-St. Paul AreaResponsible for the design, implementation, and management of Bright Health’s member and provider services (contact center) and services ecosystem.Work includes but is not limited to:- Designing processes related to regulatory needs- Scaling a service organization through unprecedented company growth- Rapid response during a pandemic - Survey design and voice of the customer development - Accelerated the accessibility and usage of data and metrics
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Owner & Senior Experience DesignerExperience 360 Oct 2017 - Dec 2019Our passion is to partner with non-profit organizations and small businesses to work along side them to achieve their goals. We believe understanding and improving customer, employee, and donor experiences will help organizations not only achieve their goals but also exceed them. We focus on identifying challenges, creating innovative solutions, and advising the organization through strategic planning and implementation. -
Cx Architect (Dedicated To Contact Center)Blue Cross And Blue Shield Of Minnesota Jul 2018 - Jul 2019Greater Minneapolis-St. Paul AreaResponsible for understanding consumer and business needs, and architecting solutions to meet those needs. I leverage service design (or human-centered design) tools and methodologies to ensure processes and solutions are co-created with key stakeholders, and are consumer-centric and implementable.Some projects include:- Medicare Plan Transition- On-boarding Program- Digital Consumer Behavior Analysis- Workshop Development- Organizational Change Initiatives- Journey Mapping -
Customer Experience Program AdministratorWestern National Insurance May 2015 - Oct 2017Supported the projects and initiatives of the customer experience program. Some of the program’s activities include customer experience program promotion, training, customer experience improvement initiatives, journey mapping, CRM (Salesforce) implementation, and metrics development.- Developed and executed corporate strategy for customer experience- Planned, executed, and developed content for resources and training programs- Translated business needs into CRM requirements, CRM testing, and user on-boarding- Collaborated with our communications team in developing content for Customer Experience program promotion (intranet articles, employee activities, etc.)- Provide project management for Customer Experience improvement initiatives and assist in the analysis and development of recommendations- Plan and lead journey mapping initiatives- Developed and implemented customer experience metrics -
Customer Care ManagerClicktoshop.Com Jul 2014 - Oct 2015Roseville, MnLead a team of individuals providing support to eCommerce customers. I resolved escalated customer issues, identified root problems, and proposed solutions. Evaluated, designed, and successfully implemented training for new employees and existing staff. Worked with multiple departments to review policies and procedures to create more effective and efficient business processes. Key Accomplishments- Developed and implemented a Customer Service Strategic Plan- Identified cost saving opportunities and executed changes- Prepared training videos- Evaluated and developed our call center- Identified all customer touch-points and developed a unified voice- Provided vision for what the customer service team could be
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Technology AssistantCenter For Collaborative And Interactive Technologies - University Of Wisconsin Stevens Point Oct 2013 - May 2014Advanced the mission of the center and created sustainable training resources for university staff.
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Student Affairs Health And Wellness InternUniversity Of Wisconsin-Stevens Point Sep 2013 - May 2014Developed and executed a campus health and wellness audit. -
Health Services Student DirectorUniversity Of Wisconsin-Stevens Point May 2012 - May 2014Advocated for students and was a resource for health services and student affairs leadership.
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Redcross InstructorUniversity Of Wisconsin-Stevens Point May 2011 - Jan 2014Created a cost effective and sustainable RedCross training program for university staff.
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Customer Service Department HeadUniversity Of Wisconsin-Stevens Point May 2013 - Nov 2013Managed a staff of 15+ while creating and implementing policies, procedures, and an employee on-boarding program.
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Peer Health EducatorUniversity Of Wisconsin-Stevens Point Aug 2011 - Apr 2013Developed a sustainable peer health curriculum and social media presence surrounding relevant health issues.
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Ambassador IiNoel Group Sep 2011 - Apr 2013Call center representative who provided an exceptional and seamless white-labeled concierge experience for the customers of 14+ companies. Lead team to explore and develop a new product line including developing KPIs, service design, team development, and executed initial launch. -
Emergency Medical TechnicianRipon Guardian Ambulance Svc Oct 2009 - Mar 2011Provided exceptional patient care.
Anna Haug Skills
Anna Haug Education Details
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Healthcare Administration, Biology - Pre-Med, And Business Administration
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Emergency Medical Technician
Frequently Asked Questions about Anna Haug
What company does Anna Haug work for?
Anna Haug works for Passageway Financial - Accounting, Tax, & Advisory
What is Anna Haug's role at the current company?
Anna Haug's current role is Empowering business owners to lead profitable businesses and build the life they want..
What is Anna Haug's email address?
Anna Haug's email address is ah****@****lan.com
What is Anna Haug's direct phone number?
Anna Haug's direct phone number is +192026*****
What schools did Anna Haug attend?
Anna Haug attended University Of Wisconsin-Stevens Point, Moraine Park Technical College.
What skills is Anna Haug known for?
Anna Haug has skills like Public Speaking, Leadership, Customer Service, Time Management, Training, Microsoft Office, Prezi, Problem Solving, Written And Oral Presentation Skills, Research, Management, Ux.
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