• Globally manage and enable procedures across eight subsidiaries, analyzing data to help make recommendations • Launch processes created in previous role as Customer Advocacy Specialist globally, in areas including customer reviews and stories, video and audio testimonials, customer community, and cross-departmental collaboration• Set goals, build strategies, and remove roadblocks for each subsidiary’s customer advocacy program• Create, monitor, and improve KPIs and metrics set at both the corporate and subsidiary-specific levels• Global admin for Influitive platform across five subsidiaries

• Active customer recruitment and identification of customers who may be great advocates• Drive customer engagement through creation of customer content, including case studies, testimonials, reviews, referrals, and references• Launched internal Gartner Peer Insights Review program, resulting in over 14, 4- or 5- star reviews in 2022• Co-coordination of all aspects of Esker user groups and conferences, including agenda creation, speaker identification, communication, and planning• Multi-department collaboration with Sales and CX teams to provide feedback, innovative solutions and suggestions, and promote active collaboration• Management of online customer community, including growing user base by 190%+ in 2022, developing monthly strategy, and updating resources

• Engaged with new and existing customers during and after implementation of the Esker solution • Ensured a positive customer experience through outreach and collected feedback through customer engagement• Provided improved customer utilization and satisfaction through knowledge of the Esker product suite

• Provide commercial insurance policies for the gig economy • Cross-functional work with Marketing teams to target active and prospective customers• Management and expansion of active Customer and Member accounts• Ownership of Customer satisfaction metrics• Co-ownership of Member satisfaction with Member Advisors & Member Success teams• Increase product development for Bunker platform

• Maintain duties held previously as the Marketing Intern• Communicate recommendations as cross-selling opportunities through customer conversation, focusing on Property and Casualty Insurance• Reach decisions based on best-interest and current life situations of customers • Provide a personalized experience through building trust and developing strong relationships• Act as the liaison between the customer and the agency to best reach a level of transparency

• Created impacting agency print marketing flyers and promotional items• Analyzed mass data through the use of queries for potential and current customers• Created brand awareness to new community members and potential customers

• Received Retail Relationship Banker title to provide products and services to customers• Account maintenance, assisting with customer questions, account set-ups and closings• Calling customers to follow-up with services and maintain relationships• General tasks around the branch (filing, organizing and creating Excel files, updating employee goals/data)