Carrie L. Email & Phone Number

• Manage multiple conversions at once using a detailed project plan.
• Develop and manage relationships with Agency Partners.
• Perform implementation consultations and monitor progress.
• Conduct project status calls.
• Evaluate/analyzes the Agency Partners current system and develop an action plan to make sure that expectations are being met.
• Assist with data cleanup pre and post conversion.

Santa Cruz, CA

• Responsible for all administrative aspects of the office and general organization. Ensure all financial transactions are entered in Quickbooks. HR support onboarding new employees and process payroll timely and.
• Process accounts payable and accounts receivable including; entering and verifying bills, invoices and purchase orders.
• Process payments, deposits and post into Quickbooks
• Reconcile checking, savings, customer and vendor accounts
• Process payroll/timesheets
• Company marketing and social media

Santa Cruz, California, United States

Working under the direction of the Implementation Manager, works closely with Regions/Agencies during the conversion process, to understand their current state to provide support post conversion. Works closely with Training Manager, Project Management, Product Management and Data Team to ensure the agency is on target to meet all conversion deadlines.

Santa Cruz, California, United States

Served as Product Manager for Cornerstone learning center. Worked with partners to develop requirements, product oversight, business process and enhancements.

Scotts Valley, California, United States

Act as a liaison between client area and technical organization by planning, conducting and directing the analysis of complex business problems to be solved with automated systems.Managed the Business Systems In-Take Review process; working with partners to understand pain points and resolution, spot trends and potential crossover and recommend.

Scotts Valley

Perform all aspects of sales and account servicing of property and casualty insurance.

Scotts Valley, California, United States

Perform all aspects of sales and account servicing of property and casualty insurance, specific to Personal Lines.