David Isted Email & Phone Number

Tallahassee, Florida

Tallahassee, Florida Area

• Manage the renewal process and compile reports for 6,000+ policies• Lead monthly policy renewal meeting attended by CEO, President, VP, and senior management• Perform risk analysis and policy review to give recommendations regarding policy renewals• Communicate with agents and policyholders about the renewal committee decisions• Act as claims liaison for policyholders, agents, and claims adjusters• Prepare reports for Board of Trustees including loss and claims data… Show more • Manage the renewal process and compile reports for 6,000+ policies• Lead monthly policy renewal meeting attended by CEO, President, VP, and senior management• Perform risk analysis and policy review to give recommendations regarding policy renewals• Communicate with agents and policyholders about the renewal committee decisions• Act as claims liaison for policyholders, agents, and claims adjusters• Prepare reports for Board of Trustees including loss and claims data, premium and payroll by class code, financial statements, and accounts receivable• Coordinate loss control visits – Instruct loss control consultants to jobsites • Complete projects analyzing loss ratios (losses/premium), audits, cancellations, class codes, agents, premium, quoted policies, and written policies and present the results to the President• Utilize Excel expertise by assisting colleagues when Excel help is needed Show less

Alpharetta, Georgia

• Recorded contract bookings data in an extremely accurate and timely manner for the Financial Planning & Analysis division• Manipulated contract data by utilizing Macros, Pivot Tables, and vlookup tools• Added Macro formulas to improve the efficiency of the contract data bookings process• Provided financial reporting to give insight to executives and business unit analysts• Worked with analysts from all business units to meet their needs• Utilized TM1 to compare budgets and… Show more • Recorded contract bookings data in an extremely accurate and timely manner for the Financial Planning & Analysis division• Manipulated contract data by utilizing Macros, Pivot Tables, and vlookup tools• Added Macro formulas to improve the efficiency of the contract data bookings process• Provided financial reporting to give insight to executives and business unit analysts• Worked with analysts from all business units to meet their needs• Utilized TM1 to compare budgets and forecasts to actual revenue and let analysts know of variances• Managed Six Sigma P&L by adjusting headcount in Arcplan and forecasting/budgeting expenses• Set up Expense Allocations in SAP for all business units• Supplied the business units quarterly discount analysis data with a PowerPoint presentation illustrating Product Revenue Group trends• Used Salesforce and Siebel to link customer and product data to bookings reports• Achieved a Six Sigma Yellow Belt certification Show less

Tallahassee, Florida

• Promoted 3 times within this agency • Supervised 7 analysts• Acted as liaison for executives to communicate initiatives to analysts• Participated as a member of a committee to improve Medicaid policies• Recruited and trained employees• Delegated daily work and assigned special projects to analysts• Served as Lead Rate Setter (analyst responsible for the accuracy of rates) • Approved/denied claims for capital additions or improvements of nursing homes• Verified… Show more • Promoted 3 times within this agency • Supervised 7 analysts• Acted as liaison for executives to communicate initiatives to analysts• Participated as a member of a committee to improve Medicaid policies• Recruited and trained employees• Delegated daily work and assigned special projects to analysts• Served as Lead Rate Setter (analyst responsible for the accuracy of rates) • Approved/denied claims for capital additions or improvements of nursing homes• Verified and implemented field audits to apply rates for providers• Calculated and verified Medicaid cost reimbursement rates for nursing homes Show less

• Promoted to Manager where I supervised 9 employees during the “construction boom”• Responsible for the operations of a corporate branch office with over $6M in annual sales revenue and 53% before tax profit• Received excellent quarterly audit scores based on performance, compliance to policies, and inventory• Monitored product usage, conducted inventory purchasing, and accounted for expenditures• Directed and motivated distribution, labor, clerical staff, and… Show more • Promoted to Manager where I supervised 9 employees during the “construction boom”• Responsible for the operations of a corporate branch office with over $6M in annual sales revenue and 53% before tax profit• Received excellent quarterly audit scores based on performance, compliance to policies, and inventory• Monitored product usage, conducted inventory purchasing, and accounted for expenditures• Directed and motivated distribution, labor, clerical staff, and sales• Analyzed P&L statements in order to cut expenses• Hired and trained new employees• Established relationships with customers and consistently communicated with them to solve problems and meet their needs• Assisted the Branch Manager with daily operations Show less

Master Of Business Administration (Mba)

Bachelor Of Science, Finance