David Pennie Email & Phone Number

Springboro, Oh, Us

United States

Dayton, Ohio, United States

• Team Lead for Remittance Processing Team of 18.• Led the effort in developing and implementing new and revised projects, processes, and initiatives.• Developed detailed work plans, schedules, instructions; conducted employee training and quality reviews.• Senior level subject matter expert on workflow processes and reconciliations.• Served as point of contact for escalated cases from internal staff and for interdepartmental inquiries.• Coordinated implementation of process improvements, initiatives, tools, and practices.• Leveraged MS Office products with the ability to create, manipulate, and present charts, conditional formatting, data validation, tables, functions.• Professional-level communication and presentation skills.• Advanced teamwork, collaboration, and customer-centric service skills.

Dayton, Ohio, United States

• Developed and implemented policies and procedure management covering the operations and compliance/business practices of personal lines sales and service.• Conducted internal and external reviews of agency and agent performance in regard to business practices and compliance.• Traveled to property & casualty agent offices across the country to conduct in-person business practices audits and overall action plan compliance.• Presented results and action plans to senior leadership and provided recommendations regarding the effectiveness of regional management-led action plans.• Monitored all aspects of action plans to confirm implementation and required compliance with corporate policy.• Built professional, long-term and effective relationships with senior leadership, internal audit, corporate ethics and compliance, and legal teams.• Became a student of the business in keeping current with new/amended rules, regulations, and company policies, and ensured that all manuals/guides were kept evergreen.

Dayton, Ohio, United States

• Supervised and mentored/coached a team of 10-15 licensed property & casualty sales consultants within a call-center environment.• Held team meetings, individual coaching sessions, goal-setting/evaluations with each member of the team.• Developed and guided new and veteran sales consultants in an effort to overcome objections, provide world-class service, and keep the customer at the center of focus, all while achieving sales goals.• Full involvement in all employee-related activities, including interviewing, hiring, terminations, promotions, training, and overall performance management.• Supervised and monitored phone calls, phone volume, break/lunch schedule adherence in an effort to maximize phone coverage.• Met with potential and existing partner carriers, becoming a subject matter expert on each proprietary quoting and binding system as well as each proprietary incentive and underwriting program.• Developed and maintained sales bonus programs, leader's conference goals and rankings, and all pertinent documents for each sales consultant.

Bachelor Of Science - Bs, Applied Management

Currently enrolled

Associate Of Science - As, Business Information Systems