As Senior Vice President, led Centrex's transition to a new insurance carrier with a supporting reinsurance panel.Chief financial officer who profitably led the company through the pandemic writing hospitality insurance coverage.Chief operations officer responsible for standards of work documentation for data entry, policy issuance, risk inspection, auditing, accounting, and loss reports. Upgraded insurance applications to facilitate electronic completion. Implemented partial automation of the submission entry process. Utilized Microsoft Access, Excel, and Word features to write queries, macros, and word merges to automate policy renewal solicitation and loss run production. Streamlined operations by having underwriters quote both liquor and general liability lines of business. Led transition to a paperless work environment to facilitate employees' remote working during the Covid pandemic.Chief information officer responsible for business research, employee performance review, and insurance carrier reporting. Utilize Microsoft Access queries and pivot tables to analyze business results including business premiums, business submissions, hit ratios, loss ratios, and claim frequency, leading to adjustments of liquor and general liability insurance rates and coverage offerings in 42 states, plus Washington, D.C.Vice President of Business Development responsible for the appointment of new insurance wholesale brokers, involving a review of current clients in a particular marketplace, consideration of their financial status, existence of proper errors & omissions insurance policies, and potential contribution to our portfolio. Researched and drafted successful proposals to expand business offerings into new areas.As SVP

Led team of 6-8 associates to complete approximately 100 defined benefit pension funding and accounting valuations annually along with their associated government form filings with total revenue in excess of $1,000,000. Responsible for peer review of various work products, including valuation data and asset reconciliations, pension funding and accounting valuations, pension benefit statements, annual funding reports, Forms 5500, and PBGC filings. Responsible for managing economic and quality performance for all work, including monthly billing for all clients.Participated in multiple interview processes and hiring decisions. Prepared and led new hire training seminars both locally and nationally. Maintained specific and general Memphis office operational guidelines detailing standards of work for analysts of all experience levels.Wrote and maintained Microsoft excel and word merge to facilitate preparation of the annual funding notice and its associated cover letter to accommodate the unique features of over 400 pension plans.Contributed to system upgrades for pension data systems, liability systems, and reporting systems as well as the integration of legacy Towers Perrin actuarial modeling systems. These upgrades required comprehension of Fortran and Visual Basic programming languages.Designed Microsoft PowerPoint presentation and traveled to multiple Towers Watson offices to procure new business for Memphis office, which had transitioned into being a support office for national consulting offices.

Completed peer review for defined benefit pension data reconciliations, asset reconciliations, funding valuations, accounting valuations, government form filings, and benefit statements.Contributed to our office's data reconciliation template design to facilitate this process via automated data incorporation and validation.Participated in formal and on-the-job training of more junior associates.