Title adjustment to better reflect duties that arose over time such as:• Collaborated with the CEO to develop and prioritize strategic business initiatives, serving as a trusted advisor and "fixer-in-chief" to mitigate risks and drive growth.• Pinpointed core issues within business processes, identified areas for improvement, and developed and implemented solutions while exploring opportunities to drive increased revenue and identify new sources of income.• Championed the development of fresh B2B partnerships, driving growth and market expansion for Harbor Life.• Designed a complete overhaul of Salesforce CRM architecture and automation and project managed to completion. • Stepped in for the CEO to run meetings, coordinate partnerships, and close deals when needed.

• Supervised the case management department, tech consultants, and vendors, optimizing onboarding and training procedures for new team members across departments.• Partnered with the CEO on special projects and initiatives as needed, including start, growth, and systematization of the B2B channel through outreach to life insurance agents, financial advisors, and other professionals.• Managed escalated issues from the case management team and account executives, addressing client and B2B partner complaints and high-level queries with creative solutions.• Directed the comprehensive assessment, competitive auction, and successful closure of tertiary portfolios and secondary sales valued at over $500,000,000 in policy assets while nurturing ongoing relationships with life settlement funds and providers to build trust and brand reputation in the life settlement industry.• Pioneered cross-functional tech projects in Hubspot, Salesforce, WordPress, and other platforms to enhance system efficiency. • Led project management for the development of the industry's groundbreaking AI-powered instant valuation calculator for life insurance policies. Facilitated collaboration among internal and external teams for successful AI testing and user interface design.

• Led and mentored a team of case managers to troubleshoot and resolve issues and optimize performance.• Created and analyzed reports and dashboards to monitor the team’s performance, increasing the application received rate by 50%.• Spearheaded the design and development of the Harbor Life Exchange – a proprietary auction platform for the sale of life insurance policies based in PHP ProBid software.• Cultivated relationships with life settlement buyers to help adopt a new auction process and generate competition for policies for sale.• Orchestrated strategic partnerships with 5 top tech vendors to revamp and optimize the Salesforce instance, resulting in 30% increase in data accuracy.

• Engaged with senior clients seeking to sell life insurance policies, assessing eligibility, processing applications, and achieving successful completion of sales transactions.• Oversaw documentation retrieval from insurance providers and medical institutions during underwriting, ensuring continuous client updates and involvement in lengthy sales processes.• Collaborated with life settlement brokers or providers to solicit offers on policies upon compiling complete case files.

• Enhanced customer service by promptly processing incoming and outgoing applications for new life insurance policies and updating case notes in the CRM. Improved processing time by 15%.• Monitored status of pending cases, gathering required information promptly to facilitate faster case approvals.

• Processed incoming and outgoing applications for new life insurance policies and acted as the liaison between the agent, client, and underwriter throughout the underwriting process while keeping detailed notes in the CRM.• Analyzed health details provided on life insurance exams or in medical records to ensure that clients were being quoted correctly prior to submission and increased the number of as applied approvals by 20%.• Obtained any outstanding information through direct contact with clients, medical facilities, and agents to facilitate timely approvals and contacted carrier underwriters to discuss offers and reconsideration where necessary.

Novels I've edited include Time is Relative for a Knight of Time and Saint Jude.