Lead in deploying technology to streamline operations, drive sales, and automate reporting. Owner of full stack development, as well as database architecture and administration. Driver of communication with stakeholders to identify critical areas to innovate.Notable projects include:--Built AI solutions to streamline Operations. Integrated proprietary AI with internal data structure to minimize employee time spent related to incoming emails. Built interface for employees to use AI chat functions to assist in daily tasks.--Owned accuracy and punctuality of incoming operations data. Managed dozens of external connections–such as those to insurance carriers, data aggregators, and Zapier. Developed email importer to automatically upload incoming documentation into our agency management system and databases. Deployed automated solutions (such as with regular expression) to permanently resolve mapping issues.--Leveraged data-centered skillset to drive sales, client retention and E&O prevention. Built systems to handle various events in the client lifecycle without manual intervention such as policy renewal, billing events, cancellation, endorsements, claims etc. Using Python and SQL, and Zapier– built processes to do the following: dynamically generate personalized mailings and send them on schedule; automatic archiving of client correspondence into our agency management system (Sagitta); automated testing so that punctuality, and accuracy is verified daily and with minimal manual effort.Skillset includes:--Full-stack development: Python, SQL, Power Apps, Coldfusion, Power Flows, Zapier--AI development: Azure AI--Database architecture and administration--API development--Data visualization: Tableau, Power BI, Excel--Insurance Systems: Sagitta, IMS, TransactNow, TitleFusion

Responsible for planning, rollout and QA for multiple digital advertising order management systems. These apps allowed users to seamlessly transition a campaign through its lifecycle: from an open opportunity, to a closed order, to trafficked and optimized within our first party ad server– and finally to a finished campaign with actualized financials. Each product catered to the needs of each of ZD's brands like IGN and RetailMeNot.Determined areas for automation by leading communication with internal clients. Managed product roadmap and development team. Eliminated resources spent on servicing tasks by simplifying inefficient workflows. To streamline tasks, built user-friendly systems, coordinated departmental reorganization, and designed central training libraries.Managed accuracy and punctuality of daily ‘big data’ sync between internal & external data sources. External systems included DFP, Salesforce, Ad Exchanges, Third Party Ad Servers, DSPs and SSPs. Internal systems included AWS Redshift and MySQL databases. Used data aggregation services like STAQ and Adjuster in coordination with internally built ETL processes.

Couch Braunsdorf is a large independent insurance agency. I held a broad area of responsibility spanning Accounts Receivable and Payable. • Accounted for physical funds deposited into the main escrow and operating accounts• While in charge of monthly bank reconciliations for most accounts, streamlined them using Excel• Cut disbursements for title closings in an on demand environment, requiring quick turn-around times• Responsible for daily account balance reporting to CFO• Finished projects requiring a broad knowledge of Sagitta, IMS, Excel and Wintitle, such as correcting aging reports and troubleshooting monthly carrier billing downloads• Wrote standard operating procedures for tasks in multiple software applications

I accompanied and assisted the COO in all major responsibilities. My role was oriented towards research and analysis and working across multiple departments.• Assisted in departmental strategy meetings, team efficiency analysis, developing sales strategy, budget meetings, interviews, daily operations problem-solving and other duties• Collaborated with and gained an understanding of Personal Lines, Commercial Lines, Professional Liability, Sales, Title, HR and Accounting• Performed an integral role in completing agency-wide projects including organizing a large charity golf event, developing marketing collateral, implementing a telephone queue, migrating data from Sagitta to IMS, and mapping the agency’s organizational hierarchy,• Worked tightly with middle and top-level management• Acted as substitute leader of daily operations meetings during the COO’s absence.• Scribe for Executive Committee meetings (until leaving CBI in 2013)

I worked with insurance carriers to develop quotes for property insurance on a deadline. I used my knowledge of the marketplace to find the right carrier for customers seeking to move their business.

I was responsible for preparing and quoting a high volume of new homeowners business on a strict deadline. I become familiar with many insurance carrier and third-party web interfaces to generate credit checks, property loss reports and quotations.

I assisted in Accounts Receivable and Payable duties. My responsibilities included performing daily deposits.