♦ Direct long- and short-range operational planning for the law group with full accountability to manage efficient and productive administration and accounting functions ♦ Deliver value-added support to leadership and assist with recommendations to support decision-making for employee engagement, staff operations, office management and payroll oversight ♦ Highly instrumental in formulating processes, policies, and procedures related to A/R and A/P, workflow management, and corporate wide initiatives♦ Oversee and manage HR management for 10+ employees encompassing HR operations, programs and administration; coordinate hiring, training and performance management♦ Closely collaborate with the human resource management function to interview and onboard new employees, via training, development, mentoring and coaching to align with company culture♦ Strategically plan and implement projects & programs to increase employee performance while collaborating cross-functional and interdepartmentally♦ Administer annual budgets and organize organizational insurance policies – Leverage proficiency in QuickBooks, PayChex and ADP to process paychecks, accounts receivable & payable records♦ Collaborate and communicate with cross-functional teams, encompassing HR, IT, and Finance to conduct profitable business operations and improve processes♦ Nurture long-term mutually beneficial quality relationships with employees and vendors – Resolve billing disputes and manage non-compliance issues in alignment with organizational guidelines♦ Facilitate office administration & automation, streamline operations and implement process improvements as the Project Lead ensuring seamless integration of new technologies to optimize organizational efficiency♦ Handle change management initiatives encompassing account oversight, B2B vendor engagement and completing contract negotiations - Select & administer healthcare insurance and benefits packages for company employees

♦ Boosted profits and secured new clients, promoting products & services related to insurance and financial portfolio management; maintained prime emphasis on wealth management, protection and planning♦ Strategically planned and executed startup operations, with full accountability of selecting the key location, acquiring and retaining customers, and managing all day-to-day business and financial operations♦ Delivered customer service excellence through using CRM technology, rendering high quality services for insurance, upgrading existing policies, servicing existing accounts, and initiating the claims process♦ Boosted insurance and financial product sales through strategically planning and executing marketing & promotions strategies - Generated leads through social media marketing and extensive networking♦ Enabled business expansion across diverse markets through targeted marketing and advertising campaigns♦ Maintained full accountability for P&L and capital budgets, sales forecasting and ROI analysis; standardized operational policies and instituted revenue goals♦ Coached, guided, and mentored 5 employees to conduct profitable insurance business operations, complying with underwriting requirements and company policies

♦ Performed an integral role in building all aspects of the business from inception-to-execution while generating year-over-year growth within a challenging and diverse market♦ Structured business operations while overseeing all aspects of start-up operations with full accountability for identifying optimal location, acquiring and retaining customers, and managing all day-to-day business & financial operations♦ Ranked the #1 for the local market territory, growing book of business from 0 to 1500 households generating $2.1M in annual premiums in 3 years - Branch ranked #3 in commercial liability policies for 2 years♦ Achieved top performance in account retention, add-on sales, and production growth earning ‘Select Agent’ status, resulting in several awards/recognitions♦ Continually engaged in enhancing sales performances and exceeding client expectations, through new and renewal sales of property & casualty, life, and health insurance, financial services, bank products, and retirement products♦ Hired and trained 5 agency staff capable to communicate in 7 different languages; built productive relationships with clients and won customer loyalty via exceptional service delivery♦ Coached, guided, and mentored 5 employees to conduct profitable insurance business operations, complying with underwriting requirements and company policies

♦ Capitalized on superior operations management and leadership skills to manage financial performance, marketing & advertising, procurement, administration, and human resources for a fast-paced law firm♦ Aligned processes with strategic organizational objectives, emphasizing on planning excellence, determining staffing needs, capacity & resources planning, forecasting and budgeting♦ Closely collaborated with attorneys and stakeholders to define goals and objectives for efficient and productive law firm operations, adding new CRM/Forms software and document management solutions♦ Secured management buy-in over deployment of Microsoft Exchange Server to increase efficiency and improve document and workflow management, telecommunications, and emails♦ Negotiated with vendors and drove successful product implementation for the firm while also designing and customizing staff processes; reduced operating costs by re-negotiating vendor contracts ♦ Encouraged transparent communications and organizational awareness, initiating quarterly newsletter and flyers targeting Hispanic market♦ Improved online presence via online / digital marketing, SEO, pay-per-click advertising, keyword set-up and analysis, link / thread building, zone advertising

♦ Successfully managed 42 retail pharmacy accounts generating $75M+ in annual sales, earning #2 ranking among 12 Retail Sales Managers in California ♦ Project managed deployment of an electronic interface, in service and vendor management areas, enabling productive and efficient retail operations♦ Managed the entire sales life cycle, including lead prospecting, appointment setting, identifying quality of prospect, presentations, objection handling, sales closing, and referral building ♦ Transitioned 17 retail stores into franchises exceeding the goal of 13 within 1st 6 months - Secured 4 new accounts to displace competitors and achieved $1M in sales♦ Gained strong familiarity with 60+ programs and services offered to clients – Actively participated in conventions and meetings to keep pace with industry trends♦ Rejuvenated a stagnant account through effective one-on-one meeting to present value proposition, convincing of standardized services to prevent future issues, and successfully retained client to renew business

♦ Demonstrated advanced understanding of sales and operations techniques & strategies for building a strong client base, and systems which facilitatef consistent follow-up and fostered customer satisfaction♦ Maintained measurable improvement in client satisfaction, and understood the client ‘topology’, goals and strategies to determine ways in which the organization could help to address these goals and strategies

♦ Ensured delivery of operational and customer service excellence, while completing all facets of retail pharmacy operations, including P&L management, process improvements, payroll, inventory control, etc.♦ Directed daily operations within the store, including human resources & organizational management, staff training, business development, stakeholder engagements and implementing cost cutting measures