Manages and facilitates relationships among Heartland’s sales reps, insurance carriers, outside agents/brokers, and third-party intermediary services.Guides clients and agents through the pay-as-you-go workers’ comp set up processincluding broker of record changes and new activations.Activates service in Heartland’s platform- rates, codes, billing, remittance of payroll data files; troubleshoots issues, creates reporting, and conducts in-house trainings.

Product owner; focused on health insurance carrier rate calculation and publication via state DOI research/analysis. Creates and guides all product improvement initiatives through development and QA via Azure. Performs internal/external reporting via SQL, PowerBI, Office, etc. Manages all departmental US-based and offshore contractor selection, training, and supervision. Leads vendor selection, qualifying, and testing.Advanced-level Excel abilities, skilled SQL user. Company is an Agile software-as-a-service (SaaS) provider working in two week sprints.

Provided pinpoint analysis of various state DOI carrier rate filing documents; interpreted/extracted​ all necessary data (often via multi-variable calculation); lead quote/rate research, construction, publication, and testing. Executed​ insurance carrier form mapping tasks via SQL.Concurrently served as the organization's 1095-C SME.

Non-traditional retirement plan asset consultation, including tax sheltering strategies and relevant Internal Revenue Code regulations and requirements. In-depth knowledge of qualified and non-qualified plan elements, IRC and ERISA rules (when applicable), etc.Asset acquisition opportunities include real estate (commercial and single family), foreign currency, oil/gas leasing, raw land and mineral rights, private notes and loans, precious metals, liens and deeds, etc.