• Consult with Insurance Agencies and Brokers on operational and agency system transformations.• Implement efficient staffing, budgeting, and processes to streamline operations.• Achieve significant cost savings and revenue growth for clients through system optimizations.

In my role at AssuredPartners, I oversaw the agency management systems and products that support both the retail and wholesale divisions. A key member of corporate operations and mergers and acquisitions, working directly with the C-Suite, Regional, and Platform leadership, new acquisitions, and all corporate departments, i.e. M&A, IT, Accounting, Legal, Audit, Compliance, etc., while actively managing a national team. I created and managed annual projects and staffing budgets, consistently staying on track and consulting with regions, agencies, and corporate partners on business processes and workflow design. I was instrumental in leading the development of Retail Standard Operating Procedures. I built and managed a virtual team of Product Owners, Product Support Analysts, Data Analysts, Implementation Specialists, Trainers, Project Managers, Project Coordinators, Business Analysts, and contractors. My team and I were responsible for supporting all existing agencies and integrating an annual average of ~50 new acquisitions (M&A) into the company. We planned and executed all system upgrades, consulting and guiding regions and agencies on their agency systems needs i.e. personalization, data scripts, conversions, etc. for over 100 unique agency systems. In addition, the consolidation of legacy agency management systems, which included data conversions, implementation, change management, and training an average of ~45 existing agency management systems to meet operational goals and achieve efficiencies.

Served as Project Owner of the internally-developed and vended client-enablement and sales tools (Client Portal, CRM). Managed projects and developed project documentation (project plans, business process flow, business requirements, implementation plans, etc.) for system integrations and enhancements. Liaison between executive leadership, stakeholders, and technology partners. Managed a virtual team of Business Analysts, Product Managers, and Project Managers.

.• Provided product oversight, management of enhancement backlog, technology priorities, business requirements, and business processes for all new technology builds, enhancements to existing systems, agency acquisitions, and data conversions for all of Wells Fargo Insurance Retail and Wholesale Insurance applications nationally, with 98% on-time completion. In addition, I managed the Business Systems Review process where I had global oversight of all technology initiatives. I could spot trends and potential crossover and recommend consolidation of initiatives where applicable to save time, resources, and money. • Led a national virtual team to achieve a 98% on-time completion rate for technology builds and system enhancements in retail and wholesale insurance applications.• Spearheaded the development of a Wholesale Underwriting Management System, streamlining processes and enhancing efficiency, significantly improving client service experience.• Collaborated with senior executives and international technology partners to consolidate initiatives, saving substantial resources and fostering a culture of innovation and efficiency within Wells Fargo Insurance's operational framework.

Managed a virtual national team of insurance business analysts and relationship managers. Liaised between Insurance business executives and the technology teams on a national level providing consultation of technology and business process road maps and the creation of business requirements.

Sr. Business Analyst where I served as Project Manager and Administrator of agency management data migrations for all agency acquisitions. Developed Business Requirements for all custom programs. Administered system personalization, day-to-day operations, and all system upgrades. In addition, I was the Product Manager for the insurance business systems where I was an advocate for streamlining processes using automated solutions and workflows. Managed seamless relationship with training and compliance teams to develop precise instructions for the office staff use of technology solutions. I continued in this position until ABD was acquired by Wells Fargo in 2008 at which time, I was promoted into the Technology Relationship role where my expertise in insurance business systems and business process would become an advantage to both the technology and insurance divisions.

Manager, Branch Small Business Unit utilizing automated tools to streamline process, Manager, Branch Personal Lines Department and Commercial Lines Account Manager