Lance Abbott Email & Phone Number

Boise, Id, Us

Boise, Id, Us

Boise, Idaho, United States

Responsibilities --Oversee the servicing team members by creating job descriptions, screening candidates, conducting interviews, and developing training and onboarding processes. -Ensure efficient investment and insurance operations by implementing processes, training team members, and creating standardized templates. -Manage a quarterly project list by holding retrospectives, identifying areas of improvement, developing project plans and executing on them.

Boise, Idaho Area

Responsibilities- -Responsible for management of $1.6M book of business of clients operating in U.S., Bermuda, and the U.K. within the insurance industry. -Serve as project manager during implementation of client portfolios including: -Identifying scope of insurance and accounting reporting needs for companies operating in the U.S., Bermuda, and U.K. -Working with Custody Banks and Asset Managers to receive financial documents required for implementation of client accounts. -Collaboration with internal teams assigned to develop data feeds with Custody Banks and Asset Managers, create accounts and users, and load financial data on the Clearwater platform. -Identify and resolve any issues that arise during the auditing of insurance and accounting reports. - Address any reconciliation errors with Custody Banks and Asset Managers on behalf of our clients. - Manage and review and monthly, quarterly, and year end tasks associated with the auditing and locking of client’s financial data. Identify opportunities to automate and stream line process for clients and Clearwater teams.

Boise, Idaho Area

Responsibilities - - Audit, override, and reconcile client accounting, compliance, risk and performance data. - Provide client training for Clearwater products. - Implement new accounts; set up data feeds with asset managers and custody banks.

Bend, Oregon Area

Responsibilities: - Deliver monthly and quarterly client performance reports using Excel, Google Sheets, and Google Data Studio. - Collaborate with account managers to analyze, develop, and implement strategies to streamline performance reporting for corporate, key, and VIP accounts. - Audit data from reporting tools and escalate issues to Product Management team. Communicate current issues and resolutions to Account Managers.

Bend, Oregon Area

Responsabilites:- Utilize Google Analytics and client performance metrics to create monthly and quarterly performance reports. Conduct analysis to develop strategies to meet client goals. - Assigned to eight major clients accounts within the self-storage industry. Assisted in the successful transition of $2.3M book of business between Client Success Managers. - Generate service and project contracts in Salesforce and Netsuite. Work alongside project managers, digital advertising analytics, SEO analysts, and client experience specialist to ensure deliverables are met on time. - On-board small business clients and lead trainings on G5 products and services.

Bend, Oregon

Responsibilities: - Ensured a positive customer experience in adverse conditions- Trained new guides with a focus on safety and professionalism - Organized logistics for equipment, guides, and customersCollateral duties: Quality Assurance Representative, Associate Outreach Committee Member

Bend, Oregon

Responsibilities:- Managed bookkeeping and vendor relations- Built budgets for marketing campaigns, sales promotions, and product development and compiled quarterly/annual budgets- Created accounting systems to ensure the company's financial stability- Developed strategic plans and financial projections for short and long term projectsCollateral duties:Administrative assistant to the CEO

Charleston, South Carolina Area

Responsibilities: - Investigated and organized remediation of pollution incidents- Inspected waterfront facilities to ensure safety and security compliance - Reviewed safety and security procedures for the petroleum, shipping, and recreation industry- Coordinated operations with government and industry representativesCollateral Duties:Sector moral committee, American Red Cross Blood Drive coordinator

Seattle, Wa

Responsibilities:- Acted as deckhand and project leader for regular deck maintenance- Oversaw helm and lookout watchstanders and deck operations as Boatswains Mate of the Watch - Ensured equipment maintenance and training/qualification of new surface rescue swimmers as surface rescue swimmer Collateral duties:Advanced damage control and shipboard firefighting, helicopter tie-down operations, anti-terrorism force protection, berthing area Petty Officer, mess cook for Ward Room and Chief's Mess

Ketchikan, Ak

Responsibilities:- Operations Watchstander: Ensured the proper functioning of timing and transmitting equipment- Engineering Watchstander: Performed rounds of generators and auxiliary equipment crucial to mission success- Assisted electronic and machinery technicians with equipment maintenance and troubleshootingCollateral duties:Damage Control Petty Officer