Marc C. Email & Phone Number

Pleasanton, Ca, Us

- Provide post-go-live System Consulting and Administration on Veeva CRM and associated products, Vault, Network, OpenData, Approved Email, Engage to assigned customers- Use Custom Settings, Custom Objects, etc. to customize the online environment (salesforce.com) and the Veeva Offline applications- Set up new custom objects, new automations, etc. utilizing Salesforce tools such as Object Manager, Flow, Workflow Rules, and Process Builder- Analyze and deploy new product features, from both Salesforce and Veeva- Maintain Production and Sandbox environments- Provide Tier 2/3 troubleshooting and how to's- Data imports and exports using APEX data loader- Add/delete/change users, set up security via sharing rules, territories, profiles, permission sets, and roles- Create reports and dashboards- Interact with Veeva Product Support on customer’s behalf

Washington, District Of Columbia, Us

- Administrator for 300+ users on Sales and Service Cloud Salesforce org- Maintained database integrity utilizing standard Salesforce and third-party duplicate tools- Implemented a unique Approval Process and made improvements to data capturing on Cases via Flows- Created and presented demos and documentation for new and existing functionality on the platform- Responsible for product updates on Oracle CPQ platform- Provided front-line support for all Salesforce users, including new user provisioning- Maintained a large catalog of workflow rules for routing website inquiries

Fayetteville, Arkansas, Us

- Provided front-line support and system administration for Salesforce Enterprise org- Administered GSuite platform, including adding new users and connecting programs via API- Oversaw migration and administration of Office 365- Brainstormed and implemented process improvements to Salesforce and internal workflow- Created ad-hoc and weekly reports for multiple internal roles- Designed and built dashboards and apps for different user types within Salesforce- Utilized Salesforce Flows to improve data capture and efficiency on the platform- Researched and tested new software options to improve productivity- Managed third party developers and software partners to ensure effective integration of solutions- Provided break/fix support on custom code solutions within Salesforce (Apex, Visualforce)- Worked on Hubspot implementation, including custom object creation and bi-directional syncing with Salesforce

New York, Ny, Us

- Drove submission flow via marketing efforts with multiple brokers across TX, LA, OK, AR, NM- Maintained a renewal book of $5M+ GWP in addition to driving new business growth- Demonstrated technical underwriting skills through strategic, thorough account reviews and file documentation- Reviewed applications and financial requirements to determine acceptability of risk in accordance with Starr guidelines and individual authority- Managed assigned portfolio to achieve gross written premium, profitability, rate, retention, product mix, new business and portfolio management goals- Prioritized time and resources to effectively manage and optimize producer performance- Demonstrated in-depth knowledge of Starr products and appetite- Drove effective relationship management and customer activities to build trust, facilitate negotiation and secure commitment with the customer- Proactively identified cross-sell opportunities and partners with other underwriters to deliver comprehensive insurance solutions for the customer- Trained new underwriting analyst in the Dallas Energy Casualty group

New York, Ny, Us

- Reviewed submissions on bases of minimum premium, company appetite, losses, experience modifiers, etc.- Rated WC, Auto, GL, Lead XS and use loss forecasting model to price and understand risks- Processed endorsements, solicit submissions, and work through renewals- Suggested process improvements for reporting, collections, endorsements, etc.- Maintained good rapport with broker contacts and respond in a timely manner to a wide variety of requests, both internally and externally

Global, Us

- Built custom dashboards for both internal and external consumption using PowerBI and advanced Excel functions (Power Query, PowerPivot, VLOOKUP, Pivot Tables, Slicers, Pivot Charts)- Analyzed data to glean insights into root causes, frequency and severity trends, and numerous other variables of property and casualty insurance- Acquired data needed for renewal process and analytics by using proprietary carrier systems and building relationships with underwriters and other carrier associates- Communicated with clients at varying levels of authority, including C-Level, using a consultative approach to ascertain needs and recommend data and analytics services- Ran test eMods for clients

- Provided consultation to clients for Salesforce needs, including: data migration, ETL, workflow rules, custom objects, reports, profiles, licenses, permission sets, Sales and Service Cloud apps, validation rules, etc.

- Provided migration assistance from Zoho CRM to Salesforce via ETL and administrator functions- Implemented new processes via Salesforce to increase productivity / customer service levels / revenue- Served as Salesforce SME while providing day-to-day administrator service- Persuaded hesitant clients that the services provided were extremely valuable and necessary- Researched and presented in depth cost savings analyses in the utility sector to C level clients- Negotiated and secured savings for clients by interacting with providers

- Interpreted a large amount of geological data and produced reports indicating petroleum potential in Arkansas- Maintained AGS website and well-log database- Presented geological topics to a diverse customer base including teachers, students, and industry professionals