Liaison between sales team and work teamSoftware configuration Project managementUAT testingUser support

Provided excellence through leadership and a focus on Agile methodologies by quickly identifying opportunities for value add to operating models. Performed project planning, scope, timelines, technical resourcing requirements, task delegation and training. Drove complex system implementations using business intelligence and data analytics with stakeholder in mind across NA and Canada.• Created presentations• Built and sustained collaborative relationships at multiple levels in the company. Supported Accenture executive leadership, project managers, and end users to identify and integrate solutions, resolving complex challenges throughout tenure. • Held a daily meeting with team, defined clear standards, and reviewed and implemented best practices with team. Created query tables to consolidate assignment logs for team.

Facilitated the transfer of assets between funds, ensuring that any delays were resolved promptly with minimal financial risk. Managed, negotiated, and effectively partnered with third-party vendors and reconciled consultant fees to pay invoices. Created and maintained procedures for the team. Maintained in-depth knowledge of retirement plans systems and processes. • Prepared written reports of daily operations and project results, test interfaces between various systems, contributing to seamless data flow.• Create and maintained new and existing system documentation, user manuals, training materials, and risk/issue tracking.• Supported a Lean Six Sigma project

Point of contact for financial advisors to guide through the client account process and act as liaison with other requirements. Delegated tasks to the relevant departments for completion.• Assembled client data through various systems, tracked issues, and mapped appropriate solutions.

• Processed incoming claims and inquires relating to insurance policies. • Analyzed contracts to verify information and reported to the examiner for payouts. • Completed calculations and manual adjustments to facilitate claim payouts.

Utilized Microsoft Word and Excel to complete tasks.

Data EntryCreate and maintain various filing systems for Agents, Litigation Department such as Pleadings and Discovery files. Assisted with Case Track entries.Assisted Litigation Attorney with making Litigation Files and Cases.