Miranda Tobin Email & Phone Number

Scottsdale, Az, Us

Scottsdale, Arizona, United States

Responsible for evaluating operations, improving sales revenue, and building a sustainable profitable customer basePlan and deliver sales development programs that directly support business growthPursues new sales expansion opportunitiesDevelops and maintains relationships with key partners

Scottsdale, Az

Leads Private Client Sales Operations team overseeing all its activities including agent communications, internal communications, event planning, licensing and contracting, sales and operational reporting, and accounts receivables and billing. Serves as key member of the senior leadership team.Thinks strategically and encourages everyone to consider the end-to-end experience; helps connect the dots to deliver a cohesive customer billing experience across all stages of a journey.Manages additional support services such as communications, licensing, reporting, accounts receivables, commissions, etc. Has responsibility for select administrative functions and projects that support operations and sales initiatives. Acts as a strategic support person by coordinating, gathering resources and analyzing information needed to complete projects.Plans and coordinates sales/agent meetings such as agent incentive trips, regional meetings, reviews/planning meetingsCreation and execution of communications strategy including external and internal communicationsTakes action to improve existing conditions and processes; identifies improvement opportunities, generates ideas and implements innovative solutions.Manages department expense budget and resource planning processManages associates, including performance management, salary planning and administration, training and development, workflow and organizational planning, hiring and placement and disciplinary actions.

Scottsdale, Az

- Strategic oversight of Accounts Receivable department- Management of Customer Experience Quality Assurance Team - Responsible for the team’s execution of the department objectives- Succession planning, on-boarding and new-hire training- Acts as business lead for billing and account receivables related projects with vendor partners- Subject matter expert for InsuranceNow Guidewire Software billing platform- Performs project management duties for billing and account receivables related projects- Investigates prospects for projects with a ROI such as Billing Fee Analysis - Maintains understanding of business processes, systems, organizational structure, and industry requirements- Participates in major process modeling, analysis, and design efforts- Consults between business and systems areas for development and implementation of new business processes

Scottsdale, Az

- Participates in business process analysis/design- Develops and implements new business processes or modifications to existing processes- Identifies the critical elements of a business process that need to be monitored and managed- Participates in strategic planning process for Accounting and Quality departments- Provides process management and technical consulting/expertise to management- Leads tasks or projects as assigned and makes recommendations regarding issues- Facilitates Technology advancement- Supervision of associates performance, training, development, workflow and administration- Responsible for teams' performance and training- Uses coaching and leadership skills to encourage associates to meet and exceed goals- Responsible for HR and administrative tasks for respective staff- Responsible for development of direct reports - Reviews associate work to ensure timely and appropriate processing - Handles more complex issues that are escalated by team members or referrals from other units

- Lead tasks or projects as assigned and makes recommendations regarding issues- Responsible for teams' performance and training- Responsible for HR and administrative tasks for respective staff- Responsible for overall business trend analysis and outcomes- Supported Brand Strategy and Initiatives- Facilitated Technology advancement- Encouraged Continuous Improvement Efforts- Business process improvements- Responsible for development of direct reports and building specialized expertise- Reporting and analysis - Focused on metrics and increased productivity- Responsible for business intelligence from an internal perspective. - Reviewed data and determined internal process efficiencies for continuous improvement- Proficient knowledge of how the Sub Ledger rolls into the General Ledger for reconciliation efforts- Partnered with IT for system and business improvement efforts- Worked with Finance business partners to build relationships and streamline processes

- Developed policies and procedures including user guides, reference manuals, and process maps- Coordinated cross-departmental initiatives through the development & management of project plans- Completed the reconciliation of the general ledger for assigned business units - Prepared special reports and presentations

- Collected, followed up, and allocated customer payments- Monitored customer account details for non payments, delayed payments, and other irregularities- Balanced, reconciled, and analyzed financial data on general agents’ accounts

- Investigated, evaluated and negotiated commercial and personal lines claims to a successful resolution and in compliance with company standards- Maintained reserves in compliance with company standards- Managed the work and performance of independent adjusters- Developed and maintains working relationships with insureds and claimants- Maintained current knowledge of pertinent insurance lines, court decisions, current guidelines and policy modifications

- Performed simultaneous coding and entry of policies for Property and Casualty lines of business- Assisted with booking of premium in support of meeting department and company premium goals- Researched and investigated various coding related issues in conjunction with Underwriting- Maintained cycle time in accordance with established service level agreements- Sustained acceptable level of accuracy in agreement with established standards- Processed requests for various departments via the SPD mailbox- Organized and distributed the Property workflow calendar

- Preliminary analysis of the financial condition of commercial loan applicants- Identified factors that may have impacted the ability to repay debt obligations- Assisted the sales force in structuring transactions- Analyzed existing commercial loan relationships for repeat business opportunities- Tracked statistical data through the maintenance of spreadsheets- Participated in documentation and funding processes- Acted as a liaison between underwriters and sales force

- Liaised with sales force to provide marketing support in a variety of areas including point of sale materials, sample shipments, and sales presentations- Created and distributed rating sell sheets and other flow materials- Managed shipping projects- Developed distribution lists and coordinated drop shipments- Maintained corporate website and updated with latest news and reviews- Maintained corporate library of labels, product shots and other sales materials- Participated in corporate sales meetings, trade shows and tasting events- Provided general support for the Marketing Services Manager- Managed database of release schedules and submitted press samples accordingly- Coordinated with out-of-state warehouse for order processing and inventory control

Bachelor Of Business Administration (B.B.A.), Business/Commerce, General

Associate Of Arts And Sciences (A.A.S.), Fashion Merchandising, 3.94 Gpa

Activities and Societies: Treasurer of Phi Theta Kappa, Sigma Beta Delta Member, President of the Fashion Club, Outstanding Student Award.