Phil Olson Email & Phone Number

St. Charles, IL, US

This position reported directly to the Head of Revenue Operations and served as a liaison amongBusiness Development, Partner Success, Marketing, and Sales.Led strategic outreach initiatives resulting in a 160% year-over-year increase in policy sales.Established Key Performance Indicators (KPIs) and implemented Salesforce dashboards to monitorthe.

Responsible for the administration and servicing of $500M in written premium.Support 85 policy administration and underwriting professionals.Defined, implemented and revised operational policies and guidelines.Oversaw day-to-day production activities in accordance with business objectives.Worked collaboratively with functional leaders to implement new.

Responsibilities included: Training for Claims, Underwriting and Customer Service, projectmanagement, IT project prioritization, User Acceptance Testing for IT projects, vendormanagement, contract negotiation and Administrative support for the Claims Department.Established and administered annual budget.Managed communications during major technology.

Managed team of 5 direct reports and 50 staff members.Created staffing metrics and goals.Implemented robust phone reports with KPI's directed at meeting business growth goals.Established and administered annual budget with effective controls to prevent overages,minimize burn rate and support sustainability objectives.Negotiated Towing and Roadside service.

Schaumburg

Directly responsible for maintaining industry leading financial aid counseling and administration at online and physical campuses (Peak student populations exceeded 25,000).Set annual compliance, financial aid completion and student service goals.Managed up to 125 staff members including two directors and six managers.

Oversaw the financial aid process for both new and current students. Created Staff and manager goals consistent with the company’s vision of providing education to a geographically diverse population. Partnered with various campus stakeholders to improve efficiency and ultimately improve the student experience. Managed up to 50 employees including up to.

Responsible for maintaining compliance with financial aid regulations and electronic processing for remote students, maintaining students’ financial aid files, and second tier follow-up phone calls.The duties include assisting in default management, loan and document tracking, grant/scholarship management, and file maintenance. A student-centered, customer.

Responsible for providing a high level of customer service to students by assisting them in understanding and completing the financial aid process.