Samuel Wynne Email & Phone Number

Glastonbury, CT, US

• Manage the operational due diligence and onboarding procedures for new Members and Business expansions.
• Responsible for coordination and management of the Bank accounts, systems, and regulatory reports onboarding procedures.
• Responsible for onboarding of new Tax authorities and liaison with the Tax department.
• Manage reconciliation between Written & Paid Bordereaux against cash received, manage, and oversee the transition to Outsourced Operations team DUA & Credit Control teams.
• Work closely with senior management to develop the reporting processes, controls, and systems.
• Assist in the implementation of new procedures, maintain, and improve internal controls to ensure compliance.

Stamford, Connecticut, United States

• Engage with the Portfolio Solutions Group to fully understand their products and processes to better support their operational needs.
• Actively track and organize the flow of bordereau reports received from the various MGA/MGU partners across all Programs.
• Manage and handle the bordereau data uploads into the Ascot Policy admin system.
• Validate the bordereau data uploads to ensure accuracy.
• Troubleshoot bordereau data issues and work closely with Systems teams, Portfolio Solutions and various functional areas to rectify, as needed.
• Proactively communicate with Systems and the business to verify changes and make sure all parties are aligned.

Stamford, Connecticut, United States

• Support and assist the Underwriting Team and Lead Technical Assistant by way of setting up submission packages in the policy administration system for underwriting review, compiling final policies to send to brokers.
• Further responsibilities are processing midterm endorsements and cancellations, and providing support to underwriters and brokers throughout the policy lifecycle.
• Work closely with multiple departments: underwriting, systems, operations, reinsurance, actuarial, and finance, as retail and wholesale broker partners.

Glastonbury, Connecticut, United States

• Currently responsible for performing a variety of tasks supporting the accounting and operations functions of the business to support the implementation of new and renewal business for the team.
• Additionally, I am supporting underwriting with post-binding procedures and pre-renewal account setup.
• Furthermore I perform workers’ compensation rating and supporting functions, data entry into agency management systems, handle invoicing, and I complete monthly accuracy audits of TPA systems and document verification.

Newington, Connecticut

• Working closely with Hartford HealthCare Senior Leaders to review and categorize information within an Excel database for future use within the hospital departments.
• Working with Leaders to develop criteria for classifying data and then use pivot tables and VLOOKUP to sort the information in the database.
• Using additional research sources to verify and organize data to deliver an excel database with ready to use information.

Shelton

• Heavily involved with data creation and organization using Excel, PowerPoint and Outlook in order for our clients to achieve their desired digital lean process goals.
• Implementing research tools such as Survey Monkey to create and evaluate research data in efforts to improve client, coworkers, and executive satisfaction towards UTC and DXC programs.
• Effectively using the Program Management skills to communicate between the consultant agency and client’s departments to efficiently deliver the client desired product and services.
• Lead Tri-weekly meetings via WebEx to monitor progress on programs and setting new weekly and monthly goals for UTC, DXC, and Transigma to improve collaboration for a more unified goal and complete the joint mission.

Storrs

• Took lead role of the data collection and analyzation of U18 for the P20WIN program using SAS software with the assistance in the collection and analyzation of data to keep records of research activities and help.
• Conduct literature reviews and provide access to project related data for supervisor in the form of presentation materials, articles and reports while following Government compliance and regulations.
• Supervising and monitoring data collection activities and managed research correspondence for the P20WIN program.
• Worked alongside the director of OIRE on census data and formulated recruitment/ student charts for the state and UConn.

• Assisted in the development of forms, manuals, and other informational materials
• Became proficient in both presenting and creating presentations of Jury System material to educational institutions, civic organizations, radio, and media
• Developed reports relevant to program data

2882 Main St, Glastonbury CT

Master'S Degree, Public Administration

Certificate, Financial Management

Bachelor'S Degree, Economics

Activities and Societies: Clubs: Native American Culture Club Economics Club

Associate'S Degree, Accounting And Business/Management