Shelli Fragiao, Aic Email & Phone Number

Portland, Oregon Metropolitan Area

Portland, Oregon Metropolitan Area

Portland, Oregon, United States

Portland, Oregon

Supervise and oversight of training of tax and treasury personnel. Ensure filings are in compliance for all Sales, Use, Rental and Property taxes for all serviced portfolios. Compilation and oversight of all primary servicing clients financial reporting and ensure reports are completed accurately and within agreed upon timelines and are in compliance with servicing agreements. Oversight of any client treasury functions, including review and approval of all daily treasury reports and all electronic payments/disbursements.

Account Management activities including communication with all levels of client management. Coordinate with clients to maximize the subrogation collection for every subrogatable loss. Manage workload to ensure all files are collected in a timely manner. Handled all arbitration files for the division with a high degree of success.

Tualatin, Or

• Project Manager and Customer Success Manager for onboarding 20-70 new clients at any one time In a SaaS environment. Use Salesforce and Google Drive as a dashboard for controlling onboarding process.• Assess needs of new clients through customer interviews, Salesforce notes, and discussing with sales people.• Vet new clients and engaged engineers to set up software systems to required specifications to ensure long-team adoption by clients. Extensive problem solving skills. • Collaborate with designers and clients on website design.• Train new clients on how to access their software, personalize it, and access the tools and resources available to them for short- and long-term needs.• As Product support specialist I would troubleshoot software bugs and communicate to engineering to enhance the customer experience.

Portland, Oregon Area

• Supervise Rating Analysts & support staff to ensure timely and accurate processing of requests for proposals, amendments and renewals. Ensure decisions are documented, well supported and that Rating Analysts adhere to underwriting guidelines.• Promote and foster effective working relationships between team, sales staff and underwriters.• Analyze operations and workflow to identify and implement process improvements for maximization of efficiency and customer service.• Support career development for Rating Analysts. Use my connections to help them obtain promotions within the department as well as in other areas of the company.

• Analyze large data sets to determine risk and cost of providing group benefits to employers.• Apply sound, creative underwriting techniques for group life and disability policies. Foster great working relationships with the field offices. Negotiate professionally in adverse circumstances. Prioritize work effectively to meet all deadlines. • Complete amendments to policies with high degree of accuracy and timeliness.

• Manager -Conducted personnel performance issues, technical file reviews, maintained morale, fostered working relationships within and outside of the department. Allocated workload within the team and worked with other supervisors to balance work across the department.• Analyzed contracts to make the most complex coverage determinations.• Conducted supervisory reviews of Senior Property Claims Representatives’ files, issued file and settlement authority, and authorized final coverage approval. Evaluated and offered guidance on every aspect of claims handling. • Large case commercial property claims team member. Conducted investigation of the cause of loss, contract analysis and determination of damage amounts. Met with customers face to face while handling their devastating large claims that destroyed their businesses. Handled all communications with empathy and tact. • Conducted thorough fraud investigations for all types of losses including Business Income claims as well as Employee Dishonesty and Fire/Water damages.• Testified in depositions and trials as the company representative when suit was brought against the company.

Fully Licensed Property and Casualty, Life and Health agent. Sold auto, homeowners and life insurance policies. Licensed with SEC Series 6 and 63 to sell Mutual Funds.

Coordinated all training for department of 100 employees.Handled all accounting functions for the supply department on multiple Trident submarines. Controlled all acquisitions of supplies for multiple Trident submarines. Coordinated 30+ volunteers from Navy and civilian ranks for local school district needs.

Advised current and prospective students on qualifications, procedures and applications for financial aid.

Ba, Economics

Education record