Lead all client-service operations for SouthGroup, a 23-location, Top 100, Best Practices agency. Major areas of responsibility include process design and enhancement, IT strategy and execution, and M&A onboarding. Manage and drive change in SouthGroup’s flat organization through inspiration and example.

Responsible for the quality of professional consulting and data services engagements for Top 100 insurance agency clients. Successfully provided executive oversight to cross-functional teams executing complex software implementations, integrations, and Merger & Acquisition programs for highly acquisitive agencies. Created and presented governance reports to executive leadership at client organizations.

Jointly responsible for the long-term relationship with Applied's largest customers, focused on driving a positive customer experience by proactive involvement, ongoing communication, and a relentless focus on continuous improvement. Developed the scope of services for software implementation projects, usage optimization projects, ad-hoc consulting, and custom development projects. Served in a project governance and escalation capacity.

Worked with Applied's largest corporate customers to ensure optimal alignment between Applied solutions and their overall business requirements. Developed close business relationships with assigned customers to understand their strategic and tactical needs, offer guidance on leveraging Applied products and technologies, and advocate for those customers across Applied.

Led teams delivering professional consulting services to corporate in the U.S. and Canada. Responsible for the overall quality and success of the customer engagement, overseeing business process improvements, data conversions, software configuration, and user training.

Consulted with Applied's largest clients to maximize their business results by designing innovative Sales and Customer Service systems and processes for full efficiency and effectiveness. Provided insight and recommendations regarding converting data, configuring the system, and training the staff.

Helped insurance agencies in middle Tennessee and Kentucky evaluate their technology and business processes and understand how Agency Management technology solutions could solve problems and increase results.

Responsible for driving profitable personal lines insurance growth in Tennessee. Consulted with agents on their unique marketing opportunities, and helped them develop and implement strategies and tactics to capitalize on these opportunities.

Set sales goals, developed plans to reach those goals, and implemented the plans by selling insurance and financial products to individuals and small businesses. Performed all executive and management functions in the agency including strategic planning, developing procedures and tactics, overseeing staff and workflows, budgeting, and allocating resources.