Trish Mcgee Email & Phone Number

Clearwater, Fl, Us

Clearwater, Fl, Us

- Design and manage multiple digital marketing programs for Fortune 100 clients in the P&C insurance space- Gather and document program requirements, including software development specifications, reporting needs, sales and customer service SLAs, and deadlines- Identify and remediate program obstacles to ensure timeline obligations are consistently met- Respond to client feedback and continuously optimize existing programs to ensure they are achieving the highest ROI

Clearwater, Fl, Us

- Stepped in as PM while continuing role as Director, Agent Carrier Programs until the PM role could be backfilled - Built and managed product roadmap; set goals and prioritized deliverables- Collaborated with business owners and the development team to define entire project scope, including ideation, planning, testing, optimization, and reporting- Created thorough documentation, including statements of work, meeting minutes, release notes, sprint reports, and product requirements

Clearwater, Fl, Us

- Managed sales and client success teams comprised of 15-20 reps across two platforms; Allstate Lead Marketplace (ALM) and ZipQuote (ZQ)- Oversaw and ensured revenue growth and client retention goals were met, resulting in nearly 70% growth across both platforms while in this role - Overhauled the commission structure for sales and CS teams, improving team morale while better aligning with business goals

Clearwater, Fl, Us

- Managed a small team of sales and client success representatives- Executed against business goals and monitored daily KPIs, including dials, talk time, and opportunity tracking- Launched creative team activities and L&D opportunities, transforming the team culture and attitude

Clearwater, Fl, Us

- Averaged 50+ inbound/outbound calls per day with current and previous customers- Provided ongoing support assisting with website navigation, technical issues, and general product inquiries- Ensured customers’ experience consistently exceeded their expectation

San Diego, Ca, Us

- Identified, qualified, and built rapport with potential students seeking an undergraduate degree- Compliantly advised potential students based on current University policies- Addressed concerns and helped develop solutions- Ran and analyzed daily reports to prioritize necessary document completion for new students- Utilized best retention practices to ensure progression of active students- Ensured all current and prospective students received phone calls- Managed communication with students using Talisma CRM database- Motivated, empowered, and trained new hires to be successful at their roleStriving Towards Excellence Program (STEP) - AlumniSTEP is a professional development curriculum created by the organization• Networked and built relationships with employees in other departments• Completed professional trainings such as Strengths Fundamentals, Situational Leadership, Change Management, and DiSC: Workplace. Other duties:• Role Model - helped train new hires and assisted them as needed• Culture Club Committee - created a fun divisional work environment by organizing a Padres baseball game outing, developing a monthly news letter, decorating cubicles, and handing out goodies for Employee Appreciation Day and other various holidays

- Sought out and recruited new businesses in the outlying listener area- Composed marketing proposals and presentations for new clients- Copy-wrote advertisements and arranged production- Remained primary POC for new clients

Bakersfield, Ca, Us

- Presented graduation requirements to grade 9-12 students at Tehachapi High School- Organized workshops and assisted seniors in filling out applications on CSU Mentor, UC Apply, the Common Application, and CCCApply- Used Aeries Student Portal to go over student transcripts and attendance- Tutored after school daily; provided one-on-one tutoring as needed- Personally implemented Tehachapi High School’s first Writer’s Workshop, which assisted seniors in writing Personal Statements and scholarship essays

Chicago, Illinois, Us

- Met with current and potential wireless customers daily – provided top notch customer service- Performed Customer Needs Analysis to uncover specific needs for their lifestyle- Made recommendations based on information gathered

- Called mail leads and set up daily appointments all over the state of Iowa- Discussed health insurance situation with potential clients- Filled out appropriate paperwork and became representing agent for new clients

- Assisted with office tasks at the elevator during busy seasons (planting/harvest)- Filed paperwork, billed clients, organized and cleaned

Bachelor Of Arts (Ba), Communication Studies

Master Of Business Administration (Mba), Organizational Leadership

Associate Of Arts, General Studies

Education record

High School Degree