Experience Summary
Accomplished professional with extensive background in mentoring, coaching, customer service, and accounting. Expertise in guiding insurance agencies through the software conversion process from their existing management system to Applied System’s The Agency Manager (TAM), The Agency Manager (VISION) and/or XDTI’s Nexsure. Critical thinker with experience in designing agency specific workflow procedures and processes. Strong relationship builder, highly capable of partnering with clients, vendors, staff, and administration. Highly organized and detail oriented, with proven strengths in prioritizing and managing multiple tasks within a company.
Teaching Style
Very relaxed but attentive to subject. Classes are fun to help student learn easier.
Other Comments
? Re-wrote all Accounting Workflows for Wells Fargo’s Nexsure system, and trained the trainer and staff in the Accounting Service Center on new releases of Nexsure.
? Oversaw the accounting conversion for 5 Wells Fargo offices.
? Created workflow and trained accounting department on month end procedures.
? Appointed as Lead Consultant for integrating Timeline software and creating agency specific reports upon request.
? Assisted in the development and implementation of Applied’s Web Based Distance Learning Training Program using Centra.
? Successfully implemented web based training for remote offices.