BUSINESS ANALYST
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I have 5 years experience as a Business/Workforce Analyst as well as over 10 years experience as a supervisor/manager.
MANAGEMENT Led teams of up to 20 including New Business, Underwriting Support, Return Mail, and Operational Support. Completed performance reviews, one on ones, and employee calibrations for these associates to provide guidance as well as prepare team members for success in their career paths. Also handled day to day management of workflow including training, staffing for work volumes, and employee coaching. Completed multiple on-line and classroom classes to improve knowledge and leadership skills REPORTING Completed weekly and monthly service level reporting for all lines of business and ensured all information sent to leadership was accurate and delivered in a timely manner. Improved existing reporting to ensure all work volumes were captured correctly. Worked extensively with Excel to calculate these volumes. Assisted with budget planning for million-dollar postage account. Implemented multiple cost savings including reducing component and postage costs of policy fulfillment packets, automating application keying processes, and streamlining procedures to increase productivity COMMUNICATION Completed executive client presentations presenting performance results and analysis as well as improvement action plans. Coordinated across all functional departments to gather information and commentary. Worked with Marketing to reduce costs of policy print packets and improve turnaround time. Worked with agents and Account Reps for escalated/rush requests to ensure customer needs were met. Led tours for potential business partners and communicated departmental capabilities and timeframes. Worked with the printing area to improve quality and turnaround times for mailings CUSTOMER SERVICE Worked escalated/rush requests from agents so policies could be issued sooner and to reduce phone calls and emails to customer contact teams. Partnered with the print shop and business partners to ensure that the business partner’s mailings were sent out on time to meet state regulated mailing turnaround times and to get policies to external customers faster. Pulled multiple requests for state audits and provided this information prior to deadlines
I have a Bachelor's degree in Criminal Justice but I have 25 years of experience in Life Insurance and several years of experience with Excel PowerPoint as well as some familiarity with SQL.