Professional Profile

Expertise: Fifteen plus years in the IT and Insurance industries in the roles of Senior Operations Specialist or Commercial Lines Underwriter.

Top Accomplishments:

Managed 1000 + purchase orders for 125 Sales Reps on a quarterly basis exceeding service turnaround levels by 50% and met quality of service levels at 100%. (HPE-SimpliVity)

Managed a $1M+ book of commercial business for the downstate New York territory including loss control inspections on new and current policies with overall cost avoidances of $00000

Core Competencies: Sales operations, order management, purchase order management, and supply chain

Technical Skills: Salesforce.com, SharePoint, NetSuite/Oracle, Smartsheet, and Microsoft Office: Outlook, Excel, Word, and OneNote.

Experience

HPE-SimpliVity, (acquired by HPE in 2017), Westborough, MA September 2015 to Present

Senior Sales Operations Specialist

Compliance Control for incoming orders for 125 Sales Reps in the Americas

Quality Control for all sales opportunities with a probability of 50% or greater

Examiner for return authorizations in Salesforce, coordinating NetSuite transactions with Finance, physical pick-ups with Manufacturing Logistics and reconcile with inventory reports

Manage upcoming renewals to create opportunities and quoting

Manage physical POC (Proof of Concept) requests and generate reports for Senior Leadership

Create process improvement for order management including booking, quoting, inventory, and deliveries

Harleysville Insurance/Nationwide Insurance – Worcester, MA March 2008 to August 2015

Senior Commercial Lines Underwriter – Downstate NY Team

Wrote $1M of new commercial multi-line policies on an annual basis

Renewed policies in excess of $1M that maintained scope of Harleysville’s guidelines

Examiner for loss control inspections on new and current policies

Managed training for small market new business/renewal underwriting associates and agents

Managed midterm and correspondent endorsements

Advisor to the underwriting team for large, complex and/or unusual small market business to determine acceptability, terms, conditions, pricing and sales techniques

Select Financial Insurance Agency, Inc. – Holliston, MA January 2002 to March 2008

Administrative Supervisor

Supervised administration staff of 3

Quoted auto (personal and commercial), homeowner, worker’s compensation and liability policies

Provided certificate of insurance for liability, workers compensation and homeowners binders

Managed billing inquiries with insurance carriers

Managed collection of past due accounts

Project Manager to owners for various process improvement projects

EMC Corporation – Hopkinton, MA March 1997 to October 2001

Senior Mechanical Buyer

Responsible for implementing and managing supplier base for the Celerra product within EMC

Responsible for all purchasing aspects as they relate to the Celerra product

Procured all commodities including but not limited to sheet metal/integration, power supplies, cables, electro-mechanical, hardware, 3rd party PCB boards with the exception of EMC designed PCB boards for the Celerra product

Analyze and evaluate situations to reach optimum decisions

Develop partnerships both internal/external to EMC

Work closely with the management of the Celerra team

Conducts meetings with supply base management and suppliers

Insure that all A/P issues are handled correctly and in a timely manner

Monitor purchase requisitions/orders using Oracle

Managed 1000 orders on a quarterly basis exceeding service turnaround levels by 50% and met quality of service levels at 100%.

Managed a $1M+ book of commercial business for the downstate New York territory including loss control inspections on new and current policies with overall cost avoidances of $00000

Managed vendor requirements for a team of 12 engineers for proto-types

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