Predictive Maintenance Planner

Scipio Daniels

+1-816-***-**** **************@*****.*** Leawood, KS 66209

WORK EXPERIENCE

Maintenance Planner, CBRE

June 2024 - Current

Organize work orders and assign them to individual technicians or work teams.

Coordinate the engagement and direction of appropriate subcontractors.

Work closely with Technicians to stage materials, permits, subcontractors, tools, and other resources.

Develop, maintain, and distribute workflow processes to the entire account team.

Review predictive maintenance data for trends. Provide regular reporting to the management team and client.

Perform annual reviews of preventive and predictive maintenance programs.

Have some knowledge of standard principles with limited practical experience in applying them.

Lead by example and model behaviors that are consistent with CBRE RISE values.

Lead streamlining processes and efficiency based planning.

Work within standardized procedures and practices to achieve objectives and meet deadlines.

Exchange straightforward information, ask questions, and check for understanding. Underwriter, Alta Risk, LLC

September 2021 - August 2023

2022 - Over 250+ Accounts in All 50 states with over $11,000,000 in premium. 2023 - Over 300+ Accounts in All 50 states with over $13,000,000 in premium. Both Renewal and New Business Appetite Varied: GL/AL/PL along with Excess. Specialty Auto - Fleets over 25 units, Discretionary losses Hazmat policies, including but not limited to:

• Beverage distributing

• Concrete – mixed in transit

• Concrete pumping

• Sand and gravel hauling

• School bus operators

• Scrap metal dealers

• Wholesale distributor fleets

• HNOA,

• Ready Mix,

• Electrical Co-Ops,

• General Contractors,

• Manufacturing etc...

Monthly/ Weekly reporting on account status and retention Distinguish retaining or originating policies according to guidelines. Non Renewal of accounts outside the adjust appetite monthly. Correspond as liaison between Broker and parent paper in extenuating cases. Acquire any/all information and documentation needed to accurately quote. Adequately inform clients and brokers of conditional non renewals Provide timely follow up for further information. Elaborate on the rationale and reasoning for pricing and quoting. Facilitate Loss Runs Request per client Provide concise endorsements to policies when appropriate.

Account Executive, Worldwide Express

July 2019 - August 2021

Identify and contact prospective clients

• Vet and establish viability of opportunity

• Underwrite and weigh the history of the potential clientele based on business and credit check establish routing and carrier

• Facilitate and manage clients unique needs per shipment

• Maintain pipeline of clients shipping 10+ shipments per week

• Reconcile Pods among with any other administrative paperwork associated with

• Sold and provided service to medium to large sized clients with annual shipping spend of 500k – 1M • Sent personalized videos during COVID, educating clients on the current markets, which increased my territory’s revenue by 0.75% month over month from January to July, with an additional average increase of (5) shipments per month and 12% Margin Per Load

• Generated sales from cold calls, RFPs, presentations, and Vidyard; with the assistance of multiple platforms and historical data to accurately price and source carriers

• Proactively addressed late pickups or deliveries to maintain a healthy partnership with my clients Production Manger, DataFile Technologies

May 2015 - August 2019

• Using business and credit checks of the Chief medical officer or Medical Group to underwrite the opportunity as to mitigate risks and establish profitability

• Supervised client phone calls

• Itemized reconciling invoices for clients

• Approval of remote rep PTO and Payroll

• Provided assistance to client questions and clarifications

• Delegate daily EMR tasks to filing representatives

• Successfully audited filing representatives EMR database performance

• Addressed client concerns involving errors or misfiles in EMR databases

• Collaborated with clients to establish best record filing system

• Assisted filing representatives in EMR database workflow Account Manager, Suretybonds.com

June 2012 - July 2014

• Underwrite leads via personal or business credit checks

• Sold and distributed Surety Bonds to clients in 47 states

• Informed clients of costs and premiums of bonds

Mortgage Loan Underwriter, VeteransUnited.com

June 2011 - July 2013

• Underwrote as well as verify listed assets of Veteran/LEAD and facilitated initial approvals for Low Loan Amount team

• Originated VA loans in 50 states

• Trained interns in VA loan guidelines and processes

• Corresponded with Low Loan Amount team regarding clients and obligations

• Facilitated initial approvals for Low Loan Amount team

• Originated VA loans in 50 states

• Trained interns in VA loan guidelines and processes

• Corresponded with Low Loan Amount team regarding clients and obligations EDUCATION

University of Missouri

Bachelor of Science, Economics and Business Administration SKILLS

Account Management, Analysis, Business Administration, Collaboration, Communication Skills, Computer Literacy, Concrete Work, Creative Thinking, Credit Checks, Customer Retention, Database, Detail Oriented, Documentation, Economics, Electricity, Electronic Health Records, Facilitation, File Systems, Generate Sales, Hauling, Hazmat, Innovation, Invoicing, Microsoft Excel, Proactive, Pumping, Reconciling, Trucking, Underwriting, Wholesale

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