Operations Manager & Client Services Leader

CAITLIN DATTILO

OPERATIONS MANAGER OPERATIONS & CLIENT SERVICES

Simi Valley, CA • 805-***-**** • *******.*******@*****.***

PROFESSIONAL SUMMARY

Operations and client-services professional with 13+ years of progressive experience in team leadership, insurance operations, client communication, document and data accuracy, research, and process oversight. Currently manage daily operations for an insurance brokerage, including carrier and underwriter coordination, invoicing, expense management, policy processing, and MVR reviews for newly added drivers. Proven ability to lead teams, manage competing priorities, resolve issues, and maintain high standards of accuracy and service.

CORE COMPETENCIES

Operations Management

Team Leadership

Insurance Operations

Client & Carrier Relations

Policy Administration

MVR Reviews

Billing & Invoicing

QuickBooks Online

Process & Quality Control

Document & Data Research

Contract & Prelien Review

Customer Service

PROFESSIONAL EXPERIENCE

Operations Manager MaxPro Insurance Solutions

2026 – Present

• Direct daily operations to maintain efficient workflows, regulatory compliance, accurate policy processing, and exceptional client service.

• Manage carrier relationships and coordinate with underwriters to support policy administration, issue resolution, and timely client needs.

• Oversee QuickBooks Online invoicing, expense management, and resource allocation.

• Monitor policy processing and follow-through to maintain a high level of client satisfaction and service responsiveness.

• Conduct Motor Vehicle Record (MVR) reviews for newly added drivers to evaluate driving history and eligibility requirements.

Supervisor, Construction Notice Services CRF Solutions

2018 – 2026

• Led a team of 10 while establishing and tracking daily, weekly, and monthly performance objectives.

• Oversaw and audited preliminary notices, applying rigorous verification and quality-control processes to ensure accuracy.

• Reviewed contracts and preliminary lien (Prelien) documentation for completeness and accuracy.

• Researched property title records, deeds of trust, county assessor records, and building permits to support accurate notice preparation.

• Coordinated with subcontractors, general contractors, clients, Public Works Departments, and Civil Engineering departments to gather and verify project information.

• Maintained client relationships through timely phone and email communication, responding to inquiries and providing status updates.

• Monitored daily production reports, including calls completed, notices sent, and remaining lien-right deadlines.

• Applied knowledge of county records and property assessments to improve service accuracy and operational efficiency.

Verification Specialist CRF Solutions

August 2013 – 2018

• Communicated with subcontractors and general contractors by phone and email to collect and verify project information.

• Researched property titles using RealQuest, ParcelQuest, and county assessor records.

• Entered and verified data with a high degree of accuracy in numbers, names, and spelling.

• Researched city and county building permits using government websites and direct phone communication.

• Reviewed production reports, including calls completed, notices sent, and remaining lien-right deadlines.

• Maintained consistent client communication and provided timely responses to inquiries and updates.

• Reviewed and audited processed preliminary notices for accuracy and completeness.

EDUCATION

Medical Insurance Billing & Coding Diploma Everest College — Reseda, CA

May 2012 – January 2013

High School Diploma Royal High School — Simi Valley, CA June 2007

ADDITIONAL SKILLS & CERTIFICATIONS

55 WPM with high accuracy • Dale Carnegie Certified • Customer Service • Multitasking • Client Communication • MRP/ERP Systems

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