Results-driven insurance professional with 4+ years of hands-on experience in client success
management, backend agency operations for US P&C insurers, and high-volume customer
service.
Proven track record at InsuredMine guiding agencies through CRM onboarding/training/migrations from Applied Epic, AMS360, QQCatalyst,etc. optimizing workflows (pipelines, automation, reporting, integrations), monitoring adoption/KPIs, and collaborating cross-functionally for upsell/ROI insights. Excelled in transaction processing (Renewals, Claims, Endorsements, New Business, Audits, Cancellations, Quoting, COIs/EOIs) at Marble Box using OneEpic/Outlook/MS Teams/Excel,etc. plus chat-based issue resolution at Teleperformance. Seeking a growth focused role to deploy technical expertise, relationship-building, and data-driven strategies, maximizing agency efficiency, client retention, and organizational success in a challenging, trust based environment.