For an insurance agency (car insurance and financing),
worked with leadership on business process improvements, including operations, information systems, web site, financial systems, strategic alliances, vendor relations, personnel, marketing and advertising, legal. Reviewed and analyzed profitability of products; recommend new lines of business. Collaborated with CTO to develop software solutions; identify specific needs and maintain/enhance software as needed to improve productivity and profits. Participated in recruitment activities; interview, hire, and negotiate salaries and terms of employment. Established and maintained strong working relationships with key stakeholders.
Designed and managed the development of EMS, complete agency management/premium finance/accounting policy management system, which imports/exports data from/to a third-party rating and quoting system. Platform: MS Access/SQL Server.
Designed and programmed a set of management reports which provide performance and profitability metrics on brokers, lead source, and insurance companies.
Spearheaded turnaround of organization, collaborating with executive management to increase productivity levels, reducing operating and administrative costs and increasing sales.
Managed the design and programming of their website, which provides real-time rating and quoting, exports results to agency management system.