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Allentown, PA
August 2015 - July 2019
Consultant - Promoted May 2017
Designed, analyzed, and initiated strategic plans with key stakeholders for performance process in business operations.
Successfully underwrite new business policies.
Led improvement initiatives to increase sales performance.
Developed a new program focused on new business retention using DFSS design, testing, and regulatory compliance techniques resulting in a 5% increase in retained new business in the first 6 months, and an average increase of 20% new business premium through upsell and cross-sale opportunities.
Utilized Lean Six Sigma methodology to streamline and improve financial underwriting practices and performance month over month, developed new business growth strategies, and clearly defined team scope and impact.
Mentored, coached, and trained new hires, collected and analyzed voice-of-customer feedback to provide end-to-end support for process improvement and project management.
Sales Associate - August 2015
Designed, analyzed, and initiated strategic plans with key stakeholders for performance process in business operations.
Successfully underwrite new business policies.
Led improvement initiatives to increase sales performance.
Developed a new program focused on new business retention using DFSS design, testing, and regulatory compliance techniques resulting in a 5% increase in retained new business in the first 6 months, and an average increase of 20% new business premium through upsell and cross-sale opportunities.
Utilized Lean Six Sigma methodology to streamline and improve financial underwriting practices and performance month over month, developed new business growth strategies, and clearly defined team scope and impact.
Mentored, coached, and trained new hires, collected and analyzed voice-of-customer feedback to provide end-to-end support for process improvement and project management.
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