Ivans

Partner with Enterprise P&C Carriers to ensure success across all of their investments in Ivans’ portfolio of Solutions; incl Download, Bookroll, Insights, and Distribution tools like Ask Kodiak and IDP/Tarmika
Manage a $20M Book of Business

Senior Customer Success Manager

Worked with our Carrier partners to ensure success on Ivans Distribution Platform (IDP); enhancement feedback requests/road mapping, marketing communications, analytics reviews, and Business Reviews with stakeholders and Executive team leaders. 

Collaborated cross-functionally with Implementation, Product and PM teams on a major backend-migration project for all Carriers on Tarmika platform; including managing the UAT and final sign-off process for 10 Carriers

Customer Success Manager

Account Executive

Applied Systems

Progressive Insurance

Managed Progressive's relationship with 135 Agents in Southern CT
Educating on Personal Lines, Specialty Lines, and Small Commercial coverage and appetite 
Proud to work with a Top 25 Platinum Agency, and to coach 3 Agencies to our highest partnership level

Territory Sales Manager

- Interpret CT / MA / ME / VT / NH Auto Policies to find coverage for accidents, handling a rolling inventory of claims.
- Complete complex investigations to determine liability: utilizing virtual scene recreation, local traffic
laws, recorded statements, and analysis of physical damage.
- Communicate with all parties throughout the life of a claim, including sensitive conversations around
total losses, injury, and death.
- Recognized for "Efficiency" in the SNE Claims Organization

Claims Adjuster

Enterprise

- Directly responsible for overseeing all aspects of rental branch operations, utilizing complex reporting to track all costs, revenue, and profits. 
- Develop new Account Specialists to meet and exceed sales goals
- Maintain relationships with local and national accounts
- Created and implemented new risk management procedures, lowering branch exposure and increasing claims collection, which led to the best performance in Southern New England for November, December, and January 2020

Branch Manager - Commercial Truck

- Contributed to 21% growth by ranking #1 on the SNE sales matrix and #9 nationally, in September.
- Managed fleet maintenance for over 180 units at the flagship office, allowing the SNE Group to place 1st across all corporate maintenance categories for Aug and Sept.
- Supported the development of 2 AS to pass their Management Qualification interviews.
- Assisted in cost control efforts by handling account receivables and subrogation

Assistant Manager - Commercial Truck

- Aided in 105% YTD fleet growth as an effective member of the branch’s two-person sales force.
- Ranked Top 5 on the SNE sales matrix for 7 consecutive months, allowing for consistent top 20%
national placement.
- Charged with fleet DoT compliance protocols as well as fleet maintenance to ensure delivery of a safe
and valuable product.

Senior Account Specialist - Commercial Truck

- Consistently Top 25% of Sales Matrix for Southern New England
- Manage relationships with local Business Partners and National Accounts
- Coordinate fleet safety and servicing for 60-80 commercial trucks

Account Specialist - Commercial Truck

- Top 25% SNE Sales Matrix for 6 consecutive months

Management Trainee - Car Rental

University of Connecticut Catering

Student Caterer and Bartender

- Ranked #3 of 34 on final Intern sales matrix

Management Trainee Intern

Stop & Shop

Cash Department Head

Partnering with Enterprise P&C Carriers to ensure the successful implementation, rollout, and adoption of Ivans' products and services. Including helping navigate the complexities of the Applied Systems ecosystem; Epic, EZ Lynx, Tarmika, and the rest of our IDP integrations.

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