Compliance Director / Outreach Specialist
January 2025 – April 2025
• Managed tax filing compliance across states holding surplus lines and P&C licenses.
• Oversaw 50 Surplus Lines and 70 Property & Casualty licenses.
• Maintained CRM accuracy through precise customer data entry.
• Coordinated documentation compliance for timely policy issuance.
• Processed broker payments related to surplus lines tax filing.
• Executed targeted email outreach to jewelry stores to grow partnership channels.
Operations Manager
February 2023 – September 2024
• Led a team of 60 staff across Medrecords, Allied Health Group, and Certified Foot & Ankle Specialist programs.
• Improved patient satisfaction scores by 20% through workflow improvements.
• Boosted operational efficiency by 15% via process redesign.
• Achieved 90%–92% appointment-setting conversion rates across programs.
• Conducted weekly coaching and accountability sessions with team managers.
• Delivered regular business reviews to ensure performance transparency.
Team Manager
February 2023 – September 2024
• Drove a 30% increase in sales conversion across B2B sales teams.
• Improved team performance by 25% with consistent coaching and calibration.
• Ensured adherence to quality and operational standards.
Operations Manager
March 2019 – September 2021
• Oversaw vendor, partner, and rider operations for Foodpanda.
• Improved delivery efficiency by 20% through data-driven decision-making.
• Led strategic planning and consistent operational performance reviews.
Insurance Virtual Assistant
November 2021 – January 2023
• Achieved 100% accuracy in insurance policy documentation.
• Processed quotes via PL Rater and various carrier websites.
• Handled inbound and outbound client calls for policy updates and servicing.
Can understand and use familiar everyday expressions and basic questions about personal details.
Can have very short social exchanges and give information on familiar and routine matters when traveling.
Can briefly describe past events and future plans, give reasons for opinions and explain advantages and disadvantages.
Can communicate confidently in a variety of academic and professional environments.
Can use the language flexibly and effectively for social, academic and professional purposes.
Can interact with ease and can differentiate their shades of meaning.