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Quakertown, PA EMAIL AVAILABLE PHONE NUMBER AVAILABLE LinkedInOperational SupportStrategic PlanningAccounting/BudgetingData VisualizationContinuous InnovationCustomer ServiceRelationship BuildingAction-oriented professional with proven track record of driving efficiency through evaluation of core workstreams and implementation of process improvements. Deliver robust metrics to accelerate organizational goals. Proficient in using Guidewire, SQL, Tableau, Excel, Salesforce, Cognos, Jira, SAMS, MicroStrategy, and SAP.Detail-focused with strong communication skills and demonstrated ability to collaborate across multiple lines of business. Bilingual in English and Spanish. Engage at all organizational levels via digital platforms to establish long-term partnerships and promote positive change management. CAREER PROGRESSIONNationwide Insurance Columbus, OH 11/2012 Present SENIOR COMMISSION ANALYST (04/2023 Present)Process commission or sales incentive payments. Review and analyze commission or sales incentive reports, processes correction. Review and analyze daily commission and error reports for all products. Completes commission or sales incentive audits. Prepares monthly/quarterly commission and sales incentive payment summary reports. Researches and reconciles fund differences. Monitors and clears commission and sales incentive statements. SENIOR BUSINESS INSIGHT ANALYST (12/2019 04/2023) Work independently in fully remote environment. Supervise Sales Reporting Inbox and execute book and loss runs, cancelled reports, and underwriting and ad hoc requests. Conduct data-driven analysis to develop processes and solutions for Sales Manager, Nationwide National Partners (NNP), and internal customers. Leverage Tableau, SQL, and Excel to generate reports illustrating monthly, annual, or 12 months moving (MM) status of direct written premium (DWP), new DWP, and policy counts. Play integral role in supplying data that spearheads tactical discussions on enhancing performance at macro and micro levels throughout company. Design visually compelling reports for middle market, small market, elite, and KPIs to measure area performance and overall shell level code.Designed two dashboards in Tableau to provide monthly and 12MM snapshots of progress. Used SQL to improve readability of loss and book run reports allowing Sales Managers and agencies to view active policies and/or claims.Facilitated training to end-users, agencies, and direct repair shops on functionality and usage of completed reports and in-house software application.Recognized with Bravo Awards for going above and beyond, taking initiative, ingenuity, can-do attitude, and teamwork. SENIOR BUSINESS INFORMATION ANALYST (11/2012 11/2019) Transitioned seamlessly into role following corporate merger. Implemented independent and exclusive channels (IC & EC), Market/Territory Unified Agency Code (UAC) alignment changes, and bulk upload to ensure accurate compensation of Sales Managers. Confirmed tax identification numbers (TIN) number and checked codes for accuracy during agency onboarding with life premium to verify connection to appropriate Sales Manager. Produced monthly reports including Agency Loss Detail, Agency Enforce Policy Listings, Bottom 1000, and Newly Credited Appointments.Partnered with administrators on position replacements to place new hires are under correct hierarchy and guarantee appropriate pay by new line of business and DWP.Harleysville Mutual Insurance Company Harleysville, PA 06/2006 11/2012 CLAIMS FINANCIAL BUSINESS ANALYSTOwned and orchestrated annual budget for entire Claims Department. Reviewed and evaluated cost spending and full-time employee (FTE) headcount of each functional area and implemented updates. Created Excel spreadsheet with list of line items to provide big picture of total budget and granular view of individual sections within department.Drafted budget template for each functional area which saved time on data entry and combining information for input into pivot table.AGENCY ACCOUNT SPECIALISTServed as primary point of contact to 100 agencies. Built excellent rapport and took action to resolve issues in timely manner. Candidate's Name EMAIL AVAILABLE PHONE NUMBER AVAILABLEPage 2 Career Progression (Cont.)Additional Experience:Held previous roles as Claims Administrator, IT Documentation Specialist, and Accounting Cash Control/Accounts Receivables. EDUCATION & PROFESSIONAL DEVELOPMENTBACHELOR OF SCIENCE IN FINANCE Strayer University DATA ANALYTICS CERTIFICATION Google June 2022NATIONAL LATINO ASSOCIATION (NLA) Member & Co-Leader 2018 2022 |