I am a results-oriented business professional with proven abilities in strategic planning, managing projects, improving efficiency of operations, team building, and detailing project information to determine effective processes for operations. Able to identify areas of strength and weakness and implement company policies, standards, changes in operation, and systems that optimize productivity and bottom line. Demonstrated ability to motivate staff to maximum productivity and control costs through the most effective uses of manpower and available resources.
Core Professional Competencies
Mergers & Acquisitions
P & L Responsibility
Training & Education
Inspections & Documentation
Team Building / Leadership
Financial Reporting / Analysis
Cost Reduction & Containment
Vendor Sourcing & Negotiating
The Horton GroupOrland Park, ILDirector of Operations04/2015 to 03/2017
The Horton Group is an insurance, employee benefits, and risk advisory firm. Horton provides businesses with a value proposition and tangible services which challenges their competitors. Additionally, the Horton Group utilizes a professional approach in managing the Company's core business operations. Horton adds to its service capabilities through acquisitions and new venue opportunities. This privately held firm leads the way for clients with complex needs and limited resources to focus on capturing opportunity today, and growing the business for tomorrow.
11 Direct Reports
Hired and trained 8 team managers that serve as leadership within each team in the division.
Served as the lead director in 4 benefits division acquisitions, including the due diligence and integration process of the acquired agencies.
Redefined job descriptions, career paths, role clarity, and created consistent training for the service staff in the benefits division to enhance the employee and client experience.
Directed the benefits division with the transition of a new agency software platform in April 2016.
Project managed the creation and implementation of a client service deliverable that holds the service staff accountable for the completion of the promises that we give to our clients.
Directs functions and activities in the areas of operations, compliance and HR within 8 teams across 5 multi-state locations.
Responsible for implementing procedural changes and process improvements that enhances the client experience.
Reports divisional operational results on a regular basis and identify areas of improvement, recommend and implement procedural changes that reduce turnaround times and increase quality.
Mentors team managers in the areas of interviewing, hiring, coaching, terminating, and the annual evaluation process.
Manages payroll and headcount budgets for the benefits division.
Vendor / carrier relationship management and negotiations.
Administrator for carrier broker web portals
Mesirow FinancialChicago, ILOperations Manager07/2012 to 04/2015
Mesirow Financial is an employee-owned company that operates through four main divisions: Investments management, global markets, insurance services (employee benefits), and consulting. Clients include corporations, public sector entities, brokerages, and investment consultants.
Developed employee recognition program for employee of the quarter / year.
Created and implemented a new hire training program for the benefits division to ensure consistent on-boarding training and education, to enhance the employee experience.
Successfully project managed 5 external client seminars with an estimated 250 clients in attendance for each seminar. The subject matter was in the area of the Affordable Care Act.
Manages operations for the benefits division covering 4 multi-site locations.
Vendor / carrier relationship management and negotiations.
Approves divisional invoices using ImageNow accounting software.
Train new hires in the area of internal resources and divisional procedures.
Create and track a $1MM annual internal resources division budget.
Calculate, prepare, and analysis of division financial sales production reports.
Comfort KeepersWood Dale, ILOffice Manager09/2009 to 07/2012
Comfort Keepers is a leading franchise network in the in-home care market for seniors and other adults needing care. Since its founding in 1998, the network has grown to more than 700 franchised locations around the world by staying true to the founder's goal of providing quality, care in-home care services that allow clients the opportunity to age in place with dignity.
110 Direct Reports
Negotiated a new phone service contract to reduce expenses by an estimated 40%.
Created a vacation tracking system, to enhance the benefits package for our employees.
Developed a process and procedure for the collection of feedback from our clients.
Transitioned the organization from using paper supplies for schedules and paycheck stubs to an electronic platform, utilizing multiple web tools; reducing supply expenses an estimated $500 per month.
Accountable for 6 territories within the Northwest Suburbs of Chicago, IL.
P & L Responsibilities.
Responsible for the IL State License and operational audit process.
Calculated and processed multi-state payroll for 110 employees.
Processed accounts payable / accounts receivable.
Project managed mandatory semi-annual employee training meetings.
Managed the recruitment, training, and annual evaluation process for the business.
Education and Training
Bachelor of Science, Business Administration:Business Management2007Roosevelt University, Schaumburg, IL, United States
Certifications and Licenses
Insurance Producer License:
Active IL Insurance License for Life / Health lines of coverage.
License Number - 16944330
PowerPoint, Excel, Outlook, Access, Image Now, Sagitta, Meeting Room Manager,
QuickBooks Premier 2011, eRSP, Kronos 4.1, AS400 5.5, ADP, Unicru Applications,
Siebel, The Agency Manager (TAM), Brokerage Builder, Applied EPIC, and Concur.