Executive Director - Business Dev & Technology Resume Example

Serving as an account manager under the American Fidelity Education Services (AFES) division, my role incorporated the following job functions:

• Oversaw 20+ employer groups with 5,000+ serviced for insurance and retirement plans
• Licensed for Health/Accident/Life Insurance and FINRA Registered for Securities 6 & 63
• Developed and serviced a book of business exceeding $1.3 million in annual premiums
• Portfolio of Qualified and non-qualified accounts in excess of $10 million
• Applied investment knowledge to constantly upgrade investment portfolio content.
• Conducting pre-enrollment meetings with the HR professionals and CBOs
• Setup of Online Enrollment Platforms to assist in the Benefit Enrollment of staff, using SELERIX Systems
• Part of the Beta-group for the enrollment platform, taking reviews from account mangers and implementing changes to the platform to allow for a more user friendly environment, while ensuring security and smooth sales cycle
• Used multiple softwares to allow for a thorough and secure sales process
• Year round servicing of the client book to maintain and exceed quota requirements
• Working with the payroll staff to expedite the process of bill reconciliation
• Multitask at various levels overseeing account management while performing B2B and B2C roles

American Express Line was conceived as a dispatch entity, but soon moved to the field and expanded its operations with owning equipments. Company owns a few Trucks and trailers(53').

Job duties included:

• Monitored multiple databases to keep track of all company inventory.
• Lead logistic product and technology roadmap and strategy from concept to launch.
• Assessed and optimized hardware and software interfaces in coordination with engineering teams.
• Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
• Assessed, optimized and elevated operations to target current and expected demands.
• Established, enforced and updated policies keeping business agile and responsive to changing market conditions.
• Set and administered annual operating budget, consistently maintaining controls and preventing overages.
• Automated office operations, managed client correspondence and supplied record tracking and data communication services.

Job duties included:

• Set schedules, implemented new policies and worked with managers to optimize operational procedures and establish clear objectives.
• Reviewed routes and daily traffic and weather conditions and adjusted plans to meet daily requirements.
• Trained over 20 employees on accurate triaging and dispatching procedures while personally handling 50+ daily calls.
• Devised and implemented work plans for subordinate employees to check quality and consistency of work against organizational standards.
• Analyzed operational performance and implemented plans to attain organizational and financial goals.
• Created and enforced policies and procedures for entire logistics team.
• Researched and suggested cost-effective shipping methods and conducted regular safety audits on equipment.