Professional Entrepreneur & Management Coach
Greater Boston Area
Professional Entrepreneur & Management Coach
Greater Boston Area
Experienced manager with over 15 years of experience and an entrepreneurial spirit, now assisting up-and-coming entrepreneurs and managers to gain success through professional coaching, management consulting, e-learning and on-site training.
Entreprenuers interested in establishing their own professional, profitable businesses as well as managers in service industries such as finance, banking and insurance.
(Sole Proprietorship; 1-10 employees; Professional Training & Coaching industry)
June 2006 — Present (2 years)
I have launched my own practice and I am working with entrepreneurs and service industry managers to gain personal and professional success. My clients grow into tomorrows' principled leaders through focus, goal setting and achievment, and skills development. Check out my website!
(Educational Institution; 1-10 employees; Management Consulting industry)
February 2007 — December 2007 (11 months)
In conjunction with private clients, I work with the Amoskeag Business Incubator businsses to create a supportive entrepreneurial environment through technical assistanct, business consulting and coaching, and extensive resource referrals in an effot to stimulate the growth of businesses and encourage job creation.
This is accomplished through strategic Consulting, including business planning, growth strategy development, entreprenuerial coaching, and sales strategy development, operational assessment and analysis, goal setting, and corporate direction evaluation.
(Privately Held; 201-500 employees; Insurance industry)
December 1999 — June 2006 (6 years 7 months)
Key Contributions:
Consistently reduced P&L expenses of $100 million business by 5% for three consecutive years.
Improved individual handler performance by over 100% and operational staff efficiency by 30%.
Created and implemented all quality control, operational procedures, quantitative reports, and tracking and monitoring methods for start-up claims office.
Ensures operational efficiency of the high volume department averaging approximately 8,000 transactions per month. Supervises 17 direct reports in two offices. Conducts and leads due diligence reviews on claims inventories for loss portfolio transfers (new business) or for affiliate support (intercompany audit). Manages front-line claims handlers and litigation vendors. Tasked to set and achieve operational goals and performance benchmarks. Develops, tests, implements, and trains users on new claims management software. Creates necessary procedural changes due to software implementations.
(Public Company; 501-1000 employees; Insurance industry)
June 1998 — December 1999 (1 year 7 months)
Managed the claims department staff of 20 direct reports. Handled all personnel issues, performance evaluations, benefits, staffing projections, and succession planning (interviewing, hiring, and training). Possessed independent financial authority for $250K (gross reserves were approximately $3M). Audited, surveyed, evaluated, priced, and presented quotes on claims inventories for loss portfolio transfers. Priced quotes for new business in accordance with the company business plan and underwriting criteria. Ensured the profitability of the branch office by establishing and achieving budgetary goals. Audited new branches to ensure appropriate claim department structure, staffing, and procedures.
(Public Company; 501-1000 employees; Insurance industry)
March 1996 — June 1998 (2 years 4 months)
Oversaw claims representatives. Reviewed claim files to ensure appropriate reserving practices and file action plans. Trained branch office staff. Created and presented multidisciplinary programs addressing loss frequency and severity. Programs focused on accident reduction, cost containment, subrogation strategy, litigation file preparation, and claims handling strategies. Mentored three employees who were promoted.
Prior to 1996, served as a Senior Claims Representative, Claims Representative, and Claims Adjuster.
Bachelor of Science, Psychology & Business Management, 1999 — 2005
Diploma, Business Management, 2003 — 2003
Volunteer and Fund Raiser for Make-a-Wish Foundation of New Hampshire