Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
November 18, 2022
Demonstrate collaboration with employees and management on responsibilities, projects, issues and opportunities utilizing company's tools with a transparent approach.
December 05, 2022
Monitor the sales process to ensure that all sales are achieved by the prescribed selling method and with the highest level of integrity.
December 27, 2022
Act as in-house insurance advisor to all Agents, CSR/assistants and Technical Assistants on technical and coverage issues, and agency company relationships.
January 25, 2023
Develop and deliver quarterly/bi-annually, or at frequency directed by the Regional Sales Manager, business reviews with key strategic business partners.
March 08, 2023
Manage strategic direction and implementation of aftermarket parts programs for a product line segment, inclusive of inventory performance, revenue, and margin generation.
March 11, 2023
Reviews all stations office areas and space and in relation to terminal distances to evaluate operational efficiencies.
April 02, 2023
Collaborates and partners with Compliance Testing on reviews to create operational synergies within the 2nd Line of Defense Compliance and Operational Risk Testing teams.
April 24, 2023
Lead the neo MCAB along with the Quality Program Line Manager, driving focus on improving quality signature, high quality DIVEs, and processes built for sustainment.
May 07, 2023
Assist in defining, developing and implementing company standards, policies and procedures across multiple disciplines.
May 13, 2023