- Led three large accounts with a span of 298 FTE - Insurance and F&A accounts and Creative Service.
- Under Insurance and F&A, managed Commercial and Retail Insurance products, including Motor Insurance, Property and Casualty, Fleet Insurance for Transportation and Life Insurance. Led transitions and grew this account by over 200% in a short period of 2 years
Insurance services provided - New policy issuance, claims, endorsements, renewals, cancellations etc.
F&A services provided - Account payables, account receivables, general ledger, finance requests, vendor payable invoicing, ICP transfers, DB/Direct cash reconciliation, premium and commission reconciliation, direct bill, collections etc.
- Defined measurement systems to monitor and report performance metrics and client satisfaction to client, company and employees.
- Delivered profitable growth on each of these accounts with reported gross margins over 35% YoY, exceeding budgeted revenue targets through new business/organic growth and cost reduction against budget. Managed the annual budgeting and financial planning exercise for these accounts
- Communicated with upper management regarding performance and areas out of compliance with contractual agreements to identify solutions.
- Furnished statistical and verbal reports to management for historical, status and forecasting purposes.
- Maintained employee experience, morale and job satisfaction with positive reinforcement and on-the-job coaching.
- Developed and maintained client rapport and client satisfaction as measured by end-user satisfaction, client surveys and client feedback.
- Raised accuracy and accountability by creating new automated tracking method.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency.
- Created and implemented aggressive action plan to address pressing cost control needs.
- Supported top-level decision-making and strategy planning, forging productive relationships with top leaders and serving as key advocate for various personnel issues.