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Work experience

Jan 2014Present

Research Analyst, Business Development

Frenkel & Company
  • Manage research projects, while assisting a team of junior producers to analyze industry trends and prospect potential clients 
  • Gather and process all industry news to use in marketing to prospects and existing clients through direct email marketing
  • Update databases and update/distribute results of marketing efforts to producers and senior management within the company
  • Wrote and designed marketing materials, brochures, and presentations for new business proposals
  • Create and distribute budget tracking spreadsheets for weekly production meetings
Jan 2013Jan 2014

Claims Specialist

Tri-State Employer Services
  • Investigated liability and damages to resolve workers’ compensation claims, from initial handling to conclusion, including litigation management for several insureds
  • Submitted and monitored claims to insurers on behalf of clients
  • Initiated and supported subrogation recovery efforts for clients, advocate for clients when adjusters and claimants were contrary to clients
  • Identified and appropriately handled suspicious claims
  • Answered all inquiries regarding the claims process, required documentation, and standard claims procedures from clients
Feb 2012Jan 2013

Enrollment Coordinator

Tri-State Employer Services
  • Managed end-to-end enrollment process for clients commissioning staff leasing agreements, including coordination of internal departments, supervision of data processing and client relationship management.
    • Oversaw transition of client onboarding from sales team, including intake of business expectations, analysis of financial circumstances, and distribution of relevant information across departments.
    • Supervised ongoing data management and billing accuracy across profile of over 100 clients, including federal and state tax regulations as well as specialized services(Workers' Compensation, General Liability, etc).
    • Managed relationship and ongoing alignment with new and veteran clients, including changes in staffing structure, various tax queries and industry best practices.
    • Accountable and responsible for timely and accurate preparation, analysis, distribution, and maintenance of critical weekly reports and reconciliations
  • Provided expertise on loss prevention and risk assessment on an individual client basis in order to reduce severity and frequency of claims based on industry exposure, and foster business growth
  • Trained and managed 2 new full-time and 2 temporary employees on their duties and currently delegates daily work
Sep 2009Nov 2011

Sales Associate

Music & Arts Center
  • Selected as one of nine top sales associates for a company-wide colonization program to assist in expansion of band and orchestra instrument rental program at satellite Guitar Center locations
    • Educated and trained new staff on product knowledge, sales techniques, and rental contracts
    • Independently sought out and nurtured leads in local school music departments by meeting with music directors and attending back to school events
    • Rancho Cucamonga, CA location exceeded initial month's forecast by 147%
  • Trained temporary and full-time staff members on product knowledge as well as phone scripts, in-person consultations, lesson packages, and rental contracts
  • Maintained exemplary store appearance and assisted with management of day-to-day cash-flow operations, inventory and product assembly while fostering leads and relationships with co-workers and clients
    • Assisted in management and transition of complete store renovation and re-organization for two locations
  • Analyzed and calculated individual and store sales forecasts based on growth and previous year figures
    • Developed spreadsheets for calculating employee sales goals in relation to previous year stats and forecasts
    • Spreadsheets and sales formulas were adopted by multiple locations to help streamline sales tracking
  • Exceeded personal sales goal by 27% over the past year with total sales of $201,858. 81
  • Actively participated in charitable outreach programs on behalf of store and spearheaded events including staff performances to attract new clients and promote a positive image within the community
May 2008Aug 2008


The Savitz Organization
  • Prepared benefit calculations for other actuaries within a highly deadline-focused and detail-oriented firm
  • Created unique macros within Excel and other statistical tracking programs which helped streamline operations for senior management
  • Assisted in drafting and review of 5500 Forms to ensure that employee benefit plans were operated and managed in accordance with prescribed standards from the Department of Labor


Sep 2005May 2009

Bachelor of Science in Actuarial Science/Risk Management, Minor in Statistics

The Pennsylvania State University


Property & Causality Producer License  

New Jersey Department of Insurance and Banking

ARM (Associate in Risk Management)