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Principal
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Principal
Advise individuals on Medicare Advantage, Medicare Supplement, life insurance, and annuity options based on customer needs and eligibility considerations.. Build and maintain relationships with insurance carriers, brokers, and clients to support business growth and client retention.. Manage end-to-end business operations, including financial forecasting, pipeline management, marketing activities, and compliance tracking.. Maintain client and prospect data in CRM systems, supporting accurate pipeline visibility and follow-up activity.. Experience with Sunfire platform.. Apply AI tools to develop call scripts, review marketing materials for CMS-related compliance considerations, proofread communications, and evaluate insurance options based on customer scenarios.
Senior Governance Consultant (Contract)
Led program management activities for a statewide initiative to decommission and replace an Oracle-based HR reporting database.. Partnered with data privacy, governance, and security leaders to define requirements, project plans, and compliance considerations for new systems and processes.. Worked with executive leadership to identify priorities, manage risks, and evaluate software solutions supporting data governance objectives.. Collaborated with agency stakeholders to catalog master data fields from legacy systems and initiate project work through Agile delivery teams.. Consolidated and assessed cross-agency master data compliance requirements, including field uniqueness, frequency of use, complexity, and data sensitivity elements.. Used AI tools to support analysis of data requirements, summarize policy content, and accelerate development of executive-ready materials.. Developed presentations for executive leadership comparing data privacy policies across agencies and outlining recommendations for HR master data management and governance.
Manager, IT Controls, Governance, and Standards
Configured and administered Planview project portfolio management tools, improving portfolio visibility, risk and issue tracking, and resource forecasting.. Developed training materials and proposed governance standards to support consistent portfolio and delivery practices.. Partnered with leadership to promote adoption of governance processes and educate management teams on standards and expectations.. Served as Product Owner for an IT performance metrics redesign and automation/ETL initiative using Agile delivery methods.. Negotiated priorities and secured resources for development work supporting reporting and operational improvements.. Managed IT and HR change control processes using Jira in support of Agile delivery teams.. Audit emergency change delivery controls and change management processes.. Coordinated leadership engagement for the Enterprise Architecture Review Board and promote alignment with organizational objectives.. Utilized AI tools for proofreading, creation of presentations, and guidance on drafting policies.
IT Portfolio Manager
Directed enterprise initiatives focused on cost control, benefits realization, quality outcomes, and operational improvement using Agile methodology.. Partnered with senior stakeholders and IT leads to prioritize transformational initiatives and align work to strategic objectives.. Implemented Agile prioritization processes for backlog management and release planning to ensure alignment with strategic objectives.. Oversaw third-party help desk operations and issue management processes.. Delivered enterprise software implementations and enhancements, including SCADA/Ignition development, Power BI production monitoring, MAS 500, AMCS Tower, learning management system implementation, Fiix CMMS, Omnitracs rollout, EDI enhancements, SIEM, migration to Service Manager, ESG/EHS software evaluation, IT asset management policies, CMDB development, and acquisition integration.