Trish McGee

- Design and manage multiple digital marketing programs for Fortune 100 clients in the P&C insurance space - Gather and document program requirements, including software development specifications, reporting needs, sales and customer service SLAs, and deadlines - Identify and remediate program obstacles to ensure timeline obligations are consistently met - Respond to client feedback and continuously optimize existing programs to ensure they are achieving the highest ROI

- Stepped in as PM while continuing role as Director, Agent Carrier Programs until the PM role could be backfilled - Built and managed product roadmap; set goals and prioritized deliverables - Collaborated with business owners and the development team to define entire project scope, including ideation, planning, testing, optimization, and reporting - Created thorough documentation, including statements of work, meeting minutes, release notes, sprint reports, and product requirements

- Managed sales and client success teams comprised of 15-20 reps across two platforms; Allstate Lead Marketplace (ALM) and ZipQuote (ZQ) - Oversaw and ensured revenue growth and client retention goals were met, resulting in nearly 70% growth across both platforms while in this role - Overhauled the commission structure for sales and CS teams, improving team morale while better aligning with business goals

- Managed a small team of sales and client success representatives - Executed against business goals and monitored daily KPIs, including dials, talk time, and opportunity tracking - Launched creative team activities and L&D opportunities, transforming the team culture and attitude

- Averaged 50+ inbound/outbound calls per day with current and previous customers - Provided ongoing support assisting with website navigation, technical issues, and general product inquiries - Ensured customers’ experience consistently exceeded their expectation

- Identified, qualified, and built rapport with potential students seeking an undergraduate degree - Compliantly advised potential students based on current University policies - Addressed concerns and helped develop solutions - Ran and analyzed daily reports to prioritize necessary document completion for new students - Utilized best retention practices to ensure progression of active students - Ensured all current and prospective students received phone calls - Managed communication with students using Talisma CRM database - Motivated, empowered, and trained new hires to be successful at their role Striving Towards Excellence Program (STEP) - Alumni STEP is a professional development curriculum created by the organization • Networked and built relationships with employees in other departments • Completed professional trainings such as Strengths Fundamentals, Situational Leadership, Change Management, and DiSC: Workplace. Other duties: • Role Model - helped train new hires and assisted them as needed • Culture Club Committee - created a fun divisional work environment by organizing a Padres baseball game outing, developing a monthly news letter, decorating cubicles, and handing out goodies for Employee Appreciation Day and other various holidays

- Sought out and recruited new businesses in the outlying listener area - Composed marketing proposals and presentations for new clients - Copy-wrote advertisements and arranged production - Remained primary POC for new clients

- Presented graduation requirements to grade 9-12 students at Tehachapi High School - Organized workshops and assisted seniors in filling out applications on CSU Mentor, UC Apply, the Common Application, and CCCApply - Used Aeries Student Portal to go over student transcripts and attendance - Tutored after school daily; provided one-on-one tutoring as needed - Personally implemented Tehachapi High School’s first Writer’s Workshop, which assisted seniors in writing Personal Statements and scholarship essays

- Met with current and potential wireless customers daily – provided top notch customer service - Performed Customer Needs Analysis to uncover specific needs for their lifestyle - Made recommendations based on information gathered

- Called mail leads and set up daily appointments all over the state of Iowa - Discussed health insurance situation with potential clients - Filled out appropriate paperwork and became representing agent for new clients

- Assisted with office tasks at the elevator during busy seasons (planting/harvest) - Filed paperwork, billed clients, organized and cleaned