Comprehensive operational support designed to streamline workflows, maintain data integrity, and manage critical business infrastructure.

Database Administration & Case Management:
ACT! CRM Management: Managed and optimized the ACT! database infrastructure, including entering/updating provider profiles, modifying contact forms, and querying the system to generate targeted, informative data lists for leadership.

High-Volume Case Tracking:
Orchestrated end-to-end case management within Sequoia Port, ensuring flawless intake, folder creation, and status tracking for 20–25 complex peer reviews and addendums per week.

Compliance & Special Logistics:
Maintained specialized tracking logs (including IME logs) and conducted targeted regulatory research, such as processing War Hazard Request information and monitoring quarterly PsyPact state updates.

Workflow Efficiency & Reporting:
Data Tracking Tools: Engineered custom Microsoft Excel spreadsheets, billing forms, and invoice templates to automate manual tracking and maximize team efficiency.

Executive Reporting:
Compiled and delivered high-stakes monthly and quarterly operational reports, including specialized monthly reports for clients.

Documentation & Training: Authored comprehensive application "How-To" user guides and led technical training sessions for staff on Sequoia Port and IME procedures.

IT Coordination & Technical Liaison:
System Onboarding & Infrastructure: Managed employee onboarding and offboarding procedures within Avatara apps, coordinating technology orders, system permissions, and project setups.

Technical Support Liaison: Acted as the primary point of contact for corporate IT support issues, troubleshooting minor workstation glitches and managing vendor escalation and follow-up.

Digital Maintenance:
Coordinated routine website updates and managed master organizational assets, including executive membership and attendee tracking lists for the Eastern Claims Conference board each year to help prepare for their annual convention.