TEAM ACCOMPLISHMENTS
Piloted and implemented to balance coverage and allow production time for Examiners/Consultants
What is the phone schedule?
Who obtained their Bachelor's Degree in Business Administration in 2026
Specific, measurable values used to evaluate how effectively a team is achieving important objectives i.e. "Are we making progress toward the results that matter?"
What is Key Performance Indicators
Refresh and update the training tool and resource pages used for consistency in work product
What is OneNote and SharePoint?
Create an informative tool on a monthly/quarterly basis to enhance Executive Resolution visibility
What is a create a newsletter/digital platform?
Redefined work process for efficiency and cost savings when responding to written complaints
Who succeeded in obtaining the AINS Designation by being diligent in their pursuit of the designation
Who is Rachel?
Our Founding Purpose
What is "To provide our Policyholders with as near perfect protection as near perfect service as is humanly possible and to do so at the lowest possible cost."
Structure for new assignments and follow up work when out of office
What are Out of Office Guidelines?
Grow input of information for improved work product
What is enhanced AI?
Assets to the team through TJC & Market Opportunities
Ayla and Dena
Attended the most conferences in the past year resulting in networking, leadership opportunity, and professional growth
Who is Becca?
Strive to make things better, deliver quality results, define the problem then the solution, acknowledge and learn from mistakes, use data to guide you but never lose the human touch
What is Own Your Stuff?
Process for keeping information hush hush
What is Privacy?
Insertion for networking & improved visibility
What is collaboration?
Team success due to the opposite of offboarding
What is Onboarding
Began testifying as a Corporate Designee for administrative hearings
Who is Diana?
OKR
What is Objectives and Key Results
Memorialize current practices and processes
What is updating the ERD Procedures Manual?
Structured framework of processes and procedures to ensure consistency
What is the Quality Program?
Gathering of information, documentation, and explanation of work product and processes
Qlik, Data Center, Spreadsheets, Excel extraordinaire
Who is Megan?
Overview of continuing questions and requests for information
What is tracking follow-ups?
Set of 10 foundational, transferable skills relevant across roles and functions. Adaptability, Business Acumen, Critical Thinking, Data Literacy, Digital Fluency, Effective Communication, Enterprise Thinking, Learning Agility, Relationship Building and Resourcefulness.
What is Enterprise Skills?