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Briana Scalise

@brianascalise

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Project Coordinator based in Albany, New York.

United States

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What I'm looking for

I am seeking a workplace that resonates with my values. Communication and transparency are paramount to me, as they foster collaboration within teams. Leveraging my empathetic nature, I thrive in client interactions and aim to make meaningful connections. I envision myself contributing to a company that positively impacts individuals, aligning with my desire to make a difference through my work.

Experienced sales and training professional with a background in project management, client engagement, and claims adjustment. Skilled in prospect conversion strategies, client outreach, and quality control. Proficient in project management software and possess strong organizational and communication skills. Certified Scrum Master with a Bachelor of Science in Economic Crime Investigation. Skilled in problem-solving techniques and managing sales projects efficiently..

Experience

Current

Project Coordinator

Current

Tyler Technologies

Sep 2023 - Present (1 year)

Act as the primary training point of contact on sales projects.
Ensure all documentation is processed and attached in CRM.
Provide travel estimates.
Assign resources in PSA and CRM system
Manage and complete sales projects in PSA
Complete weekly Operations report for Implementation.

Project Management Operations Documentation Reporting Data Analysis

Claims Adjuster

Utica National Insurance

Sep 2019 - Sep 2021 (2 years)

Analyzed policies, endorsements, and the loss reported to determine what coverages apply
Made the determination to authorize payments on claims based on coverage, the appraisal, and reported damage Responsible for corresponding with policyholders, claimants, and agents to bring the claim to completion in a timely manner.

Policy Management Payments Investigation Client Communication Empathy Customer Empathy

Client Engagement Analyst

Goldman Sachs

Sep 2021 - Sep 2023 (2 years)

Created and implement new ideas to streamline the process of converting prospects to clients
Improved the client approach and outreach process to increase prospect conversion rates
Make outreach calls to prospective clients, scheduling financial counseling meetings spread across a team of advisors.
Quality check client files and updating documents in Sharepoint to reflect updated procedures.

Process Improvement Client Communication Empathy Conversion