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Jacqueline Loggia

Jacqueline Loggia PMP

Measurement and Impact Analyst and Project Manager

Seattle, WA
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Summary

OVERVIEW

A business analyst and project manager with a background in account management, process improvement, business operations, and a history of high client satisfaction. A proven track record in analyzing data to derive business insights, implementing change in order to improve efficiency, and working in a fast paced environment.

KEY ACCOMPLISHMENTS

  • Gathered business requirements, built, and maintained an automated visualization and reporting solution for stakeholder’s activity, resourcing, and pipeline. Supports the system by regularly presenting to leadership results, which are used to make business-critical decisions around staffing, program alignment, and metrics.
  • Transformed an unprofitable at-risk, A-level client into a profitable partner by building employee training and obtaining leadership buy-in.Upsold additional products and improved processing time from 10 to 3 days.
  • Managed a high performing team of three account managers to reach the divisional profitability goals of $12M for the territory.Conducted new employee training, quarterly and yearly employee reviews, and helped guide and provide leadership to new hires.
  • Founded a non-profit, Mamafest: Ride for the Cure – an annual, ski, snowboard, and music festival.Mamafest raised more than $80,000 to support breast cancer research while raising awareness with young adults in the outdoor recreational community.
  • Developed requirements, test documentation, and implementation plan for a comprehensive insurance module for a vendor partner’s leasing software. Conducted intensive client interviews and gathered stakeholder feedback. Delivered product to market ahead of schedule.

Experience

2017 Aug - Present
Measurement and Impact Analyst and Project Manager
Ernst & Young / Seattle, WA
  • Through interviews and using business insights, built our practice’s activity and resourcing model in reporting and visualization tool which drove efficiencies in the reporting process.Presents insights from the reporting to leadership to make business critical decisions.
  • Partners with all areas of the business to design, build and implement our team’s strategy, design Talent Development learning programs, incubating and launching new programs, identifying areas for business operations and process improvements.
  • Manages a portfolio of complex talent development programs and projects. Creates project charter, stakeholder register, risk register, communication plans, manages teams and project tasks, monitoring progress, mitigating risk and manage sponsor/stakeholder expectations.
  • Teams with consultants on our executive learning programs, participates in empathy interviews, pulls themes and insights, develops session documents, and presentations.
  • Partners with stakeholders to develop metrics, works with the marketing team to create storyboard materials to highlighting the ROI work.
  • Creates and communicates upward communications to practice and firm leadership.
2015 Jul - 2017 Aug
Account Manager
Ernst & Young / Seattle, WA
  • Managed high priority accounts, collaborated in the design and execution of account strategy, and promotion of the EY brand. Integral to the account team to keep the team on track.
  • Led pursuit teams through the proposal process using Miller Heiman principles, writing, designing, and proofing proposals, managing project team and timeline, and holding people accountable.
  • Worked cross functionally across global, multidisciplinary service teams to provide relevant knowledge, resources, and tools that help deliver exceptional quality service to our clients.
  • Led the development and maintenance of account relationship tools, including an onboarding website, relationship map, and opportunity tracking software.

2013 Jul - 2015 Jul
Commercial Account Manager
Fulcrum Programs / Bellevue, WA
  • The key point of contact for a $3.9M book of business and 100 accounts. Operated with a high degree of integrity in reviewing renewal policies, upselling new, and recommending policy changes.
  • Sold $800k of new business within the first year of employment.
  • Created and reviewed account strategy and cross-selling opportunities with the sales team.
  • Analyzed and evaluated insureds’ risk; review coverage for the quality of risk placement.
  • Negotiated pricing with our business partners to achieve business objectives.
  • Assisted engineering team in writing specifications and testing Agency Management System, a CRM-like system to track customer and policy data. Awarded Peer Spot recognition for implementation.

2005 Jan - 2013 Jul
Senior Account Manager/Supervisor
Great American Insurace Group / Bellevue, WA
  • Key point of contact for sponsors and client leadership executive team. Created and executed on the client strategy and KPIs including growing client profitability and program performance.
  • A client advocate, approachable resource and SME on products. Was creative and created new programs including: designing and implementing tracking program resulting in 4 new sales in 1 year.
  • Monitored internal team’s IT, customer success, claims, and accounting processes and conducted internal client meetings with those teams to monitor stakeholderr satisfaction and address risks.
  • Led and managed teams on implementation and special projects including: designed client implementation process, developed SharePoint, identified a new internal process for reconciliations.
  • Received consistently high ratings from stakehodler satisfaction survey. Identified as a trusted advisor who elicits accountability and a genuine understanding of their business.
  • Exhibited diplomacy in addressing client concerns, without compromising the best interests of the company. Accountable for collecting $800K in payments for a newly assigned client.
  • Created client training materials, served as the technical expert on sales calls, and represented the company at conferences to develop relationships and promote our products within the industry.
  • Set mutually-agreed goals with accounting to collect overdues. Example: Reduced one client’s overdues and identified an area of reapplication to increase net profit by just over $100,000.

2000 Dec - 2005 Jan
Systems Analyst
Great American Insurance Group / Bellevue, WA
  • Led new client implementation process. Partnered with stakeholders to gather current state and future state requirements and test data transfers and proper uploads of data. Worked closely with client’s engineering department, accounting and customer service teams to ensure success.
  • Gathered requirements, created and executed test plans and managed projects including a module with a partner's software, an in-house IT problem/resolution system, and external websites.
  • Created monthly/annual reports and analyzed data using SQL, including large reconciliations.

1999 Jan - 2000 Nov
Desktop Analyst
HomeGrocer.com / Bellevue, WA
  • Provided IT and technical support for more than 1500 employees at five fulfillment centers and corporate campus, as well as Homegrocer’s website customers.
  • Assisted in developing of Homegrocer’s initial IT infrastructure documentation, IT standards for problem/resolution system, intranet site, and Help Desk and customer services support manuals.

Education

1993 - 1997
Univeristy of Colorado
BS in Business Information Systems / Business Administration, Information Systems, Economics

Skills

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