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Chelsea Dugan
@chelseadugan
Small Business Operations Made Simpler, More Organized and More Efficient
Estados Unidos
Inglés
Sobre mí
I help small businesses turn messy processes, scattered information, and time-consuming workflows into organized systems that are easier to manage. With 15+ years of experience in business operations, insurance, procurement, customer service, and data analysis, I bring a practical, real-world approach to every project. I can help with SOPs, process documentation, workflow improvement, operations audits, Excel & Google Sheets reporting, KPI dashboards, and business analytics. My goal is simple: turn messy into manageable.
Habilidades
Chelsea Dugan
desconectado •
Revisa mis servicios
Automatización y eficiencia comercial
I will create professional sops and process documents
Automatización y eficiencia comercial
I will audit your business processes and identify improvements
Experiencia laboral
Commercial Lines Underwriter / Insurance Operations
Nationwide • Tiempo completo
Aug 2025 - Aug 2026 • 1 yr
Managed an $18M commercial portfolio across 300+ agencies, overseeing new business, servicing, renewals, and day-to-day workflow management. Analyzed complex business information to evaluate opportunities, make decisions, and manage competing priorities. Took on a 20% larger territory while maintaining portfolio performance and service levels. Trained 10+ underwriters and mentored 7 teammates, helping improve team knowledge, consistency, and processes. process management analysis training problem solving Managed an $18M portfolio across 300+ agencies. Trained 10+ underwriters and mentored 7 teammates.
Supply Chain /Procurement
Aviation • Tiempo completo
Oct 2024 - Aug 2025 • 10 mos
Managed supplier relationships, contract execution, cost analysis, and procurement activities supporting manufacturing operations. Analyzed supplier costs and negotiated contract terms to identify savings opportunities, generating more than $300K in total contract savings. Worked cross-functionally to coordinate requirements, resolve issues, and keep procurement processes moving efficiently.
Agency Owner/Business Owner
Farmers Insurance • Trabajador autónomo
Oct 2017 - Jul 2021 • 3 yrs 9 mos
Owned and operated an insurance agency with responsibility for sales, operations, recruiting, financial performance, compliance, marketing, and client retention. Managed day-to-day business operations while identifying opportunities to improve processes, grow revenue, and strengthen the customer experience. Increased agency revenue by 32% during the first year through focused business development and operational management.
