JENNIFER GIAMPAPA
Worcester
Summary
Strategic operations and business process leader with extensive experience driving operational excellence, workflow optimization, and scalable growth initiatives within insurance and financial services organizations. Proven success in designing and implementing standardized processes, improving client delivery models, leading systems optimization initiatives, and developing long-term strategic growth plans. Adept at leveraging technology, AI, and data-driven decision-making to enhance efficiency, strengthen team performance, and support organizational scalability. Licensed in Life, Accident & Health Insurance and Series 6, 63, and 65.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Strategic Operations Manager
Deland, Gibson Insurance Associates
11.2024 - 04.2026
- Led strategic operations for the employee benefits practice, driving workflow design and optimization across renewal, new business, and client service functions.
- Developed and implemented scalable SOPs and operational workflows to standardize processes and improve departmental efficiency.
- Evaluated and vetted TPAs, captive programs, vendor partners, and value-add service solutions to support strategic client recommendations and departmental growth.
- Built and maintained commission and transaction reporting processes to improve visibility, accountability, and financial tracking.
- Developed RFPs and strategic vendor/carrier comparison frameworks to support client and business decision-making.
- Created a five-year strategic growth and client experience roadmap focused on proactive outreach, service touchpoints, marketing integration, and scalable delivery.
- Identified and implemented cross-sell initiatives to expand client engagement and increase revenue opportunities across departments.
- Leveraged AI and automation tools to improve workflow efficiency, documentation, process development, and internal decision-making.
- Partnered with executive leadership to evaluate departmental performance and identify strategic operational improvements.
Financial Insurance Manager
Murphy Insurance Agency
01.2018 - 11.2024
- Directed departmental operations and team performance for financial insurance and employee benefits functions, overseeing workflow management, sales pipeline operations, and strategic departmental initiatives.
- Designed and delivered employee training and development programs to improve technical knowledge, operational consistency, and team performance.
- Created and executed marketing and cross-sell strategies to enhance client engagement and drive departmental revenue growth.
- Partnered in the implementation, optimization, and ongoing administration of EPIC agency management system to improve workflow efficiency, reporting, and client management processes.
- Developed internal processes and operational standards to improve service delivery, organizational alignment, and departmental productivity.
- Collaborated cross-functionally with leadership to identify opportunities for strategic improvement and operational growth.
Financial Advisor
AXA Advisors
02.2017 - 12.2017
- Provided retirement and financial planning guidance to clients, specializing in 403(b) education and investment strategy consultation.
- Assisted clients in evaluating retirement options and making informed investment decisions aligned with financial goals and risk tolerance.
- Delivered educational presentations and personalized planning consultations to support client financial literacy and decision-making.
Life Insurance Agent
New York Life Insurance
01.2016 - 02.2017
- Conducted financial needs analyses and developed customized insurance recommendations for clients.
- Built client relationships through consultative outreach, prospecting, and referral-based business development.
Education
Bachelor of Science (B.S.) -
Framingham State University
Framingham, MASkills
- Strategic Operations Leadership
- Process Improvement & Workflow Optimization
- SOP Development & Documentation
- Operational Scaling & Infrastructure
- Client Experience Strategy
- Vendor / TPA / Partner Evaluation
- Cross-Sell & Growth Strategy
- Reporting & Performance Analytics
- AI / Automation Process Integration
- Team Leadership & Development
- Systems Implementation & Optimization
- Insurance / Financial Services Operations
Certification
- Life, Accident & Health Insurance License
- FINRA Series 6
- FINRA Series 63
- FINRA Series 65
Timeline
Strategic Operations Manager
Deland, Gibson Insurance Associates
11.2024 - 04.2026
Financial Insurance Manager
Murphy Insurance Agency
01.2018 - 11.2024
Financial Advisor
AXA Advisors
02.2017 - 12.2017
Life Insurance Agent
New York Life Insurance
01.2016 - 02.2017
Bachelor of Science (B.S.) -
Framingham State University