Shelby Lemm

About Shelby Lemm

I’m the person who sorts Legos by shape and color. So, if that tells you anything I like process, order, and a game plan. Creating order, finding flow, and making things work better has always clicked for me. The instinct from childhood grew into a passion for improving systems and turning complicated processes into clear, workable solutions.Today, I’m a Project Manager in the world of Insurance who thrives on streamlining operations, strengthening data integrity, and driving efficiency across agency management systems, employee health platforms, and benefits workflows. I specialize in taking high-volume, messy, inconsistent data and shaping it into processes that are accurate, scalable, and built to withstand real-world complexity.My experience spans large-scale AMS conversions, mission-critical data migrations, and building reporting logic that resolves duplicate or inaccurate information. I love identifying bottlenecks, redesigning workflows, and creating structures that help teams move faster with less friction. Whether I’m coordinating across resource departments or supporting enterprise-level initiatives with tight deadlines and high stakes, I bring a balance of technical understanding, practical problem-solving, and people-first leadership.I’m always open to connecting with others in operations, benefits, and continuous improvement. I love trading ideas, sharing wins, and learning from leaders who are building the future of efficient, scalable, people-centered operations.

Experience

1. Regional Project Manager - Eh & B Systems & Operations

   Marsh McLennan Agency

   Jul 2024 — Present · Midland, TX, US

   Lead cross-functional initiatives to streamline operations and enhance data accuracy across BenefitPoint, Sagitta, and SQL platforms.• Oversee BenefitPoint monthly adjustments, producer splits, and commission understanding to ensure accurate financial reporting.• Create and maintain standardized UAR (User Access Request) forms and approval workflows to strengthen system governance and data security.• Design and document end-to-end processes and SOPs for varies departments and outsourcing colleagues across regional offices.• Develop custom reporting logic and data-audit SmartSheet dashboards for commission accuracy, quality control, and data health metrics.• Partner with Finance, Operations, and Accounting teams to align data sources for P&L reporting, cost-share, and split-commission validation.• Lead commission audits and reconciliation projects, identifying discrepancies and implementing Lean Six Sigma improvements to eliminate rework.• Serve as a systems liaison between field offices and enterprise teams, ensuring project alignment and timely resolution of integration challenges.• Manage Smartsheet dashboards and reports to track key performance metrics, turnaround times, and team productivity.• Coordinate onboarding/offboarding system access, advisor compensation agreements, and contract validation across departments.• Collaborate on colleague portal and playbook updates to improve accessibility of policies, procedures, and training resources.• Generate and interpret data quality reports, identifying process bottlenecks and proposing automation or system enhancements.• Compile, organize, and assess operational data to support leadership decision-making and strategic planning.• Drive continuous improvement initiatives using Lean Six Sigma methodology to reduce processing time, improve data integrity, and optimize workflows.