SUMMARY:

A results and quality driven professional, with extensive experience developing business growth solutions and processes among banking, insurance, healthcare, and securities industries. An self - organized multi-tasker, who thrives in high impact, fast-paced, challenging environments that demand response to rapid change. Collaborative leader with expertise working across business teams to influence efficiency and maximize value.

CORE COMPETENCIES:

• Market Strategy Analysis
• Systems Development Lifecycle
• Budget Analysis
• Project Management
• Enterprise Resource Planning
• Financial Planning
• Compliance Management
• Process Improvement
• Change Management
• Data Analysis & Reporting
• Risk Management
• Personnel

PROFESSIONAL EXPERIENCE:

Confidential, Raleigh, NC & Richmond, VA

Product Owner

Responsibilities:

• Product Owner among cross-functional team, focused on developing new customer relationship management software, to integrate across 19,000+ agencies.
• Stakeholder in all Agile ceremonies from sprint planning, backlog refinement, daily standups, 30+ bi-weekly sprints and demos, and retrospectives.
• Leverage internal organization relationships to conduct interviews among users with ranging levels of experience, and create reports to mine data.
• Analyze data to represent customer and identify key features to develop user stories for sprint planning.
• Provide business perspective on value, to the team, during development of new enterprise CRM software.

Agency Manager

Confidential

Responsibilities:

• Cultivate relationships among customers, prospects, industry peers, professional organizations, suppliers, stakeholders, and competitors, to stay abreast of industry and internal trends, while managing the timely flow of business intelligence information.
• Lead requirement gathering sessions of needs, goals, and risk tolerances with business owners and individuals.
• Leverage business intelligence and industry trend data to support actionable recommendations providing insurance, banking, investment, and healthcare solutions.
• Manage various agency projects, marketing campaigns, strategic sales planning, and enterprise reporting for agency.
• Analyze internal reports and external data to identify and implement agency growth strategies.
• Conduct individual onboarding of new agency staff and ongoing development sessions with existing staff, to ensure compliance.
• Maintain compliance records and reporting for all agency staff.
• Member of collaborative team within Confidential enterprise, seeking to increase profits and reduce costs through continuous business process improvements and strategic initiatives.
• Increased multiple agencies books of business by minimum 15% annual growth, through client acquisition and retention for 5+ years.

Confidential, Raleigh, NC

President

Responsibilities:

• Researched industry data and submitted responses to RFP’s from businesses and non-profit organizations, seeking to implement group healthcare plans and pre-tax employee group retirement savings plans.
• Managed sales plans and marketing projects, from initial submission of proposals to businesses and organizations, to promotion of benefits, and servicing of existing organizational and individual clients.
• Conducted customer interviews and surveys to mine data, and identify unique requirements of risk tolerance, goals, and needs.
• Developed solutions for business owners to prepare for retirement, through strategies of banking, cash management, insurance protection, and investment planning, to achieve stated goals and requirements.
• Held recurring meetings with stakeholders, to determine system requirements, as well as formal change control meetings to ensure agreements on new or changed requirements.
• Spearheaded the planning of release testing efforts by generating requirement reports for those in need of testing, in order to complete the verification and validation of web-based client account access sites.
• Finalized documentation requirements were compliant for transition to operations / systems delivery.
• Managed territory of 350+ public schools, to meet with educators and staff in group and individual settings, to educate, identify goals, strategically plan, and enroll in suitable supplemental retirement savings and other financial products.
• Coordinated print, e-marketing, and face to face marketing, for district meetings and school faculty meetings with members and non-members, to promote NCAE and the member-benefit programs.
• Built and nurtured relationships with local and state school system elected officials, NCAE executives, and school system administration staff, based on trust, proficiency, responsiveness, and performance.
• Increased employee supplemental retirement plan participation by no less than 33%, throughout school systems within assigned territory.

Confidential, Raleigh, NC

Account Manager

Responsibilities:

• Researched and submitted employer sponsored pre-tax group retirement savings plan proposals, to various levels of leadership within municipalities, NC public school systems, businesses, and organizations.
• Worked with numerous human resources departments throughout assigned territory, to implement enrollment and servicing processes for individual employee retirement accounts.
• Conducted group employee seminars, followed by individual requirement sessions to determine financial goals, needs, risks, and solutions for retirement planning.
• Developed site account testing procedures for Confidential /ING System Administrators and Database Administrators.
• Maintained minutes, high level reporting, and presentation materials for weekly meetings among senior management.
• Evaluated and compared the relative quality of various securities in a given industry.
• Completed procurement documentation in order to successfully acquire new clientele.