Benefits marketing professional with significant experience in retirement plans and products gained at several blue chip companies (Prudential, GE Capital, CitiStreet). Particularly adept at managing multiple projects simultaneously. Ambitious, team-oriented and proactive professional, comfortable in a fast-paced, challenging environment. Areas of expertise include:
Annuities and mutual funds
Asset allocation programs
Defined Contribution Retirement Plans
403 (b), 457, and 401(k)
Six Sigma Green Belt Certified
ERISA plans & tax laws
(05/06 – 09/07)
Project Manager for Retirement Plans: 529 Accounts May 06-July 06
Marketing and Communications for Trusts and Estate Plans Nov 06- Sept. 07
Writing, Editing, and Proofreading of all Collateral and Sales Materials for proprietary products.
Continuous coordination and project management with internal contacts including legal and other compliance reviews as well as product management and multiple outside vendors.
(1999 – 2002)
Variable Product Team, Senior Business Analyst
Wrote business requirements related to introduction of new variable products and/or product features. Detailed those specific needs in a concise format in order to enable IT to write the necessary programs. Frequently interacted with Marketing, Actuarial and Project Management areas.
Member of team that developed and implemented directed disbursements feature for a variable life insurance product and also vantage system table variables.
Lead and facilitated walkthrough meetings in relation to multiple product enhancements.
Performed Quality Assurance review and testing for New Business and Contract Date Page outputs.
(1997 – 1999)
Insurance and Consumer Product Manager
Coordinated marketing function for insurance and financial products, which were cross-sold to the mortgage portfolio database. Responsible for product planning and analysis, including market database segmentation for target customer profiles. Also involved with compliance review for all vendor media submissions.
Achieved special bonus recognition for successful and timely completion of difficult contract negotiations.
Increased revenue by maximizing use of available database through use of multiple vendors and strategic planning for marketing efforts.
Successfully implemented new process for direct marketing campaign for LTC product offering through sister company.
Wrote website content for new website that was rolled out and part of team that developed internet “brochureware”.
Achieved certified Greenbelt in Project Management and GE Six Sigma quality processes.
Liaised with multiple insurance carriers and vendors in relation to current products as well as product research and development needs.
Confidential,East Brunswick, NJ
(1993 – 1997)
Senior Marketing Manager – Team Leader (1995 – 1997)
Marketing Manager (1993 – 1995)
Promoted to senior manager and responsible for completing defined contribution proposals and RFP responses as well as other special and ad hoc projects in a deadline environment. Provided supervision and continuous training of a team of six marketing managers. Interfaced continually with SVPs and Regional Managers.
Developed and implemented Hard Copy Database for proposals and RFP’s.
Supported an eight office territory and assisted in maintaining many large hospital, university and municipal market cases.
Developed and updated quarterly proprietary benchmark documents, which quantified product performance, related to specific carrier variable products.
B.S., Business Administration