SUMMARY:

A passionate, innovative leader with over 15 years of insurance and financial services experience in private and public sector operations, marketing, sales, training, product/project management and strategic planning. I have a proven record of success in developing and implementing business strategies, programs and teams that consistently deliver results.

PROFESSIONAL EXPERIENCE;

Project Management Practitioner

Confidential

Responsibilities:

• More than 10 years of project management/administration experience in various roles including project manager, team member, subject matter expert, oversight committee member and mentor.
• Responsible for all aspects of project management including reporting, scheduling, and tracking progress and communicating effectively utilizing all communication mediums such as face - to-face presentations and written tool
• Connects tactical project efforts to over-arching business objectives quickly, resulting in increased personal and team engagement that produce high quality, on time, on budget outcomes.
• Possess the ability to foresee and mitigate potential road blocks and resource constraints, both human and financial capital.

Test Leader

Confidential

Responsibilities:

• Over 15 years of people leadership from all aspects including recruiting, on-boarding, training/development, performance management, promotion and separation for staffs as large as 50 plus associates.
• Skilled team manager capable of evaluating, negotiating, monitoring and leading work team assignments and initiatives that are of on time, within budget and of desired quality.
• Strong team member that can make a little bit of direction go a long way and is comfortable with influencing without authority.
• Capable of creating, evaluating, modifying and presenting operational budgets and various routine and ad hoc reports regarding team and personal work efforts.

Change Advocate/Practitioner

Confidential

Responsibilities:

• Demonstrated change agent who perseveres through the change life cycle stages, from awareness to results, while applying creative, individualized approaches in order to overcome challenging business cultures and meet aggressive department goals.
• Analyze, identify and implement various process redesigns among operations, sales, service, marketing, training and systems to drive business growth, cost saving efficiencies, regulatory adherence and overall customer satisfaction.
• Effectively plan, align, develop, execute and measure integrated communication activities, either at the project or departmental level or as a part of larger corporate communications master plan.
• Develop, implement, measure, report and evolve training programs to support Business Development, Operations, Sales, Marketing and Human Resources.
• Eagerly embraces presentation/facilitation opportunities among internal and external audiences in an energetic, entertaining and participative manner.

Relationship Builder

Confidential

Responsibilities:

• Excellent relationship management skills, in particular with cross- functional teams and departments, assuring a collaborative approach that motivates all to be engage and bring their best work to the table.
• Seeks to understand the “why” behind the “what”, resulting in business retention and growth.

Confidential

Sales Technician, Representative and Analyst

Responsibilities:

• Supported two marketing specialists and four wholesalers with territory management, penetration and retention efforts.
• Developed and presented product and service presentations to sales management and targeted clients based on current and future trends and changing demographics.
• Oversaw literature development, print and deliver, along with project management.

Confidential

Key Account Manager

Responsibilities:

• Supported, facilitated and managed account activity and training for top two relationships.
• Advocated, defined and evaluated process redesign, training and adherence based on strategic migration of plan relationship and financial structure.

Confidential

Individual Annuity Product Development

Responsibilities:

• Developed, launched and monitored new product and product enhancements to the suite of variable annuities Confidential offered, including proprietary and private labeled.
• Worked closely with a cross functional team including actuary, compliance, operations, sales, training and IT in order to meet set business goals and objectives collaboratively.
• Managed the print and web marketing/training collateral during a brand transition that impacted internal and external alike.
• Developed, staffed and managed a new unit of strategic account mangers resulting in complete process redesign Including the transition from a reactive mentally to a planned, proactive approach.
• Became a practitioner of adult learning theory and change management approaches and applications to increase effectiveness in all customer interactions from operations to sales to marketing.
• Developed strategic planning process and roadmap including all supporting functions and sales.
• Mapped out change management plan to various areas, set timing calendar along with metrics
• Program management functions including being a dedicated operations resource for a key strategic initiative impacting new business, maintenance, retention and CRM efforts including processes and reporting. This included identifying and increasing soft skills and migration path throughout the introduction of this ne arm of Confidential .