EXPERIENCE
Metropolitan Life Insurance Company (October 1992-Present)
Individual Business Operations and Services New York, NY
Director, Service Strategy and Planning (September 2004 Present)
Responsible for broad Enterprise Service Initiatives and working on projects to extend our service and technology capabilities into the Independent Distribution Channel.
Enterprise Operations New York, NY
Director, Business Process Optimization (February 2001 August 2004)
Primary responsibilities included acting as program manager for initiatives that support Enterprise Operations.
2004
Managed a cross-functional initiative in support of the redesign of the enterprise life insurance application. Led the project initialization and market research phases which included developing the program management structure, procuring a forms design vendor, coordinating teams and roles/responsibilities, securing business requirements and soliciting field input through interviews and surveys as part of predesign research. Successfully transitioned responsibilities to a new project manager without compromising the timeline or deliverables.
Defined and documented the life application and forms management implementation process while focusing on areas of the process in greatest need of definition and/or execution.
Coordinated and deployed standardized project and program management documentation for the Business Process Optimization team.
Led a sub team in support of the deployment of a team recognition program across Operations and Technology.
2002-2003
Created and managed the Program Management Office in support of the Enterprise Service Strategy.
Kicked off the implementation of a Quality Management System within the Remittance Service Center (RSC). Trained the RSC Management staff on the management review process including how to identify metrics for measuring their business as well as where to focus their efforts for improvement. Assisted the RSC with developing a process and structure around the preparation of the monthly Ops Reviews. Managed for two years in a row, the development of the 3-year strategic plan for the RSC.
Led a cross-functional team as part of the Transformational Change Survey, responsible for identifying the current state and developing recommendations for improvement to the Performance Management Process.
Was selected as the project lead on a Business Acumen Team responsible for identifying asset outflow opportunities for the MetLife Bank.
2001
Led a Program Management Office for integration activities across Life, Annuity and Remittance Operations as well as IB Finance.
Led a Program Management Office for reengineering activities across Life and Annuity Operations.
Established a plan to develop controls around the Lapse Inhibitor Process for Individual Business Operations and the Remittance Service Center.
Individual Business New York, NY
Director, Agency Services and Operations (January 2000 January 2001)
Responsibilities included acting as business owner for two high profile eBusiness initiatives designed to simplify and streamline the way our sales offices and customers do business with the Company. Managed the Training and Communications team for eService, an initiative that provides sales reps and policyholders with online access to individual business accounts. Oversaw the implementation team for a new initiative designed to provide sales offices with state of the art technology. Managed the Realignment Unit, the department responsible for successful and timely implementation of sales office mergers/consolidations. Managed the Field Procedures Unit, the organization responsible for providing ongoing support to our sales offices. Was responsible for the coordination/synchronization of all projects related to Field operations and service across the Company.
Business Plan Manager (February 1999 December 1999)
Provided the business planning, project management and financial expertise necessary for the Field Development Group. Played a key role in developing and managing the departments strategic business planning process, including goal setting, financial discipline and time line management. Monitored all projects undertaken by the department head, including identifying roadblocks and facilitating solutions. Oversaw budget and expense management. Provided cross-functional support and established a communication flow to our field associates.
Corporate Marketing New York, NY
Financial Analyst (January 1998 January 1999)
Managed corporate business plans for all units within the Corporate Marketing Department, including E-Commerce, Innovative Media Marketing, Market Research, Consumer Education and Market Planning. Managed finances/accounting for a corporate subsidiary. Coordinated activities related to research, concept development and feasibility studies associated with new business initiatives. Assisted in the development of innovative product solutions designed to meet customer financial needs. Managed the design of an innovation database in support of enterprise-wide marketing strategies.
Institutional Business Iselin, NJ
Project Manager (June 1996 December 1997)
Managed the illustration software for the companys advanced markets unit. Established priorities with the Marketing Department, directed the Enhancement/Problem Tracking System, and maintained time lines and project management paths. Developed a software tutorial for internal and external users of the illustration system. Visited brokers and trained users on software and plan design concepts. Analyzed and resolved technical issues related to IRC compliance.
Supervisor (November 1993 June 1996)
Established a unit within the Plan Administration Department responsible for software projections and analyses. Supervisory duties included hiring, training, and managing financial consultants. Handled complex case loads involving taxation and compliance requirements. Participated in the development and implementation of an information system designed to store data and generate reports for the Administration Department.
Account Manager (October 1992 November 1993)
Managed the implementation and ongoing administration of non-qualified benefits plans for senior executives of Fortune 1000 companies. Served as the primary post-sale client contact and coordinated with other departments on plan issues as needed. Handled all case activity, including renewals, plan design and policy changes.
Miller Mason & Dickenson (now owned by Aon) - Conshohocken, PA
Service Coordinator (October 1990 - October 1992)
Managed the enrollment and administration of an executive life insurance plan for a large group of key executives. Prepared annual reports for existing clients as they pertained to estate planning and individual insurance. Compiled and analyzed due care information from various financial sources for use in client proposals.
EDUCATION
Seton Hall University; South Orange, New Jersey
MBA - July 1998; Finance, International Business
Lafayette College; Easton, Pennsylvania
BA - May 1990; Economics and Business, French
NYU In France, University Of Paris, Fall 1988
PROFESSIONAL DESIGNATIONS
Project Management Professional Certification; June 2003
Series 6 Registered Representative; August 1995
LEADERSHIP TRAINING
Business Acumen class; April June 2003
MetLife Management Workshop II Leadership Challenge; August 2002
MetLife Management Workshop I; February 2001
CORE SKILLS TRAINING
Building the Balanced Scorecard Training; March 2003
Quality Management System Training; February 2003
Cross Functional Process Improvement Training; January 2003
Checkmate (Statistical Process Control); December 2002
Plan Do Check Act (PDCA); October 2002
VOLUNTEER PROGRAMS
Sponsored Externship for Lafayette College; January 2005
Project Management Institute NYC Mentoring Program; April 2004
Junior Achievement Elementary School Program (3rd Grade); Fall 2002
Common Ground Job Training; Fall 1999-Spring 2000 |
