Summary
Dynamic leader and team builder with over 15 years of progressive experience spanning operations, regulatory affairs, product development, strategic planning, cost management, project management, organizational development and leadership. Effective problem-solver and solutions provider with proven ability to build alliances.
Professional Experience
Major Worksite Insurance Carrier Central US - (April, 2002 Present)
Transferred to this division, which is dedicated to the development, marketing and sale of voluntary life and health insurance products in the employee benefit marketplace. Have held a variety of key positions to assist in the stabilization and turnaround of this underperforming division.
Vice President Organizational Development (Dec. 2004 Present)
Responsibilities include overseeing the company's efforts in re-engineering, process improvement, strategic planning, operational effectiveness and communications with parent company. Acting as an internal consultant, identify potential improvement areas in operations and business models and recommend and implement solutions. Ensure that divisional structure and organizational design aligns with strategic objectives and measurements.
Review potential new market opportunities for feasibility. Respond to request for proposals from potential clients. Assist in the acquisition of large clients and oversee case implementation.
Developed and implemented a new strategy to increase the company's Internet presence. Conducted marketing focus groups to determine client needs, oversaw the development and implementation of new web portals for use by different client audiences. Managed internal and external resources in the development, design and implementation of the new website, including functional analysis, project management, negotiation of vendor agreements, and establishing the project budget.
Created a strategic planning program emphasizing 1, 3 and 5 year time periods and market trends. Plan includes competitive analysis, identification of market trends, divisional SWOT analysis and technical constraints.
Increased the responsiveness of the existing department by hiring staff possessing appropriate skill sets and introducing a customer focused strategy among team members.
Designed and oversaw implementation of management development training programs for senior and mid-level management staff, emphasizing identification of core competencies, staff development, leadership and change management.
Improved efficiencies across operational areas through workflow analysis, process redesign and introduction of technology-based solutions.
Planned and implemented the creation of this new department.
Developed and oversaw implementation of management reporting tools including the introduction of a scorecard report. These tools provide senior management with operational and financial dashboard reports on a monthly and quarterly basis.
Conducted audits of major projects to ensure the efficient use of resources and the alignment of various initiatives with core business needs.
Developed and presented a cross-functional restructuring plan to increase efficiencies.
Established an informal mentoring program for managers and supervisors.
Vice President New Business Acquisition (July, 2003 to December, 2004)
Responsible for the daily activities of more than 250 staff members charged with underwriting and processing all new business, Section 125 administration, TPA Administration and Product Development.
Increased department performance by 38% through re-organization, process re-design, and introduction of automated workflows.
Developed and oversaw implementation of a plan to exit the Section 125 marketplace including overseeing the due diligence, selection process and contract negotiations for a replacement vendor.
Developed and implemented a plan to consolidate New Business and Underwriting from multiple locations to a single location.
Improved employee morale and retention by 30% through introduction of quality recognition programs, introduction of work teams, and significantly enhanced training programs.
Improved relationships with key sales producers by instilling a customer focus throughout the department, eliminating barriers to business acceptance and improved communications regarding expectations and processing capabilities.
Served on the Information Technology Steering and Prioritization Committee.
Developed and implemented Business Continuity Plans for all departments.
Prepared and managed department budgets in excess of $2.5 million
Assistant Vice President Product Development (May, 2002 to July, 2003)
Responsible for the development of new life and health products, regulatory approval of all products, and TPA relationship management and administration.
Oversaw transition of functions for closed operations.
Developed and implemented a structured process for idea generation, specification development and the introduction of new products, reducing the introduction period by more than 40%.
Analyzed and tightened all existing Third Party Administrator agreements, including re-negotiation of fees, cancellation of several underperforming agreements, conducting due diligence and establishing audit protocols.
Developed protocols for the submission of electronic data transfers, financial reporting and customer service metrics for use by the various TPAs.
Major Financial Services Company Southeast US
Assistant Vice President Business Solutions - October 2000 to May 2002
Reporting to the division President, this newly created role was designed to provide dedicated support in resolving issues requiring the attention of the President.
Monitored key divisional projects and initiatives to ensure timely completion and to ensure that appropriate business needs were met. Audited projects to ensure that resources were properly deployed and expenses were reasonable.
Conducted in-depth quantitative and qualitative analysis of key competitors.
Acted as the lead contact for the business development through a new program of product sales through large mutual fund companies.
Represented the division President at a variety of employee, sales force, and community events when he was unavailable.
Actively participated in the acquisition of a large third-party sales and marketing partner.
Developed and maintained a mechanism for tracking and reporting division expense savings.
Developed and produced the divisions quarterly scorecard report, including establishing, analyzing and reporting of key indicator performance measures.
Developed and produced the divisions one and three year Business Plan.
Analyzed and recommended discontinuing multiple underperforming marketing arrangements, resulting in more than $250,000 in annual savings.
Authored the monthly Presidents Letter, a publication targeted to multiple sales and distribution channels addressing the Presidents view on current major sales and operational initiatives, new product development, sales activities, and market trends.
Researched and resolved issues received from key sales and business partners.
Assistant Vice President State Insurance Filings July 1993 to October, 2000
Primarily responsible for developing new products, policy contracts, and securing appropriate regulatory approvals in all fifty states and several territories. Managed new products through the development, approval and implementation processes. Also held responsibility for review of new legislative activity, both state and federal, impacting products, product profitability, and distribution.
Reduced turnaround time in the product development area by more than 30% through the introduction of product development methodologies such as product specifications, testing and the creation of implementation and roll-out plans.
Reduced the approval turnaround time for new products by regulatory agencies by 40% through development of relationships with regulators and industry contacts.
Served as an Executive Committee Member of the Life and Health Compliance Association, responsible for plotting the future of the Association.
Major Insurance Carrier
Senior Compliance Analyst - Southeast US - January 1993 to July 1993
Responsible for the development of new life and health products for employer groups and securing regulatory approval of all products. Worked with major employers in the design and development of customized plans. Experience included designing PPO, HMO and ASO plans as well as the development of stop loss plans.
Major Life and Health Insurance Carrier
Senior Compliance Analyst - Southeast US - December 1990 to January 1993
Responsible for the development of new life and health products designed for the large employer market. Worked with employers to customize PPO, HMO and ASO plans. Secured approval of all products by state regulatory authorities. Reviewed all new legislative activity to determine impact on products and business operations.
Education
MBA (Graduation December. 2007)
University of Arkansas at Little Rock Executive MBA Program
BA Organizational Development and Leadership (with High Honors)
Eckerd College St. Petersburg, Florida - May, 1998
Attended the inaugural class of the Company's Leadership Academy Jan. 1999
Successfully completed the Leadership Development Program
Center for Creative Leadership San Diego, CA July, 2005
Successfully completed LOMA courses 1 through 5 and have obtained the Associate, Customer Service and Associate, Regulatory Compliance Designations
Completion of various training and seminars emphasizing leadership, staff development and management proficiency. |
