Street ▪ Basehor, Kansas 66007
Marketing ▪ Operations Management ▪ Project Management
Demonstrated record of leadership in building corporate value. Consistently
accelerated revenues and profit growth through expertise in marketing, sales, and
Marketing and Business Development: Establish strategic growth. Devise, develop, and
deliver a comprehensive strategic and tactical plan for business development, income
generations, and product awareness. Cross train associates for success.
Operations Management: Manage daily insurance processing operations, improving
productivity by providing effective methods in business operations. Direct staff, review financial
statements, prepare budgets, and facilitate goal achievement. Establish and implement
departmental procedures, goals and objectives. Talent for identifying issues and proactively
bring issues to resolution.
Business Analysis: Conceptualization, design, and leadership of process, productivity,
efficiency, and quality improvement. Strategic and tactical actions that deliver revenue gains
and cost savings through organizational development, workforce optimization, and training and
development in sales, marketing, and customer service.
Business Development Cost Reduction/Avoidance Cross Functional Leadership
Customer Retention Efficiency Improvement Leadership Development
Market/Product Launch Performance Enhancement Relationship Management
Multi-Channel Distribution Process Redesign Service Design/Delivery
Sales Cycle Management Workflow Optimization Team Building
CSC-Overland Park, KS 5/4/2015-Present
QA Test Lead, Zurich
Consultant with Zurich: Work in partnership directly with Off Shore, on-site Test Lead to guide them
on understanding the business needs for Life Insurance products & processes to perform adequate
and accurate testing. Partner with the IT BSA team in planning and executing the User Acceptance
Testing for any new projects or system enhancements. Develop a plan to bring in and implement
automation for Zurich as the lead project coordinator.
Recognized as the subject matter expert for the QA Team to act as a liaison between IT and the
Worked closely with the Business System Analyst team to understand the requirement coverage
thoroughly and translate them into test scenarios.
Delivered and developed automation program strategy
Project Leader and organizer of all project documentation related to automation project
Detailed support for pre-implementation by planning testing activities accordingly to meet the
project deadline and priorities
Managed daily tasks effectively in order to meet project deadlines.
Developed an improved User Acceptance Test process for the IT team
NTT DATA, Topeka, KS 2013 – 2015
SENIOR BUSINESS ANALYST CONSULTANT, se2
Consultant with se2: Collaborate directly with IT to coach them on understanding the business needs
for Life Insurance and Annuity processing from the initial risk assessment to final requirements for
issuing a policy. To assist the IT team in building the business requirements for the new
administrative platform that will maintain and perform the processing needs for 3 clients. Using
business analysis methodologies I helped IT develop and perform business event testing, procedure
development, and support of the multiple partners during the pre-implementation process.
Supplied the system release schedules to the business team, and managed the project
Delivered and developed materials for the training of the new system.
Supported vendor relationships.
Maintained insurance compliance during process development for system transactions.
Communicated to leadership, staff and external client’s issues relating to system functionality
and meeting necessary compliance requirements.
Leader and organizer of all project documentation.
Supported internal and external clients during the “pre-implementation” process.
AMERICO FINANCIAL LIFE INSURANCE AND
ANNUITY COMPANY, Kansas City, MO 2004-2013
PROJECT COORDINATOR (2012-2013)
Lead projects for a phone team of 12 to improve the process of incoming calls from the field agent
distribution and to maintain high producing broker relations. Enhanced specialized Avaya phone
reporting and enriched existing report tools for management and implementation of new procedures
that maintained state insurance compliance.
Improved service levels by 15% within 6 months by utilizing efficient tracking reports to develop
recommended improvements on service levels for the field agents.
Improved service levels by 50% for annuity products by training phone representatives on the
product portfolio and function.
Identified 28 defects within 90 days of expected project scope by performing testing of 2 major
websites and financial software systems.
Reduced production time to 4 days (from 10 days) by redesigning new communication process
for internal sales division for 4 acquired blocks of life insurance company contracts.
Significant in retaining business relationships with 6 major brokers by managing customer
service by being able to communicate with all levels of individuals.
Responsible for overseeing the swift resolution of issues the call center associates encountered.
Facilitated data collection from external and internal customers for project requirements
NEW BUSINESS SUPERVISOR (2008-2012)
Lead a team of 23 new business associates through the daily tasks of processing life insurance and
annuity business. Designed a new work distribution method to streamline the process for improving
the time service levels on issuing policies. Provided the team direction on the daily workflow.
Achieved a 95% quality level processing 120 applications daily representing $60M in annualized
premium by improving the application process.
Strengthened the associate development and productivity levels by adapting a comprehensive
performance management process that involved coaching and mentoring of the individual
Tracked and measured team and individual performance results, including annual performance
Reduced expenses $235K by implementing a financial budget cost down process.
Developed and tracked budget for New Business functional area.
Saved $200K in up-front training costs by coaching 4 associates in professional development for
progression and role expansion that aligned with the company direction.
SENIOR SALES CONSULTANT (2004-2008)
Directed the sales team in the sale of insurance and annuity products to entire distribution channel.
Led marketing campaigns, managed major broker accounts, and administered external supply
vendor records. Trained new hires, internal associates, leadership, and licensed agents as required.
Improved service levels 80% by assisting in the delivering business requirements for the
development and implementation of a CRM system.
Coordinated 6 major outbound new product call campaigns resulting in increased sales for 2
Drove revenue 50% through a marketing campaign that obtained additional field distribution
Achieved $10M over goal in new product sales by implementing a nationwide sale campaign for
650 licensed agents.
Directed training to licensed agents nationwide on product lines, financial markets, and financial
product functions and produced presentations to expand sales up to $5M.
Trained on sites for insurance services to assist agents; LIMRA and NIPR
Provided initial risk assessments for agents calling in from the field
Served as main contact for large client accounts.
University of Saint Mary Overland Park, KS
MASTER OF BUSINESS ADMINISTRATION
BACHELOR OF SCIENCE - MANAGEMENT & MARKETING
Kansas Life Examiners License, 2005-Present
Continued Professional Development:
ACS LOMA Designation: 2008
LOMA Industry Coursework: 280, 290,300, 301, 305, 315, And 350
OTHER SIGNIFICANT ENDEAVORS
American Women's Business Association 2002 - 2003
Founder & President of University of Saint Mary Student Chapter
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