- Developed the roadmap
to deliver state-of-the-art technology to a financial services company that
built efficiencies across the enterprise, from compiling product ratings for
new business and renewal quoting to improved business planning and
analytics, to enhanced website functionality for a better customer
experience and streamlined workflow and client administration.
- Overcame
roadblocks and objections to implement a Customer Relationship Management system
(which typically has a high failure rate) to improve sales thru targeted marketing
and cross selling while simplifying RFP workflow, freeing up 10% of staff
for other tasks.
- Managed several multi-phased projects that
dramatically improved processing
of new clients, reducing turn-around time for creating contracts and plan
booklets from 30 days to 10 days, increasing overall customer satisfaction
while reducing back-office staff from 10 to 7.
Principal
Second Vice President, Chief Technology Officer
- Web-based Quoting: Replaced the Company’s PC-based quoting system (VB code) with a
web-based, ASP.NET quoting system built on SQL 2000, allowing for a
stream-lined, efficient method for compiling product rating updates for new
business and renewal quoting for the field sales force and the company’s
general agents.
- Business
Intelligence: Introduced
Business Intelligence (Cognos, QlikTech) as means to tie the company’s disparate
data sources together to provide senior management and line managers
access to key performance indicators (loss ratios by product, region;
profitable/non-profitable brokers, sale reps) and other performance data.
- CRM
Implementation: Spear-headed
implementation of SALESLOGIX, an enterprise SQL-based customer
relationship management (CRM) system. Got Senior Management and the Field
sales force buy-in for an extensive database maintained to track
opportunities, RFPs and data that links performance, supports
cross-selling, and enables ad hoc data mining and reporting (Crystal
Reports) of real-time data.
- Client
Service Operations: Managed
several multi-phased projects that dramatically improved on-boarding of clients,
reducing turn-around time for the processing of contracts and plan
booklets from 30 days to 10 days, and back-office staff from 10 to 7 FTEs, while increasing overall
customer satisfaction.
- EAS Implementation: Worked with Finance and Accounting to successfully implement
SunGARD’s Enterprise Accounting System (EAS), which allowed the
organization to transition from relying on partner’s internal accounting
department, resulting in reduction
of accounting errors, increased turn-around and overall cost savings.
- Website
Development: Managed
redesign of the company’s website, taking it from 13 pages to 45+ pages of
rich content and graphics, with extensive product, health & wellness,
and provider information, including content-search capabilities. Changes increased customer and broker
site use by 20%.
Experienced Business Continuity and Disaster Recovery planner. Working with senior management and regional officers, wrote disaster recover/business continuation plans based on detailed questionnaires capturing department workflow and data needs to address different disaster scenarios and timeframes, and mapping those to resource requirements to meet acceptable recovery times and uptime needs.
While at Nippon Life Benefits, introduced a company-wide Project Management function utilizing best practices to establish project criteria, project charters, management review/sign off and work-up of project Work Breakdown Structure (WBS). Tenacious monitoring and follow-up on project progress and “lo
Recognized by Nippon Life Benefit’s President and Department Heads for flawless transition of all technology to new corporate location, with 0% downtime. Team recognized for its resourcefulness and resolve in getting communications restored during 9/11 disaster.
B.A., English
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