Talented Professionals Looking for Job Opportunities
Jesse Gonzales
Mobile: 512-851-3887
Email: jgonzales88@hotmail.com
LinkedIn: https://www.linkedin.com/in/jesse-gonzales-2385a44/
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Sales Leader
Austin, Texas Metropolitan Area
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Summary
* Proven success breaking into Fortune 500 and Global 2000 Accounts.
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*Over 20 years of sales experience for Inbound/Outbound Sales-Technical Support for SaaS, Cloud, and Server-based solutions.
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* Top in sales and lead generation in the past 10 years with the commitment to producing results above and beyond expectation.
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* Excellent proposal writing that develops and presents proposals, which convey the business need and client benefit.
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*Experienced in selling to decision-makers (CFO, CEO, COO) across the nation to help understand nonprofit and for-profit customer’s business needs and then align solutions for profit.
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*Successful track record of providing and driving a powerful strategic vision to maximize growth and profitability.
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*Grew sales growth over 300% over the previous 3 years.
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*Raised ASP by 200% over a 2 year period*Identification and penetration of new markets to build market share by 50%.
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*Effective introduction of new product lines and programs to a diverse customer base.
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*Efficient implementation of operational planning to achieve aggressive budget goals.
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*Proven history of recruiting and developing top-performing sales teams across North America* Experienced at prospecting and new account/new territory development to promote business growth Specialties.
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Stephen Kettig
914-552-6627 SteveKettig@gmail.com
Digital marketing consultant looking to advance my career by working in a collaborative work environment where I can learn from others and utilize my SEO and digital marketing skills to contribute to the success of a team.
Founder Lead-Sprout https://www.lead-sprout.com March 2020 to Present
Lead Sprout is a Search Engine Optimization (SEO) and digital marketing company focused on growing the online presence of small businesses through SEO, content marketing, and social media.
- Utilize Google Ads, Analytics, SEO, Content Marketing, and Social Media.
- Create digital marketing plans that suit clients’ brand needs.
- Have increased website traffic by an average of 23% resulting in 9% revenue growth within the first 120 days.
- Create SEO campaign strategies using data from site audits, Google Search Console, Ads, and Analytics.
- Conduct keyword research and create keyword optimization plans that establish guidelines for optimizing copy.
- Implement on page and technical SEO, optimize URLs, optimize Meta Tags, and add structured data.
- Create content marketing plans that outline what types of content my clients should create & how to promote it.
- Create link-building campaigns designed to send traffic and domain authority to my client’s websites.
- Audit and run Google Search, Display, Shopping, and Twitter ads.
ATC Group Services New York, NY
Industrial Analyst July 2019 – March 2020
Responsible for various environmental health and safety projects for clients of a national environmental consulting firm.
- Meet with clients to determine individual needs and design remediation plans.
- Conduct necessary environmental tests.
- Analyze data and write pre and post-remediation reports.
Waste Technology Services Lewiston, NY
Technical Service Rep Intern Summer 2018
Interned for the largest non-asset based objective provider of by-product management services to refineries and complex chemical sites seeking sustainable disposal systems.
- Created and maintained a manifest database of client waste shipment and disposal metrics.
- Developed reports of client sustainability through analysis of disposal and transportation methods.
- Created an electronic system to help WTS achieve their paperless initiative.
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Delia M. Velazquez
Ph. 210-668-5530 | Email: deemvtx@hotmail.com
Boeme, Texas
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Sales Support/Strategic Planning/Operational Analysis/Customer Service
Professional Summary: Results-driven Mission & Vision Development Professional eager to offer cross-functional leadership and communications talents toward supporting an employer in achieving above plan performance objectives. Proven experience maintaining strong professional relationships with co-workers, managers, and executives within a corporate environment.
Strategic Relationship Manager
EMSI 2013 – 2020
- Worked closely with strategic EMSI clients
- Lead monthly calls with clients, reviewing prior month’s stats, issues, new/ongoing projects, review of short/long term goals, updates on new/enhanced product offerings and upcoming innovations
- Attended Insurance industry events/meetings, i.e., AHOU, TWUC, CTHOULA, manning booth, attending breakout sessions and meeting with clients
- Assisted in preparing PowerPoint presentations for existing clients as well as prospective clients
- Created accounts for new clients or new/additional products for existing clients
- Trained new client and/or new client staff on how to navigate, place orders, view status on the EMSI portal
- Assisted in generating/distribution/review of monthly reports for clients
- Tracked issues reported by clients, looping in the appropriate party and assisted in resolution as well as reviewed for possible trends
- Reviewed contracts for adherence to any client SLA’s
- Served pm several internal committees – CEO Club and Contract Process Review
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Vincent Diana
(860) 986-4636 | vmdiana75@yahoo.com | LinkedIn
PROFILE
National insurance sales leader, with significant external wholesaler experience. Excellent track record coaching and leading sales teams. Direct transformational growth through strategic insight, innovation, and cultivation of high performing organizational culture; achieving and surpassing company sales and profit goals.
KEY SKILLS
Coaching Recruiting Insurance Products
Mentoring Training Insurance Strategies
Motivating Approach Talks Stage Presence
RECENT PROFESSIONAL EXPERIENCE
Covr Financial Technologies, Inc.
Head of National Sales – Hartford, Connecticut 2018 – Present
- Recruited by start-up venture-capital-backed InsurTech firm to build life and LTC insurance wholesaler sales team and ramp up sales.
- Converted 12-person support team from reactive customer service desk to proactive insurance sales consultants.
- Directed design and implementation of first-ever product and insurance-based planning strategies training program.
- 300% increase in life and LTC insurance sales in 2019.
- Led strategic prospecting discussions with banks and wirehouse firms to launch Covr’s industry-leading online insurance platform for their financial advisors.
American International Group, Inc. (AIG)
Regional Vice President / Life External Wholesaler 2013 – 2018
- Built leading sales territory with a run rate of $1,000,000 in annual target premium.
- Helped pioneer new distribution channel to shift organizational focus on growth.
- Partnered with Edward Jones and their advisors to drive insurance sales through financial planning and needs analysis solutions.
- Created and implemented on-going training program for financial advisors.
- Managed, coached and trained multiple teams to meet sales goals and company objectives, both internally and externally.
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Cynthia Milner
459 Frazier Ln, Axtell TX 76624 | 254-424-4689
Email: cdmilner77@hotmail.com
LinkedIn: https://www.linkedin.com/in/cindy-d-milner/
Stephen Herland
Phoenix, Arizona
steve.herland@gmail.com | 602.689.8179
www.linkedin.com/in/stephen-herland-1389541/
Profile:
Senior Technology Executive, CISSP. 24 years of experience, from software development to enterprise architecture design. Experienced in modernizing and revamping an organization’s entire infrastructure. Capable of designing a strategic technology roadmap that addressed current and future needs. Has managed IT infrastructure and enterprise platforms, responsible for multi-million-dollar IT budgets, achieved 99.99% uptimes, supported growth of $2.5B in corporate assets, lead staff of 150 corporate & strategic partners and 5000+ independent agents. Improved network resiliency with cloud platforms (AWS or Azure). Mobile platform experience. Data warehouse reporting platform creation and development. Aggressive vendor negotiating skills, and team mentoring that improves productivity from lagging to highly efficient.
Todd S. Zientko
2221 Mill Trace Lane | Centerville, Ohio 45458
Ph. 937-305-0206 | Email: tzohio1968@gmail.com
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Lisa S Hayes
125 Black Twig Ln
Madison Heights, VA 24572
(434)-942-0382
LinkedIn: https://bit.ly/2Bbyb4h
SUMMARY
Motivated and driven individual with Leadership, Project Management, Data Analysis skills in areas of Health Care, Customer Service & Finance.
Experience in Public Speaking, Creating dynamic Presentations, Facilitation and Training associates as well as customer groups. Tenacious with an inquisitive nature while communicating in a productive and professional manner. Proficient in Microsoft Project, PowerPoint, Word, Excel, Access and Minitab as well as Spotfire. Familiar with Microsoft Teams and SharePoint – Focus on Performance Improvement using Data Driven solutions.
PROFESSIONAL EXPERIENCE
Advance Auto Parts, Contracted via TEKSystems, Inc.
IT Project Manager, IT PMO August 2019 – April 2020
Lead and coordinate IT Projects to include upgrades to existing applications, interface builds, new technology implementations while aligning with the strategic plan of the organization.
- Lead Daily Scrum
- Establish and maintain a clear and concise project plan
- Communication with Stakeholders
- Navigate blockers and help assist with resolution to keep projects moving forward with minimal financial impact or timeline.
- Manage multiple top organization projects
CENTRA, Amherst/Lynchburg, VA
Project Manager, Data & Analytics, Information Governance – Performance Improvement
Jan 2018 – May 2019
- Manage enterprise level projects
- Develop governance policies and procedures around data quality, data security & data readiness
- Scrum Master for Agile projects
- Manage testing, validation and implementation
- Reviewing process for improvement opportunities
- Projects include:
- System Conversion for more than 3000 reports/analysis
- Building of various DataMarts from Natezza EDW
- State regulated projects, Joint Commission and other regulatory required metrics
Data Analyst, Centra Analytics – Performance Improvement
Feb 2013 – Dec 2017
- Wrangle, clean, validate and provide analysis to business leaders across the organization
- Develop self service analysis in tools such as Spotfire & Excel
- Familiar with SQL, Access and Power BI
- Develop & provide training to various end user groups
- Interpret the needs of a customer and provide a result that not only meets but exceeds their expectations.
- Document procedures, test plans and execution
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Cynthia Price
Berlin, CT 06037
( (860) 736-4603 * csprice1@comcast.net
linkedin.com/in/cynthia-cindy-price-68814a15
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Cliff Chaney
5801 Rolling Hills Blvd, Lincoln NE 68512
Ph. (402) 305-6583
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Laurie J. Chase
3955 3RD AVE W
Palmetto, FL 34221
(941) 224-8604
www.linkedin.com/in/lauriemaguire1
OBJECTIVE
I am seeking an opportunity that showcases the strengths acquired during my sixteen-year career. These various experiences allowed me to attain and cultivate numerous qualities that will be advantageous to any employer. Having worked in multiple areas of insurance, finance and office management, I address the most noteworthy accomplishments.
- Critical thinking skills, Organizational and Prioritizing strengths
- Confidentiality coupled with loyalty
- Work closely with upper management
- Timely completion of multiple tasks
- Work well in a fast-paced environment
- Strong interpersonal aptitude
- Computer literacy includes Advanced Microsoft Office Suite Skills, Talent Hook, ADP Software, Quick Books
- Marketing competence enables me to sell products and services
- Assist multiple departments including Human Resources with an intimate level of privacy
- Eager and motivated to learn
PROFESSIONAL EXPERIENCE
HI-LITE AIRFIELD SERVICES, LLC, Palmetto, FL November, 2018 – January, 2020
Executive Assistant to the President
- Support the President
- Facilitate and attend meetings including transcribing minutes and preparing presentations
- Maintain the calendar for upper management including his 5 direct reports, schedule meetings, new employee orientation, plan events and process expense reports, arrange travel.
- Manage a strong working relationship with his direct reports and others throughout the company
EDWARD JONES, Bradenton, FL November, 2017 – November, 2018
Branch Office Administrator
- Work closely with two financial advisors in their own office
- Account maintenance and heavy interaction with clients
- Administrative duties such as answering phones, voicemail, scheduling appointments
MICHIGAN COMMERCIAL INSURANCE MUTUAL, Sarasota, FL January ,2016 – October 2017
Senior Executive Administrator and Business Development Specialist
- Support the President and CEO, Vice President and COO.
- Facilitate and attend Board meetings including transcribing minutes and preparing presentations
- Maintain the calendar for upper management, schedule meetings, new employee orientation, plan events and process expense reports
- Process new business submissions and service states assigned
- Manage a strong working relationship with agents and brokers
RINGLING COLLEGE OF ART AND DESIGN, Sarasota, FL August, 2015 – December, 2015
Administrative Assistant in Human Resources Department
(This was a completed temporary assignment)
- Support Human Resources with all needs both clerical and administrative
- Liaison Representative for all student workers
- Reconcile and audit of student worker files
- Utilize ADP Software
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Contact Info:
Douglas Manor, NY 11363 | pmlandau@gmail.com
516-978-7803 | www.linkedin.com/in/plandau
| GRANT ANDREW
grantandrew017@gmail.com | 609-577-5204 | Winnetka, IL www.linkedin.com/in/grantsandrew
PROFILE
An agile, strategic, and multidisciplinary executive with an extensive business background and demonstrated ability to drive enterprise-wide transformation and turnarounds. Achieves buy-in and alignment across distributed and highly matrixed organizations in multi-billion-dollar markets based on market research, data & analytics, and establishing a common vision and strategic plans. Excels at building and motivating diverse cross-functional teams and developing leaders to drive industry leading KPIs in profitable growth, margins, NPS, and ROI. An innovative and customer focused leader with strategic approach and track record of building sustainable end to end sales growth for B2C and B2B digital platforms and traditional sales channels. Attentive listener and relationship builder, disciplined decision maker, collaborative problem solver that accelerates results.
SEARCH OBJECTIVE
Ideal fit for a senior level role in an organization looking for high energy and innovative change agent that will benefit from his strategic, operational, and commercial experience and skills to create sustainable and profitable sales platforms, high performing teams, and meaningful value.
TARGETED POSITION(S)
Seeking senior level position responsible for driving transformational change, sustainable sales growth, and higher stakeholder satisfaction.
TARGETED GEOGRAPHIC AREAS
Strong preference for Illinois, Greater Chicago Area /and surrounding area marketplace. Willing to commute for the right opportunity.
PROFESSIONAL EXPERIENCE
Allstate, Northbrook, IL 2016 – June 2019 Vice President, Strategic Transformation and Innovation
Legal & General America, Frederick, Maryland 2012 – 2016 Vice President, Financial Institutions 2016 Vice President, New Markets Development 2015 – 2012
Prudential, Newark, NJ 1989 – 2012 Vice President, National Account Executive (Sales) 2012 – 2008 Vice President, e-Services Business Service Strategy 2007 Vice President, New Business Development 2006 – 2005 |
COO/ CHIEF GROWTH OFFICER
PROFESSIONAL EXPERTISE & QUALIFICATIONS
- Team Builder & Collaborator
- Transformative & Turnaround Change Leader
- Agile Leadership & Product Mindset
- Industry Innovation & Digital Platforms
- Operations, New Business Development, and Sales
- Strategy & Vision Development and Alignment
- Data & Analytics and Marketing
- Results driven with Profitable P&L
- Continuous Improvement
- Risk Management and Finance
- Project Management and Governance
MBA: Rutgers University (Executive Program), Newark, New Jersey, Marketing Concentration, Graduated Beta Gama Sigma (GPA: 3.89)
BSBA: University of Delaware, Newark, Delaware, Finance Concentration, Graduated Cum Laude (GPA: 3.43)
ADJUNCT FACULTY MEMBER: Lake Forest Graduate School of Management, Strategy Course
Scott M. Claycomb
1368 Percheron Drive ~ Eagle, NE 68347
Ph: 402-617-3980 ~ Scottclaycomb70@yahoo.com
More Info on: LinkedIn
QUALIFICATIONS PROFILE
Experienced leader in many facets including marketing, strategy, customer segmentation and technology. Highly skilled in collaborating with all stakeholders from board members to senior executives and line staff to achieve desired business objectives. A decisive and motivational leader adapt in building successful teams, as well as driving growth and results through new and creative solutions.
CAREER HIGHLIGHTS
- Collaboration to develop strategic marketing plans for business and retail life within United States Insurance Solutions at the Principal. Lead the team to ensure the execution of the marketing plans.
- Have led marketing efforts to rebrand Principal life marketing and Lincoln Benefit Life.
- Established and built strong relationships with key brokerage partners across the industry leading to opportunities to partner with many from a marketing/technology perspective.
- Opportunity to lead marketing efforts of many life, annuity, and target date funds and long-term care products.
- Revitalized illustration output for life products within agency and brokerage distribution channels.
- Developed strategy and implemented upon the Lincoln Benefit Life online, mobile and digital marketing platforms. Then carried many of the same concepts across to the agency channel.
- Consumer segmentation research and targeted marketing initiatives including social and digital to help improve and deepen customer relationships as well as increase awareness of the Principal brand.
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Principal Financial Group – Des Moines, IA (11/2013 to 04/2019)
Assistant Marketing Director – Retail and Business Life Marketing
Strategic leadership and direction for new life initiatives whether it be traditional, digital or social marketing. Continued life customer segmentation, ongoing promotion as well as distribution marketing support.
Key Achievements:
- Rebrand initiative that has successfully revamped all tools to better support all life-marketing efforts.
- Consumer segmentation work has shown that we can be a leader with social and digital marketing initiatives.
- Ongoing piloting of new programs and tools focused on understanding and engaging the customer.
Lincoln Benefit Life/Allstate Financial – Lincoln, NE (10/1995 to 08/2013)
Vice President Marketing (03/2005 to 08/2013)
Leadership and direction from a marketing perspective as it relates to strategy, creative development, communications and technology solutions for Lincoln Benefit Life and Allstate.
Key Achievements:
- Attracted, developed and retained top talent. Provided leadership in driving change, mentoring staff in the development of their technical, marketing and project execution skills; oversaw professional development; and offered on going challenges and growth opportunities.
- Exercised wide latitude and discretionary decision making in executing upon our marketing strategies. Recognizing and addressing inefficiencies in our own processes.
- Directed the development of a new marketing website and database for all marketing tools.
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L. Leo Luther
921 Brentwood Court
New Albany, IN 47150
502-338-6922
Historyman1882@yahoo.com
https://www.linkedin.com/in/leo-luther-0a103b19/
PROFESSIONAL KEY SKILLS
- Personal relationship building
- Leadership
- Contract negotiation
- Process improvement.
- Solution selling based on client needs
- Relationship-building/Client Retention expertise
- Remains calm and poised even in high-pressure situations.
- Ability to deliver high value clients nationwide
- Utilized sales technology skills to minimize travel
- Thrives in high-pressure and fast-paced situations,
- Strive for positive results through negotiating and merchandising abilities.
- Possess expertise in territory management
- Optimizing performance and motivating colleagues.
- Experience using CRM, Sales Force and Microsoft Suit
- Hiring for team development
WORK EXPERIENCE
Self-employed – Historical and Genealogical research. Nov 2018 – present. Author of 6 family histories. I provide historical documentation on families and events.
IMS Paramed – VP, Corporate Sales Executive – October 2016 till November 2018. The company is located in Freemont, CA.
Sales – I worked directly with Life Insurance Carrier, helping to grow Market Share by landing large clients, revenue and maintain customer relationships.
Marketing – I developed a marketing plan for the Regional Sales staff and our corporate office. Helped develop new marketing materials. I was downsized due to the company redirecting its core focus.
EMIS – VP, Corporate Sales Executive, VP Superior Mobile Medics – Irvin, TX January 2016 to September 2016. I enjoyed the marketing part of the position where I helped the clients develop new product lines. Worked within the Live Insurance carrier space cultivating client accounts and relationships.
Superior Mobile Medics – VP, Corporate Sales Executive. The company was in San Diego, CA. Worked from April 2010 till January 2016.
Sales – Maintained an average of 34.9% annual growth. I worked within the Life Insurance Carrier space doubling gross revenue in 6 years. I was awarded the top salesperson within the company for 2015 when I reached 179% of my expected budget. I left when the company was sold to a competitor.
Marketing – Developed a notational Regional sales team. Loved developing new products to offer our clients as a cogitative medical exam done digitally, thus speeding up the underwriting process by several days.
Hooper Holmes & Portamedic – Corporate Sales Executive. The company was in Basking Ridge, NJ. January 1989 to June 2003 Managed 9 Branch offices and 14 Sales Reps. Maintained 55.4% market share.
In 1999 and 2001 I was the Chairman’s award recipient. District Manager of Operations with 187 employees. Hooper Holmes & Portamedic – Basking Ridge, NJ January 1999 to August 2001 Held title of District Manager of Operations and District Sales Manager at the same time. Maintained 5 branches and an incremental of 49% and District revenue contribution of 39%.
Sales – 2003 -2010 I held the position of AVP, National Corporate Sales Executive, calling on Life Insurance Carrier decision makers in the western of the USA, including 21 states. This position required around 50% of my time to travel.
Marketing – Developed the Market Share reports for my sales and Operations teams to use to focus on needed areas.
EDUCATION –Associates degree in History and Education from Indiana University – New Albany, IN 1987
References:
Seresa Valdez, Vendor Manager – Lincoln Financial Group
336-691-3604
Carrie Jones Folger, AVP Relationship Management Life Operations – Protective Life
513-362-1514
Danny Collins, FALU, FLMI, ACS (Former Chief Underwriter, Southern Farm Bureau)
National Account Representative
OraSure Technologies, Inc.
601-946-4236
Meg Rose – ExamOne
Director, Strategy and Business Development
619-908-6196 mobile 770-289-6264
Tony Prince, Artistic Director – The Liminal Playhouse
LinkedIn Profile
Brian Clark
413-222-3541 | BDClark511@yahoo.com
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Regional Sales Vice President
An innovative sales leader with over 15 years of experience in a consultative sales environment. A proven sales leader consistently hitting and succeeding sales territory goals with in assigned territory. Offers a track record of success in a variety of complex and challenging environments including financial technology, market growth opportunities, corporate consultations and influential leadership. Blends business acumen with technical sales knowledge to develop and lead innovative, collaborative, and value-driven solutions that advance the goals, mission and overall performance of an organization. Excels in building strategic client partnerships in B2B and B2C sales environments. Opens new opportunities and revenue potential through methodical research and analysis. Promotes collaboration and cohesiveness amongst teams through personalized mentorship and development opportunities.
Professional Overview
Vice President of Sales | Impact Technologies Group – Charlotte, NC January 2019-Aug 2019
Responsible for Enterprise, IMO and Individual sales of Impact’s insurance-based sales planning software tools.
- End to end management of entire U.S. Territory with 25 contracts individually valued up to $2 million.
- Maintain relationships and drive business growth in partnership with C-Suite Executives at class-leading Enterprise clients such as New York Life, Mass Mutual, and AXA.
- Conduct training webinars and demos to enterprise and individual users, highlighting value proposition, benefits of technology products, live software demos, case studies and financial reports.
- Mentor and aid the development of sales team, partnering closely with team members on build out of contracts.
- Partner with programmers to develop Artificial Intelligence product design and structured pricing strategies.
- Collaborated with the CEO to launch new product thel ping design a marketing page, content for the website and ultimately generating sales through social media platforms.
- Train advisors on lead generation tools and products with a focus on planning techniques within the applications.
- Provide oversight for the internal sales support desk, ensuring they are current with their product knowledge and maintaining customer service standards.
- Impact-Technologies has had financial issues and has laid off the majority of their workforce as of 8-2019.
Brokerage Director – NC, SC & TN | National Life Group – Charlotte, NC July 2018-December 2018
Responsible for building relationships to increase the sale of National Life products through the appropriate distribution channels. Created effective sales strategies and corresponding activity plans to grow The National Life product line.
- Developed a defined strategy for successfully recruiting and growing the independent life channel throughout North Carolina, South Carolina and Tennessee.
- Provided expertise to advisors on National Life Products to include Term, IUL and Whole Life and Living Benefit Riders.
- Added value by mentoring and training more than 40 advisors monthly on Advanced Sales Concepts to include Business Succession Planning, Premium Finance and Retirement Income Planning.
- Completed recruiting reports and updated sales systems to document all sales or training-related activity.
- Maintained a consistent travel schedule throughout designated territory to effectively lead meetings and workshops as well as keeping a consistent and open rapport with the home office.
Vice President of Sales; Business Solution Group | Nationwide Financial – Charlotte, NC February 2015-March 2017
Provided sales leadership to the Nationwide Business Solutions Group, wholesaling Corporate Owned Life Insurance products to brokers, regional banks, financial planning firms and their advisors. This included NQDC 409A, SERP plans, executive bonus (162), business continuity, stock redemption, split dollar and business valuation.
- Produced $4 million in annual sales through viable planning solutions containing executive benefit, business succession and continuity strategies for various corporate clients throughout MD, VA, DC, WV, TN, IN, MO & DE.
- Created training programs to coach advisors and closed gaps in key knowledge with COLI products and concepts to facilitate sales in assigned territories.
- Designed and held POS meetings with business owners, c suite executives and producers to enable thorough understanding of available products and their benefits over competitors.
Marketing Director – Southeast Region | Penn Mutual – Charlotte, NC August 2014-February 2015
Performed marketing initiatives in assigned region to grow and support base of independent life agents and financial planners in the NC and SC territories, totaling $1MM in annual sales.
- Created and implemented targeted marketing strategies with product support to gain an edge over the competition with agents and financial planners.
- Provided case design, sales methodology and marketing support to independent life professionals and facilitate their overall long-term growth.
Regional Sales Vice President | MetLife – Charlotte, NC April 2010-April 2014
Managed regional sales initiatives to third-party brokerage agencies in the Southeast Region, including NC, SC, GA, TN and VA, including business plan development, inside and outside sales consultations and promotion of life insurance products.
- Led aggressive sales and marketing strategy that delivered $8M+ in sales for 2013 as #5 producer and #1 for whole life at $2.2M+ with YOY gains in 3rd party channels while placing at top 5 of sales company wide for Q1 of 2014.
- Built and cultivated mutually beneficial relationships with clients and network to facilitate leads and new sales.
- Leveraged key knowledge, technical information and comprehension of product landscape and industry-related topics to gain competitive edge in sales approach.
Regional Sales Vice President |AXA Distributors – Charlotte, NC December 2003-April 2010
Charged with delivering wholesale services to third-party brokerage agencies in the Southeast Region, including NC, SC, GA, FL and VA while developing and implementing strategic plans to accelerate sales growth.
- Developed strategic and effective marketing plans to wholesale life products and services to an array of customers that drove $10M+ in sales, exceeding set territory targets and goals.
- Provided advanced product and sales concepts along with illustration support that drove higher sales of AXA life products.
Education & Credentials
Bachelor of Science, Business Administration | Salve Regina University |Neszport, RI
LinkedIn Profile
Ravi Devarasetty
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ravikiran123@yahoo.com | Cell: 919-637-1167
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SKILLS SUMMARY
Cloud/Security Technologies: CISSP, AlienVault Certified Security Engineer (AVSE), Multiple Zscaler Certifications
Programming Languages and OSs: Python, C, Solaris, AgilentTester, Ixia, VOBs, Remedy Ticketing System.
Cisco Technologies: Cisco 1800, 2600, 2800, 3800, 6500, 7200, and 7600 series routers and switches.
WAN Technologies: T1, Frame Relay, PPP, HDLC, MLPPP, CSU/DSU, WIC/VWIC, Paradyne, Visual, Multitech.
ATT BVoIP Products and Lines of Service: MRS, EVPN, AVPN, MIS, IP Flex, VDNA, Edgewater.
Others: IP, EIGRP, OSPF, BGP, TCP/IP, UNIX, Solaris, VLAN configuration, port configuration, port security.
Load balancing and security protocols: ACL, GRE Tunnels, prefix-list.
Standards : TCP/IP, RFC 4448 (EoMPLS, VPLS), MPLS-TE FRR, SNMP MIBs
Tools/SDKs: Clearcase (VOB), IXIA, Agilent RouterTester, CiscoWorks
Operating Systems: Sun Solaris, UNIX, Linux, Windows 2000/XP, Cisco IOS®
Network Processors and Debuggers: Intel IXP 2800, GNU-GDB
PROFESSIONAL EXPERIENCE
At&t Global Security Services, Durham, North Carolina (June 16, 2018¾September 5, 2019)
Senior – Technology Security: Worked with geographically diverse teams to establish Zscaler Cloud Security Product as a profitable venture for AT&T. Mentored Cloud Security Operations Center with How-To documents, Troubleshooting Guides and Processes to improve customer experience. Helped close long-standing, open projects using various internal AT&T databases and tools. Managed Zscaler deployment projects for large enterprise customers. Made presentations to end customers on the benefits of AT&T Managed Security Services. Co-authored AT&T Managed Zscaler Deployment Guides for a consistent and predictable customer experience.
At&t Network Operations Center (NOC), Durham, North Carolina (May 16, 2014¾June 15, 2018)
Senior – Network Support: Worked as a ‘CALNET3’ Team Lead involved with the setup of a dedicated team for the customer account State of California. Job responsibilities include training new hires, assist them with higher-tier technical support. Joined customer stewardship calls, continuous service improvement calls and calls with LCMs.
At&t Network Operations Center (NOC), Durham, North Carolina (9/2009¾ May 15, 2014)
Senior Specialist – Network Support: Worked as a ‘Triage’ Team Lead and wrote process documents to prioritize the severity of customer tickets in the Triage work list. Trained associates and provided mentorship and direction to associates in the Triage methodology. Suggested process improvements and drove down inbound calls to better align resources with business needs. Received ‘Employee of the Month’, ‘Superman’, and ‘Bowman Bravo’ awards for distinguished achievements.
At&t Network Operations Center (NOC), Durham, North Carolina (1/2007¾3/2009)
Network Support Engineer: Provided Tier 2 network support for complex enterprise WAN and LAN networks. Respond to network-wide service outages including, but not limited to LAN/WAN failures/faults, fiber cuts, voice/VoIP trunk issues and virus outbreaks. Manage equipment and service vendors and circuit providers for break/fixes (including dispatch, collaborative troubleshooting, and problem resolution) and verify fixes successful.
- Within 3 months, moved up from “Triage” position to “Tier 2” position and to a “CritSit Lead” position within 2 years. Responsibilities for the “CritSit Lead” position included handling of critical customer site tickets and supporting Tier 1 network analysts in Manila, Philippines, and Sao Paulo, Brazil.
- Held #1 or #2 position at any given time in a team of 25 in the total number of trouble tickets closed.
- Achieved highest customer satisfaction rating in a customer satisfaction survey of three NOC locations, Durham, NC, Manila, Philippines, and Singapore.
Additional job responsibilities included:
- Answered inbound customer calls and assisted them with several issues such as slow response, dropped and uncompleted VoIP calls and worked towards resolution.
- Worked with hardware vendors and replaced, reconfigured, and troubleshot Cisco routers and switches as needed to restore connectivity.
- Coordinated with customers for downtime for circuit testing, software and firmware upgrades on Cisco equipment.
- Joined conference calls with customers and engaged appropriate parties like circuit providers, advanced technical support engineers and customer escalation managers and helped resolve complex problems.
- Performed configuration changes on customer production routers and switches per customer requests.
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LinkedIn Profile
Steven J. Hurley
617-378-8993 | steven_j_hurley@comcast.net
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EXECUTIVE SUMMARY
Experienced sales and relationship management leader with extensive background in insurance, risk management and employee benefits. Looking for a role that will utilize my breadth/depth of experience in product and business development efforts along with a wealth of skill in results driven sales team development and the client relationship management arena. Effective change manager with a successful track record in setting and adapting strategy in rapidly changing environments. Bringing innovative go-to-market perspective representing customer and distribution interests in the development and launch of new products for the employer market; including background in infrastructure builds, marketing campaigns, and sales and launch strategies.
PROFESSIONAL EXPERIENCE
AssuriCare LLC October 2016 – March 2019
Vice President of Sales & Account Development
· Joined SaaS company as first VP of sales & account management to create new business development strategy and establish a proven account and relationship management structure for existing accounts.
· Established relationship management protocols that deepened client satisfaction leading to increases in client programs with the company, which generated increased revenue and higher levels of client loyalty.
· Managed team responsible for gathering and analyzing data that fed the tiered risk management algorithm. The risk management protocol is what drove the ROI engine for the client programs administered and was a critical component of the company’s overall value proposition.
Genworth Financial, Inc. November 2010 – September 2016
Group LTC Business Leader and Vice President of Group LTC Sales
· Acted as stabilizing interim business leader during period of significant change for the GLTC business. Assumed responsibility for account development function and business-line leadership, in addition to sales.
· Led sales architecture and team alignment for start-up GLTC sales team. Built and led team to a 1st year sales growth rate (cases sold) of 175% and a 2nd year growth rate of 60% – quadrupling the overall client count and adding nearly $55MM in annual premium to GLTC block in under 5 years.
· Successfully managed team through years of industry and organizational strategy shifts while maintaining high levels of productivity and morale.
· Partnered with case implementation leadership (as they shifted roles) to successfully install hundreds of custom cases while earning high customer satisfaction rates.
· Acted as the “Face of Genworth” working closely with key distribution partners and industry organizations to promote Genworth’s thought leading perspectives as an industry leader through time of significant market volatility and apathy.
· Developed sales & distribution strategy for new product portfolio – directing market research efforts with distributors and integrating market knowledge into product development and commercial go-to-market strategies.
· Assumed responsibility for efficiently managing suspension strategy for the multi-life product line – developing wholesaling strategy and managing sales teams through temporary exit from market; continuing as internal SME on multi-life market.
· Successfully developed, honed, and implemented a variety of sales compensation plans to drive profitable results.
John Hancock Financial Services, Inc. March 1990 – October 2010
National Sales Director and Product Manager, Group LTC
· Partnered with actuarial and risk management leaders to develop product and compensation structures to meet needs of a new market. Successfully developed strategy, distribution concepts, and resultant infrastructure to support the launch of new product to channels that had not traditionally embraced the sales of group based products.
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LinkedIn Profile
Andrew A. Falvey, CLU, ChFC
Cheshire, Connecticut
Ph. 203-699-1775 | aafalvey@cox.net
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Utilizing skills acquired as an entrepreneur, with extensive insurance industry experience, with a wide-ranging background in financial services sales and service, as well as home office technology management, I have successfully implemented solutions to issues, usually before they become problems.
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With a deep background built on the knowledge of what insurance producers, distributors and carriers want and need, and knowing the state of the art of the industry, I have a proven record of creating strategic and tactical technology-based solutions to business process problems. As a noted expert in the use of industry standards, such as ACORD and DTCC, successful solutions have been implemented to problems across the business and software lifecycle of insurance products; from electronic submission of new business through the underwriting process to in-force administration and service. Additionally, solutions have been implemented regarding agent compensation and contracting. .
CORE COMPETENCIES
- Strategic planning and tactical implementation of operations and organizations
- Enterprise Architect
- Program and Project management; Software Development, Lifecycle Management, SDLC: Waterfall, Agile, Iterative.
- Quality Assurance
- Global and virtual team management
- Partnering with senior leadership on industry trends and advising on potential solutions to business process issues
- Insurance sales and marketing knowledge – ensures that the technology based solutions will meet the business need
- Cutting edge technologies, multi-channel interface to overcome ever changing communication challenges
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LinkedIn Profile
Steven Lieb
Jacksonville, Florida
Ph. 770-713-6779 | Lieb.Consulting@gmail.com
Summary:
Performance driven Senior Project Manager with over 15 years of experience leading the planning, resourcing, development, execution and delivery of integrated IT and business-management projects in an enterprise corporate environment. Highly skilled at building successful collaborative relationships with Operations, Finance, Underwriting, Claims, Marketing, Sales, Agent Licensing, Compensation, Product, Accounting, Legal, Regulatory Compliance and Support services. Strong background managing multiple high-visibility projects through the entire SDLC (Software Development Life Cycle) in either Waterfall or Agile frameworks.
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Over 30 years in the technology footprint, with an emphasis in the Insurance vertical including: Property and Casualty, Auto, Life, Reinsurance, Health, Annuity, Home, Dwelling, Group and Individual Voluntary Benefits. Specialize in large transformation and modernization, integration, upgrades and conversions with policy administration systems, claims, billing ,digital document/content/print management systems and IT service delivery.
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Managed projects as Scrum Master and Product Owner with TFS (team foundation server). Agile management oversight using Kanban board for epics, features, stories, sprint planning and retrospectives. Project tracking includes MS Project, CA Clarity, CA Rally, JIRA, Service Now, Smartsheet, Workfront. Over 20 years in insurance technology providing management for large policy administration conversions and acquisitions with budgets from $500K to over $20MM.
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Key Skills:
· Senior Project management (PMO, PMBOK) experience: 15+ years
· Agile and Scrum Methodologies (sprints, features, stories utilizing Team Foundation Server: 5+ years
· Act as Scrum Master and Product Owner using Kanban TFS: 5+ years
· Skilled at leading technical teams including developers, business analysts and QA testers: 15+ years
· Technology strategic roadmap development and execution: 15+ years
· Support IT Governance policies to ensure that priorities are aligned: 15+ years
· Change management experience: 15+ years
· Infrastructure and security upgrades: 10+ years
· Implement business process improvements and best practices: 15+ years
· Life Insurance(Reinsurance) industry experience: 15+ years
· P&C, Auto Insurance industry experience: 10+ years
· Annuity Insurance industry experience: 10+ years
· Healthcare Insurance industry experience: 5+ years
· Financial, Banking, Investment experience: 3+ years
· Content/Digital/ESignature/Mobile Correspondence Document Management experience: 15+ years
· Support Customer relationships with Agents, Producers and Broker-Dealers: 15+ years
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LinkedIn Profile
Michael P. Simenstad
West Depford, NJ 08086
415-302-7600 | Michael.Simenstad@comcast.net
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EXTERNAL WHOLESALER, SALES DIRECTOR
#1 Product Sales in East/West Territories | Expertise Defining and Positioning Competitive Advantage
Unparalleled Breadth and Depth in Retirement Planning and Long-Term Care (LTC) Solutions
Accomplished and passionate insurance industry leader with expertise in uncovering and creating opportunities through home office stakeholder management and field force development. Successful in achieving and exceeding competitive production goals and delivering revenue growth by educating and influencing agents, consumers, and industry partners.
KEY ACHIEVEMENTS
} Led territories to #1 in the nation for life hybrids, annuities and long-term care insurance (LTCi), and captured year-over-year growth with New York Life Insurance Company.
} Partnered with financial professionals to identify book of business opportunities and develop marketing plans to assist clients with retirement and protection planning.
} Influenced marketing strategy and product positioning for New York Life and GE/Genworth.
CORE COMPETENCIES
Presentations and Public Speaking | Client Relations | Negotiations and Influence Building
Product Development Team Building and Leadership | Talent Development and Coaching
Strategic Marketing Planning |Sales and Business Development | Partnerships and Alliances | Channel Management | Competitive Intelligence
EXPERIENCE
NEW YORK Life Insurance Company, New York, NY 9/2006 – 2019
External Wholesaler,
Life Hybrids/Annuities/LTCi (9/2006 – 2/2009, 9/2010 – 3/2019)
· Created and executed programs to complement the firm’s training and achieved production targets. Brought territory comprised of Boston, New York, and Philadelphia markets to #1 in annuity sales in 2012, outperforming all other territories.
· Provided wholesale customized retirement and LTC solutions. Supplied agents with products, tools, training, and case support to achieve personal and team production goals. Participated in client meetings to help close sales.
· Motivated agents and consumers as presenter and keynote speaker for client seminars, agent training, and retirement planning events.
· Managed lead program, helping field agents maximize opportunities.
John Hancock Life Insurance Company, Boston, MA 2/2009 – 9/2010
External Wholesaler
· Boosted sales and pipeline activity for financial advisors at Smith Barney, Merrill Lynch, Edward Jones, and Ameriprise Financial. Conducted advisor training and client workshops and met with advisors’ clients directly to provide expertise.
Genworth Life Insurance Company, Richmond, VA 5/2005 – 9/2006
Marketing Manager
· Crafted product positioning and developed educational materials. Spearheaded project to create a centralized resource repository for agents nationwide. Presented interactive training sessions to distribution partners.
ADDITIONAL RELEVANT EXPERIENCE
Legacy Marketing Group, Petaluma, CA
Product Manager
General Electric (GE) Financial Assurance Company / AMEX Life, San Rafael, CA
Brokerage Channel Account Manager
Manager, Strategic Marketing and Product Development
Senior Product Analyst / Agency Services Specialist
EDUCATION
Bachelor of Arts (BA) in Journalism
University of Arizona, Tucson, AZ
LICENSURE
FINRA – Series 6, 63; Life & Health Producer License
LinikedIn Profile
Richard Marhoover
1016 Brandon Court, Forest, VA 24551
Ph. 260-414-1362 | rmarhoover@msn.com
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Qualification Profile:
Results-oriented, dependable professional experienced in customer service and sales. Excels in fast-paced environment as well as in motivating staff to increase productivity. Works well independently and as part of a team. Committed to excellence, playing a key role in designing the optimal life insurance contract to meet applicants’ unique and individual needs. Sustains continuous focus on quality improvement of products and services.
Professional Experience:
Ash Brokerage Corporation, Fort Wayne Indiana
Regional Protection Specialist May 2016 July-2019
- Develop and maintain relationships with key advisors within a specific territory.
- Track and maintain production reporting within territory for purposes of tracking growth and retention goals.
- Attend and participate in Partner National Conferences.
- Travel within territory to develop and maintain agent relationships.
- Provide marketing and sales support to advisors.
- Life field underwriting.
- Monthly proactive outbound marketing campaigns.
- Developed and managed the Comprehensive Analysis and Review program.
- Point of contact for Advanced/Large Case design.
- Consult by phone/in person with agents to design the optimal life insurance contract to meet the client’s specific needs.
- Life field Underwriting.
- Review of attending physician statements for accurate rating for life insurance.
- Perform life insurance audits on existing client policies to identify potential areas of improvement.
- Strong sales and negotiation skills, and ability to influence and persuade to achieve desired outcomes.
- Provide agent and staff training on and off site.
- Meeting planning, and presentation skills.
- Technically proficient in internal agency management system, Outlook, Word Perfect, Internet research and expertise in carrier software to generate professional illustration output.
Centra Health, Lynchburg, VA June 2014- May 2016
Hospital Billing Customer Service/Call Center Team Lead
- Manages a team of 12 customer service agents that respond to incoming patient inquiries regarding their account statements.
- Responds to all patient escalation/complaint calls within a timely manner and with empathy to the patient concern.
- Maintains compliance with all established productivity standards, policies and procedures on a daily basis.
- Analyzes, investigates, and pursues all unpaid, underpaid, or denied claims to facilitate payment and resolution.
- Maintains thorough knowledge of payer contacts, regulations, and guidelines, as well as state and federal laws related to billing and collection procedures to assure accurate and compliant billing practices.
- Effectively manages our financial assistance program available to patients who qualify by analyzing applications and supporting documentation while adhering to company, state and federal guidelines.
- Organizes monthly training for staff to effectively manage policy and procedure changes as well as training new staff.
Financial Independence Group, Charlotte, NC April 2012-Jan 2014
Case Design Analyst and Policy Review Specialist
- Developed and managed the Comprehensive Analysis and Review program.
- Point of contact for Advanced/Large Case design.
- Consult by phone/in person with agents to design the optimal life insurance contract to meet the client’s specific needs.
- Life field Underwriting.
- Review of attending physician statements for accurate rating for life insurance.
- Perform life insurance audits on existing client policies to identify potential areas of improvement.
- Strong sales and negotiation skills, and ability to influence and persuade to achieve desired outcomes.
- Provide agent and staff training on and off site.
- Meeting planning, and presentation skills.
- Technically proficient in internal agency management system, Outlook, Word Perfect, Internet research and expertise in carrier software to generate professional illustration output.
Ash Brokerage Corporation, Fort Wayne Indiana
National Account Executive Dec. 2007-2012
- Develop and maintain relationships with key advisors within a specific territory.
- Track and maintain production reporting within territory for purposes of tracking growth and retention goals.
- Attend and participate in Partner National Conferences.
- Travel within territory to develop and maintain agent relationships.
- Provide marketing and sales support to advisors.
- Life field underwriting.
- Monthly proactive outbound marketing campaigns.
Ash Brokerage Corporation, Fort Wayne Indiana
Marketing Consultant 2002-2012
- Consult by phone/in person with agents to design the optimal life insurance contract to meet the client’s specific needs.
- Life field Underwriting.
- Review of attending physician statements for accurate rating for life insurance.
- Perform life insurance audits on existing client policies to identify potential areas of improvement.
- Strong sales and negotiation skills, and ability to influence and persuade to achieve desired outcomes.
- Provide agent and staff training on and off site.
- Meeting planning, and presentation skills.
Lincoln Financial Advisors, Fort Wayne Indiana
Retirement Plan Consultant 1999-2002
- Provide expert support to field agents regarding retirement products.
- Directly involved with tax reporting corrections; specifically 1099-R and 5498 reporting.
- Establish and review IRA account applications for accuracy and completeness.
Lincoln Financial Advisors, Fort Wayne Indiana
Securities Cashier 1995-1999
- Provide timely and accurate processing of brokerage business.
- Review all securities business for compliance.
- Provide current stock, bond, and mutual fund quotes.
Additional Experience provided upon request.
Acquired Life and Health License 2004
Obtained ACA Certification December 2014.
Education:
IVY Tech State College 1995-1998
Snider High School, Fort Wayne, Indiana
LinkedIn Profile
Rose Sladek
1203 Eversham Way, Kingwood, Texas 77339
Rose@sladesone.com | (832) 657-6954
Work Experience
The Rose Insurance Consulting, Kingwood, TX
January 2017- Present
Current Contracts:
– Allstate Insurance
· Personal Financial Representative- POS sales to P&C clients.
Prior Contracts:
– Elite Marketing Group, Houston, TX
· Advise and ensure Voya advisors stay compliant, on administrative, training, and processing requirements. Market product and sales concepts to advisors to identify life insurance leads to add to client’s portfolio. Consult with advisors as a Brokerage Manager to manage agent’s expectations on production goals.
– Diversified Brokerage (DBS), Minneapolis, MN
· Build relationships and educate advisors on life insurance planning options, and products. Recruited new advisors and provide business plans to identify new opportunities for client’s portfolios.
– Insurance Designers of America, Augusta, GA
· Provided technology and educational support to implement new services to the firm.
– Rockgate Financial, Dallas TX
· Acted as a Brokerage Manager for wholesalers, provided sales support, case designs, and product knowledge.
John Hancock, Boston, MA
September 2013 – November 2016
National Account and Distribution Manager
– Built existing relationships and grew business initiatives with advanced market and high net worth planning.
– Added 4 new investment firms to business
– Increased sales for Signator offices by 15%
– Increased sales at CMG national level by 12%
– Increased brokerage accounts by 25% and production by 15%
– Added 6 new LPL and AIG advisors to the team
American General Life Insurance, Houston, TX
September 2009 – April 2013
Strategic Account Manager
– Led a team and built relationships between AG and Independent Direct Markets.
– Produced 52 million in sales
– YOY growth of 8-12% consecutively
– Placement ratio improvement by 25%
– Produced 5 million new life sales growth and 4.7 million in health sales
Protective Life Insurance, San Francisco, CA
January 2007 – September 2009
Assistant Vice President, Marketing and Sales
– Increased sales under producing national accounts and maintained growth in existing markets.
– Developed an infrastructure between sales and operations to improve business processes and strategic growth.
– Produced 30 million in sales
– Executed 12% growth of term sales and 30% on permanent products
Licenses and Skills
– Life and Health License in TX, IL, and IN
– Annuity Certified in TX
– FINRA Registered Rep:
· Series 6
· Series 63
LinkedIn Profile
Nishant Kaushik
Cell: 319-531-2512
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SUMMARY
Executive with extensive experience in operations management, technology development, strategic planning, and product services for insurance and financial services technology firms. With 14 years of experience, an expert in new business and underwriting with deep industry knowledge, a reputation as a dedicated professional with excellent relationship with customers.
Additional expertise in:
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· Developing solution roadmaps · Oversight of complex implementations · Architecture design · Customer management · Delivering product services · AGILE · Technical Solution Architecture and Tech Delivery
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· Building and managing global resource pool · Cloud Architecture adoption and migrations · ACORD · AWS · Life Insurance Products · Annuity Products
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PROFESSIONAL EXPERIENCE
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Accenture, Chicago, IL 2016 – Present
A leading global consulting services firm focusing on business and technology transformation. Offerings include technology, outsourcing, systems integration and services.
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Accenture – VP, Consulting and Business Transformation (2017 – Present)
Directed software implementations and served as solution architect. Supported sales initiatives and proposals, including a proof of design.
· Provided overall design for enterprise deployment of the new business solution for multiple customers
· Provided executive briefing on strategic vision of how our solutions should be deployed
· Created the vision and roadmap to transform customer’s current practices into state-of-the-art processes
· Developed proposals and implementation costs for sales opportunities
· Designed custom solutions for customer implementations
Accenture – Principal/ VP, Life Insurance Cloud Application Development (2016 – 2017)
· Responsible for the design and development and cloud migrations, along with the oversight of implementation projects for three different Insurance clients. Lead Cloud Architect to analyze enterprise applications in a multi-region data center and come up with cloud migration strategy for a global Insurance company. The migration plans involved decision matrix mapping over 200 apps to right fit cloud platform offering agility, speed to market delivery and significant reduced operational/infrastructure costs Designed/implemented AWS web hosting infrastructure to migrate on-premise web applications to cloud. Implemented the Auto Underwriting Predictive Analysis solution on AWS for a large Insurance company. This solution leveraged Amazon EMR to create and manage the Hadoop cluster.
Transamerica – Assoc. Director, Software Engineering (2013-2016)
· Built and expanded key relationships with executive leadership in New Business and Underwriting operations. Worked closely with them to strategize & architect development work, estimate effort, and provide them with insight into new techs and the business value they could deliver.
· Led team of over 100 (direct and indirect through technology managers), with a $15 million budget and $12 million for strategic initiatives, in support of New Business and Underwriting systems.
· Digital modernization projects reduced IT cost by >$2 million per year and improved operational efficiencies by 20%.
· Major business solutions designed and delivered include: Predictive Underwriting; Point of Sale Underwriting; e-acknowledgement and e-delivery of policy packet.
· Introduced Kanban methodology.
Transamerica – Manager, Software Engineering (2005-2013)
· Led a team of 15 software developers to design, build and enhance services layer on top of internal policy administration systems supporting New Business, Underwriting as well as inforce business.
· Use of better development practices and newer technologies reduced production incidents by 10% and increased total uptime by 6%.
EDUCATION
Master’s in Computer Science (MS) Duration: July 2003-December 2005
University of Southern California, Los Angeles, CA
DESIGNATIONS
· FLMI
· Leading SAFe 4.3
· AWS Certified Solutions Architect
· AWS Certified Developer
· AWS Certified Sys Ops Administrator
· Master’s in project management (University of Villanova)
· Lean Six Sigma GreenBelt
LinkedIn Profile
Jeff L. Levin
12348 Stanwood Court
Glen Allen, VA 23059
Home 804.364.0088 or Cell 804.347.3481
Jefflevinhome@gmail.com
PROFILE
Successful business leader with deep commercial expertise. Looking for opportunities that leverage my strengths in leadership, relationship management, business development, and operations, all with a focus on growth and optimization. Quick to jump in and take ownership with a collaborative, hands-on leadership style and a passion for helping others achieve their goals.
PROFESSIONAL EXPERIENCE
COLORADO BANKERS LIFE INSURANCE COMPANY, Durham, NC 2017-Present
President
Responsible for overall business profitability, sales production, distribution expansion, end-to-end distribution relationships, branding, marketing, product design and rollout, and operations and processing.
- Added 20 new distribution partners within 9 months
- Stopped exodus of distribution, re-established partnerships, and currently experiencing month over month sales growth trend while diversifying legacy distribution
- Decreased overall cycle time by more than 50%
- Created and launched a producer loyalty program to recognize partnerships and incent sales
- Currently pricing a new to market life insurance based solution with a focus on consumer value
- Hired key talent for strategy, business development, and implementation leadership positions
GENWORTH FINANCIAL (formerly GE Financial Assurance) 1998-2017
Vice President, Long Term Care Insurance Sales, U.S. Life Insurance, Richmond, VA (2016-2017)
Led the Long Term Care Insurance distribution organization including external sales of both Individual and Employer Group LTC products, Account Development, Internal Sales, Learning and Development, and Business Development.
- Developed and drove LTC distribution strategy
- Achieved national production goals for LTC insurance across all distribution channels
- Built and nurtured partnerships with key partners and accounts
- Partnered with Product Development to influence product design and features
- Partnered with Operations to ensure simplicity and speed
Vice President, Sales Growth & Development, U.S. Life Insurance, Richmond, VA (2015-2016)
Led a multi-faceted team that included Account Management, Learning and Development, Remote Wholesaling, and Internal Sales for Genworth’s U.S. Life Insurance business comprised of long term care insurance, life insurance, and annuity product lines.
- Provided direction and leadership to a team of Account Development Managers, enabling achievement of sales and growth objectives by implementing tailored strategies and business plans
- Managed the holistic customer relationship to ensure that goals and activities within the functional areas of Genworth were aligned to deliver on key customer expectations
Vice President, Client Development, U.S. Life Insurance, Richmond, VA (2014-2015)
Led a team of Client Development Managers responsible for the acquisition, ownership, sales growth, product suite expansion and increased profitability of Genworth’s strategic LTC and Linked Benefit distribution accounts and Focus Firms.
· Worked collaboratively with senior leaders, functional leadership, and wholesaling teams to drive targeted production, mix of business goals, value added activities, and increased shelf space
· Achieved LTC and Linked Benefit sales and growth objectives by creating and implementing strategies/business plans that increased market share for our distribution partners
Vice President, National Sales Manager,U.S. Life Insurance, Richmond, VA (2013-2014)
Led a team of 45 external wholesalers focused on selling long term care insurance solutions through multiple sales channels. Responsibilities included motivating and coaching a new team through change management, driving top line production, and developing sales force development initiatives.
- Defined and created 3 divisions and 45 sales territories with accompanying sales goals, ensuring divisional and territory plans were aligned with top down business goals
- Created a “scorecard” to ensure consistent measurement of wholesaler production goals and strategic objectives that were the foundation for active performance management
- Built a transparent sales culture of integrity, shared values, servant leadership, and unity while fostering a commitment to winning
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Ashley Franco
700 Banchory Court • Saint Johns, FL 32259 • (770)680-9239 •email: Ashley.Franco2016@gmail.com
Linked In: Profile
Executive Level Leadership
Professional Services ~ Operations ~ Client Services~ Program Management Office
Change Management ~ Business Development ~ Product Management ~ Enterprise Software Delivery
A seasoned executive leader with a proven track record of creating and growing professional services divisions and managing enterprise scale projects in highly competitive environments. My executive career has been distinguished by success in start-ups as well as large corporations by adapting to change and establishing solid relationships with partners, staff and customers based upon trust, accountability and transparency.
My 20+ years of leadership blends experiences within the information technology field and global professional services roles with extensive internal operational responsibilities to bring a unique perspective to delivering customer value and building profitable businesses with specialization within the insurance and financial industry.
Specializations
Operational Excellence • Professional Services Delivery • P&L Management
Software Development Management • Client Services Integration • PMO Management
Insurance & Financial Industry Expertise • Small Business Expertise • Staff Development & Motivation
Selected Career Contributions
Kaboodle
· Founded the KT2 Managed Services Division which was profitable from day one of launch
· Lead all aspects of creating a new P&L including all R&D, viability studies and execution of the new division
· Executed concept to launch in less than 12 months
ZPaper
· Drove increased client satisfaction, revenue, and margins across all functional areas, emphasizing on automation, cost and client satisfaction.
· Partnered with sales and operations to create a new company structure which provided greater attention to successful implementations and integrations resulting in 36% net profit gains
Riskonnect, Inc.
· Conceived, planned and executed a Global Delivery Enhancement Program in support of the company’s global channel development mandate
· Executed the transformation of the professional services division to a shared services model which resulted in a 45% increase in implementation revenues with positive ancillary effects on staffing and resource allocation.
Ebix, Inc.
· Provided strategic direction for a centralized and decentralized PMO that spans the United States and India.
· Developed strategies that align with the Ebix Corporate vision and service level expectations – including products, tools, and on/off-shoring software development initiatives to a team of over 450 developers
· Defined, implemented and measured results of procedures, standards and tools for implementing on-going operations of all products within the Ebix corporate portfolio
