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Life Underwriting and Operations Executive
Education: BA Degree.
Affiliations: FALU. FLMI. CLU. Board of Directors, Fraternal Underwriting Association. Process Improvement Certification.
Description: Excellent executive skills in Strategic Planning, Risk Selection & Mitigation, Tactical Implementation, Participative Leadership, Delivering Optimum Customer Service, Continuous Process Improvement and Project Management. Heavy expertise as Director of Underwriting Operations. Developed underwriting strategy focusing on innovative risk selection by utilizing predictive models, gaining acceptance for future implementation. Created quality review/audit program, ensuring 3rd party provider SLA’s were achieved. As Director, Underwriting/Chief Underwriter increased productivity and employee engagement, establishing team and individual performance goals, quality control program, and customer service best practices. Established point of sale interview service with immediate underwriting decision and voice signature for straight-through process eliminating paper application, achieving 40% business increase with no added staff. Enhanced level of risk mitigation & service standards through process improvement, including reinsurance admin program and agent point of sale interview service. Tested predictive modeling through study, enabling future straight-through processing. Did agency field visits, sharing underwriting guidelines, building strong partnerships that delivered excellent customer service. Analyzed product profitability trends/data for review of quality of business. Drove projects including product development, persistency task force, alternate distribution build-out, and foundation strategy, maintaining organization competitiveness in market. Assisted with annuity income company start-up, establishing operations area including agency compensation and new business. Led operations team, creating centralized processing & optimum customer service. Did eCommerce initiatives, supporting company paperless goal and creating field eBusiness tools.
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