Experienced professional with 30+ years in insurance and finance, skilled in customer service, communication, and using computer software. Known for leadership and proactive problem-solving. Seeking a role that encourages innovation and critical thinking in a fast-paced environment.
Overview
22
22
years of professional experience
Work History
MH Team Lead
Optum Insight, Supporting Allina Health
10.2012 - Current
Trained new team members by relaying information on company procedures and safety requirements.
Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
Coached team members in techniques necessary to complete job tasks.
Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
Worked different stations to provide optimal coverage and meet production goals.
Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
Influenced positive change within the organization through strategic thinking, innovation, problem-solving abilities, and consistent leadership style.
Conducted regular progress reviews with individual team members to identify areas for improvement and provide guidance on career development opportunities.
Led cross-functional teams for successful project execution while maintaining strong collaboration among team members.
Managed risks and mitigated potential issues through proactive planning, monitoring, and timely decisionmaking.
Established open and professional relationships with team members to achieve quick resolutions for various issues.
Evaluated staff performance and provided coaching to address inefficiencies.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Educated staff on organizational mission and goals to help employees achieve success.
Collected, arranged, and input information into database system.
Maintained database systems to track and analyze operational data.
Developed effective improvement plans in alignment with goals and specifications.
Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
Supported creation of detailed, technical financial models to value potential acquisition targets.
Product Manager
Woodbury Financial Service, The Hartford
08.2008 - 06.2009
Communicated effectively with team members to deliver updates on project milestones and deadlines.
Developed product documentation to communicate upcoming features and products to internal teams.
Collaborated with sales teams to develop effective training materials that drove increased product knowledge among staff members, resulting in higher close rates.
Coordinated design meetings and decisions with internal departments and teams.
Analyzed metrics to measure product performance.
Collaborated with sales, marketing, and support teams to launch products on time and within budget.
Maintained positive vendor relations to build strong partnerships.
Documented user stories, specifications, and product features into detailed work order to communicate across teams and build mandatory requirements.
Improved product functionality with innovative design solutions, resulting in increased sales conversions.
Managed full product lifecycle, from ideation through post-launch support, ensuring consistent quality control measures were in place.
Implemented Agile methodologies for more efficient project management and team collaboration.
Managed stakeholder expectations effectively throughout the entire product development process.
Prioritized roadmap in order to achieve product goals and metrics.
Launched successful products by conducting thorough market research and identifying customer needs.
Established criteria for each milestone within product roadmap as means to measure developmental progress.
Thrived in fast-paced, highly-adept team to develop and prioritize product features and build product roadmap.
Liaised with clients to better understand business needs and current market landscape.
Coordinated project planning and execution with team members and team leads.
Analyzed competitive landscapes to identify market opportunities, informing strategic business decisions.
Reviewed new opportunities to drive business strategy at planning sessions.
Drove revenue growth by establishing strong relationships with key industry partners.
Managed product demonstrations and testimonials for performance evaluation.
Optimized product performance with data-driven analysis and continuous improvement initiatives.
Led cross-functional teams to deliver high-quality products on time and within budget constraints.
Set goals and formalized policies to maximize team performance and keep project on-task.
Reviewed sales, customer concerns, and new opportunities to drive business strategy at weekly planning sessions.
Spearheaded the creation of detailed user guides for enhanced usability of newly launched products.
Developed comprehensive go-to-market strategies, ensuring successful product launches and brand positioning.
Conducted comprehensive market research to identify emerging trends, ensuring our product line remained competitive and relevant.
Improved product lifecycle management, streamlining processes from concept to launch.
Enhanced user engagement by leading development and implementation of feature-rich mobile app.
Led cross-functional teams to deliver new product features on schedule, fostering collaboration between engineering, marketing, and sales departments.
Streamlined internal communication, implementing agile methodologies to enhance team productivity and project transparency.
Boosted product adoption with targeted go-to-market strategies, closely working with marketing teams.
Drove innovation within product line, identifying and pursuing opportunities for new features and enhancements.
Negotiated with vendors for cost-effective solutions, improving product margins without compromising quality.
Reduced time to market for new product launches, coordinating efforts across multiple departments to ensure seamless execution.
Enhanced product usability, overseeing user interface design improvements based on user testing and feedback.
Fostered culture of innovation, encouraging team members to propose and pursue new ideas for product enhancement.
Facilitated partnerships with key stakeholders to expand product reach and enhance value proposition.
Developed comprehensive product roadmaps, setting clear vision and direction for development team.
Implemented robust data analysis practices to guide product development, leveraging user data to inform decision-making.
Conducted market research to identify new opportunities and target markets.
Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
Launched successful digital marketing campaigns that achieved goals for increased website traffic.
Managed budget allocation and resource utilization to maximize marketing ROI.
Continually maintained and improved company's reputation and positive image in markets served.
Analyzed and reported on KPIs to validate and demonstrate success of marketing campaigns.
Led team of marketing professionals, offering mentoring and coaching to build knowledge and skills.
Generated sponsorships with related and partnering entities to enhance marketing objectives.
Created and managed social media campaigns to increase brand engagement.
Optimized email campaigns to increase open and click-through rates.
Improved website visibility through development and implementation of SEO strategies.
Product/SR Project Manager
Ameriprise Financial Services
01.2003 - 08.2008
Maintained schedules to meet key milestones at every project phase.
Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
Presented regular status reports to executive leadership, providing insights into progress made toward achieving key milestones.
Mentored junior project managers and team members to enhance their skills and career growth.
Established effective communication channels with stakeholders to ensure transparency and alignment of expectations.
Adapted quickly to unexpected challenges or obstacles encountered during project execution, devising creative solutions without compromising objectives.
Provided outstanding service to clients through effective communication and prompt issue resolution to facilitate future business opportunities.
Communicated project plans and progress to key stakeholders and project contributors.
Negotiated contracts with vendors and suppliers, securing favorable terms for the organization''s benefit.
Developed comprehensive project plans, identifying risks and mitigation strategies for timely completion.
Developed and maintained project budgets to control costs and meet organizational and project goals.
Led cross-functional teams for successful project delivery within scope, schedule, and budget constraints.
Streamlined project management processes by implementing agile methodologies, resulting in improved efficiency and reduced costs.
Monitored project progress, identified risks and implemented corrective measures to acquire success.
Ensured compliance with industry regulations by staying current on changes in legislation or guidelines relevant to projects'' scopes.
Established and managed change management processes to fulfill successful project transitions.
Partnered with project team members to identify and quickly address problems.
Implemented change management processes to accommodate evolving project requirements while minimizing disruptions.
Managed budgets exceeding $1 million while effectively controlling costs through diligent financial oversight.
Coordinated cross-functional teams to determine timely delivery and compliance of project requirements.
Evaluated vendor proposals, selecting those that provided the best value for cost, quality, and timeliness.
Conducted post-project evaluations to identify areas of improvement and implement corrective actions for future endeavors.
Optimized resource allocation by closely monitoring project progress and adjusting team assignments as needed.
Championed innovative approaches when faced with complex problems or opportunities requiring non-traditional thinking.
Developed and led multi-disciplinary team to redefine problems and reach solutions based on different perspectives.
Delivered high-quality results by fostering a culture of accountability among team members and setting clear performance expectations.
Crafted and maintained project plans and schedules to meet organizational objectives.
Nurtured strong working relationships with internal and external stakeholders, building trust and credibility that facilitated smooth collaboration on shared goals.
Spearheaded process improvement initiatives that resulted in increased productivity and streamlined workflows across departments.
Oversaw large portfolio of projects to support teams, report progress, and influence positive outcomes for key stakeholders.
Monitored contracts and service level agreements to identify potential risks and implement mitigation actions to protect development process from unforeseen delays and costs.
Collaborated with business analysts to gather requirements, ensuring projects met client needs and expectations.
Facilitated knowledge sharing and skill development workshops for project team members, enhancing team capabilities and project outcomes.
Established and maintained strong relationships with external stakeholders, including clients and partners, ensuring smooth project execution and new business opportunities.
Optimized team performance and project outcomes by setting clear goals and expectations, coupled with regular performance reviews.
Spearheaded adoption of sustainable practices in project execution, reducing environmental impact and promoting corporate social responsibility.
Successfully recovered projects at risk of failure, implementing turnaround strategies that restored client confidence and secured project objectives.
Enhanced team collaboration and efficiency with introduction of cutting-edge project management software.
Pioneered use of data analytics in project management, enabling more informed decision-making and strategic planning.
Improved stakeholder communication by establishing regular update meetings and clear reporting channels, resulting in increased trust and partnership.
Conducted detailed post-project evaluations to identify key learnings and areas for improvement, fostering culture of continuous improvement.
Cultivated culture of innovation within project teams, encouraging exploration of new ideas and approaches to problem-solving.
Achieved substantial cost savings by renegotiating contracts with key suppliers and optimizing resource allocation across projects.
Developed comprehensive risk management plans to minimize project delays and budget overruns, safeguarding project outcomes.
Streamlined project delivery timelines by implementing agile methodologies, significantly enhancing team productivity and client satisfaction.
Drove organizational change by leading implementation of strategic initiatives, achieving significant improvements in business processes and efficiency.
Negotiated conflicts within project teams to ensure smooth project execution and maintain high morale.
Enhanced client satisfaction and loyalty by delivering projects that consistently exceeded expectations in terms of quality, timeline, and budget.
Championed corporate values and ethics in all project activities, setting strong example for team members and reinforcing company's reputation for integrity.
Led cross-functional teams in successful completion of multimillion-dollar projects, ensuring they met all scope, time, and budget requirements.
Oversaw development and implementation of training programs for junior project managers, building pipeline of future leaders.
Coordinated with regulatory bodies to ensure all projects complied with industry standards and regulations, mitigating legal and financial risks.
Maintained open communication by presenting regular updates on project status to customers.
Developed and implemented project plans and budgets to ensure successful execution.
Tracked project and team member performance closely to quickly intervene in mistakes or delays.
Monitored project progress, identified risks and took corrective action as needed.
Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
Reported regularly to managers on project budget, progress, and technical problems.
Analyzed project performance data to identify areas of improvement.
Sourced, vetted and managed vendors needed to accomplish project goals.
Verified quality of deliverables and conformance to specifications before submitting to clients.
Recruited and oversaw personnel to achieve performance and quality targets.
Facilitated workshops to collect project requirements and user feedback.
Education
BS - Business Management
Anoka Ramsey Community College
Cambridge, MN
BS - Business Management, Specialization in Marketing & Sales
Rasmussen
Woodbury, MN
09.2013
Skills
Important level of insurance knowledge from sale, service, and end user
Advanced Excel, Word, Power point, One note and EPIC
Outlook, Edge, Chrome IT application with elevated level of proficiency
Marketing and Sales communications and creative writing
Attention to detail
Conflict resolution
Customer focus
Coaching and mentoring
Performance monitoring
Performance improvement
Quality control
Process improvement
Production monitoring
Employee evaluation
Diversity and inclusion
Product management
Influencing skills
Relationship building
Equipment maintenance
Client communication
Employee training
Strategic planning
Project management
Marketing
Employee engagement
Problem-solving
Teamwork and collaboration
Team motivation
Staff training
Daily workflow improvement
Staff education and training
Goal setting
Mentoring
Leading team meetings
Issue resolution
Coaching
Overseeing daily activities
Giving constructive feedback
Documentation and reporting
Team Check-ins
Onboarding and orientation
Accomplishments
PROJECT MANAGEMENT
Coordinating workflows across business and technology partners.
Coordination company and outside vendor resource on thirty-two different sales illustrations tools.
Effectively keeping projects under budget within set projected timelines.
MARKETING COMMUNICATIONS
Providing enhancement communication across business partners and third-party owners.
Working with the sales organization to provide adult training for all skill levels on concepts of the industry.
Work to achieve results while building relationships across leadership teams.
Sales
Timeline
MH Team Lead
Optum Insight, Supporting Allina Health
10.2012 - Current
Product Manager
Woodbury Financial Service, The Hartford
08.2008 - 06.2009
Product/SR Project Manager
Ameriprise Financial Services
01.2003 - 08.2008
BS - Business Management
Anoka Ramsey Community College
BS - Business Management, Specialization in Marketing & Sales
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