Catherine Workman

· Appointed to temporary role to drive critical process and technology enhancements which evolved into permanent and expanded role

· Rolled out more than 100 impactful business process improvements spanning all size segments, products and work types

· Implemented numerous technology solutions, from ideation to securing funding to development and rollout. Key initiatives included introducing Salesforce in UW, census automation & automated renewal processing

· Acted as Portfolio Owner, driving prioritization of UW systems and tools using an agile methodology

· Took on expanded responsibilities including testing and organization readiness activities in addition to strategic projects

· Exceeded performance goals year over year

• Responsible for all Central region prospective and inforce business up to 5,000 lives
• Managed book of business exceeding $500 million and team of over 40 underwriting personnel
• Met or exceeded all financial goals
• Implemented effective strategies to promote profitable growth, support employee development and increase operational effectiveness

• Responsible for regional book of business for 4 key territories
• Created high-performance team of empowered and consultative UWs
• Handled group life, disability, dental, vision and worksite products through multiple systems and platforms
• Established strong and collaborative relationships with key business partners across domains
• Led or contributed to various projects to support integration efforts and go forward strategy

• Established and led a newly formed team of 20 underwriting personnel toperating as part of a cross-functional pod supporting the customer
• Responsible for all business under 500 lives, a new target market for a traditionally large case carrier
• Defined UW system requirements, guidelines and processes to operationalize new model
• Implemented new end to end technology platform using new life/disability contract series, and quoting newly offered group critical illness, hospital indemnity and accident products.
• Managed book of business exceeding $75 million, including $40 million in new business premium.
• Team proficient in two rating systems, three contract series and pre and post sale underwriting.

• Served as U/W resource for key projects including mid-market launch and new technology build.
• Managed various Medical U/W projects including re-filing EOI forms, developing triage criteria, providing training for Medical U/W staff and creating EOI QA program.
• Acted as interim Medical U/W Manager during 2014 enrollment season.
• Represented department’s technology interests through the agile process.
• Identified and implemented numerous training opportunities and process improvements across U/W.
• Served as U/W liaison with RFP Unit, developed U/W library responses and completed RFIs.
• Worked with internal and external auditors to support SOX and attestation activities.
• Acted as sole QA resource for UW, conducting all audits and incorporating qualitative & quantitative aspects.

• Led and developed team of UWs and technicians.
• Supported profitable growth of regional block of group life and disability business.
• Led or participated in various initiatives within and outside department, including revamping business processes and implementing enhanced selection tools.

• Implemented group life and disability accounts over 10,000 lives to ensure a smooth transition.
• Utilized a project management approach to lead implementation teams and ensure a quality customer experience.
• Managed multiple installations with aggressive timelines, meeting all delivery dates.
• Re-engineered installation process to improve quality and consistency and enhance service to internal and external customers.

• Selected as one of six employees nationally to participate in intensive employee development program including industry and business management training. Ranked #1 in class.
• Managed large accounts, generated new sales, and trained underwriters.
• Conducted renewal and installation meetings with brokers and policyholders.

• Responsible for risk analysis and account management on accounts over 5,000 lives.
• Provided underwriting representation on various cross-functional initiatives.
• Served as mentor to newer underwriters and conducted training for U/W & Sales personnel.