Dana Koutnik

• Leading 5 project management efforts to discover efficiencies, explore automation, uses of AI, and eliminate waste.
• Collaboratively define and execute multiple client facing experiences to build program depth.
• Conduct strategic planning partnerships to unite OKRs.
• Ensure customer quality and risk parameters are balanced.
• Execute talent opportunities process, ensuring the development of future talent in key operational roles and oversee staffing, coaching, and development within operations.
• Successfully engaging current clients to deepen program relations with incentives.

Providing professional organizational direction, project management to define client experience, to a variety of insurance businesses, including,

• Caliber Title, Appleton/Green Bay/Eau Claire WI
• Maple Valley Mutual
• Keller Williams, Fox CIties, Agent Development
• AmeriLife of Clearwater, LLC
• Thrivent Financial, Financial Advisory Team, Greenville WI

Notable Achievements

• Designed formal quality program resulting in an increase average of 82% to 98% in one quarter.
• Developed a learning & development program, increasing employee engagement from 79% to 96% within one year.
• Increased productivity by 50% by adopting new technologies.
• Incorporated self-serve and interactive technology, increasing leads by 50%.

• Provided ongoing direction and leadership for 22 loan programs, increasing client participation by 33%.
• Designed 5 customized training programs to enhance staff knowledge and skills in key areas of responsibility.
• Collaborated with cross-divisional teams to uncover issues, and created a quality program, resulting in a 99% passing product.
• Coordinated budgeting, scheduling and resource allocation to facilitate smooth flow of operations.
• Incorporated data insights of consumers to target potential clients based upon persons, increasing application completion by 72%.

• Managed and supervised 12 daily program operations, complying with policies and regulations.
• Designed and implemented an award winning advisor dashboard, providing 2000+ agents with instant access to customer data.
• Established strong relationships with key stakeholders, ensuring support for program initiatives.
• Developed quarterly strategic plans, setting clear objectives and achievable milestones for the team.
• Managed cross-functional teams for successful project completion within deadlines and budgets.
• Provided SCRUM project management leadership using Agile methodology.

• Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
• Optimized a staff of over 200 by designing comprehensive training programs tailored to individual needs.
• Provided leadership to a call center of 300+ team members.
• Drove a 30% business expansion by identifying new markets, conducting research, and developing targeted marketing campaigns.
• Facilitated cross-functional collaboration for improved decision-making processes within the organization.
• Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.