OPERATIONS / GENERAL MANAGEMENT
Applied Strategic Planning, Operational Controls, and Change Management
to Build Profitable Organizations
Resourceful, holistic leader with 15+ years of experience driving operational improvements through employee engagement, business collaboration, and technology enablement.
Constant success in performance optimization, paring expenses while improving customer satisfaction, quality, and employee engagement. Areas of impact include:
Strategic Planning & Leadership
Business Development
Finance, Accounting, & Budgeting
Effective Team Building
Revenue & Profit Growth
Results Driven
Crisis Management
Project Management
Operational Efficiency
Overview
26
26
years of professional experience
Work History
Senior Manager
American Family Life Assurance Company, AFLAC
Columbia, SC
01.2008 - Current
Leading supplemental insurance provider in the U.S
And Japan, Enrollment Operations
Accountable for Group Division Enrollment Operations which includes processing of enrollments received for open enrollment, reenrollment, and new hire files
Improved operational metrics by meeting/exceeding 19 of 21 metrics in 2023 compared to meeting/exceeding 7 of 12 metrics when moved into this role
Exceeded annual budget decrease of 5% in 2023 due to the planned decrease in staffing while increasing system automation
Six direct reports and nine different teams which totals ~72 employee
Staffing has decreased by ~20% over the last four years with the implementation of multiple system enhancements and process improvements.
DIRECTOR OPERATIONS & SALES SUPPORT
American General Life & Accident, AIG
01.2003 - 01.2008
Subsidiary
Insurance provider for Life, Health and Accident
Responsible for new division start-up
Life Event Division
Accountable for creating necessary policies, plans and procedures for new division within American General Life & Accident
Including Licensing and Contracting, New Business, Underwriting, and Compensation
Team leader in the development and implementation of new agent and broker contracts
Team leader in the development and implementation of compensation schedules and coordinated efforts within IT to program system alternative in compensation payout for advancing and recouping advances
Created communication structure between AGLA, American General (Houston Offices) and the field agents
Created procedures to ensure effective and efficient processing of all applications
Planning and managing of the division’s operating budget
Ensure compliance with all governmental and company regulations relating to Licensing and Contracting, New Business and Commissions
Successful resolution of field related issues with quarterly, on-site support in specific regions
OPERATIONS MANAGER
National Life Insurance Company, National Life Group
01.1998 - 01.2003
Responsible for new division start-up and daily operations management
Accountable for creating necessary policies, plan and procedures for new life division within National Life Insurance
Including Licensing and Contracting, New Business, and Compensation
Team leader in the development and implement of new agent and broker contracts
Team leader in the development and implement of compensation schedules and coordinated efforts within IT to program system alternative in compensation payout for advancing and recouping advances
Created communication structure between NLV Financial Advantage, National Life of Vermont (NLV) and Life Insurance Company of the Southwest (LSW) and the field agents
Created procedures to ensure effective and efficient processing of all applications
Planning and managing of the division’s operating budget
Ensure compliance with all governmental and company regulations relating to Licensing and Contracting, New Business and Commissions within 50 states
Successful resolution of field related issues
Second Vice President
- 01.1998
Client Services
Accountable for Group Division operations
Division sponsor for implementation of Interactive Voice Response (IVR) system within the call center, automation of invoice generation, multiphase remittance solutions, proof of concept and implementation of new billing model along with overall service model updates to meet the needs of our changing customer base(s)
Successfully led and managed 190-member division with seven direct reports and $11M budget
IVR implementation increased capacity through automation of 23% of calls into the call center with reallocation of nine FTE
Automation invoice generation improved service level agreement from 15 days to 24 hours
Multiphase remittance solutions provided improved customer satisfaction and multi-year FTE savings totaling six FTE
Improved aged premium discrepancies from 32% within 120 days to 85% within 120 days
Improved invoices generated on time from 37.50% in December 2015, % as of March 2017
Implementation of Account Management service structure splitting Large Account and field driven focus
Business Process Consultant
Accountable for managing strategic projects which impacted multiple departments and/or major risk impacts to the company
Managed project teams of ~35 cross-functional members
Coverage Suitability Project was a regulatory project which required compliance within 60 days
Agile approach allowed implementation of a short-term solution to meet DOI deadline, interim solution for semi-automated solution and developed the roadmap for the fully automated solution
Policy Change File Project was a regulatory project which required process and system enhancements to implement specific correspondence based on Department of Insurance findings
Multi-year project and implemented the first year.
Education
Computer Programming
ATTENDED CENTRAL PIEDMONT COMMUNITY COLLEGE
Project Management Professional (PMP - Business Management
DESIGNATION
ATTENDED MITCHELL COMMUNITY COLLEGE
Timeline
Senior Manager - American Family Life Assurance Company, AFLAC
01.2008 - Current
DIRECTOR OPERATIONS & SALES SUPPORT - American General Life & Accident, AIG
01.2003 - 01.2008
OPERATIONS MANAGER - National Life Insurance Company, National Life Group
01.1998 - 01.2003
Second Vice President -
- 01.1998
Business Process Consultant -
ATTENDED CENTRAL PIEDMONT COMMUNITY COLLEGE - , Computer Programming
ATTENDED MITCHELL COMMUNITY COLLEGE - Project Management Professional (PMP, Business Management
DESIGNATION
Regional Operations Coordinator at American Family Life Assurance Company, AFLACRegional Operations Coordinator at American Family Life Assurance Company, AFLAC
Customer Care Specialist at American Family Life Assurance Company Of Columbus (AFLAC)Customer Care Specialist at American Family Life Assurance Company Of Columbus (AFLAC)
Benefits Advisor Professional at AFLAC (American Family Life Assurance Company)Benefits Advisor Professional at AFLAC (American Family Life Assurance Company)
Veterinary Pathology Lab Assistant at Professional Veterinary Pathology ServicesVeterinary Pathology Lab Assistant at Professional Veterinary Pathology Services