Gurdarshan (Gordy) Dosanjh

Provide financial support for the $10 billion Personal Lines Insurance portfolio by creating a robust financial framework to assess company performance, deliver heightened insights, and drive towards execution of strategic business goals

• Developed analytics tools to assess trends and quickly adjust to changing business dynamics by utilizing leading indicator dashboards
• Lead quarterly financial forecasting/planning cycles with Product, Pricing, and Sales organizations
• Established and enforced controls on revenue and expenses to manage capital risk
• Partnered with Product, Sales, and Marketing to develop go-to-market strategy to increase revenue and overall financial health
• Collaborate with Personal Lines Business leaders to guide multi-year strategy.
• Evaluated new investment opportunities as part of broader corporate growth strategy deliberations by conducting thorough due diligence processes

Provided Private Client (Affluent Market) Insurance team with thought leadership, and financial support to help drive long term viability

• Responsible for leading quarterly forecasting and multi-year planning discussions to ensure alignment of strategic goals with key performance indicators
• Developed a range of financial models to analyze trade-offs between profitability and growth, which informed the creation of a multi-year strategic plan aimed at achieving long-term fiscal stability
• Established budgets and tactical business plans for daily operations
• Established and oversaw strategic business actions such as citizen process automation, Lean, and Agile practices to streamline operations and reduce expenses
• Responsible for planning and administration of Private Client Sales incentive plan

Provided strategic direction to Commercial Insurance Business Units to ensure long-term investments ($140M+ annual project portfolio) were aligned with Enterprise strategy

• Acted as thought leader partner with Executive Leadership within Excess & Surplus, Standard Commercial Lines, and Agribusiness Insurance to identify key capabilities and Business/IT outcomes related to long-term success through top-line growth, expense management, and profitability
• Utilized key performance metrics to direct integrated planning and big bet process with stakeholders to find investment opportunities through product/program development, acquisition targets, and technological innovation
• Built business cases and strategy documents to drive strategic initiatives forward with clarity and consensus
• Identified, communicated, and recommended solutions to issues impacting in-flight projects within portfolio
• Acted as Business Lead on projects when needed

Effectively managed Excess & Surplus Premium Collections Department (Agency Receivables and Direct Collections) through strong customer service, change management and business partner relationships, while minimizing amount of aging account transactions

• Built and strengthened productive and valuable industry partnerships to drive collaboration, engagement and revenue stream development
• Developed and implemented accounting, financial and operational systems
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities
• Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions
• Increased team engagement from 3.8 to 4.3 Gallup score
• Improved customer satisfaction ratings 20% by employing conflict resolution techniques
• Built positive working relationships with other department leaders through effective communication
• Selected to participate in Nationwide Executive Leadership Reverse Mentorship Pilot

Developed and led a team of 25 employees to serve all Excess & Surplus Insurance brands through exceptional case management, high-quality output, and first-rate customer service

• Successfully increased unit Gallup score from 3.9 to 4.5
• Established clear and effective policies for standardization across different areas of operations
• Effectively handled 15% growth in volume without increasing expenses
• Directed training improvements to reduce knowledge gaps and eliminate workforce performance inefficiencies. This led to 10% expense savings
• Selected to participate in Executive Leadership Development Academy