Kelle McMillan
Jacksonville,FL
Summary
Dynamic Senior Consultant with Allstate/American Heritage Life Insurance Company, skilled in cross-functional collaboration and quality assurance. Proven track record in enhancing technology partner onboarding experience and driving compliance initiatives. Adept at mentoring teams and implementing process improvements, leveraging Adobe Pro, AB Quote, IP Tool, Product Level Implementation Packages and MS Office Suite to deliver impactful results.
Overview
30
30
years of professional experience
Work History
Senior Consultant, Choice Partner Development
Allstate/American Heritage Life Insurance Company
12.2019 - 04.2025
- Responsible for driving the delivery of robust technology partner on-boarding tools.
- Managed three technology platforms, resulting in approximately $50 million of in-force premium.
- Implemented field distribution programs to support sales opportunities through technology partners in several areas including enrollment, benefits administration, private exchange, and third-party administration.
- Responsible for evaluating the effectiveness and efficiency of existing partner systems to provide guidance for additional developments, modification, and integration opportunities.
- Assisted in developing client presentations and reports for stakeholder meetings. Attended Finalist presentations as needed.
- Adapted quickly to changing priorities, demonstrating flexibility in project support roles.
- Engaged in continuous learning through professional development courses and industry seminars.
- Mentored junior consultants, helping them enhance their skills and contribute more effectively to projects.
- Facilitated communication between clients and internal teams to ensure alignment on objectives.
- Built strong relationships with clients through consistent communication and proactive problem-solving efforts.
- Reviewed Requests for Proposal (RFP) for accuracy and appropriateness.
- Managed tech partner formal agreements and funding programs, including:
o full understanding of contract and oversight to ensure partner contract adherence;
o invoice management;
o ongoing maintenance of current case listing to support reconciliations;
o event planning expenses and/or travel expenses; and
o participate in and provide assigned platform-specific input for system security review assessments and updates, etc.
Quality Assurance Manager
Allstate/American Heritage Life Insurance Company
07.2014 - 12.2019
- Led quality assurance testing initiatives to enhance product compliance and operational efficiency for all employer group case enrollments. We reviewed approximately 5,5000+ cases yearly and provided feedback to the tech teams prior to the sites going live.
- Developed and implemented quality control processes to ensure adherence state regulatory compliance.
- Mentored QA teams, fostering skill development and promoting best practices in quality management.
- Analyzed defect trends to identify root causes and drive continuous improvement efforts.
- Spearheaded training programs for staff on quality assurance methodologies and tools, enhancing team performance.
- Enhanced output quality by implementing comprehensive QA standard operating procedures manual.
- Designed and implemented tools to share with internal team members and employer groups to ensure adherence to product rules and regulations.
Systems Compliance Manager
Allstate/American Heritage Life Insurance Company
04.2004 - 07.2014
- Developed and implemented rules for each group voluntary product to assist with the creation of our own proprietary enrollment system.
- Conducted internal audits to identify areas of risk and improve compliance processes.
- Collaborated with cross-functional teams (Actuary, Underwriting, Claims, Billing, Sales and Sales Support) to implement new products and state requirements to aid in speed to market.
- Provided training and mentorship to staff on compliance policies and best practices.
- Evaluated third-party vendors for compliance alignment and risk management effectiveness.
- Reduced risk exposure for the company by identifying and addressing areas of noncompliance.
- Managed the implementation of new policy and certificate forms in the policy issue system (approximately 25,000+ forms).
- Oversight of the producer's online supply manual for point of sales forms and applications/Evidence of Insurability (EOI) forms (approximately 1,200 forms).
Compliance Analyst
Allstate/American Heritage Life Insurance Company
12.2001 - 04.2004
- Monitored ongoing compliance with applicable laws and regulations on existing products.
- Responsible for group voluntary and ordinary state product filings; responded to objections.
- Designed new policy/certificate pages and applications/EOI forms as directed by cross-functional team.
- Reviewed product marketing material for compliance with state-filed language.
- Led initiatives to improve compliance processes and enhance operational efficiency.
General Accounting Supervisor
Allstate/American Heritage Life Insurance Company
06.1995 - 12.2001
- Supervised daily accounting operations, ensuring compliance with established protocols.
- Monthly/Quarterly/Annual close-out processes, coordinating efforts across multiple departments for timely reporting.
- Mentored junior accounting staff, enhancing team performance through training and support initiatives.
- Implemented process improvements to streamline accounts payable and receivable workflows, increasing efficiency.
Education
High School Diploma -
Duncan U. Fletcher High School
Neptune Beach, FL05-1980
Timeline
Senior Consultant, Choice Partner Development
Allstate/American Heritage Life Insurance Company
12.2019 - 04.2025
Quality Assurance Manager
Allstate/American Heritage Life Insurance Company
07.2014 - 12.2019
Systems Compliance Manager
Allstate/American Heritage Life Insurance Company
04.2004 - 07.2014
Compliance Analyst
Allstate/American Heritage Life Insurance Company
12.2001 - 04.2004
General Accounting Supervisor
Allstate/American Heritage Life Insurance Company
06.1995 - 12.2001
High School Diploma -
Duncan U. Fletcher High School
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