Dynamic Assistant Director with expertise in business analysis and project management. Proven ability to enhance operational efficiency and ensure strategic alignment through cross-functional collaboration.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Asst Dir Business Ops Strategy & Planning
Northwestern Mutual
Franklin, WI
01.2023 - Current
Identified gaps in operating model, recommending solutions to bridge identified discrepancies.
Partnered with department leadership to prioritize key work focusing on business outcomes.
Developed project execution strategies and established feedback channels for continuous improvement.
Facilitated discussions between technology and operations ensuring strategic alignment.
Coordinated cross-functional efforts to operationalize life underwriting platform.
Led initiative to streamline unplanned work prioritization, enhancing transparency for leadership.
Life Underwriting Manager
Northwestern Mutual
Franklin, wi
10.2021 - 01.2023
Managed team of processors and contractors for accurate, timely processing of accelerated underwriting applications.
Served as primary contact for inquiries regarding accelerated underwriting cases and processes.
Collaborated with technical teams to deliver performance feedback on accelerated models.
Created and executed audit processes and criteria for the accelerated group, providing coaching for staff on identified issues.
Hired and trained 21 individuals on accelerated underwriting case reviews and usage of two different operating systems.
Underwriting Operations Consultant
Northwestern Mutual
Franklin, WI
12.2019 - 10.2021
Led team for Large Case Underwriting, facilitating data collection and process improvements.
Implemented accelerated underwriting program, enhancing efficiency and reducing delays.
Developed and updated standard work procedures for large case underwriters.
Created documentation for accelerated underwriting case reviews to ensure consistency.
Trained initial processor in accelerated underwriting, establishing foundational knowledge.
Addressed risk assessment inquiries and managed field communications for accelerated program.
Senior Underwriting Specialist
Northwestern Mutual
Franklin, Wisconsin
04.2010 - 12.2019
Conducted risk assessments for diverse life insurance cases.
Facilitated proactive and reactive communication with field agents regarding case statuses and decisions.
Led a team in the life RightStart group, targeting process improvement initiatives.
Education
Bachelor of Science - Business Administration And Management
University of Phoenix
01-2008
Skills
Business analysis
Project management
Team collaboration
Process improvement
Operations strategy
Cross-functional collaboration
Strategic alignment
Certification
FALU, FLMI, ACS
Timeline
Asst Dir Business Ops Strategy & Planning
Northwestern Mutual
01.2023 - Current
Life Underwriting Manager
Northwestern Mutual
10.2021 - 01.2023
Underwriting Operations Consultant
Northwestern Mutual
12.2019 - 10.2021
Senior Underwriting Specialist
Northwestern Mutual
04.2010 - 12.2019
Bachelor of Science - Business Administration And Management