Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic
Todd Kolich

Todd Kolich

Stilwell

Summary

An experienced professional who transitioned into insurance and brings a strong foundation of transferable skills. Experienced with Medicare and client services. Utilizes strong communication skills to assess client needs and recommend appropriate coverage. Proven ability to build strong client relationships through effective communication and trust. Reliable and adaptable, with the ability to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Dedicated and results-driven project manager with over 15 years of experience in software consulting and project management within the technology sector. Proven ability to lead multiple members and deliver high-impact solutions.

Overview

18
18
years of professional experience

Work History

Insurance Agent

Bankers Life and Casualty
Lenexa, KS
09.2025 - Current
  • Consult with clients to assess financial needs and recommend life and health insurance solutions tailored to retirement and long-term care planning
  • Prospect and generate new business through networking, referrals, and community outreach
  • Conduct policy reviews to ensure coverage aligns with clients’ evolving financial goals
  • Educate clients on Medicare supplement, life insurance, and annuity products
  • Maintain compliance with state insurance regulations and company standards

Project Manager

Safe Haven Security
08.2021 - 08.2025
  • Led the planning, execution, and delivery of multiple security projects, ensuring alignment with client requirements and organizational goals.
  • Collaborated with cross-functional teams, including engineering, sales, and customer support, to develop solutions that enhance client satisfaction and operational efficiency.
  • Developed and maintained comprehensive project documentation, including scope and multiple timelines to facilitate transparent communication with stakeholders.
  • Supports multiple teams and is a knowledgebase for questions that arise. Leads training sessions and onboarding for new representatives.

Software Consultant / Project Manager

RSA Archer
05.2012 - 08.2021
  • Provided adept consultation on RSA Archer solutions, driving successful implementation and optimization of governance, risk, and compliance programs for diverse clients.
  • Analyzed client needs and tailored solutions to enhance system functionality, resulting in improved user adoption rates and increased client satisfaction.
  • Led training sessions and workshops for stakeholders, enabling teams to effectively utilize RSA Archer tools for risk management and compliance reporting.
  • Collaborated with project management teams to provide feedback and insights, contributing to the enhancement of software features based on client needs.

Delivery Consultant

Oracle
01.2008 - 05.2012
  • Engaged with clients to understand their business processes, providing tailored software solutions that elevated operational efficiency and client satisfaction.
  • Conducted in-depth analysis and assessments, ensuring alignment between client objectives and Oracle solutions.
  • Facilitated workshops and training sessions to empower client teams with the knowledge and skills needed to maximize the value of Oracle applications.
  • Collaborated with cross-functional teams to deliver seamless software implementations, resulting in enhanced client satisfaction and retention.

Education

Bachelor of Science - Kinesiology

Kansas State University
01-2007

Skills

  • Licensed insurance agent
  • Medicare
  • Professionalism and ethics
  • Customer service
  • Customer follow-up
  • Client relations
  • Technical Skills
  • Microsoft Project
  • Core Skills
  • Project Management
  • Risk, Compliance, and Governance
  • Management Software
  • Implementation Software
  • Software Proficiency
  • Microsoft Office Suite

Timeline

Insurance Agent

Bankers Life and Casualty
09.2025 - Current

Project Manager

Safe Haven Security
08.2021 - 08.2025

Software Consultant / Project Manager

RSA Archer
05.2012 - 08.2021

Delivery Consultant

Oracle
01.2008 - 05.2012

Bachelor of Science - Kinesiology

Kansas State University
Todd Kolich