William Demaree
Franklin,IN
Summary
Dedicated Operations professional with a lengthy work history in the financial services industry. Firsthand knowledge of various employee sponsored retirement plans, individual retirement plans, life insurance products, and group health insurance plans. Committed team player with focus on company, team, and individual goals.
Overview
29
29
years of professional experience
Work History
Operations Manager
Elevance Health
10.2012 - 07.2024
- Managed a team of up to 35 customer care representatives and claims processors
- Handled escalated member situations delicately and thoroughly
- Coached and encouraged team members to meet established individual goals
- Partnered with colleagues to manage a multibillion-dollar health insurance program.
Trainer II
Elevance Health
07.2007 - 10.2012
- Developed instructional materials to meet specific training needs
- Delivered training to both new and seasoned associates
- Collaborated with co-workers to create an exceptional learning experience.
Employee Development Analyst
OneAmerica Financial
07.2001 - 07.2007
- Developed instructional material for workflow updates and product rollouts
- Joined project teams to identify training needs
- Delivered specialized training as requested from leadership.
Processor/Administrator
OneAmerica Financial
10.1995 - 07.2001
- Processed updates to in force group individual retirement products
- Partnered with underwriters to activate life insurance policies
- Provided customer and agent support in a call center environment
- Mentored new associates on workflows and product knowledge.
Education
Bachelor of Business Administration: Management -
Marian University
05.2024
Skills
- More than 20 years of financial service experience
- Significant data entry experience
- Technologically savvy
- Proficient user of Microsoft Office 365
- Diverse experience with financial and insurance software
- Communications and Presentations
- Certified Technical Trainer (CTT)
- Content development
- Training – new hire and upskill
Timeline
Operations Manager
Elevance Health
10.2012 - 07.2024
Trainer II
Elevance Health
07.2007 - 10.2012
Employee Development Analyst
OneAmerica Financial
07.2001 - 07.2007
Processor/Administrator
OneAmerica Financial
10.1995 - 07.2001
Bachelor of Business Administration: Management -
Marian University
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