Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

WILLIAM E. SPEED

Carmel,IN

Summary

Business professional with over 20 years of experience in managing employee finances, insurance benefits, and case management. Expertise in organizational change management, staff development, and performance management. Proven ability to foster effective communication and build relationships across all organizational levels. Successfully led initiatives to implement new processes while minimizing business disruption through leadership alignment and strategic interventions.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Project Manager

Elevance Health
Indianapolis, IN
01.2025 - Current
  • Led strategic planning and daily operations for call center/member services.
  • Developed and implemented initiatives to enhance member experience and service quality.
  • Drove continuous improvement and innovation across service delivery functions.
  • Collaborated with IT, Product, PR, Claims, and other departments to optimize agent tools.
  • Oversaw workforce planning, forecasting, and scheduling for full-time and supplemental staff.
  • Managed staff coaching and development strategies to foster career growth.
  • Maintained standardized procedures, policies, and documentation for operations.
  • Directed internal audits, quality monitoring, and compliance activities.

Program Manager

Indiana University Health Plans
Indianapolis, IN
04.2021 - 12.2024
  • Led strategic planning and daily operations for call center/member services.
  • Developed and implemented initiatives to enhance member experience and service quality.
  • Drove continuous improvement and innovation across service delivery functions.
  • Collaborated with IT, Product, PR, Claims, and other departments to optimize agent tools.
  • Oversaw workforce planning, forecasting, and scheduling for full-time and supplemental staff.
  • Managed staff coaching and development strategies to foster career growth.
  • Maintained standardized procedures, policies, and documentation for operations.
  • Directed internal audits, quality monitoring, and compliance activities.

Supervisor

Centene Corp (MHS)
Plainfield, IN
06.2017 - 03.2021
  • Supervise the customer service function at the health plan to meet overall business goals and objectives.
  • Developed and cultivated cross-departmental relationships through effective communication and exemplary interpersonal communication skills.
  • Devised, deployed, and monitored processes to boost long-term business success.
  • Drive team goals and objectives through effective hiring, performance management, coaching, and career development.
  • Identify and address processes with federal and state regulatory compliance vulnerabilities through routine audits, while ensuring compliance with contractual agreements and state and federal regulations.
  • Evaluate and audit performance, and identify and implement improvement opportunities to increase overall productivity and effectiveness.
  • Ensure team compliance with HIPAA, and provide continued education and training.
  • Ensure all internal and external complaints are analyzed and resolved.
  • Develop, implement, and maintain materials and programs, ensuring production and quality standards are met.
  • Create and present monthly compliance performance reports.

Care Engagement Specialist (Revenue)

Centene Corp (MHS)
Plainfield, IN
02.2017 - 06.2017
  • Analyzed data to enhance member health care adherence and outcomes.
  • Delivered educational materials and implemented strategies to eliminate barriers to health care access.
  • Facilitated organization’s goals by coordinating health needs screenings and preventive service appointments.
  • Educated members on plan benefits and available services to improve utilization.

Benefit Coordinator

American Income Life
Indianapolis, IN
02.2006 - 10.2016
  • Managed recruiting, hiring, training, and managing a team of agents.
  • Ensured the team followed and complied with FINRA and SEC regulations.
  • Managed new client acquisition.
  • Developed and improved credible, pragmatic analytical approaches and frameworks.
  • Responsible for the protection of client assets using financial and insurance products.
  • Ongoing change management, including user adoption, in collaboration with Communications and Practice Management (Training).
  • Create, document, communicate, and deliver the OCM roadmap, communication plan, coaching plan, training plan, and resistance management plan.
  • Consistently exceeded weekly, monthly, and quarterly production goals.
  • Responsible for conducting daily and weekly company and client meetings, which included presentations to educate employees and clients on new insurance and financial products.

Personal Banker

JP Morgan Chase
Indianapolis, IN
03.2010 - 01.2013
  • Served as Interim Manager for 11 months, overseeing a team of 14 employees.
  • Conducted routine audits to ensure compliance with banking regulatory requirements.
  • Managed day-to-day compliance with policies and procedures relating to federal and state regulations.
  • Oversaw day-to-day business operations for sales while fostering deep, professional relationships with business contacts and customers.
  • Ensured the team followed and complied with FINRA and SEC regulations.
  • Developed new clients and business acquisitions.
  • Lead telesales efforts to generate and close leads, and ensure customers are satisfied enough to continue doing business with the company.
  • Analyzed and created customer relationships.
  • Consistently reached and exceeded daily, monthly, and quarterly revenue, and acquisition goals.

Private Credit Loan Officer/ Retail Finance Services

JP Morgan Chase
Indianapolis, IN
06.2008 - 03.2010
  • Served as the first point of contact for clients and assisted them with obtaining education, home, and auto loans.
  • I served as a liaison between my clients and financial institutions, which included overseeing the completion of all necessary documents, reporting, and providing up-to-date information throughout the entire process.

Education

Bachelor of Science - Political Science

Indiana University Bloomington
Bloomington, Indiana
05.2005

Skills

  • Sales
  • Sales Management
  • Contract Compliance
  • Legal Research
  • Compliance Auditing
  • Report Building
  • Strategic Planning
  • Staff Development
  • Leadership and Management
  • Budgeting and Forecasting
  • Revenue and Expense Managing
  • Quality Control
  • Marketing and Advertising
  • Strong Oral and Written Communication
  • Telesales
  • Data Entry and Processing
  • Accounts Payable/Receivable
  • Account Management
  • Project Management
  • Public Speaking
  • Needs and Financial Analysis
  • Microsoft Office
  • Team Building
  • Banking
  • Community Outreach
  • Social Media

Certification

Life, Accident, and Health Insurance License

Timeline

Project Manager

Elevance Health
01.2025 - Current

Program Manager

Indiana University Health Plans
04.2021 - 12.2024

Supervisor

Centene Corp (MHS)
06.2017 - 03.2021

Care Engagement Specialist (Revenue)

Centene Corp (MHS)
02.2017 - 06.2017

Personal Banker

JP Morgan Chase
03.2010 - 01.2013

Private Credit Loan Officer/ Retail Finance Services

JP Morgan Chase
06.2008 - 03.2010

Benefit Coordinator

American Income Life
02.2006 - 10.2016

Bachelor of Science - Political Science

Indiana University Bloomington

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