Industry Focus: InsuranceCore Area FocusEnterprise Sourcing Strategy, M&A Deals Strategy, GTM Distribution Strategy & Development, New Product Development / Growth Strategy, Cost Transformation, Workforce TransformationProject Engagement Leader Experience* Enterprise Strategy: Developed client enterprise sourcing strategy for offshore, nearshore, and onshore opportunities by analyzing 60% of the enterprise and vendor footprint, while working closely with Claims, HR, Service Operations, Contact Center and Data functions to establish a steady state savings run-rate of $400M* Delivery & Communication: Delivered long-term transformation roadmap and support model required to realize business objectives by leading content development, stakeholder working sessions, and cross-function teams to present CEO level recommendations and board materials* GTM Strategy: Led a 5-person Go-to-market strategy workstream to help drive a variety of strategy,marketing, communications and support activities during due diligence, sign, close phases for ourclient's acquisition of a benefit administration software company* Delivery & Communication: Engaged with Line of Business C-suite to drive initial recommendations for rules of engagement, sales & distribution operating model considerations, and analysis to determine multi-year revenue growth and cross-sell opportunities* Innovation: Delivered a multi-year policy modernization product roadmap. Led working sessions withbusiness leaders to define scope and outline pivot options.* Strategic Benefits Case: Led benefits case work project for multi-year product build as part of Enterprise Policy Modernization program, identifying $800-$1.2BN in benefits* Project Management + Org Design: Strategy lead for organizational design workstream, drivingactivities and project planning to activate future state organizational design recommendations for 7functional groups and 5 shared service groups

Industry Focus: InsuranceCore Area FocusFunctional / Operations Transformation, Organizational Design, New Product Development & Innovation, Digital Transformation & Design, Contact Center Modernization, Enterprise Operating Model & Transformation, Operations Strategy / Process Re-Engineering, Compensation & Pricing Strategy Project Engagement Leader Experience* Strategy: Drove 3-year vision for enterprise operating model, with focus on 10,000+ FTE’s and 8 product lines across service operations, shared service, and contact center functions to drive future state digital transformational efforts, including business outcomes to drive efficiency, effectiveness, and experience'* Insights + Innovation: Analyzed value pool opportunities in collaboration with claims, actuary, pricing, and business SMEs for new home insurance offering to uncover $1.2B in business benefits * Strategy, Insights, Design: Managed delivery of key project client deliverables that included a global P&C telematics market analysis and competitive landscape, ecosystem analysis of 100+ players, co-creation and prioritization of 5 new business concepts, MVP scope and feature development* Financial + Capacity Modeling: Analyzed agent compensation and identified future stateconsiderations, resulting in delivery of a multi-year baseline and pro-forma model* Market Insights: Assessed the P&C North America market landscape, along with benchmark andcompetitor analysis to help develop multiple leading scenarios and options for agent compensation* Transformation Strategy: Delivered a multi-year enterprise transformation plan, comprising of acurrent/target state operating model assessment, organizational design, transition paths, future statesolutions, and implementation roadmap* Transformation Management Office: Led day-to-day TMO that managed 8 enterprise workstreams accountable for $100mm+ in net run-rate savings around prioritization, resourcing planning, and governance

Individual Products & Solutions - Life / Annuities Group

Strategy, Marketing, and Business Management

Commercial Insurance Group