Head Of Life And Annuity Operations
Current- Accountabilities include leading Operations staff responsible for contact centers, billing, policy owner services, underwriting, claims, digital Product Owners, BPO oversight, IT prioritizing, vendor management, and.
- Launched the migration of an operation with an Agile methodology from a legacy carrier to a start-up company while successfully meeting service levels for all operational functions.
- Drove the launch of a customer portal, agent portal, and new workflow, which reduced overall transaction volumes by 10%, and lowered overall transaction costs by 20%.
- Led the migration of the BPO operation to a new vendor, retaining 60% of BPO staff, reducing costs by 30%, and successfully attained service level agreements post the onboarding ramp period.
- Reduced overall costs by 20% with the reduction of redundant functions, streamlined processes, and increased use of AI technologies.
- Successfully onboarded an acquired company’s operation, reduced overall costs by 25%, and retained 90% of the staff while meeting service level agreements with agents and customers.