Danna O'Brien, Email & Phone Number

Plano, TX, US

Dallas/Fort Worth Area

Manages licensing and contracting department to ensure independent agent contracts are processing through submission and appointment in a timely and efficient manner.

Mckinney, TX

Manages New Business insurance application processing, billing and allotments for Life and Cancer products. Services Home Office Agents, Military and Federal Business. Monitor and report on key performance indicators. Manages a staff of 8.

Plano, TX

• Identified and Implemented productivity improvement within the Administrative Services Division utilizing Lean Six Sigma methodology.
• Facilitated Lean Methodology Training Workshops for management across three locations.
• Collaborated with Business Units to define, analyze, evaluate processes and identify efficiencies through cost effective measures.
• Implemented cost savings:o Underwriting Workshop. Savings $120K. o Long Term Care Workshop- NOC. Savings $305K.o New… Show more Identified and Implemented productivity improvement within the Administrative Services.
• Implemented cost savings:o Underwriting Workshop. Savings $120K. o Long Term Care Workshop- NOC. Savings $305K.o New Business Workshop. Savings $327,000K. Show less

Plano, TX

• Managed all document scanning for multiple locations utilizing Automatic Workflow Distributor. Responsible for Budget and the management of associates including: performance management, salary planning and.
• Identified and eliminated “File Copy” print jobs. Savings $475k (Salary, Print… Show more Managed all document scanning for multiple locations utilizing Automatic Workflow Distributor. Responsible for Budget and the.
• Identified and eliminated “File Copy” print jobs. Savings $475k (Salary, Print, Paper, Off Site Storage).
• Developed Unit Costs for production tasks-scanning, prepping & indexing documents, which allowed the Financial Dept.to accurately allocate and chargeback costs to Business Units.
• Developed and implemented performance and service standards to drive superior operational performance.
• Reduced equipment inventory by $58K (31%) by analyzing life cycle of productive usage. Show less

• Managed customer records, all media for multiple locations. Directed all departments adhere to the company's Record Retention policy and procedures. Managed mail room distribution, mail room equipment contracts and.
• Streamlined Record Retention process across multiple locations to… Show more Managed customer records, all media for multiple locations. Directed all departments adhere to the company's Record Retention policy and.
• Streamlined Record Retention process across multiple locations to be compliant with corporate guidelines.
• Reduced the number of offsite storage vendors. Savings $19K.
• Organized and cataloged 16,000 boxes of inventory from multiple departments and relocated to offsite vendor to ensure security/confidentiality of all customer files. Show less

Plano, TX

• Managed New Business and Policy Issue Operations including Insurance, Credit Inurance and Membership Services for US and Canada. Responsible for Budget, New Business Training, Policy Issue & Fulfillment, Quality.
• Implemented staffing model to develop consistency across teams creating stronger career development, reduced turnover and increased in house… Show more Managed New Business and Policy Issue Operations including.
• Implemented staffing model to develop consistency across teams creating stronger career development, reduced turnover and increased in house promotions.
• Outsourced Policy Fulfillment. Decreased resource budget by 40%, improved service to customer by 3 days.
• Developed Quality Assurance team to monitor performance of outsourced Policy Fulfillment. Reduced errors by 10%.
• Implemented remote audits with Telemarketing Firms reducing travel expenses by 25%. Show less

Plano, TX

Assessed risk on Life applications for cases up to $100 K. Managed a staff of 8 underwriters and policy issue team.