David Warden Email & Phone Number

Lombard, Il, Us

Accountable for Operations across the group Life, Disability, Dental, Vision and Supplemental Health businesses.Highlights:• Senior team member leading Implementation, Administration, Claims and Customer Service functions.• Additionally responsible for Training, Quality, Appeals and operational innovation.• P&L responsibility for a 600+ person organization with a $70M+ budget. • Reduced average case implementation time by 51.9%.• Reduced Dental operations expense (% premium) 22.1% despite a 26.5% rise in claim volume.• Reduced Life & Disability operations expense (% premium) 6.7% despite a 25.0% rise in claim volume.• Implemented Lean process and culture, reducing waste and driving significant financial / time savings.• Introduced AI capabilities in multiple functions driving efficiency and enhanced customer outcomes. • Improved NPS performance and consistency for client and customer measures.

Kalispell, Montana , Us

Led Client Management and Operational Excellence as part of the leadership team that transitioned to PEAK6 private equity ownership with the divestiture of NFS from Aon.Highlights:• Ensured transition of entire client base to new owners with no loss of business.• Led restructuring of the OpEx and Client teams with a focus on operating efficiency.

London, Gb

Led Client Management and Operational Excellence for the largest U.S. provider of technology-enabled risk and business process services in the Flood insurance industry, spanning $1.5B in premium and 1.8M policies in force.Highlights:• Led client relationship management comprising large institutional carrier clients.• Secured renewal of 100% of 'at risk' business across book.• Created segmented client model and strengthened relationships across client base.• Drove results-oriented cultural shift by introducing new technology, training and audit practices.• Initiated vendor contract review / renegotiation ensuring improved ROI for high-spend areas.• Created voice of the marketplace programming across core stakeholders.• Generated $6.5M in annual run rate savings across core operational functions.• Part of the leadership team that led the sale of the business to PEAK6 in Aug. 2018.

Gb

Director in PwC Advisory's Financial Services practice leading multiple engagements for insurance clients focused on marketplace strategy and operational transformation.Highlights:• Led the M&A commercial due diligence effort for a $5bn US-based carrier acquisition.• Delivered a Global Bancassurance growth strategy for a leading North American banking group.• Led broker compensation planning for a leading carrier entering the Small Market Group space.• Created private exchange thought leadership utilized at multiple US-based Group carriers. • Conducted an ecosystem analysis and vendor selection for a tier-one Life and Retirement carrier.• Led a policy administration replatforming strategy for an emerging Group carrier.

New York, Ny, Us

Leadership of a new business function tasked with increasing Global Employee Benefit penetration within the Forbes Global 2000 companies.Highlights:• Created a new business model targeting Employee Benefits sales with the Forbes Global 2000.• Developed market approach, relationship management framework and organizational structure.• Produced 2013 pipeline of $200m+ and exceeded closed business sales plan.• Created targeted new business acquisition strategy driving global field force connectivity.• Participated in the design of the Global Employee Benefits intermediary strategy.• Led re-structuring efforts for the GRM Account Management organization.

New York, Ny, Us

Leadership of the Global governance function focused on post-acquisition operating model and business process improvement across multiple regional businesses and support functions.Highlights:• Led the governance function providing operating model insight and recommendations.• Managed the Delegation of Authority manual for seven regional businesses and support functions.• Managed the IT investment governance function safeguarding minimum ROI thresholds.

New York, Ny, Us

Leadership of a diverse sales strategy and operations group responsible for driving innovation and operational efficiency across multiple sales channels and support functions.Highlights:• Led the development of the Employee Benefits broker segmentation strategy.• Directed sales technology, including CRM strategy, vendor management and device strategy.• Managed technology investment activities including business case development.• Led sales real estate including footprint strategy and development of office co-location program. • Implemented financial management and expense strategy across all regional businesses.• Drove field efficiency and expense savings through improved analytics and operational insight.

New York, Ny, Us

Management of the strategic planning function responsible for sales planning, implementation of sales best practices, and initiative development across the organization.Highlights:• Executed the launch of the 2008 business plan with a marketplace visibility focus.• Led the creation and execution of sales training effort ensuring consistent sales best practices.

New York, Ny, Us

Chief counsel to the head of Group Benefits Sales with responsibility for strategy assistance, program management and administration leadership across the organization. Highlights:• Assisted in the development of the 2006 and 2007 sales business plans.• Launched strategic sales account planning tool, benefitting 300 AE's and sales leadership.• Developed analysis and speaking points for C-level audience annual business reviews. • Created improved reporting tools with expanded capacity for customer research and data mining.

New York, Ny, Us

Leadership of the group driving the development of new business and add-coverage proposals for National Account Sales with a focus on increased effectiveness, as well as the implementation of more comprehensive field support.Highlights:• Increased efficiency and effectiveness of the team through process improvement and alignment.• Contributed to an increase in finalist stage achievement rate.• Led a redesign of customer unit leadership reporting to include field productivity and capacity.• Expanded scope of the group to include additional sales life cycle support.

Mba

Ba (Honors), Business Studies