David Winner Email & Phone Number

Charlotte Metro

AXA Equitable is a provider of life insurance, individual retirement, and group retirement products that focus on financial insight, support and wealth management based on customer needs • Built a trust-based environment of 8 associates through inclusion, respect, and willingness to share thoughts, opinions, and ideas• Spearheaded career growth opportunities for associates by leveraging a cross training program• Point of contact for escalations with agents. Required research, interacting with other departments, vendors, and timely follow ups. • Oversaw the daily activity of Underwriters, Relationship Case Managers, and Call Center Representatives• Presented competitive findings and recommendations to risk committee for new life insurance requirements. Resulted in new guidelines being issued.• Opened a four man call center within the department to answer questions specifically related to our department processes• Defined capacity workloads for associates• Implemented call center metrics and quality goals for the team

Lash Group is a customer support services company that provides high touch to highly automated patient access and adherence programs, based on your product’s needs. • Ensured a team of 20 associates was operating effectively by providing day-to-day guidance, monitoring program policies and procedures and ensuring adherence to quality expectations• Prioritized work flow based on forecasts and made timeline adjustments as needed.• Assessed team members for potential, strengths and development needs and conducted career development discussions to grow the talent pipeline.• Collaborated with Compliance team on program audits, address audit findings and implement corrective action.• Four consecutive months without a failed quality audit by analyzing quality and performance reports for trends, made process improvements, provided coaching or retraining where needed.• Worked in partnership with departments on program projects and made recommendations to improve quality and efficiency.• Analyzed quality and performance reports for trends and making recommendations for process improvements where necessary.

• Developed a new working footprint to coincide with organizational strategies for assigned goals• Restructured Performance Measures to more accurately reflect employees responsibilities• Trained on program initiatives and impacted Standard Operating Procedures (SOP’s), monitor adherence to SOP’s• Monitored daily productivity and employee activity while providing mentoring and coaching as needed• Researched and resolved escalated issues

Charlotte, Nc

Accountable for the daily activity of ten employees. Management responsibilities include: understanding the healthcare market, meeting and exceeding customer requirements, collaborate with key opinion leaders, develop and maintain understanding of market developments, industry trends, risks, and customer needs to drive strategic direction for service, conducting safety programs based on FDA requirements, sales calls and presentations, and overall growth of the center.*Improved center’s operating cash flow every year through process improvements, capitalizing on new and existing business, and controlling operational costs*Implemented Safety programs, including maintaining records, in compliance with all federal, state, and local regulations that apply to the FDA and DOT.*Forged strategic relationships with specialists, administrators, and case management on our services, equipment, and capabilities*Took under performing center and increased patients by 50% in 2011 and 105% in 2012*Integral in coordinating patient setups with physicians, nurses, case management, and home care services

Philadelphia, Pa And Charlotte, Nc

Spearheaded the creation of new business and developing relationships with clients to drive market share and volume growth of key company products in a highly competitive market.*Ranked #2 out of 27 in the region in sales 2008*Ranked in the top 28% of the nation three out of the last four years*Identified potential opportunities by working with and educating office staff and pharmacists*Represented the company at a number of national and local conventions*Introduced two new products to market *Trained new and existing personnel on computer systems and data analysis