Exclusive Allstate Insurance Agency offering a full range of products including Auto, Home, Business, Life and Retirement options. Two Locations:1) NW Military Highway at West Ave in Castle Hills, TX2) Bulverde Road at 1604 in San Antonio, TX

Summary:* Responsible for retirement plan operations with up to 175 staff.* Operations support a client base of 500,000 retirement plans and $10+ billion in assets.* Also managed Currency Transaction Reporting and Consumer Banking Operations units.* Managed operating budget of $5.0 million, processing 2.5 million transactions annually.* Significantly reduced operating expenses through quality improvement and productivity enhancement strategies.Key… Show more Summary:* Responsible for retirement plan operations with up to 175 staff.* Operations support a client base of 500,000 retirement plans and $10+ billion in assets.* Also managed Currency Transaction Reporting and Consumer Banking Operations units.* Managed operating budget of $5.0 million, processing 2.5 million transactions annually.* Significantly reduced operating expenses through quality improvement and productivity enhancement strategies.Key Accomplishments:* Led Retirement Plan initiatives on service enhancement strategies.* Achieved significant budget reductions through process enhancements and productivity improvements.* Modified key business practices as RPS evolved from a bank based product offering to a predominantly brokerage based offering.* Rolled out pilot program utilizing a 3rd party vendor based in India to support RPS processes. Show less

* Successful implementation of Roth IRA product for Citibank.* Over a 24 month period, successfully reduced staff and operating budget by 25% and 35% respectively; while increasing the customer base by 25%.* Managed cross functional team which reduced site wide postage/shipping expenses by 20%.* Implemented programs resulting in 35% decrease in unit cost.* Managed integration of retirement portfolios from multiple bank acquisitions.

* Charged with developing strategies and implementing programs designed to increase revenues from "high profit potential" clients. This segment later became part of the CitiGold offering.* Developed and implemented a home equity direct mail offer which produced a 9% response rate and resulted in an application rate which exceeded goal by 20%.* Designed a brokerage usage program which increased product penetration levels by 19% and exceeded net revenue goals within 12 weeks.*… Show more * Charged with developing strategies and implementing programs designed to increase revenues from "high profit potential" clients. This segment later became part of the CitiGold offering.* Developed and implemented a home equity direct mail offer which produced a 9% response rate and resulted in an application rate which exceeded goal by 20%.* Designed a brokerage usage program which increased product penetration levels by 19% and exceeded net revenue goals within 12 weeks.* Introduced a client newsletter which received a 95% reader satisfaction rating.* Responsible for a major operational program which involved changing clearing brokers, resulting in significant service improvement. Show less