David Sweet Email & Phone Number

Chicago, Il, Us

Independent consultant providing business transformation, strategic initiatives, program management, and other advisory services to clients in the insurance industry. Representative projects include:- Took over as program manager for a finance transformation initiative. Reset program direction and turned around critical investment accounting project.- Diagnostic and recommendations for operational improvements for a Life carrier's direct sales call center.

Frederick, Md, Us

Took over as program manager for a finance transformation initiative. Reset program direction and turned around critical investment accounting project.

Chicago , Il , Us

Lead business transformation team for Kemper Life and Kemper Health units. Responsible for strategy development, business solution design, planning of major initiatives, business project management, change management, and PMO functions. Guided planning and execution of multiple, extensive multi-year programs intended to transform the Life business from static performance to a more nimble, sustainable growth model.

Chicago , Il , Us

Responsible for business strategy, data, and BI solutions for the Life & Health division of Kemper. Drove new strategic plan to transform Life business. Assessed options for new Health business strategy and requirements for an updated administrative platform to support it. Created new data and insights function and initiated major data modernization program.

Chicago , Il , Us

Led remaining post-merger integration activities after acquisition of Infinity. Supported Kemper Life business during leadership transition and operational turnaround, serving as interim head of Operations for 5 months and oversight of major projects beyond that. Managed approximately 200 FTEs plus outsourced operations across New Business, Policyholder Services, Call Center, and related functions.

Independent consultant providing strategy and management consulting advisory services to the insurance industry.

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Combined Insurance, a Chubb company, is a leading provider of individual supplemental accident, disability, health and life insurance products.Defined and executed data strategy to bring together multiple data sources and make them more usable for business intelligence and forecasting, including business oversight and governance of data. Established enterprise data vision and three-year implementation roadmap. Partnered with IT to develop cloud-based data architecture and initial data marts.

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Served as Chief of Staff to the Chief Agency Officer and head of sales operations for 2,100-person captive agency force selling A&H, Life, and Benefits products. Led 35-person field sales operations and technology support team scattered across U.S. Performed strategic planning, budgeting, and expense management for channel. Partnered with field managers to provide guidance and support for achieving revenue targets.

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Built and led 9-person department responsible for internal consulting, business project management of company's largest initiatives, and PMO support functions. Provided support for projects domestically and internationally. Directly led and oversaw projects across every business function.

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Led two strategic outsourcing projects that transitioned operational processes to external providers.

Chicago, Illinois, Us

Combined Insurance, a Chubb company (legacy ACE Group), is a leading provider of individual supplemental accident, disability, health and life insurance products.Vice President Data Strategy, 2017 - 2018Vice President Sales & Strategic Initiatives, 2015 - 2017Vice President Strategic Programs, 2009 - 2015Independent Consultant & Project Manager, 2009

Worldwide, Oo

Consulted on business and operations strategy issues for major national and international insurance companies.Representative projects included:– M&A planning for the acquisition and integration of an insurance company– Planning for the restructuring and relocation of a company’s core operations from two cities into one

Novato, Ca, Us

Led a business transformation initiative for the largest division of Fireman's Fund, a $6B Property & Casualty insurer and a unit of Allianz Group.Representative accomplishments include:– Reorganization of a fragmented underwriting organization into a scalable national model– Redesign and implementation of critical processes– Planning for the redesign and realignment of an enterprise field footprint

Armonk, New York, Ny, Us

MANAGING CONSULTANT, Insurance Strategy & Change Practice (2002 - 2006)CONSULTANT (2000 - 2002)ASSOCIATE CONSULTANT (1999 - 2000)Consulted on business operations and technology strategy issues for major insurance and financial services companies.Representative accomplishments include:– Identification of a company's top opportunities for internal investment to maximize revenue uplift– Alignment of business and technology strategies for a client’s business divisions– Redesign of enterprise shared service processes– Identification of opportunities for significant cost savings– Contribution to a new end-to-end business transformation methodology– Design of a new operating model for a large business division of a client

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St Louis, Missouri, Us

Mba, Strategy & Marketing

Ba, History & Political Science

Certificate, Improv Program

Executive Education Program, Advanced Operations Strategy