David Sweet

David Sweet Email and Phone Number

Business Transformation Consultant @ Briarvista Consulting
Chicago, IL, US
David Sweet's Location
Greater Chicago Area, United States, United States
About David Sweet

With 25 years of experience on both the carrier and business consulting sides of insurance, I am well-versed in innovating, implementing strategy, and driving business transformation through operations, organizational design, data, and technology. I have experience working across most major insurance functions, including agency distribution / sales operations, new business, underwriting, operations, claims, marketing, and compliance; and have worked in Life, Accident & Health, Personal Lines, and Commercial P&C.During my career I have: - Worked with two dozen carriers to solve strategic growth and efficiency challenges - Twice built business transformation / internal consulting / business project management departments supporting major programs in the US, Canada, UK, Australia, and Latin America - Managed 200-person operations department supporting over 3 million policies - Led 35-person field-based sales operations team supporting over 2100 agents and managers in 45 states - Developed and piloted a new independent agent sales channel including separate product, new business, and marketing infrastructure - Supported reorganizations, staff cutbacks, and business shutdowns on 4 different continentsSpecialties: - Business Transformation: Target operating models, business solution design, process improvement, internal consulting, business project management, program management, portfolio management, governance, prioritization of initiatives, roadmap development, change management, implementation, project governance, benefit tracking, PMO- Business Strategy: Strategic drivers, strategic enablers, market analysis, definition of initiatives, creative problem solving, strategic plans, critical thinking, budgets- Operations Strategy: Operations strategy, process improvement, organizational design, closing of operations, conversion to runoff, innovation- Insurance: Life insurance, supplemental benefits, accident, health, personal lines, property and casualty, captive agency, distribution, new business, persistency, operations, claims, sales operations, field technology, sales compensation, licensing and appointments - Communications: Executive communications, presentations, facilitation, public speaking

David Sweet's Current Company Details
Briarvista Consulting

Briarvista Consulting

View
Business Transformation Consultant
Chicago, IL, US
David Sweet Work Experience Details
  • Briarvista Consulting
    Business Transformation Consultant
    Briarvista Consulting
    Chicago, Il, Us
  • Briarvista Consulting
    Independent Consultant
    Briarvista Consulting Feb 2023 - Present
    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.
  • Legal & General America
    Finance Transformation Program Manager
    Legal & General America Jul 2023 - Present
    Frederick, Md, Us
    Took over as program manager for a finance transformation initiative. Reset program direction and turned around critical investment accounting project.
  • Kemper
    Vice President, Business Strategy And Transformation
    Kemper Aug 2021 - Feb 2023
    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.
  • Kemper
    Vice President, Data & Business Strategy
    Kemper May 2020 - Aug 2021
    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.
  • Kemper
    Vice President Integration & Special Projects
    Kemper Dec 2018 - May 2020
    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.
  • Briarvista Consulting Llc
    Founder & Principal
    Briarvista Consulting Llc Jun 2018 - Dec 2018
    Independent consultant providing strategy and management consulting advisory services to the insurance industry.
  • Chubb
    Vice President, Data Strategy At Combined Insurance
    Chubb Jan 2017 - Jun 2018
    Ch
    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.
  • Chubb
    Vice President, Sales And Strategic Initiatives At Combined Insurance
    Chubb Feb 2015 - Jan 2017
    Ch
    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.
  • Chubb
    Vice President, Strategic Programs At Combined Insurance
    Chubb Dec 2009 - Feb 2015
    Ch
    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.
  • Chubb
    Independent Consultant And Project Manager At Combined Insurance
    Chubb Jun 2009 - Dec 2009
    Ch
    Led two strategic outsourcing projects that transitioned operational processes to external providers.
  • Combined Insurance
    Vice President
    Combined Insurance Jun 2009 - Jun 2018
    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
  • Deloitte Consulting
    Manager
    Deloitte Consulting Aug 2007 - Sep 2008
    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
  • Fireman'S Fund Insurance / Allianz Group
    Senior Director, Transformation Leader
    Fireman'S Fund Insurance / Allianz Group Feb 2006 - Aug 2007
    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
  • Ibm Business Consulting Services - Strategy & Change Practice
    Managing Consultant
    Ibm Business Consulting Services - Strategy & Change Practice Jul 1999 - Jan 2006
    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
  • Chubb
    Mba Intern
    Chubb May 1998 - Aug 1998
    Ch
  • May Department Stores
    Assistant Buyer
    May Department Stores Aug 1995 - Jul 1997
    St Louis, Missouri, Us

David Sweet Skills

Strategy Business Transformation Program Management Change Management Insurance Management Consulting Process Improvement Business Analysis Executive Management Property And Casualty Insurance Mergers And Acquisitions Sales Operations Business Process Improvement Vendor Management Public Speaking Financial Services Strategy Execution Insurance Operations Mentoring Presentations Business Strategy Voluntary Employee Benefits Insurance Agency Management Data Strategy Data Governance Cxo Level Engagement Executive Level Communication Analysis Leadership Strategic Thinking Improvisational Comedy Operating Models Accident And Health A&h Shutdown Strategic Planning Management Consulting Project Management Cross Functional Team Leadership Data Management Pmo Process Engineering Risk Management Insurance Regulatory Accident Insurance Supplemental Health Channel Partners Customer Experience Data Strategies

David Sweet Education Details

  • Emory University - Goizueta Business School
    Emory University - Goizueta Business School
    Strategy & Marketing
  • Duke University
    Duke University
    History & Political Science
  • The Second City - Chicago Training Center
    The Second City - Chicago Training Center
    Improv Program
  • Harvard Business School
    Harvard Business School
    Advanced Operations Strategy

Frequently Asked Questions about David Sweet

What company does David Sweet work for?

David Sweet works for Briarvista Consulting

What is David Sweet's role at the current company?

David Sweet's current role is Business Transformation Consultant.

What is David Sweet's email address?

David Sweet's email address is da****@****nce.com

What is David Sweet's direct phone number?

David Sweet's direct phone number is +141073*****

What schools did David Sweet attend?

David Sweet attended Emory University - Goizueta Business School, Duke University, The Second City - Chicago Training Center, Harvard Business School.

What are some of David Sweet's interests?

David Sweet has interest in Cooking, Medicine, Electronics, Exercise, Investing, Home Improvement, Diet, Wine, Reading, Crafts.

What skills is David Sweet known for?

David Sweet has skills like Strategy, Business Transformation, Program Management, Change Management, Insurance, Management Consulting, Process Improvement, Business Analysis, Executive Management, Property And Casualty Insurance, Mergers And Acquisitions, Sales Operations.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.