David Sweet Email and Phone Number
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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
Briarvista Consulting
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- briarvistaconsulting.com
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Business Transformation ConsultantBriarvista ConsultingChicago, Il, Us -
Independent ConsultantBriarvista Consulting Feb 2023 - PresentIndependent 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. -
Finance Transformation Program ManagerLegal & General America Jul 2023 - PresentFrederick, Md, UsTook over as program manager for a finance transformation initiative. Reset program direction and turned around critical investment accounting project. -
Vice President, Business Strategy And TransformationKemper Aug 2021 - Feb 2023Chicago , Il , UsLead 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. -
Vice President, Data & Business StrategyKemper May 2020 - Aug 2021Chicago , Il , UsResponsible 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. -
Vice President Integration & Special ProjectsKemper Dec 2018 - May 2020Chicago , Il , UsLed 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. -
Founder & PrincipalBriarvista Consulting Llc Jun 2018 - Dec 2018Independent consultant providing strategy and management consulting advisory services to the insurance industry. -
Vice President, Data Strategy At Combined InsuranceChubb Jan 2017 - Jun 2018ChCombined 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. -
Vice President, Sales And Strategic Initiatives At Combined InsuranceChubb Feb 2015 - Jan 2017ChServed 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. -
Vice President, Strategic Programs At Combined InsuranceChubb Dec 2009 - Feb 2015ChBuilt 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. -
Independent Consultant And Project Manager At Combined InsuranceChubb Jun 2009 - Dec 2009ChLed two strategic outsourcing projects that transitioned operational processes to external providers. -
Vice PresidentCombined Insurance Jun 2009 - Jun 2018Chicago, Illinois, UsCombined 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 -
ManagerDeloitte Consulting Aug 2007 - Sep 2008Worldwide, OoConsulted 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 -
Senior Director, Transformation LeaderFireman'S Fund Insurance / Allianz Group Feb 2006 - Aug 2007Novato, Ca, UsLed 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 -
Managing ConsultantIbm Business Consulting Services - Strategy & Change Practice Jul 1999 - Jan 2006Armonk, New York, Ny, UsMANAGING 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 -
Mba InternChubb May 1998 - Aug 1998Ch -
Assistant BuyerMay Department Stores Aug 1995 - Jul 1997St Louis, Missouri, Us
David Sweet Skills
David Sweet Education Details
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Emory University - Goizueta Business SchoolStrategy & Marketing -
Duke UniversityHistory & Political Science -
The Second City - Chicago Training CenterImprov Program -
Harvard Business SchoolAdvanced 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.
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