Gregory Driscoll Email & Phone Number

OPERATIONS MANAGEMENT • BUSINESS ANALYSIS • PROJECT MANAGEMENTManagement departments include New Business Transfer of Assets Team (TOA), Incoming and Outgoing Regulation 60, Quality Improvement, Loans Processing, and Private Placement Variable Annuity Team. Product experience includes fixed and variable annuity products, short-term, long-term, life, and AD&D group insurance products. Developed business plans for transitioning work to secondary sites in Canada and Ireland. Proven ability to effectively communicate and work with multiple personality types, at all levels. Management roles include budget management, forecasting, compliance, workflow and product projects, process and forms re-design, metrics measurement, and reporting. Creative thinker focused on solution implementation and leading change.Feel free to contact me at greg_driscoll@comcast.netTECHNICAL SKILLSMSWord • Excel • Access • Visio • PowerPoint • SharePoint • Lotus NotesWeb Enabled Workflow • NICE systems • ADP Enterprise e-Time • SAP Business Objects

Listed skills include Team Leadership, Cross Functional Team Leadership, Change Management, Variable Annuities, and 15 others.

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  Operations Manager - Annuity New Business

  Sun Life Financial

  Jan 2001 - Mar 2012

  New Business TOA and Regulation 60 Manager - Annuity Operations (2007-2012)• Lead Sun Life to achieve #1 ranking for New Business in OMR for three consecutive years.• Re-designed transfer process resulting in improved turnaround of funds from 10+ days to 4 days.• Set team and individual goals for staff of 7 operations coordinators.• Created career development and succession planning for individual staff members.• Supported product projects and service center initiatives.• Worked with Compliance to complete internal and external audits.• Implemented procedures and designed database to improve Regulation 60 process.• Presented process overview for new product offering to senior leadership and distribution team. • Worked with state filing to update and re-file applications, endorsements, and fund offerings.• Accountable for allocating budget and unit cost for multiple cost centers.Operations Manager - Quality Improvement - Annuity New Business (2006-2007) • Set team and individual goals for staff of 13 operations coordinators.• Tracked productivity and efficiency and facilitated one-on-ones with team members.• Re-engineered departmental procedures and guidelines.Operations Coordinator - Clarifications - Annuity Operations (2005-2006)• First Quarter 2005 – Sun Award Recipient• Worked with Accounting Control to reconcile variances. • Responsible for creating call scripts and documenting procedures for the team.• Served as mentor/trainer for all new hires.Operations Specialist – 1035 Follow-Up Supervisor - Annuity Operations (2004-2005)• Distributed work load daily for 12 follow-up representatives.• Successfully transitioned job function to alternate site in Lethbridge, Alberta, Canada.Operations Coordinator - New Business Processing - Group Operations (2001-2004)• Produced contracts and booklets for key accounts.

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  University Of Massachusetts, Amherst

  Sociology