With over two decades of experience in the life insurance sector, I bring a distinctive combination of technical proficiency and exemplary leadership skills to the table. My expertise spans effective management of producer onboarding, incentive compensation, and producer collections with a prominent life insurance company.In my current role, I serve as the Head of Customer Success at Chestnut, a digital insurance platform dedicated to optimizing the complete producer lifecycle, encompassing producer onboarding, commission payout, and collections.KEY PROFESSIONAL SKILLSInsurance Operations ManagementIncentive Compensation Producer Lifecycle ManagementMeeting FacilitationInterpersonal SkillsTeam Leadership & DevelopmentInsurance Domain ExpertiseAnalytical ReasoningCreative Problem SolverKEY TECHNICAL SKILLSProject ManagementAgile/Scrum/Waterfall Technical TrainingProcess Improvement SQLTableauSSRS ExcelAccessVisioBusiness Intelligence Business Analysis
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Head Of Customer SuccessChestnut Jul 2023 - Present -
Director, Producer ServicesAmerico Financial Life And Annuity Aug 2019 - Jul 2023Kansas City, Missouri, UsPromoted to oversee both teams under Producer Services due to my ability to enact process efficiencies and lead people through significant growth.• Oversee Producer Services teams consisting of on-boarding new producers, paying them timely and accurately, and collecting outstanding debt. • Managed through 54% yr./yr. growth by maximizing efficiency gains while controlling cost. • Continuously build and maintain strong relationships with leaders around the organization through cross-functional collaboration.• Responsible for ensuring the thousands of commission schedules are built, tested, and implemented according to our Sales and Actuary department. • Monitor team performance and provides ad-hoc reporting to all levels of the organization by building SQL queries in multiple reporting tools (Tableau, SSRS, Access, etc.).• Continually train new individuals on advanced MS Excel functionality, SSRS, Tableau, MS Access and other tools.• Activity involved in multiple IT projects as a tester, workflow designer, trainer and subject matter expert.• Professionally develop staff through guidance, support, coaching, and mentorship to maximize output and foster succession planning.• Maintain strong relationships with vendors and negotiates contracts to reduce expenses.• Aggressively pursue process improvements and efficiencies to reduce expenses and increase profitability. • Perform strategic planning, budgeting and forecasting to meet current and long-term goals and objectives.• Successfully manage home office and remote associates with an increase in productivity across the board. -
Sr. Manager-Producer Compensation And CollectionsAmerico Financial Life And Annuity Jan 2016 - Jul 2019Kansas City, Missouri, UsPromoted to head the Producer Compensation and Collections department due to my strong analytical skills, advanced reporting capabilities, and proven ability to lead others.• Managed a team of exempt and non-exempt individuals and their day-to-day performance.• Implemented many process improvements that allowed a 305% increase in work with a 30% decrease in FTE’s. • Responsible for making sure our 60,000+ producers are being paid correctly• Manages our producer debt and ensures we're collecting it timely• Architected and built a complex projected commission report to ensure our producers have adequate future commissions to offset their advance and debit balances.• Provide weekly, monthly, quarterly, and annual reports to C-suite on our outstanding producer debt and other commission related items.• Continually developing associates through 1:1’s, annual reviews, and ad hoc coaching sessions• Developed a myriad of reports for team members and executive management through Tableau, MS Access, and MS Excel• Provides support on reports and process improvements to multiple areas of the organization• Successfully trained associates on Microsoft Access and Excel • Trained new employees in Licensing, Contracting, and Compensation -
Manager, Producer Compensation And CollectionsAmerico Financial Life And Annuity Jan 2012 - Jan 2016Kansas City, Missouri, Us -
Senior Operations Project ManagerAmerico Financial Life And Annuity Dec 2009 - Jan 2012Kansas City, Missouri, Us• Successfully managed and participated in over 100 business unit and IT projects using a combination of agile, waterfall, and Lean Six Sigma methodology.• Completed key project deliverables including: Business Requirements Documents, Cost Benefit Analysis, Business Cases, Work Breakdown Structures, Project Plans, Process Flows for multiple projects.• Developed and implemented a project management program called STEPS (Success Through Effective Projects) that accelerated the implementations of many projects across multiple departments.• Identified and implemented a process change that cut costs of $250,000 annually and hundreds of other process improvements over the years.• Negotiated 33% reduction in our cost to our appointment vendor and 25% reduction with our background investigation vendor. -
Operations Project ManagerAmerico Financial Life And Annuity Dec 2006 - Dec 2009Kansas City, Missouri, Us -
Professional Agent Compensation RepresentativeAmerico Financial Life And Annuity Apr 2004 - Dec 2006Kansas City, Missouri, Us• Designed and implemented compensation schedules for all product lines and agents.• Trained new employees on all department tasks.• Researched errors with compensation payout and resolved the issues timely.• Updated producer information that impacted how they were paid. -
Professional Licensing And Contracting RepresentativeAmerico Financial Life And Annuity Nov 2003 - Apr 2004Kansas City, Missouri, Us• On-boarded new life insurance producers.• Maintain proper license and appointment information.• Trained new employees on all department tasks. -
Sr. Licensing And Contracting RepresentativeAmerico Financial Life And Annuity Mar 2003 - Nov 2003Kansas City, Missouri, Us -
Licensing And Contracting RepresentativeAmerico Financial Life And Annuity Mar 2002 - Mar 2003Kansas City, Missouri, Us -
Men'S LeaderCamp Barnabas May 2000 - Aug 2001Unit Leader & Lead Counselor at a camp for children & adults with special needs. While working on the leadership team, I served as the team leader of 30 staff members.
Greg Baker Education Details
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Southwest Baptist University
Frequently Asked Questions about Greg Baker
What company does Greg Baker work for?
Greg Baker works for Chestnut
What is Greg Baker's role at the current company?
Greg Baker's current role is Head of Customer Success @ Chestnut.
What schools did Greg Baker attend?
Greg Baker attended Southwest Baptist University.
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