Jacob Watson Email & Phone Number

Hartford, Connecticut, United States

Springfield, Massachusetts, United States

Hartford, Connecticut, United States

• Technology Integration of Life and Annuity Acquisition - Program Manager at U.S. Based Life and Annuity Company:
• Developed the approach to facilitate the technology integration of a Life and Annuity block of business within the desired timeframe and budget of 12-months and approximately $3.5M.
• Led teams across all major business areas in order to execute the transition of over 50 core applications and systems, including TAI, AXIS, LIDP, MG-ALFA, and PerformancePlus.
• Facilitated timely and efficient completion of objectives, while regularly communicating progress to key stakeholders.
• Implemented solutions that focused on furthering strategic capabilities, while reducing manual workload and technical debt.

Hartford, Connecticut

• Illustrations Program Transformation - Lead Analyst at Major Life, Annuity and Long Term Care Provider:
• Provided visibility into current state financials, process, technology and team structure, while delivering detailed recommendations on how to increase overall program efficiency. Given a consistent scope of work.
• Produced future-state delivery and staff projection models, through the use of Excel and Visio, in order to display how the cost and structure of the organization could look.
• Produced a set of performance expectations to improve transparency into the current and target productivity of the quality assurance function within illustrations; then met with quality assurance leads on a regular.
• Created a sophisticated planning model using Excel and VBA to better predict planned projects through the evaluation of previously completed work.
• Managed several workstreams focused on driving improvement with New Business and Inforce data.

Hartford, Connecticut

• Future State Underwriting Redesign - Analyst at Fortune 100 Life Insurer:
• Redesigned a streamlined future-state underwriting process through analysis of current state pain-points and desired business objectives.
• Generated change management, communication, and implementation plans to support the necessary changes to the current-state environment and ensure a successful transition.
• Produced revised job families and performance expectations for Underwriters and Case Managers.
• Outlined recommendations to improve the assessment and management of mortality risk.