Providing insurance advisory and expertise to insurtech organizations

Providing strategic consulting services for CRM and business process transformation.

Work with business partners across the enterprise to ensure alignment on commercial strategy, projects and initiatives for Salesforce.com and other commercial tools by developing business strategies, establishing standards and driving platform efficiency and usability.

Engage with insurance clients and prospects to enable successful deployment of CRM solutions. Provide guidance to sales teams, sharing in-depth industry and cloud computing knowledge.

Deployed global customer relationship management (CRM) solutions. Applications based on the Salesforce.com platform support the end-to-end sales and marketing process for commercial and personal insurance lines ($30 billion USD premiums). Responsibility for both business process and technology teams. Direct reporting to corporate management and business unit presidents. User community of 8,000 global users

Responsible for global reinsurance application development and strategic information technology planning, managing teams in North America and Europe. Developed complete reinsurance brokerage solution, including application requirements, design, and development utilizing a multi-tier architecture. Deployed e-commerce solution to enable Internet-based product distribution and service to over 1,500 clients

Developed overall enterprise system strategy and formed information technology organization for North American business unit. Management responsibility for integration post acquisition. Implemented a comprehensive reinsurance brokerage system including external connectivity to channel partners. Evaluated alternative technologies and implemented an infrastructure, Internet strategy, and desktop architecture. Designed automated broker workstation for sales force automation