John Borders Email & Phone Number

Maynard, Ma, Us

United States

Weston, Ma.

- Perform quality assurance audits on all levels of group underwriters, from small case underwriting of fifty lives to underwriting portfolio consultants working on cases over 50,000 lives.- Developed and piloted several new audit programs including prospect/aquisition audits and participated in development, piloting and testing of additional audit programs and procedures. - Create and coordinate training content and refresh content for new hires including Mid-Market, Large/National and Quality Assurance Analysts.- Utilize fresh training ideas and content to facilitate sessions and training events for new hires, experienced hires partners. - Participated in Liberty Management System transformation, a Lean initiative for the department which focused on operational effectiveness. - Created departmental training database which houses all training sessions, content, facilitator data and curriculum. - Collaborated with instructional designers to create and release training material for the departmental intranet; the site provided real training material along with course overviews and content. - Facilitate Fellowship meetings for underwriting mentors to provide feedback to both training and management on the performance of new hires and mentors. - Managed the underwriting interns and created a robust curriculum for them over the summer, which included several visible projects including contracts process revamp, financial underwriting for every inbound case and a departmental newsletter.

Weston, Ma.

• Experience in developing Formula and Underwriter case rates for Life, Long Term Disability, FMLA and Short Term Disability products within authority. • Wrote and installed over six million dollars in new business and additional business on current customers in 2014.• Lead a variety of training courses for new hires including Prospect Work-Flow, Introduction to Group Insurance, Experience and Manual Case Studies from beginning to end, for new hires and interns. • Provide services for field partners including account change requests, plan design changes, benefit solution alternatives and renewals for an established book of business. • Provide renewal and experience exhibits to clients while developing and attending strategy calls with sales and service to ensure retention. • Learned a variety of pricing methodologies including the development of incidence and severity picks based on provided experience and safe assumptions. • Positioned case strategy with Senior Management and Actuaries for cases that deviate from authority and formula and cases in excess of three million dollars in annual premium. • Participated in a variety of broker events for the Western Region, including visits and presentations to help build beneficially relationships with sales executives in the field.

• Price, Experience rate and Risk Approve Life, Long Term Disability, Short Term Disability, Dental, and Statutory cases in accordance to state guidelines and department cycle times.• Experienced in rate negotiation with field while balancing risk analysis and exposure.• Mentored and provided Quality Assurance and grading of cases for new underwriters for all lines of coverage. • Appointed to Sun Life’s Underwriting committee tasked with modifying the Quality Assurance process for Pre and Post-Sales Underwriting. • Selected to be a member of Sun Life’s Risk Approval team to capture premium and re-rate the risk of sold coverages. • Attended JHA Conference in Portland, Maine to participate in focused disability workshop, learn alternative pricing methods and to meet Sun Life’s reinsurers. • Received the “Sun Award” in 2008 for successfully partnering with the Detroit Sales Office to exceed sales goals.

Maynard, Ma.

• Received the “Monster Idol” award in 2004 for teamwork and dedication while creating training documents, aiding in the production and organization of the Sales Conference in Boston, and creating a process for tracking sales bonuses in compliance with Sarbanes-Oxley and corporate compliance.• Correctly and accurately solved cases via inbound telephone and eGain/RightNow systems on issues ranging from data analysis, pivot-table/chart creation, systems demonstrations, website navigation techniques and sales consulting.• Guided sales representatives on strategy and the positioning of Monster.com products for domestic and international clients and how to target customer need and utilize Monster.com’s competitive advantages.• Served as the Sales Operations Intranet Administrator, focusing on managing all content on the intranet, replacement and updating of documents, and as a guide to locate documents on the Sales Portal. • Chosen by Senior Management to visit various Monster.com offices to train new sales representatives on system’s setup and task organization through Seibel (Karma), and sales approaches.• Organized, set-up and led Monster.com booths for various trade shows including the Women’s Leadership Exchange in Orange Beach, California.• Participated in various trade shows, demonstrating Monster.com products and services.