• Manage and oversee the Claims, Compliance, and Call Center departments and implement new claims system to streamline claims controlling and adjudication.• Assist in space planning and potential move in 2024 including the determination of remote vs hybrid vs in-office structure• Evaluate the company for automation opportunities and make recommendations for improvement.

Subject-matter expert assisting with complex compliance and claims issues and problems.

Vice President Operations I 2021 - 2022Title change from the previous position with addition of administration team increasing to six direct and 35 indirect reports.• $2.4 million of GWP generated in one year by designing and coordinating approval efforts for a comprehensive travel filing effective in 48 US jurisdictions and launching a focused sales campaign behind the new product.• Counseled designated product teams in researching market and compliance trends, product value, and competitive pricing as the foundation for monthly evaluation of company offerings conducted to ensure profitability. • Secured a reputation for effective leadership of critical projects such as creating required contract information templates and centralizing all data storage for new and existing agreements.• 4 entry-level hires from a staff of five direct reports promoted to manager and director level positions as a result of conscientious training and mentoring.

Responsible for staffing, budgeting, planning, forecasting, and daily operations of the claims, and compliance teams and oversight of third-party vendors. Managed five direct and 30 indirect reports. Oversaw handling of $200 million in annual claims encompassing 125,000 transactions and 1,500 appeal submissions.Augmented Top- and Bottom-Line Growth• 12% sales growth assisted by drafting policy language that allowed the company to offer COVID-related care provisions in a compliant manner and maintain budgeted loss ratios.• Assured product salability in the UK by constructing and installing processes and procedures that ensured the company met 100% of GDPR compliance standards.• Mitigated compliance and risk issues by issuing metric-based monthly reports to senior management explaining the status of claims, appeals, and auditing and providing an overview of the product’s marketplace value.Reduced Operating Expenses• Avoided over $10,000 of fines for inaccurate reporting automating the complaint documenting system resulting in a 100% elimination of late filings and an 85% decrease in customers complaining about claims adjudication. • 70% lessening of administrative costs realized by selecting and directing the activities of a third-party vendor.• 50% reduction in payments, faster adjudication, and minimized legal exposure scored by utilizing medical review suppliers as resources in international and emergency inpatient situations.• 42% shrink in medical claims earned by evaluating and selecting a replacement in-network repricing vendor.Raised Efficiency & Productivity• 67% shortening of average days waited to receive a client’s claimant statement gained, in addition to greater legibility and completeness, by introducing the use of DocuSign online filing.• 38% cutback obtained in claim documentation requested from clients by revising the claim form prerequisites for domestic-claims processing speeding turnaround and improving the insured’s experience.

Administered daily functions of the $80 million short-term medical-business unit that served 330,000 policyholders and processed 65,000 claims and 3,200 appeals / grievances annually.

A national specialty insurance provider offering self-storage operators and renters property coverage.Led self-storage claims and compliance operational activities with accountability for staffing, budgeting, planning, and forecasting. Supervised a staff of 29 including four direct reports.• Acquired limited lines licensure for self-storage providers by drafting Indiana’s statute, shepherding approval through the state legislature, and driving expansion to other states nationwide. • Broadened employee understanding of ESOP accounts and how to increase company value by serving as ESOP committee chairman and conducting the annual stock-price evaluation meeting.• Lowered to an acceptable level the company’s financial exposure to natural disasters by evaluating the extent of risk to catastrophic occurrences and guiding the purchase of appropriate reinsurance.

Established, staffed, and managed the firm’s compliance programs and department. Reviewed marketing materials and monitored company and agent / agency licensing and Department of Insurance complaints through a three-person staff.

Developed rates and policy wording for short-term and annual medical policies, customized fees for group medical coverages worldwide, and oversaw the staff supporting international products. Directed a five-person team.